Soundfront Advisors

Investment Banking Experience with Real HubSpot Expertise - Very Useful

Working with Soundfront has been a fantastic experience, and I would confidently refer them to anyone in investment banking, consulting, or private equity. What sets them apart is their direct investment banking experience combined with a deep, practical command of HubSpot. They deliver exceptional value and truly understand what “good” looks like inside an investment banking firm. It is rare to find that combination, and we are glad we chose them. One of the best consultants we have hired. No fluff. Direct, practical, and exactly what we needed. Not to mention, we have an ongoing relationship with their firm, which means our COO doesn't have to spend a ton of time going deep on the complex inner workings of HubSpot.

A must-have for effective CRM implementation in investment banking

Soundfront has delivered exceptional value to our firm by leveraging their deep expertise in the investment banking and M&A space to customize and automate our CRM workflows. Their team understands the unique demands of sellside/buyside outreach and deal pipeline management, and built tailored solutions that will transform how we operate. The automations they implemented have already saved us hours of manual work, especially when building targeted lists and tracking outreach efforts. With these customizations and automations, our CRM will work for us more naturally. I highly recommend their services to any firm looking to streamline their deal process and maximize efficiency in client engagement.

One of a kind

Corey is the go to HubSpot expert in the investment banking field. He has hands on experience in the profession that is absolutely crucial to designing and configuring HubSpot for the processes we use in our industry. Also a very collaborative and entrepreneurial workstyle that is greatly appreciated.

Great Value for Our Boutique I-Banking Firm

Excellent. Corey knows his stuff. Great to work with. His templates and automations for i-banking work well and are spot-on for our business. He saved us a tremendous amount of time versus us developing our own templates and automations. The alignment with the i-banking functions made our learning curve on the HubSpot platform much shorter. Our questions were answered and our problems solved. Our firm definitely received the value we expected, and more.

Excellent implementation and tailoring for financial services

Despite HubSpot coming out on top in our review of CRM systems, we had previously turned it down due to difficulties setting it up in a way that would have worked for us. Soundfront gave us a proven solution that bridges the capabilities of HubSpot with the tailoring needed to make it work for our industry. We are very happy with the implementation and how our CRM has turned out. Many thanks for the excellent collaboration Soundfront!

Hire Soundfront Immediately

I can't say enough good things about Soundfront. They were consistently incredibly responsive and fast, easy to work with, and solutions-oriented. Their pricing is fair and worth every penny. They turned our weak existing HubSpot CRM into a robust tool that is changing how our company functions.

Highly recommended!

Working with Corey has been awesome, and his passion for helping teams get the most out of their tools and accelerate their growth is second to none. Not only is Soundfront a great partner to work with when it comes to getting HubSpot properly set up & configured for growth, but the team will also do their best to share best practices and tips for tools across your entire sales & marketing stack. He shared how he and his clients have used various tools that I never heard of before and would even go out of his way to check in with those external tool providers on my behalf to get those tools to work as I'd expect. Thanks!

Soundfront has helped accelerate our growth!

Training with Corey to onboard into HubSpot has been a lifesaver. Building a strong foundation with proven formats/property configuration has made my workflow- well work! Also has introduced me to several integrations I would've never known about, which has made prior workflows that much more efficient and effective. I will continue to use Soundfront as we continue to scale and optimize our investment banking business development efforts, as well as make further integrations on the execution side of our business. You think HubSpot is good? Try Soundfront HubSpot

5 stars!

Soundfront has been terrific to work with! We engaged for a CRM implementation and onboarding and the process has been smooth and efficient. Soundfront’s off the shelf product provides significant capabilities tailored specifically to Investment Banks. Soundfront then worked closely with us to adapt the CRM to meet our unique requirements, providing customizations and best practices we were not aware of. Their knowledge and experience of Investment Banks and their needs was clear from the outset. The customer service was top notch the entire way through.

Best CRM solution for investment banks and capital allocators

Corey Berse has deep experience in the investment banking industry and has created an industry leading CRM solution for the investment banking / private equity industries. He was incredibly attentive to the unique needs of our firm, built multiple customizations to ensure our CRM was tailor built to our needs, helped clean and enhance our firm data, and more. Our firm will be able to accelerate our growth in an efficient and scalable manner beyond our expectations as a result of Soundfront's customized solution.