Efficient CRM System Setup

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About this service

Summary

She efficiently set up CRM systems tailored to client needs, using her tech-savviness to enhance client management and lead generation strategies.

What's included

  • Develop a strategy

    Have a kick-off call discussing how they would like system setup

  • Setup system

    This consists of signing up or gathering the credentials, contacts, and other items needed to start the initial system setup.

  • Work on whatever needs done

    Whether it setting up the settings for the first time or important contacts or setting up lists for contacts


Skills and tools

Business Owner

HubSpot

HubSpot