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.
Hello Xero20,
I have experience of 10 years in development and my implementation power keeps me one step ahead for working with any web based application with a very high speed.
I am pro with CRM, HTML, PHP, Website Design
Why me?
I only take one job at a time and work on same till its delivery. I believe in pro active communication and quality delivery. I ensure you that I will satisfy with my work (My Freelancer Reviews: https://www.freelancer.com/u/mmadi.html
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 specifications accordingly. I’m available to discuss and start work right now.
I’ve 10 years experience in web development using PHP, Hubspot, CMS, CRM, eCommerce, WooCommerce, etc.
Portfolio ->> https://www.freelancer.com/u/babitabubu
Thanks & regards.
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, 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 project. The ability of our team is much more than you guess.
Even though I choose lower value than you set, no problem.
Low price does not mean I am not skillful and our service is bad.
If you choose me to do your job, I will do my best for our cooperation.
Thank you.
Hi, sir. Thank you for sharing your project Hubspot customization, and I would be very happy to help you with your business. Let me share you with my expertise in CRM, Website Design, PHP, HTML and relevant technologies. I have been doing a lot of work for this type of job. More detail you may be interested in will be provided over chat. You may also check my profile summary and portfolio items. As per your requirement, I can give you perfect answers as well. Your project immediately can be started and is looking forward to my participation.
Best,
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 industry verticals.
We are specialized in IT Projects and have a team to handle various applications and provide IT support after the application goes live.
We can provide you offshore support from US & India and in US Timings.
For your application needs you can rely on us and can cut down the team size.
Also we provide the high quality support and had consultants who can think out of the box and are very innovative.
We believe in Innovation and R&D.
We provide quality Project support after its up and running.