by 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 Moreby Ryan Thibodeaux, November 2023
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, November 2023
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 Megan Boyce, October 2023
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 Ryan Thibodeaux, February 2023
Goodwood Consulting and AdvizorPro today announced a strategic partnership bringing together Goodwood's expertise in marketing and sales technology automation with AdvizorPro's data and software integrations. Together, the two companies offer …
Read Moreby 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 …
Read Moreby Ryan Thibodeaux, October 2021
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 …
Read Moreby 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 …
Read Moreby 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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