HubSpot CRM Setup and PandaDoc Integration

Closed.

$ NZD, Paid on delivery.

We are a small company seeking an experienced HubSpot professional to help us set up the fundamentals of our HubSpot Sales Professional CRM within the next two weeks. The primary goal is to streamline our sales processes, improve reporting, and integrate with PandaDoc for proposal management.

Responsibilities

• Set up and customize HubSpot CRM with a single sales pipeline for 3 salespeople.
• Create basic dashboard reporting with KPIs and metrics related to the sales pipeline and salesperson activities.
• Integrate HubSpot with PandaDoc for seamless proposal management.
• Provide guidance or light training to ensure smooth adoption by our team.

Qualifications

• Proven expertise in setting up HubSpot Sales Professional with minimal customization.
• Experience integrating HubSpot with PandaDoc (or ...