Ricochet | Membership Associations Experts

Consultative Expertise Every Step of the Way

Our organization is very selective about the technology and marketing platforms we adopt. We rely on these systems extensively and need solutions that can be tailored to our unique workflows and data needs. During a sixteen-month process evaluating a potential migration to HubSpot, we asked a lot of detailed questions. We don’t make decisions based on surface-level features. Instead, we examine how a platform will work within the nuances of our operations. Ricochet was an exceptional partner throughout that process. They consistently provided thoughtful, detailed guidance on how we could leverage HubSpot for our marketing and data workflows. We were particularly focused on AMS data integration and building a custom subscription center, and Ricochet walked us through the available options in a consultative and objective way. That clarity made our decision-making process much smoother. Whenever questions arose, Ricochet was responsive and supportive. By the end of the evaluation, we felt confident in our decision to migrate to HubSpot, thanks in large part to their expertise and guidance. We look forward to continuing our work with Ricochet in the year ahead!!

Do yourself a favor: Hire Ricochet in a NY Minute!

We couldn’t be more pleased with Ricochet’s partnership on our move from Mailchimp to HubSpot. From Day 1, their team was supportive in helping with every technical detail and their hands-on training sessions were tailored to every skill level. Best of all, they truly listened: when we suggested improvements, our training got better week over week. Ricochet also challenged us to rethink audience engagement across Marketing Hub. Together, they've helped us think through cross-promotion strategies and coached us in setting clear KPIs for opens, clicks, and conversions. Thanks to their blend of deep expertise and big-picture strategy, we’re confident in our new HubSpot environment and excited to grow our audiences in fresh, data-driven ways. We wholeheartedly recommend Ricochet as not just a a migration vendor, but a true strategic partner.

Stor partner

Ricochet har vært en uvurderlig partner for HubSpot-satsingen vår. De hjalp oss med å forhandle frem lisensen til Marketing Hub, implementere løsningen og lære opp de ansatte. Nå samarbeider vi med dem for å maksimere bruken av HubSpot. Deres urokkelige engasjement for rene data sikrer at kommunikasjonen og rapporteringen vår er nøyaktig og pålitelig. I tillegg til data gir Ricochets team eksepsjonell support, og hjelper oss med oppsett og optimalisering av kampanjer. De er også fantastiske feilsøkere, og løser effektivt alle problemer som oppstår med partnerne våre.

Utmerket HubSpot-partner for foreninger

Ricochet ga oss uvurderlig støtte under integrasjonen mellom Protech AMS og HubSpot, og hjalp oss med å evaluere tredjepartsleverandører, utarbeide dokumentasjon, feilsøke og styre tidslinjen vår. Teamets ekspertise var avgjørende for å navigere gjennom kompleksiteten i integrasjonen, noe som sparte oss for tid og ressurser. I tillegg til integrasjonen har Ricochets kreative tjenester gitt nytt liv til nyhetsbrevene og malene våre, slik at de er i tråd med beste praksis for e-post. Deres dype forståelse av HubSpot var avgjørende for å omsette visjonen vår til funksjonelle og effektive e-postkampanjer. Vi anbefaler Ricochet på det varmeste for både tekniske integrasjoner og HubSpot-tjenester for e-postmaler.

A great partner for system transition

Ricochet guided us through the transition of our costly Click Dimensions platform and onto HubSpot . They did a great job training our staff on the social, email, and other Marketing Hub functions and led the data mapping for our integration partner that connected the system to our Protech AMS. We couldn’t have done it without them!

Exceptional HubSpot Implementation and Support from Ricochet

Ricochet has been an invaluable partner in implementing our HubSpot Marketing and Service Hubs. Their expert training empowered our staff to utilize the platforms effectively. They also provided crucial guidance on updating our email standards and leveraging surveys for better engagement. Ricochet managed our integration partner, ensuring a smooth and efficient changeover from our old Adestra system. We highly recommend Ricochet for their proactive approach, helpful suggestions, and prompt responses to all our questions.

Expert Advice

Ricochet's expertise in negotiating our HubSpot agreement was invaluable. They assisted in securing pricing and features to meet our specific needs, exceeding our expectations. Thanks to Ricochet, we're now equipped with the right HubSpot tools to drive our marketing efforts forward.

An indispensable partner for our HubSpot journey

Chris, Tom, and the Ricochet team are phenomenal partners who are committed to our success and the maximization of our investment in HubSpot. Ricochet helped us select the HubSpot Marketing Hub platform, coordinated our Dynamics/Protech AMS integration, and now help us troubleshoot and expand our use of HubSpot. We rely on them to bring new ideas from the association and membership industry and they never disappoint. Armed with insights and spreadsheets, their knowledge and effort expands the capabilities of our team tremendously - we wouldn't be where we are without them.

Marketing and Sales Automation

Tom, Chris and the Ricochet team did a great job helping us identify the need for a campaign automation platform, selecting HubSpot Marketing Hub and Sales Hub, and implementing it across our association. Ricochet also coordinated our integration partner and redefined our sales processes. we value them as a partner for ongoing evolution of marketing and sales and work with them regularly to ensure we get the best HubSpot performance possible

Great HubSpot Partner; Seamless Onboarding

Ricochet helped us understand how HubSpot could connect with our AMS to power great marketing automation. They trained our staff and configured the HubSpot system. Now Ricochet is providing more advanced training, including reviews of our complicated workflows and more. We appreciate the Ricochet devotion to our business and value them as a partner.