
Customer Relationship Manager
Contact for pricing
About this service
Summary
FAQs
What's included in a typical CRM cleanup project?
A standard cleanup includes deduplicating contacts/companies, standardizing data fields, fixing formatting errors, enriching incomplete records, and setting up automation to prevent future issues. I provide a detailed audit report before any work begins.
Do you work with CRMs other than HubSpot?
Yes. While I specialize in HubSpot, I have experience with Salesforce, Zoho, and Pipedrive, and can handle migrations between platforms or work within your existing system.
What’s needed from me to start a project?
Access to your current support tools (or a new platform you’ve chosen), examples of common customer inquiries, your team’s workflow, and your customer service goals. We’ll start with a free discovery session.
What metrics do you track for ticketing and live chat success?
Key metrics include: First Response Time, Resolution Time, Customer Satisfaction (CSAT), First Contact Resolution Rate, and Chat Conversation Volume vs. Ticket Conversion Rate.
Can you integrate live chat and ticketing with our existing CRM or tools?
Yes. I connect systems like Zendesk, Freshdesk, Intercom, or HubSpot Service Hub with your CRM, knowledge base, and internal tools to create a seamless agent workspace and unified customer history.
What's included
Your Tailored CRM System.
You will receive a ready-to-use CRM system tailored to your team's workflow. It will include automated processes to eliminate manual tasks, a single, organized database for all customer information, and simple dashboards for instant visibility into sales and performance. Your team will also get hands-on training to use the system effectively from the start.
Skills and tools
Industries