In a recent project for a B2B financial firm, I undertook the task of optimizing their customer management processes, catering to over 50 daily clients through HubSpot CRM. This initiative yielded impressive results, notably a 20% boost in the sales funnel.

Additionally, I spearheaded the implementation of automation using HubSpot workflows, Email marketing, and customized reporting. This strategic move not only enhanced overall efficiency but also increased prospecting effectiveness by 30%.