FICPA Expands Marketing with HubSpot
Ricochet moved the Florida Institute of CPAs from Adestra to HubSpot Marketing Hub, planning the AMS integration and training staff over more than three months.
What was holding FICPA back?
The Florida Institute of CPAs (FICPA) has more than 20,000 members, and it wanted to broaden its marketing. Its Adestra email system was outdated and held the team back. FICPA chose to move to HubSpot Marketing Hub and knew it needed expert help with the implementation and staff training, so it asked Ricochet to oversee the work.
What did Ricochet do?
Ricochet first helped FICPA negotiate a strong deal for HubSpot and for a second integration platform to connect its AMS. The team then mapped the full data integration plan and drafted the technical requirements. Ricochet led staff training that ran more than three months and advised FICPA on redefining its marketing processes. Before launch, Ricochet also updated the privacy policy and email subscription options.
What changed for FICPA's members?
FICPA members now get email from a modern marketing platform connected to the AMS that holds their records. Updated email subscription options give members clearer control over the messages they receive, and a refreshed privacy policy explains how their information is handled. With trained staff and redesigned processes, FICPA can reach members through more of the channels HubSpot supports.
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