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Inveterate empowers Shopify merchants to implement paid membership programs for premium customers.
More visibility in customer interactions
More deals in one quarter than the previous year
About Inveterate
Inveterate empowers Shopify merchants to implement paid membership programs for premium customers. Their software suite helps brands boost buyer retention, loyalty, and customer experience through flexible, on-brand membership models.
The Challenge
As an early-stage startup, Inveterate faced gaps in its sales process that made it difficult to scale. The company struggled with visibility into their pipeline, inefficient reporting, and a lack of insight into wasted sales motion. Without a defined sales structure or accurate metrics, setting and meeting revenue goals was difficult. Previous attempts at using HubSpot had yielded minimal results.
“I’ve worked with large organizations and know how a multi-million dollar CRM functions. With Blu Mountain, I could achieve similar service levels at a much more economical cost,” said Marina Parejo, Director of Sales at Inveterate.
What they needed
Inveterate needed a clean and structured sales process built within HubSpot. The goal was to establish better pipeline visibility, implement effective metrics reporting, and equip sales reps with actionable insights—freeing them to focus on strategic initiatives rather than administrative burden. They were also seeking a partner that could offer not only execution, but also strategic direction and fast support.
Why They Chose Blu Mountain
Blu Mountain stood out for their ability to deliver thoughtful solutions quickly and collaboratively. “They always had answers to the most challenging questions,” said Marina. “And they didn’t just implement—they brought in best practices and made sure the system was set up right.” The team’s structured yet agile approach was a strong fit for Inveterate’s fast-moving environment.
The Solution
Blu Mountain kicked off the project by fully understanding Inveterate’s goals and existing pain points. From there, they:
Rather than dropping in a finished solution, Blu Mountain engaged Inveterate in the process—enabling their team to test, provide feedback, and fine-tune the implementation. “Their delivery was strategic but also practical. It created room for rapid innovation,” said Marina.
Actionable Sales Pipeline
Built a clear, actionable sales pipeline aligned to Inveterate’s actual customer journey
Custom Sales Dashboards
Implemented custom metrics dashboards to track sales performance and pipeline health
Customer Profile Setup
Provided expert guidance on defining customer profiles and setting up HubSpot accordingly
Structured Implementation Plan
Delivered a step-by-step implementation approach with regular project updates
Ongoing Support & Iteration
Offered continuous support and rapid iteration to adapt to changing needs
The Results
- The impact was immediate. With a restructured system in place, Inveterate saw a clear boost in productivity and sales clarity.
- Sales reps gained access to 100× greater visibility into customer interactions, enabling faster, more informed decision-making.
- The company closed more deals in the first month of Q1 2023 than in all of 2022.
2x
More deals in Q1 2023
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2x
More visibility in customer interactions
What the client is saying
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“They worked like an extension of our team. We could reach out at any time and always got fast, helpful answers. The trust they bring to the table stands out. Blu Mountain is on our radar for future marketing initiatives. We know they’re the only team we want building our next dashboard."
Marina P.
DIRECTOR OF SALES
Inveterate
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