CMS Modernizes Its Marketing Technology
Ricochet led the Colorado Medical Society's full HubSpot Marketing Hub implementation, completing more than 100 configuration tasks and training staff for the switch.
What was holding CMS back?
The Colorado Medical Society (CMS) serves more than 6,000 members across all specialties and employment settings. Its marketing and membership communications needed a true home. CMS was also running an AMS implementation at the same time, so any new marketing system had to fit alongside that project and start with clean records. CMS turned to Ricochet to lead a full HubSpot Marketing Hub implementation.
What did Ricochet build?
Ricochet completed over 100 general and specific configuration tasks to build CMS's new HubSpot instance to spec. The team prepared integration documentation and coordinated with the integration developer while the AMS project ran in parallel. Before launch, Ricochet refreshed CMS's email templates with HubSpot's newer cloning tools and set up a starting set of automations. A data cleanup meant the new system began with clean records. Staff trained through weekly on-demand assignments plus live in-person sessions.
What changed for CMS's members?
CMS targeted a partial launch by Labor Day and a full launch by Halloween, with time set aside afterward to resolve bugs. Members now hear from CMS through refreshed email templates and automations built on clean records. Ricochet continues to provide HubSpot Evolution Coaching, which keeps CMS staff confident and current as they put the new system to work for the physicians they serve.
Let's talk about your association
Bring your toughest question. We'll help you find the next step.
Meet with us