We specialize in HubSpot integrations, implementation, and onboarding for credit unions, banks, and insurance. Our expertise working with FinServ combined with our robust HubSpot experience has won us a Product Excellence award, 6 accreditations, and 34 unique certifications. Services: –Custom HubSpot Integrations (core, LOS, DAO, digital banking, SMS/live chat, appointments, calculators, etc.) –HubSpot Implementation (Marketing, Sales, & Service Hubs) –HubSpot Onboarding/Training –Paid Digital Marketing (search, social, display) –Web Design/Development (Content Hub) Successes: –Recovered $6M+ in abandoned apps in 90 days for Wellby Financial –Onboarded 16 departments + 400 employees for Wellby –Rebuilt advanced Looker Studio reports in HubSpot for Leaders CU –Increased card activation by 141% for Sound CU Integration Experience: –Symitar/Silverlake, DNA, Portico, KeyStone, FIS, Fiserv, MeridianLink, OpenClose, MortgageBot, Encompass, Abrigo, Banno, Glia, Lumen, Coconut, + more
Greenhouse on yksinkertaisesti paras yhteistyökumppani. Heidän kykynsä hallita sekä verkkosivustoamme että maksettua digitaalista markkinointia tekee digitaalisesta jalanjäljestämme saumattoman. Teemme tiivistä yhteistyötä Izzyn kanssa. Siitä lähtien, kun siirrimme digitaalisen markkinointimme teidän vastuullenne viime syyskuussa, Izzy on ollut huippu, joka on hoitanut kampanjamme ja verkkosivupäivityksemme. Hän on erittäin reagoiva, tarjoaa arvokkaita näkemyksiä ja tuottaa tuloksia. Izzy on todellinen markkinointikumppani. Ilman häntä emme olisi siinä tilanteessa, jossa olemme digitaalisten kampanjoidemme kasvun suhteen. Arvostamme kaikkia Greenhousen työntekijöitä ja odotamme innolla tulevia mahdollisuuksia tämän kumppanuuden myötä.
Greenhouse Agencyn kanssa on ollut ilo työskennellä! Heidän tekninen asiantuntemuksensa on muuttanut tiimimme toimintaa. He ovat antaneet erinomaista HubSpot-koulutusta, auttaneet meitä markkinointisisällön strategisessa suunnittelussa ja rakentaneet räätälöityjä sähköposti- ja aloitussivupohjia tarpeisiimme. He myös hoitivat massiivisen tietojen integroinnin, perustivat yksityiskohtaisia kojelautoja parempaa näkemystä varten ja auttoivat virtaviivaistamaan työnkulkujamme tehokkuuden parantamiseksi. Kaiken tämän aikana he ovat olleet uskomattoman ystävällisiä, reagoivia ja aina valmiita auttamaan. Arvostan todella heidän tukeaan ja odotan innolla lisää yhteisiä projekteja!
Greenhouse Agency on yksi parhaista, ellei jopa paras, jonka kanssa olen koskaan saanut työskennellä. Tiimi on kekseliäs, reagoiva ja ammattitaitoinen. Heidän tekninen asiantuntemuksensa kattaa kaikki HubSpot Hubit ja lohduttaa sinua, kun yrität optimoida prosessia ja kehittää ratkaisua. He ovat antaneet organisaatiollemme mahdollisuuden rampata Enterprise Suite -palvelua niin monilla räätälöinneillä ja integraatioilla, jotka virtaviivaistavat sisäisiä prosessejamme ja mahdollistavat sen, että voimme tavoittaa enemmän ihanneasiakkaitamme. Laisha, Izzy, Lauren, Kaitlyn ja Justin ovat kaikki olleet olennainen osa tiimiämme, kun olemme muuttaneet organisaatiotamme digitaalisesti.
We worked with Kaitlyn to onboard us with HubSpot, and she was great with answering questions and flexible scheduling! Feel like I really understand it now!
Really enjoyed our time with Kaitlyn as she helped guide our firm through our first CRM onboarding. Her knowledge of the platform and ability to coach users with no previous experience in HubSpot was tremendous. Her time/effort made for a smooth and successful onboarding experience. My only recommendation for Greenhouse would be to tailor the onboarding more to the end-users goals/industry. Because these CRM's are so intricate and customizable, it would be beneficial to devote time to seeing industry-specific use cases or best practices around how to specifically use the platform to achieve your goals. Ie, shorter time spent on base-level / general understanding, more time seeing the platform in action and discussing how to get the most out of it. Still, 5-stary worthy experience.
We worked with Kaitlyn, she was incredible to work with and answered all of our questions during our migration from Dynamics to HubSpot. Great crew and made my job/life easier.
Kaitlyn was a pleasure to work with. We aligned on my goals and made sure my HubSpot onboarding experience accomplished those goals. I feel very prepared to execute with HubSpot going forward. We are using GreenHouse as a model for our own onboarding.
From the moment I decided to transition to HubSpot CRM, Lauren and Kaitlyn made the process seamless and efficient. Their depth of knowledge about the platform was evident from our very first interaction. Not only did they guide me through every step with clarity, but they also demonstrated exceptional communication skills, ensuring I was never left in the dark. What truly stood out to me was their genuine willingness to listen to my input. They valued my perspective and incorporated my feedback, making me feel like a true partner in the onboarding process. I recommend this team to anyone looking to onboard onto HubSpot CRM. Their combination of knowledge, communication prowess, and receptiveness to client input ensures a smooth and personalized experience.
As a long time Salesforce user, HubSpot was completely new to me so it was imperative to partner with Lauren and the GreenHouse team to get us set up for success. Lauren was extremely helpful and responsive showing up to each onboarding session with a clear plan on where to focus our time. Lauren was a huge factor in helping us get HubSpot set up so quickly as she made each session engaging and productive. Huge thank you to Lauren and the team!
Greenhouse has been an important strategic partner in getting our credit union up and running on HubSpot. We initially began working with Greenhouse during a new website development project, but quickly expanded our relationship to HubSpot onboarding. We were so pleased with their website work that we continued to work with them on content creation and further development of our HubSpot portal as our frontline CRM. Their staff is very knowledgeable on the HubSpot platform, and they are constantly bringing new features and enhancements for us to consider. They are also very responsive and adaptable to our ever growing needs. Honestly, we couldn't build on HubSpot without the expert partnership we have with Greenhouse. I highly recommend them!