The New Jersey Society of Certified Public Accountants (NJCPA) faced a pivotal organizational project: a complex, mission-critical transition to the HubSpot platform. This implementation required not only the configuration of enterprise-level software but also comprehensive staff training and crucial AMS data integration project management. The primary challenge was to establish a powerful, unified marketing engine on a strictly defined schedule and budget.
Ricochet led the effort, following a fixed schedule with weekly status meetings and a Kickoff Workshop to align the teams. Ricochet provided nearly four months of weekly training sessions along with data integration mapping, HubSpot systems configuration, communication preference center planning, email template guidance, and more.
This collaborative approach empowered NJCPA to take ownership of their new platform by taking responsibility for the creation of their own email templates, forms, and workflows. NJCPA successfully transitioned from Adestra email platform to the multi-channel HubSpot platform powering email, texts, landing pages, social posts, ringless voicemail, online media, on-demand postcards, and more.
