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GES ENERGY is ready to roll out HubSpot across the CRM, Sales, Service, and Marketing Hubs, with a clear mission: enhance our sales processes from first touch to closed-won and beyond. All of our current prospect and customer records live in spreadsheets, so part of this engagement involves a clean, well-mapped import into HubSpot before any automation goes live. The sales team has pinpointed three features that must be front-and-center: • Lead tracking and management • Sales pipeline automation • Reporting and analytics Project scope 1. HubSpot account configuration – branding settings, user permissions, inbox connection, and GDPR basics. 2. Data migration – transform and import spreadsheet data (contacts, companies, deals, tickets) with correct deduplication and property mapping. 3. Sales pipeline build – custom deal stages, lead status, task queues, and automated notifications aligned to our current workflow. 4. Workflow & email automation – nurture sequences, deal stage triggers, and internal hand-off alerts. 5. Dashboards & reports – real-time views for reps, managers, and executives covering velocity, conversion, and revenue forecasts. 6. Service & Marketing setup – ticket pipelines, knowledge base starter structure, and basic marketing lists with subscription types. 7. User onboarding – live walk-throughs plus concise SOPs so the team can hit the ground running. Acceptance criteria • All historical data visible in HubSpot with zero critical field loss. • Pipeline automation accurately triggers tasks/emails 100 % of the time during UAT. • Dashboards surface the same KPIs we currently track in Excel, but in real-time. • Team members successfully complete a test deal from lead to close during training. Collaboration will be through HubSpot’s sandbox, Slack, and weekly check-ins. Once the build is stable we will switch to production and schedule go-live within a single sprint.
Project ID: 40529273
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Hi, Its Anna ✅My Plan ✅ I’ll map your spreadsheet data into HubSpot first, clean duplicates, and preserve every critical contact, company, deal, and ticket field. Then I’ll configure CRM, Sales, Service, and Marketing hubs, build the pipeline automation, and validate workflows in sandbox before production. ✅focused requires✅ HubSpot CRM rollout Spreadsheet data import Pipeline automation Reporting dashboards ✅ History✅ [login to view URL] [login to view URL] [login to view URL] [login to view URL] The setup will be stable, traceable, and ready for a smooth go-live. Best regards.
$450 AUD in 4 days
4.1
4.1
123 freelancers are bidding on average $504 AUD for this job

Hi there, We understand that GES ENERGY is looking to implement HubSpot across CRM, Sales, Service, and Marketing Hubs to enhance sales processes, and we're excited to help. With our experience in CRM implementations and data migration, we can ensure a smooth transition of your prospect and customer records from spreadsheets to HubSpot. Our team has worked on similar projects, including custom CRM and ERP systems development, and we're confident in our ability to deliver a well-mapped import, sales pipeline automation, and reporting analytics. One question: What is the current volume of data in your spreadsheets, and are there any specific pain points in your current sales process that you're looking to address with this HubSpot implementation? Feel free to message us to discuss the details! — Webbook Studio
$680 AUD in 10 days
9.2
9.2

Hi there, I have experience implementing HubSpot CRM, Sales, Marketing, and Service Hubs, including large-scale spreadsheet migrations, pipeline automation, workflow creation, reporting dashboards, and team onboarding. I can help configure your HubSpot sandbox, migrate and deduplicate data, build automated sales processes, and ensure a smooth production rollout with clear SOP documentation. One question: Approximately how many contacts, companies, deals, and tickets are currently stored across your spreadsheets? Kindly drop me a message to discuss more in detail. Thanks.
$500 AUD in 7 days
8.3
8.3

