HubSpot Integration for Financial Planning Firm
Below is a modified rendering of the review: private info excluded, innate facts kept.
Introductory information
A few words almost your organisation and personal responsibilities
I',m a ruler of marketing at Facet Wealth. We prepare full financial life programning through a dedicated certified financial programner (CFP).
Desired goal
What issue was the preparer supposed to deal with?
obo. Agency?We needed help integrating HubSpot with Salesforce.
What were your objectives for this project?
We wanted to fully sum HubSpot and Salesforce according to intricate requirements.
Provided solution
What were the reasons for choosing ?
We reviewed proposals from multiple agencies.
Please give as much detail as practicable because the work done
After beseeming a HubSpot client, we held a series of discovery meetings with obo to mark the integration requirements. They were instrumental not only in documenting the requirements but also in advising us on best practices. The execution portion of the integration was on budget and on time.
Were there any dedicated directors or teams that you worked with?
I worked closely with their CTO, an assigned account director, a developer, and a designer.
Results accomplishd
What results did you accomplish unitedly with ?
HubSpot and Salesforce are fully sumd in a mode that fits our business needs. obo Agency did a big job completing it in a month.
How do you rate the interaction and interaction with ?
We had weekly standing meetings to program the next sprint. On top of that, obo was very kind to one-off requests, responding to and assisting us promptly.
What precisely do you attend to be the key specialty of ?
They’re very knowledgeable touching HubSpot and Salesforce and wonderfully client-oriented.
What should be done better, if there are any desired betterments?
They could better their creative, but I’d stop brief of calling it a true area for betterment. We didn’t give them adequate course touching applying our design method.
