by Ryan Thibodeaux, January 2025
In the complex web of investment management, relationships between entities, advisors, and clients are the lifeline of sustained growth and client retention. Investment firms, mutual fund managers, and private equity …
Read Moreby Megan Boyce, January 2025
In today's fast-paced digital world, every industry is looking for ways to leverage artificial intelligence (AI) to optimize their operations and enhance customer experiences. Whether you're a financial advisor or …
Read Moreby Jonathan Bale, January 2025
When you think of generating or nurturing leads, you probably think about follow-ups or touch points. Typically, this process starts with an email, then setting a reminder to send a …
Read Moreby Megan Boyce, December 2024
Video has become a powerful tool for businesses to engage, educate, and entertain their audiences and is an essential aspect of your overall content strategy. When it comes to video …
Read Moreby Jonathan Bale, December 2024
The team at Goodwood Consulting are HubSpot experts. We are on the side of our customer, helping them choose and implement the right platform for their specific needs, whatever platform …
Read Moreby Ryan Thibodeaux, September 2024
Accurate and timely data sharing between related records is critical for maintaining a reliable CRM system. HubSpot’s new Property Sync feature has been designed to address this need, enabling automatic …
Read Moreby Ryan Thibodeaux, August 2024
In today’s fast-paced business environment, automation and integration are no longer luxuries—they’re necessities. The combination of Google Scripts and the HubSpot API provides a powerful toolkit for businesses looking to …
Read Moreby Ryan Thibodeaux, August 2024
In the ever-evolving landscape of CRM and automation tools, HubSpot has consistently been at the forefront of innovation, ensuring that businesses can streamline operations and improve efficiency. One of the …
Read Moreby Jonathan Bale, May 2024
On May 14, HubSpot switched all users to a new navigation system. The Goodwood team wanted to share an overview of how the HubSpot navigation is organized for you to …
Read Moreby Ryan Thibodeaux, December 2023
At Goodwood Consulting, we specialize in enhancing CRM systems, particularly HubSpot and Salesforce, through our Insycle integration services tailored for investment managers. We focus on delivering customized features like automated …
Read More