SmartBug Media® helped a startup investment firm with a pressing deadline to implement and learn HubSpot.
Emles Advisors is an asset management firm started by investment experts who left other companies to create a new business from the ground up. Emles’ team members are skilled sales, marketing, and investment professionals—but needed additional help implementing a marketing and sales software platform prior to the launch of their business.
- Incorporating lead capture opportunities on the website
- Continuing to nurture prospects with email journeys
- Enabling sales prospecting activity by setting up lead scoring and routing workflows
- Linking website activity with CRM information to get a complete picture, thus enabling sales and creating a better view into marketing performance
We are experts in our field, but we needed help from experts in HubSpot—and that was SmartBug.
HubSpot Implementation & Onboarding for a Financial Startup