
Philip
CRM and HubSpot CRM Expert
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Esperienza lavorativa
HubSpot CRM & Sales Automation
SaaS • Freelance
Aug 2025 - Aug 2025 • 0 mos
HubSpot CRM & Sales Automation I helped a SaaS company optimize HubSpot to improve lead capture, qualification, nurturing, and sales follow-up. What I implemented: 1. Customized HubSpot CRM, properties, lifecycle stages, and sales pipelines. 2. Built lead-scoring workflows based on website activity, forms, email engagement, and demo requests. 3. Automated lead assignment, follow-ups, nurturing, and sales tasks. 4. Created workflows for trial users and prospects at different stages of the buying journey. 5. Connected website forms and lead sources to HubSpot. 6. Built dashboards to track leads, conversions, pipeline performance, and revenue opportunities. 7. Cleaned and organized existing CRM data. The company gained a more organized and automated sales process, improved lead visibility, reduced manual follow-up, and gained better insight into its marketing and sales funnel.