Coastal Consulting

Fixing the HubSpot Salesforce integration for B2B marketers and sales teams.

We do 2 things - clean up existing HubSpot Salesforce integrations gone wrong & implement HubSpot and install the Salesforce integration correctly the first time.


On a mission to be the #1 preferred partner for the HubSpot + Salesforce integration.

Achieved:
✓ HubSpot Diamond Solutions Partner
✓ HubSpot Platinum Solutions Partner
✓ HubSpot Gold Solutions Partner
✓ Salesforce Consulting Partner
✓ HubSpot Certified Trainer
✓ Salesforce Ranger
✓ Certified Salesforce Administrator

Founder + Chief Marketing Nerd

Solarity Credit Union

Serve as a connector between Marketing, Business Intelligence, Information Technology, and member-facing teams to provide holistic, data-empowered marketing journeys, automation, and campaigns to enhance the member experience to include:
- Partnering with vendors to implement and administer Salesforce Marketing Cloud and Marketing Cloud Connect with Financial Services Cloud
- Strategizing, developing, and launching marketing nurture journeys and campaigns using Journey Builder and Automation Studio
- Writing queries using SQL (Structured Query language) to connect multiple Salesforce objects and external sources (imported or otherwise) to create data-rich lists for email personalization
- Supporting the creative process by defining requirements, providing copy review, and confirming alignment with internal stakeholders
- Testing and optimizing all emails before sending to ensure mobile readiness, accessibility, and compliance requirements are met
- Building and maintaining dashboards and reports for the daily management of marketing campaigns using Datorama and Salesforce
- Collaborating with technical resources to communicate requirements for Salesforce fields/processes, REST and SOAP APIs, AMPScript, JavaScript, etc.

Marketing Automation Specialist

Freelance

I help growth-minded organizations evaluate their marketing automation strategy, select and implement or refresh their automation platform and CRM, and build a plan to scale and streamline their marketing operations.

Industries:
- Accounting
- Consulting
- E-commerce
- Healthcare
- Live events
- Non-profit
- SaaS
- Startup
- Technology

Experience in both B2B and B2C organizations with a specialization in HubSpot Marketing and Sales Hub and Salesforce Sales Cloud.

Marketing Automation + Salesforce Consultant

Founders Network

• Manage HubSpot implementation to incorporate automation & scale communications systems
• Develop team project plans & manage execution timelines in ClickUp
• Build relationships and optimize expansion strategy to triple membership size in <2 years
• Develop speaker's bureau and manage venue partners
• Execute partnership strategies & ensure partner success through metrics reporting & strategy optimization

Sr. Marketing Operations Manager

•Develop city launch process to increase global presence 200% (8 cities to 25)
•Build teams in each city to manage member recruitment and event coordination
•Streamline operations and reduce overhead by automating repeatable tasks & email campaigns
•Build speaker portfolio and connect with global venues to curate and execute 100+ events annually
•Create a partnership program to facilitate connections with potential partners
•Account manage portfolio of 10+ partners

Program Manager

GEODIS

•Build, segment, and execute both one-time and campaign email engagement in HubSopot
•Manage Salesforce CRM database to enable effective email campaigns and comply with regulations
•Elevate customer and lead engagement in Americas thought leadership events
•Develop and recommend future year Americas tradeshow and thought leadership strategy
•Streamline events participation to reduce budget while increasing lead generation and ROI
•Analyze performance metrics to inform the future strategic direction
•Develop internal thought leaders to promote organizational expertise at industry events
•Work with team to research, create and distribute expert content to grow brand awareness in the Americas
•Work with vendors and industry publications to increase organic (rather than paid) opportunities
•Monitor and track all annual spend for the marketing team
•Build reports to consolidate and analyze spend to inform recommendations for future year
•Travel within the Americas to execute events on-site to include: contract negotiation, vendor coordination, coordination of senior team leaders, and lead generation activities

Marketing Analyst-Tradeshows/Event Planning - Americas

Covenant Transport Services

•Managed the routing, payroll, promotion, and personnel files of 100+ OTR professional CDL drivers
•Supervised routing and monitoring for corrective action accounts to include top clients such as FedEx, UPS, and Amazon
•Served as a committee member for special events including safety-based programs, internal activities, and marketing campaigns
•Transferred to Nashville operation to integrate corporate practices in local operations

Fleet Manager

Barbizon Modeling and Entertainment

•Responsible for all aspects of lead generation events to include model coordination, location logistics and client relationships
•100% nationwide weekend travel in this virtual role to include self-directed management of all logistical arrangements 
•Independently manage paperwork including payroll, lead count and expense reports 
•Exceeded corporate goals to be recognized as the top lead generator in October, 2014

Field Team Lead-Promotions

Unum

•Selected for highly competitive Unum/UTC Scholars Internship Program 
•Participated in ground-breaking insurance initiatives such as the future claims processing pilot
•Independently innovated efficiencies into the process to accelerate claims workload to four times the corporate standard

Claims Specialist - Internship

ModernTech | A TriMech Company

Worked with Marketing Manager to:
•Create alignment between sales and marketing to execute trade shows and events
•Research and analyze competitive landscape of the market 
•Create and deliver social media educational programs for staff and leadership – SEM, SEO, PPC, LinkedIn, Facebook
•Build website content to include blogs, product information, FAQ and training events using Joomla 
•Transition content and data to the new Microsoft Dynamics CRM to include a quality review

Marketing Intern

Simon Property Group

Worked with Marketing Manager to interpret and implement corporate guidelines to:
•Exceed goals for Instagram (54% increase), Twitter (43% increase), and Facebook (26% increase)
•Achieve #1 participation status with newly implemented Coca-Cola/Simon Properties Share a Coke marketing campaign
•Improve and grow on-site events program serving the Knoxville community

I can help you:
- Learn how to use HubSpot and Salesforce
- Install the HubSpot Salesforce integration
- Fix the HubSpot Salesforce integration
- Implement HubSpot with Salesforce

View our HubSpot Partner Profile: ecosystem.hubspot.com/marketplace/solutions/coastalconsulting

Connect with me on the HubSpot Network: https://network.hubspot.com/member/cmncoastal 

Connect with me on Trailhead: trailblazer.me/id/lnkennedy

Visit us online: coastalconsulting.co

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