The hubspot CRM is very intuitive, wonderful user interface and is best of all completely FREE.  The downside is that it has very little customization available in it.  We have solved this problem a number of ways for different clients including 

  1.  Integrate the hubspot CRM with Slack
    • Alert sales reps when they got a new lead
    • Ask them to fill out missing information on the deal record
    • Remind them to each out when near close dates
  2. Integrate with custom webservices
    • Whenever a new deal is created to add information to the record
    • Alert sales management for forcasting
  3. Having new leads be routed in a round robin fashion
    • If you have the hubspot Pro marketing version, you have this feature built in to the workflows tool.  If you don't feel like paying 800+/month for the marketing platform, fill out the form!

How It Works

These are custom consulting engagments featuring a statement of work that details what you want to happen.  We host on google app engine or heroku.

Simply fill out the form to the right and click the button to get started.

 

About us

Data Visualized is a web domain purchased while on a data science kick.  Now it has become an LLC held in MA for the purpose of building out custom web solutions.

Get Started!

 

Sample Screen Shot

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