CRM Consulting & SI for Digital Banking Company
- CRM Consulting and SI
- Confidential
- May 2025 - Ongoing
"Overall, our experience was very positive."
- Banks
- Troy, Michigan
- 51-200 Employees
- Online Review
- Verified
CRM magnetics has implemented HubSpot for a digital banking company. The team has handled campaign planning and structure, reporting and dashboards, lifecycle stages, and Salesforce integration.
CRM magnetics has successfully synced Salesforce and HubSpot, enabling the client to generate pipeline reports. The team has been organized, proactive, and transparent, and has delivered on time and adapted quickly to the client's changing priorities. The team's technical expertise has stood out.