TAB Bank Synchronize Marketo and Salesforce to Maximize Returns

5 votes, average: 5.00 out of 5

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TAB Bank’s focus on providing custom solutions and lasting commitments builds loyalty among its clients, but the challenges of understanding all the features of Salesforce.com and Marketo kept TAB from maximizing its reach among potential clients. For three years, TAB had been using Salesforce.com and, like many companies, knew they could use it more effectively. They just didn’t know exactly how or where to start. Then TAB integrated Marketo about a year ago, and attempted to amp up their campaigns. Six months into its Marketo implementation and integration with Salesforce.com, TAB realized they weren’t getting everything they could out of their CRM and marketing automation investment. They felt they were essentially shortchanging themselves on sales by not doing more with these two platforms.

AppFolio Advances Their Lead to Cash Process

7 votes, average: 4.86 out of 5

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Payments Training Builds a Reseller Channel with Marketing Automation

3 votes, average: 5.00 out of 5

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Payments Training Solutions, and its offering PaidSuite, was created to break down the barriers to entry in the payment reseller space. The company knew that driving business to it’s resellers was a key in ensuring continued growth – but how would they scale? LeadMD answered that question and many more. LeadMD helped Payments Training build a revenue model around sustained lead flow that drives a growing reseller channel.  See how in this LeadMD case study.

Payscale Makes Sense of Marketing Automation

4 votes, average: 5.00 out of 5

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“PayScale didn’t have a challenge acquiring leads. The company was scaling so rapidly, in fact, that PayScale found its sales and marketing infrastructure disjointed and chaotic. PayScale was using Salesforce.com for its CRM and had already chosen Marketo as its marketing automation platform, but had not implemented Marketo fully. The environments had been created over time, but not optimized. The company was executing campaigns, but didn’t totally understand all of the robust functionalities of Marketo, and was not getting anywhere near the full benefits possible with marketing automation software. Data quality issues were rampant, and use of the reporting and analytics features was nearly nonexistent. PayScale was also using a primitive filter in Salesforce.com to determine whether or not to pass leads to its sales team, which proved time- consuming and problematic. PayScale needed a complete reset of its marketing automation system and CRM process.

Zuberance Gets the Most Out of Their Marketing Automation Investment

5 votes, average: 4.60 out of 5

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Zuberance was using Marketo prior to finding LeadMD, but they struggled with the platform. Their marketing automation and CRM efforts were at a plateau, and Zuberance knew they needed to rise above it to harness their full sales and marketing potential.  Check out how LeadMD took them to the next level.

JackBe Starts Off Solid with Marketo

4 votes, average: 4.75 out of 5

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Marketing automation wasn’t a new concept for the JackBe team – Salesforce was in place, but that was the extent of the company’s approach to lead management. JackBe executives, however, knew they needed to assess their systems in order to execute and streamline a more effective automated process to manage their leads and contacts.  JackBe partnered with LeadMD to not only automate its lead management processes, but also to give good, accurate intelligence into what the company already had in terms of valuable potential customers.

Lattice Gets Started with Marketo and SFDC

2 votes, average: 5.00 out of 5

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Lattice started their enterprise marketing automation efforts at the same time they began to implement Salesforce.com. With limited experience in these two functions, the Lattice team knew they needed to consult an experienced team to help with their integrated lead generation and nurturing strategy. Lattice was ready to invest in an enterprise marketing automation software platform and after doing their homework, selected Marketo as the best fit for their business.

See How Jefferson National Conquered Marketing Automation

4 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.

See Stratus Payments Reach the Top

4 votes, average: 4.75 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.

Lead Scoring Gets an Overhaul at Bersin & Associates

4 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.”

Interactive Data Embraces the Cloud

4 votes, average: 4.50 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.