(tried and true) The Ultimate CRM + ERP Integration

​If your CRM is messy, your revenue reporting is messy. Simple as that.

​In this session, we’ll break down the most common ways HubSpot and Salesforce data goes off the rails for finance teams, and how to set up a “finance-grade” CRM that holds up in close, forecasting, and audit prep.

​We’ll cover:

• ​The CRM failure points that create downstream revenue chaos (stages, fields, handoffs, hygiene)

• ​A practical playbook for “finance-grade” HubSpot/SFDC setup: required fields, definitions, and governance

• ​How to reduce manual reconciliation and stop spreadsheet archaeology at month-end

• ​Live walkthrough + Q&A

​Who should attend:
CFOs, Heads of Finance, Controllers, and RevOps leaders at high-growth companies who want cleaner revenue data, faster close, and fewer surprises.