Logo - Full (Color) [Skip to content](https://www.hubspot.com#global-nav-main-content) - 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) - Close Search - [Log in](https://app.hubspot.com/login) - About About - [About Us](https://www.hubspot.com/our-story) - [Careers](https://www.hubspot.com/careers) - [Contact Us](https://www.hubspot.com/company/contact) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management) Back [ ](https://www.hubspot.com/) Menu - Close Search - 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) [Overview of all products](https://www.hubspot.com/products/get-started) - ### Marketing Hub Marketing automation software [Free and premium plans](https://www.hubspot.com/products/marketing) - ### Sales Hub Sales software [Free and premium plans](https://www.hubspot.com/products/sales) - ### Service Hub Customer service software [Free and premium plans](https://www.hubspot.com/products/service) - ### Content Hub Content marketing software [Free and premium plans](https://www.hubspot.com/products/content) - ### Data Hub Data management software [Free and premium plans](https://www.hubspot.com/products/data) - ### Revenue Hub CPQ, billing, and payments software [Free and premium plans](https://www.hubspot.com/products/revenue) - ### Smart CRM AI-powered, flexible CRM software [Learn more](https://www.hubspot.com/products/crm/ai-crm) - ### Small Business Bundle The Starter edition of each product, built for startups and small businesses [Learn more](https://www.hubspot.com/products/crm/starter) - ### Breeze AI agents and features that power the entire platform [Learn more](https://www.hubspot.com/products/artificial-intelligence) - ### 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) - ### HubSpot Marketplace Connect your favorite apps to HubSpot [See all integrations](https://ecosystem.hubspot.com/marketplace/apps) - Solutions Solutions - By Use Case - By Team Size - Why HubSpot? - ## Marketing - ### [Generate leads](https://www.hubspot.com/use-case/generate-leads) Convert visitors into contacts for your database. - ### [Automate marketing](https://www.hubspot.com/use-case/automate-marketing) Create campaigns with automation and AI. - ## Sales - ### [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline) Generate a pipeline of high-quality prospects. - ### [Close deals](https://www.hubspot.com/use-case/close-more-deals) Streamline your process and close more deals faster. - ## Customer Service - ### [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support) Support customers at scale with AI and a help desk. - ### [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction) Identify opportunities to improve customer health. - ## Content - ### [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey) Easily craft content for your audience, with help from AI. - ### [Manage content](https://www.hubspot.com/use-case/manage-content) 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) Generate leads through content, AI, and automation. - ### [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster) Prospect smarter and automate payments. - ### [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data) 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) Scale customer service with an AI customer agent. - ### [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent) Identify and engage high-value leads with an AI prospecting agent. - ### [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent) 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) - ### 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) ## 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) - ### 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) - ### 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) - [Pricing](https://www.hubspot.com/pricing/marketing) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight) - [What's New in HubSpot](https://www.hubspot.com/new) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot) - [Sustainability](https://www.hubspot.com/sustainability) - ## Community & Events - [INBOUND Event](https://www.inbound.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) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions) - [Technology Partner Program](https://www.hubspot.com/partners/app) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates) - [Education Partner Program](https://academy.hubspot.com/education-partner-program) - [Startup Partner Program](https://www.hubspot.com/startups/partners) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding) - [Migration](https://www.hubspot.com/services/professional/migrations) - [Premium Support](https://www.hubspot.com/services/premium-support) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions) - 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) - [__Overview of all products__](https://www.hubspot.com/products/get-started) - [ \ __Marketing Hub__ \ Marketing automation software](https://www.hubspot.com/products/marketing) - [ \ __Sales Hub__ \ Sales software](https://www.hubspot.com/products/sales) - [ \ __Service Hub__ \ Customer service software](https://www.hubspot.com/products/service) - [ \ __Content Hub__ \ Content marketing software](https://www.hubspot.com/products/content) - [ \ __Data Hub__ \ Data management software](https://www.hubspot.com/products/data) - [ \ __Revenue Hub__ \ CPQ, billing, and payments software](https://www.hubspot.com/products/revenue) - [ \ __Smart CRM__ \ AI-powered, flexible CRM software](https://www.hubspot.com/products/crm/ai-crm) - [ \ __Small Business Bundle__ \ The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter) - [ \ __Breeze__ \ AI agents and features that power the entire platform](https://www.hubspot.com/products/artificial-intelligence) - [ \ __AEO (Beta)__ \ Answer engine optimization tools that track and improve your brand's visibility in AI results](https://www.hubspot.com/products/aeo) - [ \ __HubSpot Marketplace__ \ Connect your favorite apps to HubSpot](https://ecosystem.hubspot.com/marketplace/apps) - Solutions Solutions - By Use Case - ## Marketing - [Generate leads](https://www.hubspot.com/use-case/generate-leads) - [Automate marketing](https://www.hubspot.com/use-case/automate-marketing) - ## Sales - [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline) - [Close deals](https://www.hubspot.com/use-case/close-more-deals) - ## Customer Service - [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support) - [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction) - ## Content - [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey) - [Manage content](https://www.hubspot.com/use-case/manage-content) - ## Startups & Small Businesses - [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers) - [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster) - [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data) - ## Artificial Intelligence - [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent) - [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent) - [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent) - 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) -  ### 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) - 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) -  ### 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) -  ### 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) - [Pricing](https://www.hubspot.com/pricing/marketing) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight) - [What's New in HubSpot](https://www.hubspot.com/new) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot) - [Sustainability](https://www.hubspot.com/sustainability) - ## Community & Events - [INBOUND Event](https://www.inbound.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) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions) - [Technology Partner Program](https://www.hubspot.com/partners/app) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates) - [Education Partner Program](https://academy.hubspot.com/education-partner-program) - [Startup Partner Program](https://www.hubspot.com/startups/partners) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding) - [Migration](https://www.hubspot.com/services/professional/migrations) - [Premium Support](https://www.hubspot.com/services/premium-support) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions) - About About - [About Us](https://www.hubspot.com/our-story) - [Careers](https://www.hubspot.com/careers) - [Contact Us](https://www.hubspot.com/company/contact) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management) [Start free or get a demo](https://www.hubspot.com/products/get-started) [Log in](https://app.hubspot.com/login) - 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) - [Case Studies Overview](https://www.hubspot.com/case-studies) - [Directory](https://www.hubspot.com/case-studies/directory) - Snap!Raise  # How Snap! Raise Improved Forecasting & Increased Productivity Banking & Financial Services 200-1,000 employees  Use Cases - Full CRM Products - [Sales Hub](https://www.hubspot.com/products/sales) - [Service Hub](https://www.hubspot.com/products/service) - [Marketing Hub](https://www.hubspot.com/products/marketing) - [Content Hub](https://www.hubspot.com/products/content) - [The Full CRM Platform](https://www.hubspot.com/products/crm/enterprise) ### Story Overview Snap! Raise switched to the HubSpot CRM platform for its ease of use and customization. By the time COVID-19 hit, sales reps had everything they needed to switch from in-person to remote selling. ### About Company Snap! Raise helps coaches, group leaders, distinct administrators, boosters and athletic directors raise funds quickly and easily. ### Scrambling to Find Customer Information With Every New Sales Rep As the leader in K-12 fundraising, [Snap! Raise](https://www.snap-raise.com/) depends on its institutional history and shared data to serve tens of thousands of clients and customers. But, prior to HubSpot, when turnover occurred in its remote sales workforce, new sales reps had to scramble to find key customer information and rebuild relationships if they had not been updated in real-time. Snap! Raise’s remote sales team, including 85 sales reps and 10 sales managers, had developed their own methods of tracking customer and lead information, which meant that organizing, categorizing, and utilizing important customer information was a time-consuming, manual process. “Agreements and other important documents often lived on paper in multiple areas,” says Meg Peterson, VP of Operations and Inside Sales at [Snap! Raise](https://www.snap-raise.com/). “We were overwhelmed with the volume of paper and