I just got asked to "do" CRM setup. I worked with the founder previously and they want me to come on to do something I honestly haven't done. They know this and said "just give it a try" lol.

The company has like 4 pieces of software that different teams are using to manage their departments (apartment renting software (pipedrive), some vacation rentals (cloudbeds), gym software (trybe), cafe software (sevenrooms), conference room booking, and events), it's a luxury apartment compex. I have set up a customer support CRM in the past and sales CRM in salesforce, but I am just lost. Nothing reliably feeds into their central CRM except the conference room bookings, but it's one way.

Would anyone lend me their time or advice on how to set this up? I can chat whenever, if you can warn me of pitfalls lmk.

Basically we have a TON of data in the cafe about the persona and each person bc they research people and tag them, so that's an interesting piece.

Right now I am making sure

1. All the tags / classifications are uniform across the systems
2. All the tags have a home in hubspot and are organized
3. The de-duping is working in the CDP (customer data platform)
4. And most of all, our CRM is midway through an integration sevenrooms (cafe) and trybe (gym), but management is getting impatient. Should I try to build something with Zapier...? Or just leave it and upload manually in the meantime to make sure my framework makes sense...?

The conference room data and events has no integration slated

I just got asked to "do" CRM setup. I worked with the founder previously and they want me to come on to do something I honestly haven't done. They know this and said "just give it a try" lol.

The company has like 4 pieces of software that different teams are using to manage their departments (apartment renting software (pipedrive), some vacation rentals (cloudbeds), gym software (trybe), cafe software (sevenrooms), conference room booking, and events), it's a luxury apartment compex. I have set up a customer support CRM in the past and sales CRM in salesforce, but I am just lost. Nothing reliably feeds into their central CRM except the conference room bookings, but it's one way.

Would anyone lend me their time or advice on how to set this up? I can chat whenever, if you can warn me of pitfalls lmk.

Basically we have a TON of data in the cafe about the persona and each person bc they research people and tag them, so that's an interesting piece.

Right now I am making sure

1) All the tags / classifications are uniform across the systems

2) All the tags have a home in hubspot and are organized

3) The de-duping is working in the CDP (customer data platform)

4) And most of all, our CRM is midway through an integration sevenrooms (cafe) and trybe (gym), but management is getting impatient. Should I try to build something with Zapier...? Or just leave it and upload manually in the meantime to make sure my framework makes sense...?

The conference room data and events has no integration slated