CRM Management & Maintenance - Update deal stages and probability percentages in HubSpot - Clean and standardize contact and company data - Create and maintain custom properties for tracking - Set up automated workflows for lead routing - Configure pipeline stages for different sales motions - Audit data quality and resolve duplicates - Maintain integration connections with other tools - Create custom views and filters for different teams - Document CRM processes and best practices Reporting & Analytics - Generate weekly pipeline progression reports - Track and analyze win/loss ratios by segment - Monitor sales cycle length trends - Create deal slippage and delay analysis - Build activity reporting for sales rep performance - Analyze conversion rates at each pipeline stage - Report on lead source effectiveness - Create executive dashboards for leadership Sales Support & Coordination - Coordinate discovery calls and demo scheduling - Manage calendar logistics for key prospect meetings - Prepare meeting materials and briefing documents - Follow up on action items from client touchpoints - Coordinate internal stakeholder involvement - Schedule and facilitate deal review meetings - Manage proposal, InfoSec, and contract logistics - Track client communication preferences - Setup product configurations for clients
Keyword: Email Automation
Price: $8.0
HubSpot Administrative Support Analytics Dashboard Task Coordination Data Entry Customer Relationship Management
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