Description
What is included?
We Help You with Hubspot
Streamline your HubSpot CRM with expert assistance tailored to your business needs. From data cleanup and contact management to campaign setup and workflow automation, our HubSpot General Help Service ensures your CRM operates seamlessly, allowing you to focus on growing your business.
What’s Included:
Immediate Assistance
Quick support for daily Hubspot tasks, such as setting up new contacts, adjusting contacts, or updating CRM settings.
Examples: Resolving errors, adding new emails, or configuring CRM options.
Data Entry and Cleanup
Ensure your CRM data is accurate and up-to-date with efficient data entry and cleanup.
Examples: Adding new contacts, updating customer details, and cleaning duplicate entries.
Deduplication and Database Organization
Remove or merge duplicate records for a cleaner, more efficient database.
Examples: Improve segmentation accuracy and reduce confusion caused by duplicate contacts.
Workflow and Automation Setup
Create custom workflows and automations to save time and optimize resource allocation.
Examples: Automate email follow-ups, lead assignments, and task reminders.
Contact Management and Segmentation
Organize and manage your contacts for better targeting and personalized marketing campaigns.
Examples: Segment contacts by behavior, purchase history, or demographics.
Marketing Campaign Setup
Assist with designing, launching, and analyzing campaigns directly within HubSpot.
Examples: Configure email campaigns, landing pages, and campaign tracking.
Property Management for Customization
Adjust or create new properties for contacts, companies, and deals to reflect your unique business requirements.
Examples: Add custom fields for tracking sales stages or customer preferences.
Integration Troubleshooting
Resolve integration issues with third-party tools like Google Ads, Shopify, or QuickBooks to ensure seamless workflows.
Examples: Sync sales data, automate marketing tasks, and maintain data consistency.
Flexibility and Assurance
Get tailored support for unique HubSpot needs, whether resolving small issues or tackling complex configurations.
Examples: Quick fixes for errors, custom reporting setup, or onboarding assistance.
