Multi-Year Digital Transformation for a Credit Union Powered by HubSpot’s Enterprise Suite
Pennsylvania State Employees Credit Union manages more than $7 billion in assets for its 560,000+ members. Established in 1934, PSECU is the largest credit union in Pennsylvania.
Solution: Growth-Driven Design +
Technical HubSpot Consulting
Financial Services, Credit Union
Timeline
Q2 2022 - Current
HubSpot Product
HubSpot Enterprise CRM Suite
Challenge
As a HubSpot Enterprise customer, PSECU’s leadership — including the Director of Marketing, Director of CRM, and the AVP of Sales Strategy — were embarking on a large-scale digital transformation project to achieve sweeping business objectives.
Mole Street works across multi-disciplinary teams at PSECU to deliver frameworks, strategies, and on-site workshops to ensure the credit union is leveraging its HubSpot instance for maximum return on investment.
Realize the full potential of HubSpot CMS Enterprise
Migrate all sales and marketing activities to happen with HubSpot
Increase HubSpot user adoption rates
Integrate proprietary systems with HubSpot
Improve UX and conversion rates on the website
Streamline sales processes across 3 business units
Establish automated nurture email workflows
Develop reporting capabilities
Results
In the first year of the engagement, our teams have been focused on setting up the foundation necessary to measure and drive results. We'll be updating this page as Phase 2 of this project goes live.
- On-site training + discovery workshops for 30+ executives and team members
- HubSpot Enterprise training and support
- Sales Hub implementation and customization
- Trained Sales team and migrated sales processes to Sales Hub
- Developed new website architecture and navigation
- Conducted website user experience (UX) audit
- Documented Buyer Journeys for new site
- Consolidation of 6 blogs and resource centers
- Assessment of content and blog strategy
- Technical discovery and development roadmap for new web build in CMS Enterprise
Engagement
Technical HubSpot Consulting
322 hour
Package
- Sales Hub implementation + customization
- Sales Hub migration + team training
- Consulting and guidance for process best practices and technical solutions
Growth-Driven Design
1,650 hour Package
- New website architecture discovery
- Website UX and technical discovery
- Consolidation of 6 blog/resource centers
- Website buyers journey assessment
“This is such an amazing partnership”
Becky Giannelli ─ Director of Integrated Marketing, Digital and Creative