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Schedule some time to chat
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Sprout.ai provides an advanced claims automation platform to accelerate insurance claims processing.
Increase in leads
Increase in MQLs
Increase in MQL to SQL conversion
About Sprout
Sprout.ai provides an advanced claims automation platform that leverages contextual AI to accelerate insurance claims processing. By automating complex workflows and data enrichment, Sprout.ai helps insurers increase operational efficiency and enhance customer satisfaction.
The Challenge
Sprout.ai was operating with disconnected systems—using Salesforce for CRM and HubSpot for marketing—but without proper integration. This lack of data flow created silos between sales and marketing, limiting alignment and undermining the company's ability to make data-driven decisions.
With limited internal resources on the marketing side, Sprout.ai needed more than tactical support. They were looking for a partner who could offer full-service HubSpot management and bridge the gap between systems, strategy, and execution.
“What stood out for me was Blu Mountain's technical expertise in managing the HubSpot instance,” said Louise Read, Senior Marketing Consultant at Sprout.ai. “They were always proactive and quick to execute solutions, saving us valuable business time.”
What they needed
Sprout.ai wanted to develop a full-funnel marketing strategy that brought predictability to campaign performance, improved reporting, and aligned revenue operations. They also needed an expert to manage HubSpot day to day and integrate it seamlessly with Salesforce—creating a unified system for better lead management and attribution.
Why They Chose Blu Mountain
Introduced via the Techstars accelerator network, Sprout.ai quickly saw that Blu Mountain offered more than just platform knowledge. Their fast execution, strategic insight, and practical recommendations made them the right partner for a high-growth startup environment.
“At one point, we were evaluating Salesforce Pardot,” Louise noted, “but Blu Mountain helped us see how that would only waste time and money. Their honest guidance was invaluable.”
The Solution
Blu Mountain started by aligning with Sprout.ai’s sales and marketing teams to define goals and pain points. From there, they:
Blu Mountain’s mix of technical execution and strategic advisory proved critical to getting the most out of HubSpot and aligning Sprout.ai’s go-to-market engine.
Full-funnel strategy
Developed a full-funnel strategy and nurture flows to improve lead conversion
Set up workflows
Set up forms, workflows, and lifecycle stages to support timely and targeted sales follow-ups
HubSpot integration system
Built a system for HubSpot–Salesforce integration, enabling unified reporting across teams
Data analysis
Delivered weekly sprint-based updates, allowing for rapid iterations and responsive issue resolution
Provided strategic advice
helping Sprout.ai avoid unnecessary tools and focus on optimizing what they already had
The Results
Just as importantly, Sprout.ai gained confidence in their systems, with transparent reporting, improved team alignment, and faster execution cycles.
The improvements were immediate and measurable. With Blu Mountain’s support:
300%
Lead volume increased by 300%
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160%
Marketing qualified leads (MQLs) rose by 160%
11%
MQL-to-SQL conversion rates improved by 11%
What the client is saying
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“By no means could we have achieved the same level of execution or results if we had done it ourselves. Our next project will target lead scoring and behavior automation. And we trust Blu Mountain to lead us there."
Louise Read
Chief Growth Officer
Sprout AI
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