How CoverForce Unified Operations with Custom JIRA Integration, Automated Workflows, and Multi-Pipeline CRM Implementation

• Their biggest challenge was the complete lack of visibility into customer interactions throughout the entire customer lifecycle. Without a centralized CRM system, valuable opportunities for service, sales approaches, and revenue generation were being lost daily.
• The sales team was spending hours manually submitting the same prospect information to multiple systems, creating bottlenecks that slowed down their ability to serve the growing demand from insurance agencies and carriers. Additionally, their marketing efforts lacked automation, even though the majority of their customer interactions were happening digitally.

This created a domino effect of problems - leads went cold while waiting for responses, follow-ups happened sporadically, and valuable prospects slipped through the cracks during their lengthy B2B sales process.

Our HubSpot Expert team designed a three-part implementation strategy to transform CoverForce's revenue operations and create a unified customer experience:

Part 2: Marketing & Sales Automation Hub

• Designed and implemented two core workflows to automate lead nurturing and deal progression.
• Created custom deal pipelines that mirror their quote-to-bind process for different customer segments.
• Built targeted email templates for their three main customer types: standard communications, full proposals, and newsletter campaigns.
• Developed landing page templates optimized for their API-focused value proposition.
• Migrated their existing high-performing landing pages to HubSpot with improved conversion tracking.