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News & Insights / HubSpot

by Ryan Thibodeaux, June 2021

Many of our clients run dual CRMs, both HubSpot and Salesforce, for various reasons. For example, HubSpot is typically the primary system for inbound and outbound marketing, while Salesforce may …

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Topics:HubSpotAutomationWorkflows

by Jonathan Bale, August 2020

As digital marketing continues to evolve, so do we. At Goodwood Consulting, our mission is to continually find ways to improve, keep up with the latest trends, and help investment …

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Topics:HubSpot

by Jonathan Bale, September 2019

The Goodwood Consulting team recently participated in the Ultimus Distribution Advantage webinar series, where we shared our insights and demonstrated the technology, tools and processes that we implement for our …

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Topics:HubSpotSequencesAutomationWorkflowsComplianceEmail MarketingContent Distribution

by Abby Brown, August 2019

In the investment management industry, content assets like quarterly commentary are not just important in the marketing and sales process, but also client relations. Stakeholders want to hear what you …

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Topics:HubSpotEmail MarketingContent Distribution

by Jonathan Bale, March 2019

As one of only a handful of Agency Partners focused on financial services firms, Goodwood leverages its unparalleled industry expertise with the power of HubSpot CRM, Marketing and Sales Hubs …

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Topics:HubSpot