needed a better way to organize and access it.” Without a standardized process of sharing documentation across teams—and with the difficulties in updating and retrieving the history of customer interactions—Snap! Raise had to strike a balance between speed and accuracy in customer relationships. Because data was inputted and evaluated by individual sales reps, new sales reps were often left with little context about customers and leads when they stepped into the role. Meg explains: “When sales reps left, much of the historic territory knowledge left with them if they didn’t update the database, which left new sales reps to start from scratch. They would have to walk in cold, shake the customer’s hand, and try to figure out where things were at.” When the company launched, [Snap! Raise](https://www.snap-raise.com/) implemented Salesforce for its key accounts team and had plans to roll it out more widely. But the team didn’t realize how much development work would be needed to roll Salesforce out to its remote sales team—or how complicated it would be to use. “We weren’t ready to do an engineering round and build out Salesforce company-wide, which is usually the first step with them,” says Meg. As a result, the remote sales team continued to use a variety of manual methods to manage sales information and contracts—and the Snap! Raise team started looking for a new solution. They wanted a CRM platform that would be easy to use and customizable for its remote sales team. Furthermore, they wanted a platform that could go beyond sales to include marketing and customer service to align critical functions. Snap! Raise soon landed on the HubSpot CRM platform, implementing [Sales Hub](https://www.hubspot.com/products/sales), [Marketing Hub](https://www.hubspot.com/products/marketing), [Service Hub](https://www.hubspot.com/products/service), and [CMS Hub](https://www.hubspot.com/products/cms). ### Capturing Information While Selling Remotely When Snap! Raise first rolled out the HubSpot CRM platform to its remote sales team, many reps were reluctant to adopt it. As is common, they wanted to stay with their own methods of managing leads and customers. But as Snap! Raise continued to customize the HubSpot CRM platform and demonstrate how easy it is to use, they won over the sales reps. Fortunately, by the time COVID-19 hit—and reps could no longer visit customers and leads in person—they were all avid users of the HubSpot CRM platform. “Sales reps who were used to selling face-to-face are now at home, stuck in front of their computers,” says Meg. “They’re using HubSpot to reach out to customers and keep themselves organized.” In this environment, Snap! Raise’s sales reps have a whole new appreciation for the HubSpot CRM platform—and couldn’t do without it. “It’s one of those things where you don’t know you have a problem until you solve it,” says Meg. “Today, our sales reps rely on HubSpot to increase sales and find strategic opportunities to engage with our customers.” __One source of truth increases sales rep productivity__ Today, Snap! Raise’s sales, marketing and customer service are all managed on the HubSpot CRM platform. All teams have access to centralized data, with customer agreements at their fingertips. In fact, Snap! Raise has integrated the HubSpot CRM platform with SnapSign, so customers can sign agreements electronically. “We can open up signed agreements at any time to review the terms,” says Meg. “Today, it’s a one-touch ticket to resolve these problems instead of lots of back and forth through email to try and sort things out.” Now when new sales reps meet with customers and leads, they know the context of the relationship and aren’t walking in blind—and customers feel confident their needs are understood. “New sales reps are set up for success because they know the context of the relationship before they walk in the door,” says Meg. Having access to centralized data for customers and leads is also increasing sales rep productivity. Reps spend less time hunting for documents and getting up to speed on past customer interactions and more time selling. __More precise pipeline management__ The HubSpot CRM platform is also helping Snap! Raise get more granular with deal management. Today, Meg and her team have instituted multiple stages in their sales pipeline, which allows them to be more precise in their analysis and forecasting. Meg explains: “Since switching to HubSpot, we’re better able to forecast which deals are going to close. For example, we know that if a deal reaches the last stage in our sales pipeline, and meets certain parameters, it has a 92% chance of closing.” Just as importantly, all of this data is readily available, so Meg can provide executives with real-time, accurate data without a lot of legwork. __Easy customization without a database admin__ Snap! Raise is also able to customize the HubSpot CRM platform without hiring a database administrator. “You can build HubSpot to be as simple or complex as you want,” says Meg. “We continue to iterate and integrate with other tools as we see how our teams are using the platform—and we have plans to take it even further.” __A built-in guide to best practices__ Meg is also using the HubSpot CRM platform as a guide to improve Snap! Raises’ practices and processes. “The HubSpot CRM isn’t just a platform for us,” says Meg. “It’s a