HubSpot CRM Data Optimization Project
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Project scope
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Data analysis Databases Data modellingSkills
hubspot crm customer engagement operational efficiency customer data management data integrity data management customer relationship management decision makingTipTapPay Micropayments Limited is seeking to enhance the efficiency and accuracy of its customer relationship management (CRM) system by conducting a comprehensive cleanup and data management exercise within HubSpot. Over time, the CRM has accumulated redundant, outdated, and inconsistent data entries, which can hinder effective customer interactions and decision-making processes. The goal of this project is to streamline the CRM database, ensuring that all customer data is accurate, up-to-date, and easily accessible. This will involve identifying and removing duplicate entries, standardizing data formats, and implementing best practices for ongoing data management. By optimizing the CRM system, TipTapPay aims to improve customer engagement and operational efficiency.
- A detailed report outlining the current state of the HubSpot CRM, including identified issues and areas for improvement.
- A cleaned and standardized CRM database with duplicate and outdated entries removed.
- A set of guidelines and best practices for maintaining data integrity and consistency in the future.
- A presentation summarizing the project findings and recommendations for ongoing CRM data management.
Providing specialized knowledge in the project subject area, with industry context.
Sharing knowledge in specific technical skills, techniques, methodologies required for the project.
Direct involvement in project tasks, offering guidance, and demonstrating techniques.
Providing access to necessary tools, software, and resources required for project completion.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
About the company
tiptap leverages touchless technology to facilitate cashless transactions and enable touchless payments and touchless giving. tiptap has created a ground-breaking NFC-enabled wireless device that allows for the instant acceptance of any contactless payment or donation.
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