As Numa scaled, their leadership team found it increasingly difficult to track sales performance and forecast outcomes accurately. Though they were using HubSpot, the platform wasn’t delivering the deep visibility they needed into sales pipelines or individual rep metrics.

“It gets hard to make decisions by instinct when your sales team grows,” said Joel Grossman, President and Founder of Numa. “We needed real metrics behind quota achievement and rep performance—not just gut feel.”

After evaluating several providers, Blu Mountain stood out for their unique delivery model and deep understanding of SaaS sales operations. Unlike other vendors who pushed templated solutions, Blu Mountain offered flexibility, hands-on support, and true collaboration.

“While other solution providers tried to fit us into their process, Blu Mountain customized their services to fit our needs,” said Joel. “They didn’t just execute—they partnered with us and really listened.”