Redesigned the digital presence for an $8B RIA with 40+ years of history, integrating HubSpot Marketing Hub with their Salesforce CRM and building automated content distribution workflows.
The Challenge
Crawford's legacy website didn't reflect the sophistication of their investment management capabilities. They needed a modern digital presence with three distinct user journeys for institutional, individual, and advisor audiences — while maintaining complex integrations with their existing Salesforce CRM.
What We Built
- Complete website redesign with three distinct audience journeys
- HubSpot Marketing Hub and CRM implementation
- Salesforce CRM integration for bi-directional data sync
- Automated content distribution and lead nurturing workflows
- SEO strategy and conversion optimization across all pages