CRM Optimization & Customer Data Management
ROLE
Marketing Coordinator
YEAR
2023
INDUSTRY
HVAC
PROJECT OVERVIEW
As our customer base grew, maintaining a clean, organized CRM became essential for delivering targeted marketing campaigns and improving customer engagement. I was responsible for managing HubSpot and ensuring data remained accurate and actionable.
- As our customer base grew, maintaining a clean, organized CRM became essential for delivering targeted marketing campaigns and improving customer engagement. I was responsible for managing our HubSpot CRM and ensuring customer data remained accurate, organized, and actionable.
PROJECT OVERVIEW
High
Efficiency in marketing campaigns
100%
Reliable data reporting
By maintaining an organized CRM and implementing consistent tagging and segmentation practices, I helped improve the efficiency of marketing campaigns, made customer data easier to manage, and provided leadership with more reliable information for decision-making.
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Skills & Tools:
HubSpot CRM • CRM Administration • Contact Management • Audience Segmentation • Data Management • Email Marketing • Marketing Automation • Reporting • Process Improvement