Case Study: Emles Advisors builds a data-driven distribution function with SmartBug Media and HubSpot

Emles Advisors launches HubSpot with SmartBug Media and builds 5 key lists

Emles Advisors, a startup asset management firm, needed urgent help to implement and learn HubSpot before its business launch. Lacking the internal bandwidth and expertise, they required a solution to establish their CRM, capture leads, nurture prospects, and enable sales activity. They turned to vendor SmartBug Media for assistance.

SmartBug Media implemented a comprehensive HubSpot onboarding for Emles Advisors, setting up their CRM, marketing, sales, and reporting tools. The solution enabled the firm to build a data-driven distribution function with seamless integration between marketing and sales. As a result, Emles Advisors successfully launched with a fully functional HubSpot platform.

Emles Advisors