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 Agency har vært en fornøyelse å jobbe med! Deres tekniske ekspertise har vært en game-changer for teamet vårt. De har gitt oss utmerket HubSpot-opplæring, hjulpet oss med å legge strategier for markedsføringsinnhold og laget tilpassede e-post- og landingssidemaler som er skreddersydd til våre behov. De har også håndtert en massiv dataintegrasjon, satt opp detaljerte dashbord for bedre innsikt og bidratt til å strømlinjeforme arbeidsflyten vår for å forbedre effektiviteten. De har hele tiden vært utrolig vennlige, lydhøre og alltid klare til å hjelpe. Jeg setter stor pris på deres støtte og ser frem til flere prosjekter sammen med dem!
Greenhouse Agency er et av de beste, om ikke det beste, jeg noensinne har hatt sjansen til å jobbe med. Teamet er ressurssterkt, responsivt og profesjonelt. Deres tekniske ekspertise dekker alle HubSpot Hubs og trøster deg når du er i ugraset og prøver å optimalisere en prosess og konstruere en løsning. De har gjort det mulig for organisasjonen vår å øke Enterprise Suite med så mange tilpasninger og integrasjoner som effektiviserer de interne prosessene våre og gjør det mulig for oss å nå ut til flere av de ideelle kundene våre. Laisha, Izzy, Lauren, Kaitlyn og Justin har alle vært en integrert forlengelse av teamet vårt når vi har transformert organisasjonen vår digitalt.
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!
As a beginner with the HubSpot platform, I was tasked with bringing an organization's CRM migration up and running in a short amount of time. My weekly calls with Dan and project plan helped me to implement their platform within 6 weeks. Dan was very responsive to any questions I had, and was quick to help with some areas I was stuck on during our weekly calls. Overall, a great collaboration with the team at Greenhouse.