Chief Operating Officer

Guru Technology & Programming Overseas
567 days ago

Description

We use Acumatica CRM and Hub Spot Ticketing Systems. We would like to create mix of Graphical representation with underlying  data access included (see attachment). for both platforms. We had someone that knew how to do it but they left during Covid.

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MCR Homes is a leading property management company committed to providing exceptional services to our clients. As we strive to improve our operations continuously, we recognise the importance of seamless integration between platforms to enhance efficiency and deliver superior customer experiences. In this proposal, we present our initiative to integrate Rightmove API with HubSpot, catering to both commercial and residential property accounts on Rightmove. Objective: The primary objective of this project is to streamline and automate the process of lead management and communication for both our commercial and residential properties. The integration of Rightmove API with HubSpot will enable us to centralize lead data, simplify workflows, and enhance the overall experience for our clients and customers. Benefits: Efficient Lead Management: The integration will enable the automatic synchronisation of lead data from Rightmove to HubSpot, eliminating the need for manual data entry. This will significantly reduce administrative efforts, ensuring that leads are seamlessly captured and managed within our CRM system. Real-Time Data Updates: With real-time data updates, our sales and marketing teams can access the most current information regarding property leads, facilitating timely follow-ups and enhancing customer engagement. Enhanced Communication: The integration will enable efficient communication with potential clients. Automated email responses and targeted follow-ups can be triggered based on lead activities, ensuring personalised interactions and improved lead nurturing. Unified Platform: By centralising lead data in HubSpot, our teams will have a comprehensive overview of all interactions and communications with clients, resulting in better-informed decision-making and streamlined collaboration between sales and marketing teams. Scope: The scope of this project includes the following key components: Integration Setup: Collaborate with Rightmove API and HubSpot to establish a seamless connection between the two platforms. This includes data mapping, authentication, and API key setup. Automation Configuration: Configure basic workflows and automation rules in HubSpot with our marketing lead on this to ensure testing is correct. Testing and Quality Assurance: Conduct thorough testing to ensure the integration works as expected and address any issues promptly. We look forward to the successful implementation of this project and the resulting benefits it will bring to our organisation.
250.0 GBP Technology & Programming peopleperhour Overseas
3 days ago