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[Free HubSpot CRM](https://www.hubspot.com/products/crm?version=published) [Overview of all products](https://www.hubspot.com/products/get-started?version=published) - ### Marketing Hub Marketing automation software [Free and premium plans](https://www.hubspot.com/products/marketing?version=published) - ### Sales Hub Sales software [Free and premium plans](https://www.hubspot.com/products/sales?version=published) - ### Service Hub Customer service software [Free and premium plans](https://www.hubspot.com/products/service?version=published) - ### Content Hub Content marketing software [Free and premium plans](https://www.hubspot.com/products/content?version=published) - ### Data Hub Data management software [Free and premium plans](https://www.hubspot.com/products/data?version=published) - ### Revenue Hub CPQ, billing, and payments software [Free and premium plans](https://www.hubspot.com/products/revenue?version=published) - ### Smart CRM AI-powered, flexible CRM software [Learn more](https://www.hubspot.com/products/crm/ai-crm?version=published) - ### Agent Hub Your central home for building and managing AI agents across the platform [Learn more](https://www.hubspot.com/products/artificial-intelligence?version=published) - ### Small Business Bundle The Starter edition of each product, built for startups and small businesses [Learn more](https://www.hubspot.com/products/crm/starter?version=published) - ### AEO (Beta) Answer engine optimization tools that track and improve your brand's visibility in AI results [Learn more](https://www.hubspot.com/products/aeo?version=published) - ### HubSpot Marketplace Connect your favorite apps to HubSpot [See all integrations](https://ecosystem.hubspot.com/marketplace/apps?version=published) - Solutions Solutions - By Use Case - By Team Size - Why HubSpot? - ## Marketing - ### [Generate leads](https://www.hubspot.com/use-case/generate-leads?version=published) Convert visitors into contacts for your database. - ### [Automate marketing](https://www.hubspot.com/use-case/automate-marketing?version=published) Create campaigns with automation and AI. - ## Sales - ### [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline?version=published) Generate a pipeline of high-quality prospects. - ### [Close deals](https://www.hubspot.com/use-case/close-more-deals?version=published) Streamline your process and close more deals faster. - ## Customer Service - ### [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support?version=published) Support customers at scale with AI and a help desk. - ### [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction?version=published) Identify opportunities to improve customer health. - ## Content - ### [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey?version=published) Easily craft content for your audience, with help from AI. - ### [Manage content](https://www.hubspot.com/use-case/manage-content?version=published) Organize, update, and distribute content in one place. - ## Startups & Small Businesses - ### [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers?version=published) Generate leads through content, AI, and automation. - ### [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster?version=published) Prospect smarter and automate payments. - ### [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data?version=published) Unify your team and data on one platform. - ## Artificial Intelligence - ### [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent?version=published) Scale customer service with an AI customer agent. - ### [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent?version=published) Identify and engage high-value leads with an AI prospecting agent. - ### [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent?version=published) Get instant answers about your customers with an AI data agent. ## By Team Size - ### For Small Businesses & Startups HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one. [Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter?version=published) - ### For Enterprises With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use. [Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise?version=published) ## Why HubSpot? - ### Why Choose HubSpot? After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates. [Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot?version=published) - ### Case Studies Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better. [See all case studies](https://www.hubspot.com/case-studies?version=published) - ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. [Explore product updates](https://www.hubspot.com/spotlight?version=published) - [Pricing](https://www.hubspot.com/pricing/marketing?version=published) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight?version=published) - [What's New in HubSpot](https://www.hubspot.com/new?version=published) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot?version=published) - [Sustainability](https://www.hubspot.com/sustainability?version=published) - ## Community & Events - [UNBOUND Event](https://unbound.hubspot.com/) - [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers) - [HubSpot Community](https://community.hubspot.com/) - [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups?version=published) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions?version=published) - [Technology