Hubspot CRM Setup and Strategy
Nicolas Munoz
Enhancing B2B Financial Services with CRM Optimization
In a recent project for a B2B financial firm, I undertook the task of optimizing their customer management processes, catering to over 50 daily clients through HubSpot CRM. This initiative yielded impressive results, notably a 20% boost in the sales funnel.
Additionally, I spearheaded the implementation of automation using HubSpot workflows, Email marketing, and customized reporting. This strategic move not only enhanced overall efficiency but also increased prospecting effectiveness by 30%.
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Posted Sep 27, 2023
I optimized customer management processes, leading to a 20% increase in the sales funnel with HubSpot CRM
