Try Place Shift’s Hubspot Assist today and get:
- A Dedicated Hubspot Admin
- Help writing dashboards and reports
- Expert Guidance
- And More
Hire a Hubspot Admin
How Place Shift Works
Place Shift’s Hubspot Assist gives you a dedicated and experienced Hubspot Admin to support your business with a personalized plan that works for you and your budget!
Example of Personalized Plan:
Daily Tasks
- Provision or deactivate user accounts
- Unlocking user accounts or resetting passwords
- Help users fine-tune reports
- Expand or refine sharing rules and access privileges
- Identify/Troubleshoot user-facing issues
Weekly Tasks
- Create & Edit Custom Properties
- Create & Edit Custom Views
- CRM Data Import & Export
- List Creation & Management
- Configure Chatflows (bot)
- Configure Snippets
- Configure Templates
Monthly Tasks
- Build new reports
- Build new dashboards
- Install/configure pre-built ecosystem apps
- Research and recommend potential integrations
Quarterly Tasks
- Identify and remove under-utilized reports
- Identify and remove under-utilized roles
- Research and recommend potential process improvement opportunities
- Help maintain cross team reports, integrations and data requirements
- Data Deduplication