Partner Program](https://www.hubspot.com/partners/app?version=published) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates?version=published) - [Education Partner Program](https://academy.hubspot.com/education-partner-program?version=published) - [Startup Partner Program](https://www.hubspot.com/startups/partners?version=published) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing?version=published) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing?version=published) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources?version=published) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates?version=published) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding?version=published) - [Migration](https://www.hubspot.com/services/professional/migrations?version=published) - [Premium Support](https://www.hubspot.com/services/premium-support?version=published) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions?version=published) - Products Products - ## The HubSpot Customer Platform All of HubSpot's marketing, sales, and customer service software on one agentic platform. - [__Free HubSpot CRM__](https://www.hubspot.com/products/crm?version=published) - [__Overview of all products__](https://www.hubspot.com/products/get-started?version=published) - [ \ __Marketing Hub__ \ Marketing automation software](https://www.hubspot.com/products/marketing?version=published) - [ \ __Sales Hub__ \ Sales software](https://www.hubspot.com/products/sales?version=published) - [ \ __Service Hub__ \ Customer service software](https://www.hubspot.com/products/service?version=published) - [ \ __Content Hub__ \ Content marketing software](https://www.hubspot.com/products/content?version=published) - [ \ __Data Hub__ \ Data management software](https://www.hubspot.com/products/data?version=published) - [ \ __Revenue Hub__ \ CPQ, billing, and payments software](https://www.hubspot.com/products/revenue?version=published) - [ \ __Smart CRM__ \ AI-powered, flexible CRM software](https://www.hubspot.com/products/crm/ai-crm?version=published) - [ \ __Agent Hub__ \ Your central home for building and managing AI agents across the platform](https://www.hubspot.com/products/artificial-intelligence?version=published) - [ \ __Small Business Bundle__ \ The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter?version=published) - [ \ __AEO (Beta)__ \ Answer engine optimization tools that track and improve your brand's visibility in AI results](https://www.hubspot.com/products/aeo?version=published) - [ \ __HubSpot Marketplace__ \ Connect your favorite apps to HubSpot](https://ecosystem.hubspot.com/marketplace/apps?version=published) - Solutions Solutions - By Use Case - ## Marketing - [Generate leads](https://www.hubspot.com/use-case/generate-leads?version=published) - [Automate marketing](https://www.hubspot.com/use-case/automate-marketing?version=published) - ## Sales - [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline?version=published) - [Close deals](https://www.hubspot.com/use-case/close-more-deals?version=published) - ## Customer Service - [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support?version=published) - [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction?version=published) - ## Content - [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey?version=published) - [Manage content](https://www.hubspot.com/use-case/manage-content?version=published) - ## Startups & Small Businesses - [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers?version=published) - [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster?version=published) - [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data?version=published) - ## Artificial Intelligence - [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent?version=published) - [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent?version=published) - [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent?version=published) - By Team Size - ## By Team Size -  ### For Small Businesses & Startups HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one. [Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter?version=published) -  ### For Enterprises With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use. [Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise?version=published) - Why HubSpot? - ## Why HubSpot? -  ### Why Choose HubSpot? After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates. [Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot?version=published) -  ### Case Studies Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better. [See all case studies](https://www.hubspot.com/case-studies?version=published) -  ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. [Explore product updates](https://www.hubspot.com/spotlight?version=published) - [Pricing](https://www.hubspot.com/pricing/marketing?version=published) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight?version=published) - [What's New in HubSpot](https://www.hubspot.com/new?version=published) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot?version=published) - [Sustainability](https://www.hubspot.com/sustainability?version=published) - ## Community & Events - [UNBOUND Event](https://unbound.hubspot.com/) - [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers) - [HubSpot