我們需要

• Join us for a 30 minute call to learn more about our objectives and our organisation, as well as processes that we hope to automate
• Review our existing manual processes, including emails to attendees of our peer support groups, donor management, impact measurement via surveys, volunteer tracking
• Advise us how to best optimise our Hubspot Platform
• Assist us in setting up Hubspot properly
• Experience with Hubspot CRM tool required

背景資料

We recently started using Hubspot and need advice and help to optimise our tool use. We need to use it to send emails to our service users, monitor volunteers, automate our impact management and for donor management.

我們可提供的資源

We will provide a detailed breakdown of the manual processes, and any access or resources you need.

對我們的意義

As a volunteer-led team, we'd love to explore how we can optimise Hubspot and automation tools to improve our efficiency and accuracy for our existing processes so we can free up time and resources for other tasks.

服務日期

01 Aug 2024 - 31 Aug 2024

服務地點

Remote with option of in person meetings

小組義工項目

您將會跟其他優秀的義工合作。