The Best Experience

We brought in Learners.ai because we needed HubSpot to work with our Salesforce data. The standard connector doesn’t support Financial Services Cloud, and agents and policyholders sometimes share an email address. Salman, Emily, and the team learned how our agents, policyholders, and policies relate, then made it work with the systems we already had. We can now segment appropriately and don't have to worry about the duplicate email issue. I wish we’d partnered with them during our initial onboarding. They moved quickly and explained things in plain terms, including in the guides they wrote for our non-technical team. After go-live they kept working through issues with us as they came up. I highly recommend them to any insurer trying to get HubSpot and Salesforce working together.

Learners is top notch for HubSpot implementation and onboarding!

Working with Learners on our HubSpot CRM implementation has been nothing short of exceptional. From the very beginning, their team asked the right questions to understand our business needs and delivered a tailored solution that has transformed the way we operate. The Mortgage Automator integration while not without hiccups has streamlined our workflows and is saving us time! We had access to Learners tools and resources, and their training sessions practical and tailored to our needs. Big shoutout to Emily, whose expertise and support were invaluable. She was responsive, knowledgeable, and genuinely invested in our success. We could not have gotten where we are without her strategic advice along the way! Highly recommend Learners for anyone looking to get the most out of HubSpot!