Belle Haven Investments
Leveraging HubSpot for Seamless Integration with Salesforce
Client Overview
Belle Haven Investments is an independent asset management firm specializing in fixed income. With over $20 billion in assets under management across tax-exempt and taxable portfolios, Belle Haven has been dedicated to delivering exceptional service since 2002. The firm serves a diverse clientele, including consultants, advisors, family offices, institutions, non-profit organizations, and high-net-worth individuals. Belle Haven's expertise in fixed income, coupled with a personalized approach to portfolio management, has led to award-winning strategies and long-lasting client relationships.
Challenge
Belle Haven Investments needed to integrate HubSpot with Salesforce to better manage their marketing efforts and data flow between systems.
They faced challenges in synchronizing data and optimizing their marketing processes with both platforms.
Specific Issues
- Send marketing emails considering a property so the layout of the marketing email was customized based on the property
- The links would change monthly
Solution
On The Fuze developed a custom integration module that seamlessly connected HubSpot and Salesforce improving data management and marketing operations.
Implementation Steps
- Designed and built a custom module in collaboration with the front-end development team.
- Set up workflows to automate key marketing processes.
- Integrated HubSpot’s Marketing Hub with Salesforce to streamline lead management and marketing efforts.
Tools Used
- Marketing Hub: For creating and managing marketing campaigns.
- Custom Module: Built specifically to facilitate integration with Salesforce.
Conclusion
Belle Haven Investments now has an optimized process for managing their marketing campaigns and data flow between HubSpot and Salesforce significantly enhancing their marketing efficiency.
