HubSpot Enterprise Marketing and CRM implementation - Residential Real Estate Team

Published: Jun 23 2021
Valid until:
Jul 23 2021
Budget
$6,000

Project description

We have a active project with a Client in the residential real estate industry. We need 1 strong implementation expert to add to our project team. Must be able to effectively communicate with internal team and client teams alike. Able to effectively implement properties​,​ list​,​ workflows​,​ that will enable reporting and observe Hubspot best practices.

Client has implemented HubSpot Enterprise CRM but is only using for backend operations (Deal mgmt to Close) atm. Has not implemented for Marketing or Sales teams yet.

Resource Must have mix of strong implementation for C2B inbound Marketing workflow automation and Sales CRM setup skills. Effective at reporting Agent KPIs for calls​/​sms​/​email​/​appt set​/​appt met.

Deals signed​/​listed​/​pending​/​closed. Lead and Deal ROI reporting based on Ad spend or Lead Source (referral vendors: Zillow​,​ Realtor.com and many more) is important.

Real Synch will cover Client Account Owner​,​ Scrum Master​,​ 3rd party Integrations​,​ and RRE industry consulting Roles.

Project scope

30d Inbound Marketing Workflows active
30d CRM onboarding BETA Sales Agent group (adoption v1)
30d Revise/Refactor clients "Operations" implementation for Deal Mgmt Signed to Close
30d All Vendor lead sources automatically creating contacts & activities in HubSpot
60d Agent KPI reports rev1
60d Lead and Deal ROI reports (rev1)
60d Refactored Marketing workflows (rev2)
60d refactored CRM Sales workflows (rev2)
90d Go Live for all Agents/All Staff
90d refactor KPI and ROI Reports (rev2)

Required software

  • Google Analytics
  • Zapier
  • HubSpot

Skills

  • Onboarding
  • Data analytics
  • Business analysis
  • CRM
  • Marketing automation
  • Implementation

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