Case Study: Merit achieves centralized, scalable growth with HubSpot's all‑in‑one platform

Merit Achieves a Cohesive Strategy With HubSpot's All-In-One Growth Platform

Merit, a mid‑market software company that digitizes personal and professional credentials for government agencies, faced rapid growth and needed to accelerate marketing, sales, and support without cobbling together multiple point solutions. The team required a single platform to handle outbound marketing, lead management, pipeline flows, their public website, support tickets, and a knowledge center so departments could work together and scale into new markets.

By adopting HubSpot’s all‑in‑one growth platform and Sales Hub Enterprise, Merit centralized CRM, CMS, marketing automation, ticketing, and reporting, enabling account‑based sales workflows, pipeline visibility, and data‑driven decision‑making. The result was improved cross‑team collaboration, clearer KPI-driven reporting, faster issue resolution, and a scalable foundation—Merit upgraded from basic to enterprise HubSpot tools and is now positioned to expand content marketing and support thousands of partners.

Merit

Jacob Orrin

Co-founder and COO