HubSpot CRM Implementation
Role: Project Manager, Contributor
Description:
The court's business office implmented the HubSpot cloud-based Customer Relationship Management platform as a method for tracking requests, solicitations, and contracts. The implementation project included an integration with the E-Request project to allow for automated record generation when a request is filed in E-Request.
The HubSpot expansion involved the utilization of APIs to build custom reports and dashboards for tracking SLAs and other Metrics, as well as providing internal customers the ability to track their requests directly from the court's intranet.
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