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Trustmi's Strategic Partnership with Peddle for HubSpot Implementation

trustmi product

Industry

Financial Services

Challenge

Trustmi lacked an internal HubSpot resource but needed to move fast to align sales and marketing by creating better hand-off processes and bridging the information and process gap between sales and marketing with better revenue operations reporting. The team was growing fast and had to answer to their board and investors so it was vital for them to build out their HubSpot to align the go-to-market teams with their demand generation strategy to foster growth.

Results

Peddle stepped in as a fractional RevOps strategist and HubSpot team to help create better RevOps processes, reporting, and act as an in-house resource for the Trustmi team. The sales and marketing leadership were please with the accuracy of reporting, the quick response time of the Peddle team, and the lift in revenue.

Sales and Marketing Alignment

RevOps, MarTech

trustmi.ai
+$5M
Pipeline Revenue
1
RevOps Pipeline Implementation
5
Sales Seats Onboarded
+50
Enterprise Deals Migrated

The best part about working with Peddle is their fast communication via our Slack channel! Lead generation is important to us and their ability to create reports and funnels to track leads on the fly has been great for our business.

Juliana Periera

Senior Vice President Marketing

trustmi-team

About Trustmi

Founded in Israel in 2021, Trustmi is the brainchild of Shai Gabay and Eli Ben-Nun, who share a talent and passion for cyber-security and fintech.The pair met in 2018 while working at Cynet and decided to join forces and combine their experience to build a solution that helps companies everywhere to protect their bottom line by ensuring their business payments go to the right place.

The Challenge

Trustmi, aiming to bridge the information and process gap between sales and marketing, decided to implement HubSpot and provide training to their team. This move is envisioned to establish a cohesive platform aligning with their demand generation strategy and fostering growth.

The Goal

To realize this objective, Trustmi enlisted the expertise of Peddle, a seasoned player in HubSpot implementation and onboarding. Peddle's multidisciplinary team comprising design experts, web developers, inbound marketers, and strategic consultants is set to propel Trustmi's business growth.

 

The Solution

Peddle stepped in as a fractional RevOps strategist and HubSpot team to help create better RevOps processes and act as an in-house resource for the Trustmi team. 

Additionally, Peddle crafted custom reporting dashboards tailored for Trustmi's sales team, offering real-time visibility into the lead flow from initial contact to closed deals. These dashboards, by visualizing key metrics and sales performance indicators, enable the sales team to monitor their progress, pinpoint potential bottlenecks, and make data-driven decisions to refine their sales process.

Peddle also leveraged calculated properties and middleware to sync outside data sources to allow for highly unique and customized HubSpot reporting dashboards for the Trustmi team.

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