Case Studies
Technology Layers to Empower the Customer Experience
Freelance SaaS Company
In the gig economy every penny counts. So how can a bringer together of resources and open projects keep users on their app to find and facilitate work, and to keep coming back? This opportunity started in the data and transformed from there.

Marketo Retained Support and Preference Center Build
Betterworks
For many organizations, Marketo is the engine by which they manage leads, deploy campaigns and report. Despite the legions of “Marketo experts,” finding proficient resources to administer Marketo can not only be challenging, but expensive. With LeadMD’s Marketo managed services, Betterworks found a cheat. LeadMD runs Marketo, while they focus on their customers.

Demand Generation and Revenue Operations Retained Support
Yodlee
Yodlee’s CMO, David Lee, said it best, “You guys are the continuity in our demand generation efforts.” Over our multi-year partnership with Yodlee’s marketing and sales teams, we collaborated with dozens of stakeholders on projects across revenue operations, demand generation, field marketing, inside sales and account-based strategies. All while maintaining a focus on reporting the successes and opportunities for optimization to the c-suite.
