Solutions by team
Salesforce and HubSpot for every team in a regulated firm
Your CRM pays off when it fits how each team works and when the handoffs between teams run on the same client record. Senior consultants design it around your marketing, sales, service, operations and compliance work, then build it in Salesforce, HubSpot or both.
Choose your team
Marketing
Campaigns, consent and attribution that compliance signs off on and sales trusts. We build the lead lifecycle, nurture programs and closed-loop reporting in HubSpot, Salesforce or Braze.
For CMOs, VPs of Marketing, demand generation and marketing operationsMarketing solutionsSales & business development
A pipeline your advisors, bankers and loan officers keep current because it saves them time. We set stage definitions, routing and forecasting, and add AI that handles the logging and follow-up drafts.
For CROs, heads of sales and business development, advisors, relationship managers, bankers and loan officersSales & business development solutionsClient service
One view of the client across onboarding, service and support, with requests that hit their SLAs and leave an audit trail.
For heads of client service, service and support managers, client success and contact center leadsClient service solutionsOperations
Onboarding, account opening, servicing and back-office handoffs moved off email and spreadsheets and into tracked workflows.
For COOs, VPs of Operations, heads of client operations and operations managersOperations solutionsIT & technology
Integrations, security, data governance and platform cost you can defend to the board and to examiners. We work inside your standards, with documented architecture and a clear handover.
For CTOs, CIOs, IT directors, enterprise architects and CRM platform ownersIT & technology solutionsExecutive leadership
A current view of pipeline, clients and service across the firm, and an AI plan that starts with data you can trust.
For CEOs, founders, presidents, managing partners and managing directorsExecutive leadership solutionsCompliance & risk
Supervision, recordkeeping, consent and audit trails built into the CRM, so exam prep is a report you run.
For chief compliance officers, chief risk officers, compliance managers and supervision teamsCompliance & risk solutionsFinance
Quote-to-cash, billing and revenue reporting that tie the CRM to the ledger, so the month closes from one set of numbers.
For CFOs, controllers, VPs of Finance and FP&A teamsFinance solutionsWhy one client record across teams
In a regulated firm, most of the risk and most of the lost revenue sit in the handoffs: marketing to sales, sales to onboarding, onboarding to service, and every one of those to compliance. When every team works from the same client, account and case records, a client doesn't have to repeat themselves, leadership sees one set of numbers, and compliance can show who did what and when. We implement Salesforce, HubSpot or both around those handoffs, one team at a time, on a shared data model.
For an institutional digital asset manager, we traced 100% of closed-won Salesforce revenue back to the HubSpot campaign that sourced it. Read the case study
Team by team
The platforms each team uses most, and where we usually recommend starting. Each team page covers workflows, metrics and common questions.
| Team | Salesforce | HubSpot | AI and other platforms | Where to start |
|---|---|---|---|---|
| Marketing | Account Engagement, Data Cloud, Sales Cloud | Marketing Hub, Content Hub | Braze, Claude, Tableau | Write one lead lifecycle with sales |
| Sales & business development | Sales Cloud, Financial Services Cloud, Agentforce | Sales Hub | Claude, ChatGPT, Slack | Agree on stage definitions before any configuration |
| Client service | Service Cloud, Experience Cloud, Agentforce | Service Hub | Claude, Slack | Map your request and case types |
| Operations | Financial Services Cloud, Flow, Service Cloud | Operations Hub, Service Hub | MuleSoft, Claude | Pick one broken handoff and fix it end to end |
| IT & technology | MuleSoft, Shield, Data Cloud | Operations Hub, Smart CRM | AWS, Snowflake, Slack | Run a security and integration health check |
| Executive leadership | Tableau, CRM Analytics, Data Cloud | Smart CRM reporting | Claude, ChatGPT | Agree on metric definitions across teams |
| Compliance & risk | Shield, Financial Services Cloud | Smart CRM permissions and consent | Claude with supervision controls | List what an examiner will ask for and trace where it lives today |
| Finance | Revenue Cloud, Sales Cloud | Commerce Hub | MuleSoft, QuickBooks, Snowflake | Decide which system owns each number |
By industry
Each team page covers how the work changes in the industries where that team matters most.
Solutions by team: questions
Can we start with one team?
Yes, and we usually recommend it. We pick the team with the most painful handoff, fix it on a data model the other teams can use later, and expand from there.
Should my team be on Salesforce or HubSpot?
It depends on what the rest of the firm runs, how complex your data and compliance needs are, and who will own the system. Many of our clients run both, for example HubSpot for marketing and Salesforce for advisors and service. We're partners on both and recommend the one that fits.
Do you work with teams outside sales and marketing?
Yes. Operations, client service, IT and compliance teams are a large share of our work, because that's where regulated firms carry the most manual effort and audit risk.
Don't see your team?
We work with any team whose work runs through your CRM, including HR, procurement and legal. Tell us what you're trying to fix.
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