CRM Consulting & Business Consulting for Insurance Company
- Business Consulting CRM Consulting and SI
- Less than $10,000
- Feb. - Apr. 2025
"I appreciated the hybrid model of virtual calls with the training and tooling that overlayed our Hubspot instance."
- Insurance
- Chapel Hill, North Carolina
- 1-10 Employees
- Online Review
- Verified
Set 2 Close worked with an insurance company to identify their HubSpot goals. They provided key training for the use of Hubspot objects, the use of pipelines for leads and deals, and overall best practices.
Thanks to Set 2 Close's efforts, the client successfully launched their lead and deal pipeline. The team was outstanding in terms of project management, communication, and timeliness. They also leveraged their expertise to bring additional subject matter experts into the conversation when needed.