Community](https://community.hubspot.com/) - [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups?version=published) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions?version=published) - [Technology Partner Program](https://www.hubspot.com/partners/app?version=published) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates?version=published) - [Education Partner Program](https://academy.hubspot.com/education-partner-program?version=published) - [Startup Partner Program](https://www.hubspot.com/startups/partners?version=published) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing?version=published) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing?version=published) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources?version=published) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates?version=published) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding?version=published) - [Migration](https://www.hubspot.com/services/professional/migrations?version=published) - [Premium Support](https://www.hubspot.com/services/premium-support?version=published) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions?version=published) - About About - [About Us](https://www.hubspot.com/our-story?version=published) - [Careers](https://www.hubspot.com/careers?version=published) - [Contact Us](https://www.hubspot.com/company/contact?version=published) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management?version=published) [Start free or get a demo](https://www.hubspot.com/products/get-started?version=published) [Log in](https://app.hubspot.com/login?version=published) - English Select a language - [日本語](#) - [Deutsch](#) - [English](#) - [Español](#) - [Português](#) - [Français](#) - High Contrast - [Customer Support](https://help.hubspot.com/) - [Contact Sales](https://offers.hubspot.com/contact-sales?version=published) - [Case Studies Overview](https://www.hubspot.com/case-studies?version=published) - [Directory](https://www.hubspot.com/case-studies/directory?version=published) - Sandler Drives 25% More Engagement and 4x Sales Leads by Creating Personalized Experiences with HubSpot's AI  # Sandler Drives 25% More Engagement and 4x Sales Leads by Creating Personalized Experiences with HubSpot's AI Professional Services 200-1,000 employees  - 25% Increase in click-through rates - 4x Sales-qualified leads - 2–3x Pipeline acceleration Use Cases - Create Content - Generate Leads Products - [Marketing Hub](https://www.hubspot.com/products/marketing?version=published) - [Sales Hub](https://www.hubspot.com/products/sales?version=published) ### Story Overview As a global leader in sales training and professional development, Sandler understands the importance of providing clients with reliable, cutting-edge solutions. Facing increased competition and the rapid rise of AI technology, Sandler needed to find new ways to enhance their services and stay ahead. By leveraging HubSpot's AI embedded in Marketing Hub and Sales Hub, Sandler strengthened customer trust, personalized communications, and deepened client engagement. ### About Company Sandler is a global leader in sales training and professional development, combining a human-focused methodology with the latest innovations to meet today’s challenges. [](https://www.hubspot.com) #### Introduction: Enhancing Client Engagement While Preserving Personal Touch In today’s evolving business landscape, technological disruption poses a challenge for professional services firms. Many are eager to leverage AI, but hesitations around budget constraints, traditional methods, and uncertain ROI often slow adoption. [Sandler,](https://www.sandler.com/sandler-selling-system/?utm_source=googleads&utm_medium=paid&utm_campaign=sandlerbrand&utm_content=rsa_2&utm_term=sandler&utm_campaign=Sandler%20Brand&utm_source=adwords&utm_medium=ppc&hsa_acc=5666182706&hsa_cam=20085246449&hsa_grp=151573391969&hsa_ad=666561971997&hsa_src=g&hsa_tgt=kwd-139090364&hsa_kw=sandler&hsa_mt=p&hsa_net=adwords&hsa_ver=3&gad_source=1&gclid=CjwKCAjw0aS3BhA3EiwAKaD2ZcYXI1SKREfrlVprkxI5f3OO9LlLO6UNKuw60NHeE6FJVo5dKB3LGRoCgeoQAvD_BwE&version=published) a global leader in sales training, looks to constantly adapt their business to meet their clients changing needs, and AI is no exception. While many competitors quickly adopted AI for customer interactions, Sandler took a more strategic approach — choosing AI features that would drive innovation while preserving their hallmark white-glove service. As Emily Davidson, Director of Enterprise Marketing, explains, “*While technology is transforming how we do business, the need for strong human connection in sales has never been more important. We need to refocus on that human interaction*.” To strike this balance, Sandler turned to HubSpot's AI. Using the AI assistant, Sandler engaged their clients with hyper-personalized interactions that enabled client teams to  boost performance and productivity. By leveraging HubSpot's AI, Sandler not only delivered cutting-edge solutions but also deepened their clients' trust, guiding them through a rapidly changing technology landscape. > *"As marketers, we’re always looking for ways to be more efficient, more personalized, and more scalable. HubSpot's AI  has really been our ticket to do that."