HubSpot Enterprise implementation with full Salesforce integration across 5 global regions
Asset and funds management organisations are highly reliant on client relationships, and relevant and timely communications made possible when marketing and sales are coordinated. With a gap in their martech platforms, the organisation globally were missing out on harnessing critical client touch-points.
With five regions across the world to consider, each with varying degrees of sophistication, Salesforce as the core CRM, and complex compliance processes, developing the right solution across the organisation was critical.
Working with the team, we mapped out their full sales and marketing journey, to uncover their requirements and propose a solution to meet their needs. We landed on HubSpot Enterprise Marketing platform and set about implementing it with Australia, New Zealand, Singapore, Hong Kong, Europe & UK, and The Amercias.
This included working with global IT teams, compliance, and regional marketing. We managed all integration elements to support the business process and rules, created strict partitions for contacts and assets, and built custom preference centres.
We trained the teams, built a number of regional landing page and email templates, and work to support the team globally and built their internal capability.