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.
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
322 Hour Package
Technical HubSpot Consulting
Sales Hub implementation + customization
Sales Hub migration + team training
Consulting and guidance for process best practices and technical solutions
1,650 hour Package
Growth-Driven Design
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
Whether you’re looking to design and develop a new website, establish an organic content marketing program, or activate automated email nurture sequences to support sales efforts — we’re here to help.
