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News & Insights / Workflows

by Ryan Thibodeaux, November 2022

CRM users are frequently frustrated by seemingly simple searches that become far too complicated. All alliteration antics aside, we love solving for these daily challenges with automations that are easy …

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Topics:HubSpotAutomationWorkflowsZapier

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 Ryan Thibodeaux, October 2019

Investment management firms frequently create marketing materials that are approved for "Institutional Use Only" or "Financial Professional Use Only", and therefore typically only use these materials in one-on-one communications with …

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Topics:AutomationWorkflowsCompliance

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