HubSpot and Salesforce for Financial Services
Solving for financial services in the HubSpot Salesforce integration.
![Two Men at a Table with a Laptop](https://www.coastalconsulting.co/hs-fs/hubfs/Website%20Images/Module%20-%20Image%20plus%20text/20.png?width=850&height=574&name=20.png)
How We Support Financial Services
Integration Compliance
Maintaining data privacy is essential. Implement selective sync with the HubSpot Salesforce integration and keep your data secure.
![Woman using Laptop](https://www.coastalconsulting.co/hs-fs/hubfs/Website%20Images/Module%20-%20Image%20plus%20text/56.png?width=850&height=574&name=56.png)
Relationship Management
Relationships with financial services companies go deeper than transactions. Nurture and develop the full customer lifecycle leveraging HubSpot and Salesforce.
![Coworkers at a Table with a Laptop](https://www.coastalconsulting.co/hs-fs/hubfs/Website%20Images/Module%20-%20Image%20plus%20text/1.png?width=850&height=574&name=1.png)
Performance Reporting
Proving the value of marketing without ROI is challenging. Access revenue data from Salesforce in HubSpot and build revenue attribution reports.
![Two coworkers at a table](https://www.coastalconsulting.co/hs-fs/hubfs/Website%20Images/Module%20-%20Image%20plus%20text/17.png?width=850&height=574&name=17.png)
Product Upsell
Don't stop with the first sale. Leverage upsell campaigns to thoughtfully recommend products to your customers and increase their share of wallet.
![Two coworkers talking](https://www.coastalconsulting.co/hs-fs/hubfs/Website%20Images/Module%20-%20Image%20plus%20text/49.png?width=850&height=574&name=49.png)
Work We've Done
![Two coworkers talking outside](https://www.coastalconsulting.co/hs-fs/hubfs/Website%20Images/Module%20-%20Content%20Card/6-1.png?width=740&height=416&name=6-1.png)
MANAGING 2 BRANDS WITH BUSINESS UNITS
Signal Advisors partnered with Coastal Consulting to implement HubSpot Business Units and fix the HubSpot Salesforce integration.