⭐⭐⭐⭐⭐ Create Efficient HubSpot Solutions for Your Sales and Marketing Needs ❇️ Hi My Friend, hope you are doing well. I just checked all of your project requirements and I see you are looking for HubSpot implementation support. You have no need to look any further as Zohaib is here to help you! My team has successfully completed 50+ similar projects for HubSpot setup and automation. We will ensure a smooth data migration from your spreadsheets to HubSpot, creating efficient lead tracking, sales pipelines, and insightful reports. ➡️ Why Me? I can easily do your HubSpot implementation as I have 5 years of experience in CRM systems, data migration, and marketing automation. My expertise includes user onboarding, sales pipeline design, and workflow automation. Not only this, I have a strong grip on data analysis and dashboard creation, ensuring your team can track performance effectively. ➡️ Let's have a quick chat to discuss your project in detail and let me show you examples of my previous work. I look forward to discussing this with you in chat. ➡️ Skills & Experience: ✅ HubSpot Setup ✅ Data Migration ✅ CRM Configuration ✅ Sales Pipeline Design ✅ Workflow Automation ✅ Reporting & Analytics ✅ User Onboarding ✅ Email Automation ✅ Lead Management ✅ GDPR Compliance ✅ Dashboard Creation ✅ Project Collaboration Waiting for your response! Best Regards, Zohaib
$350 AUD in 2 days
8.0
8.0

Hi I've implemented HubSpot CRM, Sales, Service, and Marketing Hub setups involving spreadsheet-to-HubSpot migrations, custom pipelines, workflow automation, and executive reporting. I can ensure clean deduplication, accurate property mapping, automated lead/deal management, real-time KPI dashboards, and seamless onboarding. The build will be validated in the sandbox first, ensuring all automations and reporting perform reliably before production go-live. Happy to share a practical rollout plan tailored to your sales workflow. Cheers
$550 AUD in 14 days
8.2
8.2

With my expertise in PHP and web and mobile application development, I am confident in my abilities to execute Your Company's GES Energy HubSpot Implementation project successfully. As a seasoned developer, I have handled similar projects where data migration and manipulation was key. Importing your current prospect and customer records from spreadsheets to HubSpot will be a seamless task for me; ensuring there are no critical field losses and that all historical data is visible within HubSpot as per your acceptance criteria. Creating custom pipelines, automating workflows, setting up dashboards and generating reports would be some of the core aspects that I can bring on the table for GES ENERGY. Integrating API, I can assist you in achieving lead tracking, sales pipeline automation, and real-time reporting & analytics that are imperative to enhance your sales processes. My commitment to comprehend client's needs and my knack of providing innovative solutions by leveraging the latest technologies perfectly maps to Your Company's requirements for this project. In conclusion, as a coder dedicated to turning ideas into robust digital solutions, I am excited about the chance to help GES ENERGY transform their sales operations through HubSpot. With my ability to deliver tailor-made applications that meet specific business requirements and promote efficient data management
$500 AUD in 7 days
7.7
7.7

Hi GES Energy — I can lead your HubSpot rollout across the CRM, Sales, Service and Marketing Hubs: data model + property/pipeline design, contact/company/deal imports and de-duping, sales pipelines and automation, service ticketing/SLAs, marketing email + forms + lifecycle stages, and reporting dashboards for leadership. I run Global IT Vision and build/operate CRM systems (EloERP, Foxaf) for our own clients, so I focus on clean data architecture and team adoption — not just switching features on. You'll get a configured, documented HubSpot your team can actually run. — Muhammad Idrees, Global IT Vision Pvt. Ltd
$640 AUD in 14 days
8.2
8.2

Hello, I'm excited about the opportunity to work on the GES ENERGY HubSpot implementation. It sounds like you’re looking to streamline your sales processes and transition from spreadsheets to a more efficient CRM system. My approach would involve carefully mapping and migrating your existing data to ensure a smooth transition, focusing on lead tracking, sales automation, and robust reporting to meet your team's needs. With 7+ years of experience in CRM implementations, I can help configure the HubSpot account, build a tailored sales pipeline, and set up automation workflows that align with your current processes. I’ll ensure that your team has everything they need for a successful onboarding experience, including live walkthroughs and SOPs. One thing I’d love to know is how your team currently tracks sales performance metrics, so I can make sure we replicate and enhance those in HubSpot. Best regards, Ivan Mandinski
$500 AUD in 2 days
7.5
7.5

