Sales pipeline and CRM setup in HubSpot, Salesforce or any CRMLila Goldman
"Our CRM is a mess and nobody trusts the pipeline."
I set up or rebuild your CRM so it matches how your buyers actually buy, and your team can forecast from it.
What's included:
Pipeline stages with clear entry and exit rules
Deal fields, required next steps and close date rules
Automations, tasks and alerts so deals do not go quiet
Data clean up and import
Pipeline and forecast dashboards for your leadership
Works with: HubSpot, Salesforce, Pipedrive and most other CRMs.
Who you get: Goldman Digital Ltd, London. 17 years in B2B sales at Diligent, Keywords Studios, Identity Global, Cashew.ai, DoubleVerify and TVGuide.co.uk. Over £20M in revenue in the last 10 years as a manager and a seller, and teams carrying a £19M target.
How it works: Billed hourly. Message me with your CRM and what is not working.
Sales pipeline and CRM setup in HubSpot, Salesforce or any CRMLila Goldman
Starting at$100 /hr
Tags
HubSpot
Salesforce
"Our CRM is a mess and nobody trusts the pipeline."
I set up or rebuild your CRM so it matches how your buyers actually buy, and your team can forecast from it.
What's included:
Pipeline stages with clear entry and exit rules
Deal fields, required next steps and close date rules
Automations, tasks and alerts so deals do not go quiet
Data clean up and import
Pipeline and forecast dashboards for your leadership
Works with: HubSpot, Salesforce, Pipedrive and most other CRMs.
Who you get: Goldman Digital Ltd, London. 17 years in B2B sales at Diligent, Keywords Studios, Identity Global, Cashew.ai, DoubleVerify and TVGuide.co.uk. Over £20M in revenue in the last 10 years as a manager and a seller, and teams carrying a £19M target.
How it works: Billed hourly. Message me with your CRM and what is not working.
$100 /hr