Lisa is a life-long computer enthusiast with a passion for all things marketing strategy, operations and optimization! She brings with her a unique blend of analytical, creative, and technical skills fostered through her experiences working/managing teams remotely for 9 years and her educational background from Cornell University.
She's obsessed with efficiency, a pro at managing competing priorities and always up for the challenge to deliver business results. She prides herself on her unique ability to strategize at the 30,000 foot view and get her hands dirty to execute herself.
Three things to know about Lisa:
1) Passionate advocate to “work smarter, not harder” by utilizing automation strategies/AI to align marketing, sales, customer service to hone in on targeted accounts, improve conversion rate, and exponentially grow recurring revenue.
2) Strategic decision maker, purchaser, cheerleader and fixer for end-to-end development to harness the power of Salesforce, HubSpot and 10+ peripheral systems to all work seamlessly together and to provide an excellent, cohesive experience from start to finish.
3) Data fanatic who obsesses over data integrity, defines KPIs, builds custom dashboards in HubSpot, Salesforce Lightning/Classic to provide in-depth reporting for day-today teams and high-level pulse checks for leadership to maximize ROI, track revenue and reverse engineer marketing strategy based on what’s working/not working from the bottom line.
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Just need someone who you can throw your marketing automation/marketing integration problems at and trust to figure it out and get it done? I'm your person! Let's talk so I can take that off your plate.
Automated workflows? Salesforce objects/triggers/integrations with HubSpot? Zaps? The more optimization the better? You're talking my language!
Develop operations roadmap for high growth businesses/clients? Need to find solutions that work today, but also setup for big future growth? Want a KPI dashboard for the leadership team to have a constant pulse on how things are performing? Sign me up!
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Specialties:
HubSpot CRM, Salesforce CRM, Marketing Automation, Marketing Integrations, Process Development, Project Management, HubSpot Dashboards, Salesforce Lightning Dashboards, Salesforce Classic Dashboards, Google Analytics, Reporting Dashboards, Automated Processes Improvement, Traction/EOS Integration, Customer Lifecycle Mapping, Lead Generation, Buyer Personas, Standard Operating Procedures (SOPs), KPI Creation/Simplification, CRM Setup + Automation
Software:
Salesforce Lightning, Salesforce Classic, HubSpot, Active Campaign, Box, Microsoft Office, Google Analytics, FriendBuy, Google Adwords, Google Search Console, SEMRush, Social Media, Zapier, Grow, Facebook Ads, Gravity Forms, Intercom, Trustpilot, Indeed, Glassdoor, GetFeedback, Adobe E-Sign, Slack, DocuSign, WordPress, Freshbooks, EasyWebinar, Airtable, Typito, SEMRush, Yoast SEO, WPEngine, Disqus, Cloudflare, Wistia, Distribution Engine, MatchMyEmail, Traction/EOS, Jungo
Certifications:
*HubSpot Reporting Certified*
*9 years Super Admin in HubSpot*
*7 years Salesforce advanced user*