Hubspot customization
Orçamento $5000-10000 USD
We are a merchant processing company need to build out hubspot
Things we want to have built. There may be more but this would be an amazing start.
1 sales and leads tracking by lead source And rep
2 lead routing to rep by source
3 ability to create DocuSign applications for newtek, nab and paylo( processors)
4. Call reporting by rep, also need to track calls per lead
5 create dispositions for each lead and calls Want to force reps to have to update before they can go to new record. Dispositions include , open no contact, attempting contact, contacted not interested, interested, call back, app out, app in, approved, denied, equipment shipped and started processing
6 Dashboard for all major metric
Number of leads per day and month, number of calls per day per month, apps out, apps in. Approved deals, monthly processing , app submission to approval times, approval to equipment shipped , approval to up and processing, dashboard on rep activity and success by month by date . Track leads by category such as restaurant, hvac etc. So we can focus marketing
7 . Track hot leads or ones that have expressed interest
8. Ability to create mass email by rep and same with texting
9. Ability to add form letters that can be merged and sent out with one click . Example intro letter, cash discount laws, equipment ordering forms etc
10 Ability to track referrals and commissions for Iso's and referal partners. Would be great if they had their own login . Also track leads by source and status of those leads
11. Track residuals from each processor by acct
12. Auto emails sent for things like customer service and auto email when lead come in letting customer know account has been assigned to xxx and provide reps number
13 Create library for documents and materials.
14. Ability to create marketing and direct mail by business type or geography
15. Ability to get leads into system by jot form and ability to assign by rules .
16. Set up daily call lists for reps
17 integrate mail I.e Gmail into hubspot.
17 freelancers estão ofertando em média $7920 nesse trabalho
Hi, I have read your post and understood your requirement. Looking for the freelancer to work on your next project? Or just need some issues/bugs/fixes ASAP? I have 11+ years of software experience in fortune 500 comp Mais
Hi, I have read your job brief and understand it. I will build you a Hubspot website as per your requirement. I have built many Hubspot websites and experienced in both Hubspot CMS and CRM so can meet your job specific Mais
Hello, Greetings of the day!! I appreciate your business and look forward to serving any additional needs in the future. Please check our work below:- ASP.net: [login to view URL] [login to view URL] Mais
Hi, I have read your job description carefully and we are ready to help you on this project and we can start working on your project immediately. Project: Hubspot customization About us: We have well experienced in Mais
Hello, Dear client, how are you? I have just read your requirement very carefully. I am web developer with over 7 year's of experiences in Web developing. I have a team of Web developing. I am very confident in your pr Mais
Hi, all the 17 points you mentioned is doable for us. We can built you a custom dashboard for the leads, We have a great inhouse team of developers who can handle your needs, Can we connect over the chat? Best, Sam
Hello I am so glad to see your HubSpot project. I have checked the project description carefully. I can create a website in HubSpot as you want. Please check my Hubspot skill below. [login to view URL] Mais
Hi, I am a full-stack developer with 10 years of PHP (Laravel, Symfony) experience. I use PHP, HTML5, CSS3, JavaScript, AJAX, GIT on a daily basis. I have a lot of experience in developing e-commerce apps with marketin Mais
Narinder Alliance Technologies LLC An IT Consulting and Software Development company. We have a team expert in Web Designing, Application Development and Databases. We have worked on various projects across various in Mais
