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How Meridia Transformed CRM Chaos into Investor-Ready Insights with Blu Mountain
Saved on monthly reporting
Saved on investor materials
About Meridia Land
Meridia is an AgTech company specialized in field data solutions in complex and smallholder-heavy agri-commodity supply chains such as cocoa, coffee, palm oil, rubber and soy.
The Problem
Meridia We had previously set their CRM on Coda in the past to support their service-based model, and then migrated to Hub Spot to enable revenue teams to pivot to a SaaS business model. But after the migration, we had to get the Hub Spot instance set up to support our workflows.
Additionally, the company was preparing for board meetings and investor discussions, which required trustworthy reporting and operational insights—which required a significant amount of data to be manipulated.
Why They Chose Blu Mountain
Meridia was introduced to Blu Mountain through Pavilion, where Blu Mountain had developed a strong reputation as a trusted Hub Spot partner. After speaking with several firms, Meridia chose Blu Mountain for their direct approach, fast turnaround time, and deep experience working with SaaS companies.
Blu Mountain’s ability to combine strategic recommendations with hands-on execution stood out. The team understood the unique business challenges and delivered tangible results quickly all while educating the Meridia team on best practices along the way.
The Process
Blu Mountain led a two-month engagement to clean up Meridia’s CRM, rebuild deal views and reporting, and streamline how the team used Hub Spot day-to-day. Key elements included:
Removing legacy deal stages and redesigning the pipeline to match Meridia’s current sales process
Cleaning up contact and deal records to allow for cleaner segmentation and reporting
Providing context-driven enablement to help the team adopt changes confidently
Building a new suite of dashboards for team meetings and board reporting
Configuring properties and views to simplify internal workflows
The Results
Meridia saw measurable improvements in both operational efficiency and reporting quality after working with Blu Mountain:
6+ hours saved per month
on internal reporting: Leadership now runs weekly meetings directly from Hub Spot dashboards, eliminating time spent gathering and organizing data.
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3+ hours saved per month
preparing investor and board materials: The team no longer needs to extract and clean data manually, as reports are live and accurate within Hub Spot.
Improved pipeline visibility
Leadership now has real-time access to rep activity, deal progression, and conversion rates—allowing for more proactive sales management.
Greater team adoption of Hub Spot
With simplified views and workflows, Meridia’s sales team is using the CRM more consistently, improving data quality and sales forecasting.
Confidence in reporting
Metrics used in executive and board meetings are now trusted across the organization, reducing second-guessing and alignment issues.
What the client is saying
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Throughout the process, Blu Mountain was always recommending “best practices’ for each workflow based on what we had discussed in our brainstorming sessions. They have a great process for combining their expertise with candid discussions that has resulted in our Hub Spot platform working the way we wanted and needed it to.
Christen Smith
FRACTIONAL SALES DIRECTOR
Meridia
Start your climb today
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