Put an end to outsourcing
We're leading a journey to self-sufficiency with the HubSpot Salesforce integration.
Welcome to your last agency partnership.
Learn about the journey
Jess found herself looking for yet another freelancer on Upwork in May of 2020. She didn't have the budget for a full-time Salesforce administrator, wanted to switch from Pardot to HubSpot, and didn't love her current freelancer.
When Jess Met Lauren
Jess posts... "We are seeking a freelance Salesforce administrator to work roughly 10+ hours a week, depending on project cycle. We are changing marketing automation platforms to HubSpot and someone that has worked through installation or use of Hubspot would bring value to our team. I'm looking for someone that cannot only do day-to-day Salesforce administration but also help conceptualize, plan and implement larger organizational changes to our systems."
As they tackled the HubSpot Marketing Hub implementation and Salesforce + HubSpot integration, Jess quickly learned that Lauren was different. Finally, she found a partner she could trust. Lauren quickly became her second brain, problem solver, and secret weapon.
But, Lauren wasn't just a technical expert, she was a teacher. For the first time, Jess learned how to fix the problems she faced in HubSpot and Salesforce.
To Sales Hub and Beyond
After implementing Marketing Hub, Jess quickly saw how the efficiencies in HubSpot would benefit the Sales and Account Management teams at her organization. With Lauren's guidance, Jess implemented Sales Hub and revolutionized how her team served its customers.
Shortly after, Lauren launched Coastal Consulting and graduated from freelancer to agency leader. A decision Jess was genuinely thrilled about.
The Next Chapter
In 2021, Jess' company was acquired and she chose to move on to a new organization to grow and optimize their HubSpot + Salesforce integration and supercharge their inbound marketing strategy.
Her first order of business? Bringing Coastal Consulting on board to clean up the integration, implement Sales Hub, and lay the foundation for her success at her new gig.
Partner with Coastal
Resolving sync errors and spending hours de-duplicating records is a drag. Work with our team to build solutions you can manage explained in terms you can understand!
"Coastal Consulting has been a huge asset on our journey to implementing HubSpot. We use Marketing and SalesHub with a full Salesforce integration and there hasn't been a problem they can't tackle. They’ve made my day-to-day job as a global marketing leader so much easier."
- Jess Cameron
Learn with us
Take a peek at Coastal Consulting in the media, browse our blog, and learn more about who we are and what we do.
Solve challenges in HubSpot and Salesforce
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HubSpot onboarding vs agency onboarding of HubSpot
Discover our people-first approach
Start making progress
Ready to make your HubSpot Salesforce integration work for you? Start scoping out your needs and book a call with the team.
Small Team, Big Impact
Our team takes care of one another so we can take care of you.