* > > Emily Davidson > > Director of Enterprise Marketing, Sandler [](https://www.hubspot.com) #### Building Customer Trust by Walking the AI Walk Sandler positions itself as a trusted partner in helping clients navigate AI’s complexities and improve sales performance. Increasingly, Sandler's clients approached them with questions about AI, wanting to incorporate it into their businesses but unsure about how to maximize its use. “*Our customers saw AI as an unknown, scary beast that didn’t quite fit into their world,*” says Emily Davidson, Director of Enterprise Marketing. “*That’s where we stepped in—as their voice of reason, sharing our own experiences and lessons learned.”* Sandler views AI as a tool to enhance, not replace, human expertise, and worked to help clients navigate where AI could complement human interaction for the best outcomes. As part of their commitment to innovation, Emily and her team began by experimenting with AI tools like ChatGPT. When HubSpot introduced AI Assistants to Marketing Hub and Sales Hub, they quickly adopted the technology to enhance customer experiences with hyper-personalized interactions.  While many clients worried that AI would erode genuine human connection, Sandler saw the opportunity to use AI and HubSpot’s unified data to strengthen relationships. By applying AI to enhance their own customer relationships, Sandler became a model for their customers to follow. “*This stuff is complicated and frustrating at times, but we can now tell our customers, ‘I’ve been through this myself. Let me show you how to save time and integrate AI effectively,*” Emily explains. “*Our personal experience makes a huge difference. We’re not just preaching; we’ve walked the walk.*”  Sandler now sits at the intersection of humanity and technology, working closely with their customers to deliver better experiences. As clients understood the strengths of AI, they began gathering insights faster, accelerating deals, and improving pipeline efficiency. Sandler’s team has become a trusted advisor, correcting AI misunderstandings, allaying fears, and demonstrating its true potential.  > *"That's a big misconception, that AI is going to replace us. I think it's something that can really maximize what you're doing, make you more efficient, and make you stronger."* > > Emily Davidon > > Director of Enterprise Marketing, Sandler [](https://www.hubspot.com) #### Boosting Engagement by 25% with Faster Content Creation Sandler's success relies on delivering highly personalized content tailored to specific personas and industries, but creating such content can be time-consuming. Breeze Assistant drastically accelerated this process. The marketing team starts with brainstorming campaign templates, then relies on the AI Assistant in Marketing Hub to optimize everything—from social copy to LinkedIn and Google ads, all connected to the same cohesive messaging on the landing page. “*HubSpot's AI* *makes everything more cohesive and eloquent than we could achieve on our own*,” Emily explains, highlighting the AI’s ability to unify their messaging across platforms. The time saved turning brainstorms into multi-channel campaigns into multiple campaign pieces has made the process remarkably efficient, reducing development time, from weeks to days. Beyond efficiency, the AI driven content is more effective and engaging. Emily raves that, “*HubSpot's AI* *is amazing at getting over writer's block. But you really need that human element to really form a relationship there, something that feels human to human.*” With HubSpot’s connected platform, Emily and her team can take advantage of other HubSpot tools—such as A/B testing and reporting—to validate AI’s value. *“Breeze Assistant* *has helped us see a 25% boost in click-through rates in email campaigns and increased time spent on landing pages from under a minute to three to four minutes—marketing gold*,'” as Emily calls it. [](https://www.hubspot.com) #### Reducing the Sales Cycle by 50% with Scalable, AI-Powered Personalization - Sandler’s next challenge was scaling personalized experiences in a market where customers expect tailored interactions at every touchpoint. To help customers succeed among evolving sales practices and increasing competition, Sandler needed to meet customers exactly where they were in their journey. Without scalable personalization, Sandler risked losing relevance in a competitive landscape where authenticity and timely engagement are critical. Using the AI Assistant within Sales Hub allows Sandler to hyper-personalize content to the smallest customer segment. “It’s one thing to add a first and last name,” Emily says, “but real hyper-personalization means understanding that a prospect is from X industry, experiencing Y pain point, and belongs to Z persona. That’s the future of AI. More than that, the insights uncovered with HubSpot's AI allows the Sandler team to become more understanding and empathetic, learning what works and what doesn't as the customer moves through the sales funnel. For example, when AI detects a prospect showing hesitation, Sandler’s team quickly deploys a reassurance campaign featuring relevant data, case studies, and testimonials from current customers—reminding them why Sandler is the right choice. With real-time data continually feeding into the algorithm, Sandler will only get better at delivering these personalizations.  