HubSpot and Salesforce for Financial Services
Solving for financial services in the HubSpot Salesforce integration.
Integration Compliance
Maintaining data privacy is essential. Implement selective sync with the HubSpot Salesforce integration and keep your data secure.
Relationship Management
Relationships with financial services companies go deeper than transactions. Nurture and develop the full customer lifecycle leveraging HubSpot and Salesforce.
Performance Reporting
Proving the value of marketing without ROI is challenging. Access revenue data from Salesforce in HubSpot and build revenue attribution reports.
Product Upsell
Don't stop with the first sale. Leverage upsell campaigns to thoughtfully recommend products to your customers and increase their share of wallet.
MANAGING 2 BRANDS WITH BUSINESS UNITS
Signal Advisors partnered with Coastal Consulting to implement HubSpot Business Units and fix the HubSpot Salesforce integration.