guide to best practices so we can do things better and more efficiently.” For example, the capabilities of the HubSpot CRM platform led Meg and her team to revamp their pipeline management process, using programmable automation and APIs to streamline processes, gain efficiencies and achieve cleaner data. __A true CRM partner__ Meg has also been impressed by the support she’s received from her HubSpot account rep. “My customer service manager has been with us the whole time,” says Meg. “She knows our business well and proactively comes to me with ideas and opportunities. She’s even invited me to speak with HubSpot’s product people. The contrast between the service I get with HubSpot and the service I had with Salesforce is night and day.” For Meg, HubSpot is the true CRM partner she and her team wanted. “HubSpot is truly invested in our business,” says Meg. “We’re not just a number to them—we’re a valued partner.” ### A More Productive and Empowered Remote Sales Team Since moving from Salesforce to the HubSpot CRM platform, Meg and her team have successfully extended the platform to its entire sales team, including its large remote salesforce. Those reps are more productive today than ever before, now that they have a comprehensive solution that builds on existing sales history to ensure more robust engagement with customers and leads. At the same time, sales managers love having data insights that allow them to provide real-time reporting to executives and get more granular and accurate in their sales forecasting. Snap! Raise has also added marketing and customer service to the HubSpot CRM platform, keeping all three functions aligned. Meg and her team are also customizing the platform to suit the needs of every department, without having to engage an expensive Salesforce developer. Consequently, Meg is very satisfied with their decision to switch from Salesforce to HubSpot. “I love HubSpot,” says Meg. “I love the people who work there. And I love that they proactively include me in discussions for future development. It’s been a really nice partnership.” Table of Contents Table of Contents - [Scrambling to Find Customer Information With Every New Sales Rep](https://www.hubspot.com#scrambling-to-find-customer-information-with-every-new-sales-rep) - [Capturing Information While Selling Remotely](https://www.hubspot.com#capturing-information-while-selling-remotely) - [A More Productive and Empowered Remote Sales Team](https://www.hubspot.com#a-more-productive-and-empowered-remote-sales-team)  ### 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) ##### Related Case Studies -  ### The IEX Group Increases Marketing ROI by Aligning Sales and Marketing With HubSpot - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/iex-group) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent) -  ### 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 - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm) -  ### Lendio Closes 58% More Deals with Marketing Hub Automation - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/lendio) - 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 ### How HubSpot and Cloudfresh Brought Scale and Efficiency to Teams at Ekol Logistics - 200-1,000 employees - Sales Hub - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/ekol-logistics) -  ### Loop & Tie Increases User Acquisition by 51% With the Twilio Segment App for HubSpot - United States - Sales Hub - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/loop-and-tie) -  ### The IEX Group Increases Marketing ROI by Aligning Sales and Marketing With HubSpot - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/iex-group) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent) -  ### 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 - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm) -  ### Lendio Closes 58% More Deals with Marketing Hub Automation - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/lendio) -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - Banking & Financial Services - United States - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union) -  ### How Middleby Corporation Gave Restaurants Faster Answers and Got 15 Hours Back Every Week with Customer Agent on HubSpot - United States - Sales Hub - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/middleby-corporation) -  ### When Michigan Residents Ask AI Which Bank to Trust, Mercantile Bank Is Now the Answer with HubSpot's AEO - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/mercantile-bank-aeo) -  ### How Panoramic Doors Gives Every Homeowner Expert Answers at the First Click with HubSpot's Breeze Customer Agent - United States - Sales Hub - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/panoramic-doors-customer-agent) -  ### How HubSpot and Cloudfresh Brought Scale and Efficiency to Teams at Ekol Logistics - 200-1,000 employees - Sales Hub - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/ekol-logistics) -  ### Loop & Tie Increases User Acquisition by 51% With the Twilio Segment App for HubSpot - United States - Sales Hub - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/loop-and-tie) -  ### The IEX Group Increases Marketing ROI by Aligning Sales and Marketing With HubSpot - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/iex-group) - 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