This data-driven approach has delivered tangible results. Sales-qualified leads have quadrupled, and the typical sales cycle has been cut in half, from 90 days to just 45. This new approach helps Sandler stand out in a crowded field and succeed in helping their customers up-skill their sales teams worldwide.  While Sandler’s marketing and sales teams have made huge strides with AI, Emily emphasizes that human connection is more important than ever. ‘AI helps lay the groundwork, but real connection and relationships still come from people,’ she says. ‘When technology and humans work together, the real magic happens. Sandler’s foray into AI was always about enabling human relationships to better serve customers. Companies perceive AI as something unknown, but it's when people and technology work together that the real magic happens. Table of Contents Table of Contents - [Introduction: Enhancing Client Engagement While Preserving Personal Touch](https://www.hubspot.com#introduction-enhancing-client-engagement-while-preserving-personal-touch) - [Building Customer Trust by Walking the AI Walk](https://www.hubspot.com#building-customer-trust-by-walking-the-ai-walk) - [Boosting Engagement by 25% with Faster Content Creation](https://www.hubspot.com#boosting-engagement-by-25-with-faster-content-creation) - [Reducing the Sales Cycle by 50% with Scalable, AI-Powered Personalization](https://www.hubspot.com#reducing-the-sales-cycle-by-50-with-scalable-ai-powered-personalization)  > HubSpot's AI creates this universal experience for everybody. We're all speaking the same language and using this one tool that's helping us tell the same story. Emily Davidson Director of Enterprise Marketing Sandler  ### Start Growing With HubSpot Today With tools to make every part of your process more human and a support team excited to help you, growing your business with HubSpot has never been easier. [Get a demo](https://offers.hubspot.com/crm-platform-demo?version=published) ##### Related Case Studies -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant?version=published) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent?version=published) -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm?version=published) -  ### Lendio Closes 58% More Deals with Marketing Hub Automation - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/lendio?version=published) -  ### Colt Nets 25% More Marketing Leads in 2 Years with HubSpot - Professional Services - 200-1,000 employees - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/colt?version=published) -  ### Liquidity Services Cuts Costs 50% by Consolidating on HubSpot - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/liquidity-services?version=published) -  ### How Cyber Advisors Made Sure No Business in Crisis Got Ignored with HubSpot’s Prospecting Agent - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/how-cyber-advisors-made-sure-no-business-in-crisis-got-ignored-with-hubspots-prospecting-agent?version=published) -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder?version=published) -  ### How Eventus Turned Its CRM Into a Pipeline Engine for Financial Firms with HubSpot’s Data Agent and Prospecting Agent - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/eventus?version=published) -  ### When Michigan Residents Ask AI Which Bank to Trust, Mercantile Bank Is Now the Answer with HubSpot's AEO - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/mercantile-bank-aeo?version=published) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant?version=published) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent?version=published) -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm?version=published) -  ### Lendio Closes 58% More Deals with Marketing Hub Automation - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/lendio?version=published) -  ### Colt Nets 25% More Marketing Leads in 2 Years with HubSpot - Professional Services - 200-1,000 employees - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/colt?version=published) -  ### Liquidity Services Cuts Costs 50% by Consolidating on HubSpot - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/liquidity-services?version=published) -  ### How Cyber Advisors Made Sure No Business in Crisis Got Ignored with HubSpot’s Prospecting Agent - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/how-cyber-advisors-made-sure-no-business-in-crisis-got-ignored-with-hubspots-prospecting-agent?version=published) -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder?version=published) -  ### How Eventus Turned Its CRM Into a Pipeline Engine for Financial Firms with HubSpot’s Data Agent and Prospecting Agent - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/eventus?version=published) -  ### When Michigan Residents Ask AI Which Bank to Trust, Mercantile Bank Is Now the Answer with HubSpot's AEO - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/mercantile-bank-aeo?version=published) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant?version=published) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent?version=published) -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm?version=published) -  ### Lendio Closes 58% More Deals with Marketing Hub Automation - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/lendio?version=published) - 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