Jefferson National

1 votes, average: 5.00 out of 5

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As an innovator of simplified financial services products, Jefferson National did not have a problem generating interest and qualified leads. The challenge came in effectively nurturing and managing them through the sales cycle. The marketing team had been working with a CRM services company to ensure they were maximizing Salesforce.com. Their database was solid. But as they grew, the volume of data they were generating overwhelmed the limited reporting functionality in their email marketing application and other hodge-podge online marketing apps. They began researching a new email marketing platform, and in the process learned that what they really needed was a fully-integrated marketing automation program that could unify all of their marketing efforts and fix their funnel.

Stratus Payments

1 votes, average: 4.00 out of 5

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Stratus Payments wanted to forego the long branding cycle and
mass marketing strategies they had taken in the past and embrace a more solution-based message. LeadMD was tasked with everything from brand creation, to placement, to
marketing strategy, to execution. LeadMD started working with Stratus Payments in June 2010. LeadMD took a bottom up approach, starting with a market analysis SWOT. With this competitive analysts, LeadMD was able to suggest positioning and partner strategies that allowed Stratus to leapfrog many of the typical time-to-market challenges prevalent in the merchant processing space. No one in the payments space was focusing heavily on the online channel.

Bersin & Associates

2 votes, average: 5.00 out of 5

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Paula Reinman, SVP of marketing for Bersin, noticed that there was a disconnect in the lead scoring and nurturing system, which needed to be fixed in order to maximize their marketing automation investment. “We required a dynamic and systematic way for sales to know who were the top prospects to call,” said Reinman. “While we knew how to use Marketo and our marketing team was doing a great job bringing in leads, we were struggling with the complexity of scoring those leads effectively and handing them off to sales in a way that they can work them most efficiently.”

CSS Impact

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Building a Ground Up Demand Generation Program

Founded in 2003, CCS Impact is a software solution company that prides itself on delivering innovative products and services to the market. Big on vision, but small on resources, the California-based company sought to enhance its own sales efforts by introducing Salesforce.com in 2008. While this initiative was a giant step in the right direction, CCS’ Marketing department was still operating in the Dark Ages. When the company tried to break into a new niche using traditional marketing techniques, the results were less than stellar… until LeadMD stepped in.

Interactive Data

1 votes, average: 4.00 out of 5

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Putting the Focus back on Revenue

Interactive Data LLC (ID) began as a directory assistance information provider in October 2001, one month after September 11th. Since then, the Atlanta-based company has blossomed into a full-blown provider of integrated contact accuracy solutions. Privately held, ID plays in the highly competitive collections industry, competing against well known credit bureaus, verification service providers, online research giants like Lexis Nexis and a host of other small companies. LeadMD allowed them to excel.