Hi, your HubSpot rollout is really a data-and-process normalization project first, then an automation project, and that sequencing is where these implementations usually succeed or fail. The real engineering risk is not account setup; it is preserving record integrity during spreadsheet migration so downstream pipeline triggers, reporting, and handoff logic behave predictably in UAT. I've built production systems like this, including a HubSpot CRM implementation where lead capture, lifecycle tracking, deal stages, and reporting had to stay consistent from first inquiry through closed business. The closest match is HubSpot CRM Implementation & Interactive Senior Living Website, where I configured pipelines, custom properties, workflows, and dashboards around an actual sales journey. Custom Feature Development & Integration is also relevant on the validation, handoff, and documentation side. I usually structure this in layers: data model and dedupe rules first, then pipeline/stage design, then workflow automation, then reporting validation against current Excel KPIs. That avoids building automations on top of unstable property mappings. For a rollout like this, I focus on import reconciliation, trigger testing, exception paths, and role-based dashboard accuracy so the sandbox behaves the same way in production. If useful, I can sketch the migration mapping and UAT validation flow before build-out. Thanks, Hercules
$500 AUD in 7 days
7.4
7.4

Hi i am verified HubSpot and Crm developer ,,,, Are you looking for a HubSpot specialist who can handle the complete rollout from spreadsheet migration to automation, reporting, and user onboarding? I can configure the CRM, Sales, Service, and Marketing Hubs, build your sales pipeline, automate lead management and handoffs, create executive dashboards, and ensure a smooth go-live with zero critical data loss. Before we start, could you share the approximate number of contacts, companies, deals, and tickets currently stored in Excel, along with your HubSpot subscription level? Best Regards, Muhammad Jibran Ahmed
$1,400 AUD in 8 days
6.7
6.7

As a seasoned Full-Stack Development Team, my skills align perfectly with the scope and requirements of the GES ENERGY HubSpot Implementation. I possess over 12 years of experience in developing enterprise-grade software, CRM, and automation systems, which are essential for the successful implementation of HubSpot across your organization's CRM, Sales, Service, and Marketing Hubs. One of the primary focal points our team can bring to this project is our expertise in data management and migration. We understand just how crucial accurate property mapping and deduplication are to retain data integrity during this process. Additionally, I've architected numerous workflow and email automation sequences that prioritize lead tracking, deal stage triggers, and timely task queues for internal hand-offs - skills your sales team deemed crucial to be front-and-center.
$250 AUD in 7 days
6.9
6.9

Hi, Thank you for posting the good task! As a fan of CRM automation and business process optimization, my main skills are HubSpot setup, CRM configuration, data migration, workflow automation, reporting dashboards, and sales process optimization, so I have strong experience helping teams build organized and scalable HubSpot environments. Plus, the fact that your project requires a complete HubSpot rollout across CRM, Sales, Service, and Marketing Hubs aligns directly with my recent work. By analysing your existing spreadsheet data, sales workflow, and reporting needs, I will ensure the migration is clean, the pipelines are structured correctly, and the automation supports your team from lead generation through customer retention. I have some questions: 1. Can you please share the current spreadsheet structure and the number of records that need to be migrated? 2. Do you already have defined sales stages and KPIs, or should I help map them into HubSpot? I have a deep understanding of HubSpot workflows, contact/deal migration, deduplication, custom properties, reporting dashboards, email automation, and user onboarding. I always focus on creating systems that are easy for teams to adopt and maintain after launch. Looking forward to working with you for the long term. Best regards, Diah
$500 AUD in 7 days
7.2
7.2

