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Team Pennsylvania

HubSpot CRM Implementation for a Public-Private Economic Partnership

CauseMic migrated Team PA from Raiser's Edge to HubSpot Sales Hub, enabling custom tracking across constituents and multiyear pledges.

The Challenge

Team Pennsylvania (Team PA) brings public- and private-sector leaders together to tackle issues that impact the state’s economy. Co-chaired by the governor and a private-sector leader, Team PA helps turn strategic investments and cross-sector collaboration into greater economic opportunity and equity for Pennsylvanians.

Team PA’s unique organizational needs had led to a lot of spreadsheets and manual work. Their existing CRM, Raiser’s Edge, didn’t have the flexibility to handle custom fields and reporting, which contributed to low adoption and communication gaps between teams. Team PA needed a system that could handle everything from board nominations and multiyear pledges to constituent relationships, collaboratives, and major government and corporate donors.

plant starts growing in a large greenhouse

More specifically, they wanted software that was able to:

  • Track their board nominations, evaluations, and selections. Team PA has 30–40 board members with a public nomination process and specific rules about term limits.
  • Keep track of multiyear pledge payments. On the donor side, they wanted to track the amount donated to date against the promised total. On the finance side, they needed accurate projections of future donations.
  • Follow their constituents more effectively, keeping records of all their unique engagements with Team PA.
  • Organize records for their collaboratives, made up of public and private individuals brought together to address specific economic issues.
  • Effectively recognize and communicate with major government and corporate donors.

Our Solutions

We implemented HubSpot Sales Hub, configuring it around the way Team PA actually works, with custom data structures, reporting, and hands-on training.

HubSpot Implementation & Configuration

  • We implemented HubSpot Sales Hub as their new CRM, transforming their Raiser’s Edge exports into HubSpot-usable data.
  • Our team designed a data model to facilitate financial reporting, including cash projections, pipeline management, and board give/get requirements.
  • We built custom objects and provided import templates to facilitate the input of data related to pledge payments, and board and collaborative tracking.
  • We deployed Fundraise Up as Team PA’s donation platform, integrating it with HubSpot.
  • We provided hands-on training so staff could use the new tools confidently and increase adoption across the organization.

The Results

One Integrated System

  • Team PA can now track constituent records, access reporting, and manage programs, board members, and pledged revenue in one place: HubSpot.
  • The team can continue building new workflows and processes in HubSpot to automate and scale internal work.

Over the last several months, our team had the privilege of working closely with CauseMic to design and implement a custom HubSpot platform tailored to our nonprofit’s unique needs.

From our very first conversation, it was clear that CauseMic wasn’t just offering a service—they were offering a partnership. Their team took the time to understand our goals, challenges, and workflows, ensuring that every aspect of the implementation process was thoughtful, strategic, and aligned with our vision.

We were surprised and thrilled at the project management expertise of the CauseMic team. They guided us through each step of the buildout with clarity and precision, making what could have been a complex and overwhelming process feel seamless. Their ability to translate our needs into a system that not only works but works beautifully has been truly remarkable.

Beyond their technical proficiency, what stood out most was their genuine care for our success. CauseMic was incredibly responsive, proactive in problem-solving, and always willing to go the extra mile to make sure we felt confident and equipped to use HubSpot to its full potential. ​Beyond just setting up a system ​with us​, they empowered us to leverage it in ways that will help us grow, engage more effectively, and streamline our operations for years to come.

We are so grateful to have had CauseMic as our partner in this process, and we would wholeheartedly recommend them to any nonprofit looking for a team that combines deep expertise with a true commitment to client success.

Thank you, CauseMic, for your support, guidance, and dedication—you have made a lasting impact on our organization.

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