Pascal David

Summary:

• Particularly successful with SaaS companies & growth-oriented SMEs (11–200 employees)
• Hands-on implementation, direct contact person – no agency overhead
• Short-term starts possible

Consulting & Service Portfolio (Excerpt)

• CRM Replacement & Migration: Salesforce / Pipedrive → HubSpot, incl. data cleansing, Custom Objects, Workflows, Integrations
• HubSpot Implementation: Sales, Marketing, Service & Operations Hub (Pro & Enterprise)
• Customizing & Automation: Custom Fields, Workflows, Lead Routing & Scoring, Nurturing, Email Marketing, Sequences
• Reporting & Data Analytics: Standard Reports, Custom Report Builder, Datasets, Single Source of Truth
• Revenue Operations (RevOps): Optimization of Marketing, Sales, and Service Processes
• Workshops & Enablement: Training, Onboarding, Team Adoption, Playbooks

Industry Expertise

• SaaS / Software-as-a-Service
• eCommerce & Subscription Business
• AdTech / Online Marketing
• Workforce Management
• Artificial Intelligence (AI)

Tools & Tech-Stack (Selection)

• CRM: HubSpot (all Hubs, Pro & Enterprise), Salesforce (Sales Cloud, Pro & Enterprise), Pipedrive
• Integrations & Automation: Zapier, Make, Slack, Zoom Phone, Aircall
• Billing & Finance: Chargebee, JustOn, Fastbill, Lexoffice, easybill
• MarTech & LeadGen: Mailchimp, Brevo (Sendinblue), Mailjet, Woodpecker, Dealfront/Echobot, SalesViewer, Surfe
• Analytics & Reporting: Looker, Klipfolio, Planhat
• Collaboration & PM: Asana, JIRA, Confluence, Notion

Your Advantages

• 17 years of CRM experience (Salesforce + HubSpot)
• Hands-on implementation, direct contact person – no agency overhead
• short-term starts