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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.

Sales and Marketing Alignment

RevOps, MarTech, HubSpot Implementation

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.

Challenge

Trustmi sought to close the gap between sales and marketing by building a unified platform to support its demand generation strategy. The leadership team recognized the need for HubSpot but lacked internal expertise to implement and adopt it effectively. Without structured processes or clear visibility into lead flow, Trustmi’s sales and marketing teams struggled to align and scale growth.

Solution

Peddle acted as a fractional RevOps strategist and HubSpot team, designing and implementing better RevOps processes while serving as an in-house resource. Custom reporting dashboards were built for Trustmi’s sales team, providing real-time visibility from first contact through closed deals. These dashboards highlighted key metrics, performance indicators, and bottlenecks, enabling more informed decision-making. Peddle also leveraged calculated properties and middleware integrations to sync external data sources, creating highly customized HubSpot dashboards tailored to Trustmi’s unique needs.

Impact

  • Improved Alignment: Sales and marketing teams operated on a single platform, reducing miscommunication and increasing efficiency.

  • Data Visibility: Real-time dashboards gave leadership full visibility into lead flow, deal stages, and revenue metrics.

  • Smarter Decision-Making: Customized reporting enabled the team to spot bottlenecks and optimize conversion rates.

  • Scalable RevOps: Middleware integrations and calculated properties created a flexible reporting foundation that will support future growth.

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