TaxCalc, a software business within a private equity portfolio, partnered with Struto to support the continued implementation and adoption of HubSpot across its sales and marketing teams. Joining partway through the project, Struto worked closely with the business to complete the setup, define processes, and provide training, enabling the team to use the platform effectively within their day-to-day operations.
Background
TaxCalc operates as a provider of tax software and forms part of a wider group of businesses acquired and managed by a private equity firm. As part of this group’s approach, there is a preference for portfolio companies to operate on a shared technology stack, including HubSpot for sales and marketing.
Following its acquisition, TaxCalc began the process of moving its sales and marketing activities onto HubSpot. An initial implementation was started with another partner, but the project was not completed, creating the need to re-engage support and continue the work in a structured way.
Situation
Struto joined the project after the initial implementation had already begun. At this stage, elements of the system were in place, but further work was required to complete the setup and ensure that it supported the team’s needs.
The project involved defining sales and marketing processes within HubSpot, building reporting, and supporting the team in adopting the platform. It also required coordination across multiple stakeholders to align requirements, timelines, and delivery.
With different teams interacting with the platform, there was a need to ensure that HubSpot could be used consistently across the organisation and integrated into existing workflows.
Solution
Struto worked with TaxCalc to continue and complete the HubSpot implementation, focusing on process definition, configuration, and user enablement.
Sales processes were defined and configured within HubSpot, including pipelines and associated workflows. Marketing processes were also structured within the platform to support campaign management and customer engagement.
Reporting capabilities were developed to enable the team to access and work with data within HubSpot as part of their ongoing activities.
A key part of the engagement was supporting adoption. Struto delivered training sessions and worked closely with the TaxCalc team to ensure that users were able to navigate the platform and apply it within their roles.
Challenges
Joining the project partway through required working within an environment where some elements had already been established, while others needed to be refined and completed.
The project also involved coordination across multiple stakeholders, which required alignment of timelines, priorities, and inputs throughout the engagement.
“Momentum comes from clarity, clean processes, trusted data and training that sticks. Once those were in place, TaxCalc’s teams made HubSpot their own.”
Estee Hall, Head of Production, Struto
Outcome
TaxCalc is now operating on HubSpot for both sales and marketing activities.
The platform is being used by the team to manage processes, access data, and support daily operations. Sales and marketing activities are structured within a single system, providing a central environment for managing customer interactions.
Through the implementation and enablement work, the team has adopted HubSpot as part of its regular workflows.
Results
The project has resulted in the successful continuation and completion of the HubSpot implementation.
Sales and marketing processes are now established within the platform, supported by reporting that enables ongoing use. The team is working within a single system for managing activities, with data consolidated in one place.
HubSpot has been in use within the business for an extended period following the implementation, supporting ongoing operations across teams.
Future scope
Following the initial implementation, there has been further engagement to provide additional training and support.
There is an opportunity to continue building on the current setup through further enablement and refinement of processes, depending on future requirements.
As the business continues to use HubSpot, there is scope to expand how the platform is used over time, supported by additional configuration, reporting, and user training where needed.
