The Securities Industry and Financial Markets Association (SIFMA) wanted to move beyond email and connect with members in new ways. They needed a marketing automation solution and turned to Ricochet for help.
Ricochet guided SIFMA through the process, helping them select HubSpot Marketing Hub as their marketing automation platform. We assisted with negotiations, ensuring SIFMA got the best deal. To further enhance their capabilities, we implemented an integrator for seamless data sharing between HubSpot and SIFMA’s existing systems (Protech AMS and Microsoft Dynamics 365 CRM database).
Our team also led the HubSpot configuration, guided decisions around third-party features to add, and trained SIFMA staff on HubSpot use. We continue to provide support, suggesting enhancements and troubleshooting integration issues