Your spreadsheet-to-HubSpot migration will fail if you don't establish a master record strategy before import. I've seen companies duplicate 30% of their contact base because they merged on email alone when phone numbers or company domains were the real unique identifiers. Two questions before I map the architecture: What's your deduplication logic - are you matching on email, phone, company name, or a combination? And does your current Excel tracking include deal history timestamps, or will we need to backfill stage progression dates to make velocity reports accurate? Here's the implementation approach: - DATA MIGRATION: Build a Python ETL script that validates, deduplicates, and maps your spreadsheet fields to HubSpot properties before bulk import via API, preventing the "garbage in, garbage out" problem that breaks reporting. - SALES PIPELINE AUTOMATION: Configure deal stages with probability weighting, set up task queues triggered by stage movement, and implement Slack notifications so reps never miss a follow-up. - WORKFLOW DESIGN: Create nurture sequences with A/B tested email templates, build lead scoring models based on engagement, and set up internal hand-off alerts between sales and service teams. - REPORTING DASHBOARDS: Design custom reports tracking conversion rates by stage, sales velocity, forecast accuracy, and rep performance - all pulling live data instead of manual Excel updates. - GDPR COMPLIANCE: Implement consent tracking, subscription management, and data retention policies so you're audit-ready from day one. I've migrated 4 companies from spreadsheets to HubSpot, including one energy sector client who went from 6-hour weekly reporting to real-time dashboards. Let's schedule a 20-minute call to review your current Excel structure and confirm field mapping before we touch production data.
$450 AUD in 10 days
6.1
6.1

I have read your job post and I am a Full Stack Developer with experience in CRM setup, workflow automation, data migration, and business process management. I have worked on HubSpot, Zoho, and custom CRM projects where I handled contact imports, pipeline setup, automation workflows, reporting dashboards, email sequences, and user training. For your project, I will first review the spreadsheet structure and map all fields correctly before importing contacts, companies, deals, and tickets into HubSpot. After that, I will configure sales pipelines, workflows, lead tracking, notifications, dashboards, reporting, Service Hub, and Marketing Hub features. I will also help with testing, team onboarding, and SOP documentation to ensure a smooth go-live process. Which HubSpot plan are you currently using? Approximately how many records need to be migrated from Excel?
$500 AUD in 16 days
6.0
6.0

Hello Dear, I’m Md Toriqul Islam, an experienced full-stack developer with 10+ years of experience. I’m excited to partner with you and can dive into your project immediately, delivering reliable and scalable solutions across platforms. I understand you’re looking for a reliable solution for your project. I’ve built similar web and API integrations and ERP systems with smooth performance and secure architecture. My skills in React, Node.js, Python, APIs, and databases ensure high-quality scalable delivery. Feel free to share details. I’m happy to refine approach and start immediately. Md Toriqul Islam
$250 AUD in 5 days
5.9
5.9

I am excited to support GES ENERGY in rolling out HubSpot across your CRM, Sales, Service, and Marketing Hubs! I understand the importance of enhancing your sales processes from first touch to closed-won. With extensive experience in software architecture and CRM automation, I can ensure a smooth migration of your current prospect and customer records from spreadsheets into HubSpot. My focus will be on: - Successfully configuring your HubSpot account to meet branding and user needs - Ensuring clean data migration, with accurate mapping and deduplication - Building a custom sales pipeline to incorporate lead tracking, task automation, and notifications - Designing dashboards to deliver real-time reports that reflect your current KPIs - Creating effective workflows and email automation to nurture leads efficiently Let's work together to achieve zero critical field loss and automate your sales pipeline flawlessly! What challenges have you faced with previous CRM systems? How do you envision the ideal onboarding experience for your users? What challenges have you faced with previous CRM systems? Are there specific metrics you want to prioritize in the reporting dashboard? What existing tools do you want to integrate with HubSpot for a seamless experience?
$250 AUD in 14 days
5.6
5.6

Hi, The real challenge here is not moving spreadsheets into HubSpot but turning disconnected historical sales data into a structured CRM that reliably drives pipeline actions without breaking existing sales behavior. You mentioned CRM, Sales, Service and Marketing Hubs, plus spreadsheet-based contacts, deals, and tickets with strict requirements for deduplication, workflow triggers, and KPI parity with Excel dashboards, which means the data model has to be designed before any import or automation begins. I will first map and clean your spreadsheet data into HubSpot’s object structure, configure pipelines and lifecycle stages around your current sales motion, and then build workflows, dashboards, and reporting so every deal stage automatically reflects real sales activity from first touch to closed-won. What is your current deal lifecycle structure in Excel, and which stage today causes the most manual follow-up or visibility gaps for the sales team? Best Regards, Fizza Nadeem K
$250 AUD in 3 days
5.9
5.9

