We can optimize how your Customer Relationship Management (CRM) software
and marketing tactics work together
to be an effective component of your business.

HubSpot Platinum
Infusionsoft Logo
Salesforce Pardot

How’s the marriage between your customer relationship management (CRM) software and your marketing? If you can’t answer this, optimization is needed. The integration of sales and marketing processes is a necessary part of marketing in the financial industry and beyond. While marketing has become more complex, with increased segmentation and personalization, marketing automation and customer outreach can be made streamlined and measurable with the right connections between CRMs, the tools they offer, and your marketing efforts. We can help.

What is a CRM?

CRM (or customer relationship management) refers to software that tracks interactions with leads, prospects and customers. CRMs store contacts’ and company information and can document their specific interactions with your business – such as website visits, the amount of time spent reading a document, email opens, ad clicks, and so much more.

Why a CRM is Essential to Business Growth

A CRM is not only a valuable repository of lead and customer information but it is a powerful marketing and sales tool that can trigger a series of intelligent automated actions, email drip campaign sequences, and tasks to more efficiently nurture leads to become prospects, prospects to become customers, and customers to become advocates of your business.

Why Every Financial Industry Firm Needs a CRM

A CRM provides benefits that solve key sales and marketing pain points encountered by financial firms:


No more spreadsheets or multiple versions of outdated client files


THE communication tool for your entire organization


A CRM streamlines and fuels the Sales Pipeline


A scalable system for long-term business growth


CRMs can help firms align with the record keeping rules of the financial industry


CRMs enable complete views of contact record history and activities


CRMs can automate how and when prospects are nurtured


A CRM can provide data and reports on sales and marketing activities

Powerful CRM Capabilities

Depending on your system of choice, a CRM can typically provide both marketing and sales
teams with valuable insight, which can be set up in custom dashboard displays.

Marketing CRM Capabilities
  • Emails & Automated Drips
  • Website Analytics
  • Ads Integration
  • List Segmentation
  • Lead Form Capture
  • Documents, Files, CTAs & Templates
  • Marketing Reports & Analytics
Sales CRM Capabilities
  • Sales Pipeline Process
  • Nurture Sequences
  • Tasks & Workflows
  • Chatflows & Call Logs
  • Sales Deals & Playbooks
  • Contacts & Company Profile History
  • Sales Reports & Analytics

Featured Customer Relationship Management Platforms (CRMs)

HubSpot Platinum

Gate 39 Media assists our clients with HubSpot CRM onboarding, which means we can get you set up with a full stack of software for marketing, sales, and customer service, with a completely free CRM at its core. They’re powerful alone — but even better when used together.

Gate 39 Media assists  in onboarding new HubSpot users and executing their initial campaigns, and by helping with existing subscribers get more from their HubSpot set-up.  More than just “an implementer” the strong technology team can integrate HubSpot’s powerful API into custom applications.



HubSpot is an all-in-one marketing platform. It allows for the full cycle of the customer journey; To attract leads, convert leads to customers, and continue to delight and retain customers.

Gate 39 Media has been helping clients extend their businesses through CRMs for years. With deep experience in setting up and using several of the major CRM systems such as Salesforce/Pardot, Infusionsoft and Zoho, we are also a HubSpot Agency Partner. Gate 39 can provide overall HubSpot setup, including contacts migration, sales pipeline setup, email templates, landing pages, automated nurture campaigns, and more. We have experience setting up CRMs to efficiently nurture leads, improve lead conversions, convert new customers, and retain existing customers.

We believe that traditional marketing is problematic; Customers are tuning out the old forms of “pushing out” messages through traditional advertising – commercials, cold calls, sending to 3rd party email lists, etc. We subscribe to HubSpot’s inbound marketing methodology, which is the concept of “pulling in” interested leads by using content to help turn your website “into a magnet that pulls people toward your company by aligning your content with their interests”. HubSpot’s methodology and integrated CRM and sales/marketing platform is Gate 39’s system of choice as it ranks as one of the more complete, intuitive, and effective solutions we’ve put to the test.

HubSpot is an all-in-one marketing platform. It allows for the full cycle of the customer journey; To attract leads, convert leads to customers, and continue to delight and retain customers.

Getting a HubSpot demo is easy. Just go to this link, fill out the form, and we’ll set you up with your demo ASAP.

We can assist you every step of the way. From planning to training to data import to implementation, Gate 39 can guide you through checkpoint on your journey to a fully functional CRM program that you can easily work — and that will work for you.

Put our expertise to work for you. Lead flow, best practices, AdWords/Analytics optimization will all be at your disposal as a Gate 39 Media client.

Definitely. Gate 39 Media can put together an extraction plan to get your data out of your current CRM and place it (and any files or collateral) into a new CRM. As mentioned, we can pitch in and help to establish, continue, or extend sales and marketing processes so you get the most out of your CRM.

Of course. While we are HubSpot advocates, many of our clients are on legacy systems and are not ready to make the leap to a new CRM. We have experience building and sending campaigns in multiple marketing automation program and can help you with your current system needs.

How to Create Buyer Personas

Your Step-by-Step Guide

Download our guide on creating buyer personas to help you hone in on your key business targets.

CRM Optimization Services for Financial Firms

Let us recommend (or extend) a CRM solution that is right for you.