Collective Benefits

15 March '25

4 minute read

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PROBLEM

Collective Benefits is a London‑based insurtech enabling modern employers to offer meaningful insurance and protection benefits to their workforce. Backed by high‑growth brands such as Deliveroo, Zoopla, and Cazoo, the company was scaling rapidly and expanding internationally.

However, Collective Benefits’ existing CRM platform, HubSpot, was no longer suitable for the pace or direction of growth. Core sales processes lacked flexibility, scalability, and reporting depth. With their HubSpot contract due to expire in less than ten days, the business faced a hard deadline to migrate systems without disrupting sales operations.

Key challenges included:

No scalable CRM foundation
Existing tooling limited task management, lead visibility, and the ability to adapt processes as the company grew.
Inefficient lead and opportunity management
Leads, opportunities, and tasks could not be assigned or tracked reliably, increasing the risk of missed sales.
Extremely tight migration timeline
All data and processes needed to be migrated and improved within a matter of days.
Limited reporting and insight
Reporting was slow and manual, often requiring spreadsheets to extract meaningful insight.
Risk to user adoption
Moving to a new CRM at speed created a high risk of poor adoption without the right onboarding approach.

Collective Benefits required a modern, scalable CRM solution that could be implemented rapidly, support structured sales processes, and drive long‑term growth.

SOLUTION

Cooper Parry Digital implemented Salesforce Sales Cloud, completing a full migration from HubSpot and enhancing Collective Benefits’ sales operations — all within five days.

The solution included:

Rapid HubSpot‑to‑Salesforce migration
All existing data was successfully migrated to Salesforce within five days, ensuring business continuity.
Salesforce Sales Cloud implementation
Salesforce became the single source of truth for leads, opportunities, accounts, and activities.
Structured lead and opportunity management
Defined sales processes were introduced for:
- Net‑new business
- Renewals
- B2B and B2B2C opportunities
  Tasks are automatically created at critical stages to prompt follow‑up and reduce missed opportunities.
Uniform data architecture
Standardised processes ensured all users worked in a consistent way, improving decision‑making and forecasting.
Advanced reporting and dashboards
Bespoke reports and dashboards were created for sales and leadership teams, with scheduled delivery straight into users’ inboxes.
Mobile‑ready CRM
Salesforce Mobile enables teams to manage leads and opportunities anywhere, supporting a globally distributed workforce.
Comprehensive user adoption strategy
One‑to‑one training, structured onboarding, and bespoke training videos ensured fast, confident adoption across the business.
Clear project governance
A focused delivery plan gave leadership full visibility throughout the five‑day implementation window.

VALUE ADDED

The Salesforce solution delivered by Cooper Parry Digital enabled Collective Benefits to continue scaling without CRM limitations — under extreme time pressure.

Key outcomes included:

Full CRM migration completed in under five days
Collective Benefits went live on Salesforce before their HubSpot contract expired.
30% increase in business efficiency
Streamlined sales processes and automation reduced manual effort and delays.
Eight‑fold increase in qualified leads
Improved lead tracking and prioritisation strengthened sales outcomes.
Reliable, real‑time reporting
Leadership now has accurate insight into pipeline performance and sales activity.
Consistent sales execution
Sales teams follow defined, repeatable processes across all opportunity types.
Strong user adoption from day one
Training and enablement ensured teams were confident and productive immediately.
Scalable CRM foundation
Salesforce now supports Collective Benefits’ ongoing growth, innovation, and global expansion.