SIFMA Expands Member Connections with HubSpot
SIFMA chose HubSpot Marketing Hub with Ricochet's guidance and connected it to its Protech AMS and Microsoft Dynamics 365 CRM to reach members beyond email.
What was holding SIFMA back?
The Securities Industry and Financial Markets Association (SIFMA) has more than 500 member organizations. SIFMA wanted to move beyond email and connect with members in new ways, but it had no marketing automation platform. Its member data lived in a Protech AMS and a Microsoft Dynamics 365 CRM database. SIFMA turned to Ricochet for help choosing and setting up a solution.
What did Ricochet build?
Ricochet helped SIFMA select HubSpot Marketing Hub as its marketing automation platform and assisted with negotiations. We implemented an integrator so data flows between HubSpot and SIFMA's Protech AMS and Microsoft Dynamics 365 CRM. Our team led the HubSpot configuration, guided decisions about which third-party features to add, and trained SIFMA staff to use the platform. We continue to support SIFMA with enhancements and integration troubleshooting.
What changed for SIFMA's members?
SIFMA can now reach member organizations through marketing automation instead of email alone. Because HubSpot shares data with the AMS and the CRM, the messages members receive draw on the same records SIFMA staff use every day. Ongoing support from Ricochet keeps the integration running and brings new enhancements over time.
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