A leading non-partisan international affairs organization dedicated to shaping global leadership and policy solutions for geopolitical, economic, and security challenges. The organization conducts research, hosts high-level events, and collaborates with governments, private sector leaders, and civil society to influence global policy and public discourse.
A technology solutions provider specializing in real-time data streaming, video delivery, and cloud-based solutions for enterprise organizations. The company operates in a B2B environment with long sales cycles and complex relationship-driven sales processes, relying heavily on digital marketing to generate and nurture qualified enterprise leads.
A digital marketing agency focused on lead generation, social media strategy, and content creation for fitness, martial arts, and membership-based businesses. The agency helps local businesses grow through services such as landing page design, paid advertising, and marketing automation.
A regional distributor within a global network of fluid system solution providers, delivering high-quality components such as fittings, valves, tubing, hoses, and pressure regulators. The organization also offers custom engineering solutions and technical support for industries including oil & gas, semiconductor, and advanced manufacturing.
A top-tier U.S . law firm with over 180 years of legacy, recognized for its client-first approach, national presence, and deep practice-area expertise. Serving both global enterprises and high-growth ventures, the firm sought to modernize its marketing technology stack by integrating HubSpot alongside DealCloud to enhance engagement, visibility, and campaign execution.
A veterinary biomedical device company dedicated to advancing animal health through innovative therapeutic solutions. Its flagship product, designed to treat joint pain and osteoarthritis in dogs and horses, is distributed through veterinarians, animal clinics, distributors, and a Shopify-powered e-commerce platform—supported by digital marketing, trade shows, and strategic partnerships.
A full-service auction gallery specializing in fine art, antiques, estate sales, jewelry, and collectibles. The organization conducts both live and online auctions across the U.S., offering valuation, marketing, and sales services through an experienced team of appraisers and auctioneers.
A global provider of customer experience management (CXM) and business process outsourcing (BPO) solutions, operating across 13+ countries with a workforce of 33,000+ associates. The organization supports leading brands in telecommunications, retail, healthcare, and financial services, with a strong focus on digital transformation through intelligent automation, analytics, and omnichannel engagement.
A pioneering diagnostic services company extending eye disease management from the clinic to the home. By applying AI-driven data interpretation to large volumes of patient-generated data, the organization enables precision medicine and personalized, on-demand treatment regimens based on real disease activity rather than fixed clinical schedules.
A leading media platform focused on the business of the U.S. federal government, delivering insights through a TV show, podcast, and high-traffic website. The platform enables agency leaders to share real-world experiences while fostering collaboration between government and industry to address critical public-sector challenges.
A leading auto repair insurance provider serving customers through multiple national automotive brands. The organization operates distinct sales motions supported by multiple HubSpot portals and Salesforce orgs, and initiated a strategic consolidation to unify CRM operations and enable scalable data integration via Amazon S3.
A US-based jewelry supplies company serving both B2C and B2B markets. The business supports bench jewelers, designers, retail jewelers, manufacturers, and educators with a wide range of metals, tools, and machinery, operating from its headquarters in New Mexico.
A global leader in formulated film coating systems, modified-release technologies, and functional excipients for the pharmaceutical and nutritional industries, supporting customers worldwide with advanced products and technical expertise.
A leading technology solutions provider delivering core software products and digital platforms for the Banking, Financial Services, and Insurance (BFSI) sector, along with Enterprise Resource Planning (ERP) solutions. Its portfolio spans insurance, lending, Islamic banking, anti-money laundering (AML), and asset management—helping organizations improve compliance, streamline operations, and drive efficiency.
The client serves the Mid-Atlantic region as a leading representative and distributor of control valves, process instrumentation, and more. Previously, they used Tour de Force (TDF) CRM to manage their sales process. They decided to replace TDF with a new CRM to enhance sales automation, improve customer outreach, and streamline processes. This initiative included migration of existing data and integrating the new CRM with Epicor Prophet21, Salesforce, and Service Pro for bidirectional data synchronization and efficient sales management.
The client is a prominent marine manufacturing company specializing in developing advanced marine technologies, such as catch control and net monitoring sensors, echo sounders, current profilers, and sonar systems. Their cutting-edge technologies are used worldwide in the fishing industry.
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