Founded in 1937 as CUNA Mutual Group, the award-winning team at TruStage has redefined what it means to be an insurance and investments provider in the 21st century. By centering their CRM strategy on the power of HubSpot, the company is creating a unified platform for growth.
Selection
Like many large enterprises, TruStage financial (formerly CUNA Mutual Group) had historically relied upon Salesforce as their core CRM platform. As the company grew through both organic expansion and strategic acquisition, it started to become clear that merging and unifying multiple business units into a single CRM
environment would be critical to the firm’s strategic vision and customer experience roadmap. The marketing department had long relied upon HubSpot Marketing Hub and the firm recognized that it was time to seriously consider standardizing on Hubspot Sales Hub for CRM.
Implementation
An essential element in the company’s growth strategy was developing and delivering on a clear, unified information technology roadmap. Scott Harvey, Operations Lead for Information Technology was tasked with making this happen and worked closely with Wendt Partners to create this model, with HubSpot as a
core enterprise component and ‘source of truth’. Wendt Partners then performed system assessment of the existing HubSpot account; created plans and processes to merge other divisions into a single platform; and expand the reach of HubSpot across the larger organization.
Success
Between the power of Hubspot’s configuration and customization capabilities and the disciplined scoping, planning and delivery model provided by Wendt Partners, the team at TruStage was able to see high adoption and wide-ranging success by making HubSpot the centerpiece of their strategy.opportunities more plentiful and more profitable.
