This client is one of the largest yacht brokerages in the Pacific Northwest. The firm represents both new and pre-owned yachts across premium brands.
Like many growing marine sales organizations, they needed a purpose-built yacht brokerage HubSpot CRM to support long sales cycles, territory-based broker assignments, and multiple lead sources. Their existing CRM lacked flexibility, adoption was inconsistent, and reporting was limited.
They partnered with Optimize 3.0 to migrate off SugarCRM, streamline sales operations, and configure HubSpot to match how yacht brokers actually work.