Hello, I’m Karthik with 15+ years of experience in HubSpot CRM, sales automation, data migration, and business process optimization. I can help GES ENERGY successfully implement HubSpot CRM, Sales, Service, and Marketing Hubs while ensuring a smooth migration from spreadsheets and a fully automated sales workflow. ✔ HubSpot Setup & User Configuration ✔ Contact, Company, Deal & Ticket Migration ✔ Data Mapping & Deduplication ✔ Custom Sales Pipelines & Lead Tracking ✔ Workflow & Email Automation ✔ KPI Dashboards & Reporting ✔ Service Hub & Marketing Setup ✔ User Training & SOP Documentation My approach focuses on clean data migration, automation aligned with your sales process, real-time reporting, and seamless user adoption. I will support sandbox testing, UAT, team training, and production go-live to ensure a successful rollout. Available to start immediately and discuss your timeline and implementation plan. Regards, Karthik 15+ Years Experience | HubSpot CRM | Sales Automation | Data Migration
$800 AUD in 7 days
5.6
5.6

★•══•★ Hi client ★•══•★ I have experience implementing HubSpot CRM, Sales, Service, and Marketing Hubs, including data migration, workflow automation, pipeline customization, and executive reporting. My approach will be: ✔️ First, I will configure your HubSpot environment, import and map your spreadsheet data with proper deduplication, user permissions, branding, and GDPR settings. ✔️ Then, I will build your sales pipeline, automate lead management, email workflows, task notifications, service processes, and marketing lists to match your existing business workflow. ✔️ Finally, I will create real-time dashboards, validate the complete lead-to-close process in the sandbox, and deliver team training with clear SOP documentation before production go-live. I have worked on end-to-end HubSpot implementations with a strong focus on clean CRM data, reliable automations, scalable processes, and measurable sales performance. One key question: Approximately how many contacts, companies, deals, and tickets are currently stored in your spreadsheets for migration? Best regards. Rico
$400 AUD in 8 days
5.1
5.1

Hello, Your HubSpot rollout is exactly the kind of project where proper planning and data structure determine long-term success. I can help transform your spreadsheet-based process into a fully integrated HubSpot environment covering CRM, Sales, Service, and Marketing Hubs while ensuring adoption across the team. My approach starts with auditing your existing spreadsheets, cleaning and deduplicating records, defining property mappings, and validating relationships between contacts, companies, deals, and tickets before migration. This ensures data integrity and prevents issues once automation is activated. Beyond migration, I can configure custom sales pipelines, lead management processes, task automation, email sequences, notifications, reporting dashboards, service workflows, and marketing segmentation aligned with your existing business processes. The objective is not just to replicate Excel workflows but to improve visibility, automation, and sales efficiency. I place strong emphasis on user adoption, documentation, and testing. Every workflow, report, and automation will be validated in the sandbox environment before production deployment, ensuring a smooth go-live experience and confidence across the team. I have experience with CRM implementation, workflow automation, data migration, reporting systems, sales operations, and HubSpot ecosystem customization. Examples: on request.
$350 AUD in 12 days
5.6
5.6

Hey, migrating from spreadsheets into HubSpot is where most implementations quietly break — duplicate contacts, mismatched field types, and deals that lose their history before automation even touches them. I'd map your existing columns to HubSpot properties first, run a test import in the sandbox, and lock down deduplication rules before any pipeline logic goes live. The part that needs care is keeping your current KPIs intact in the new dashboards so the team doesn't feel like they're flying blind on day one. What does your current spreadsheet structure look like — one sheet per object or all mixed together?
$250 AUD in 5 days
4.9
4.9

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