Real Customer Stories & Marketing Automation Success

See how businesses improve CRM performance, lifecycle automation, lead generation, customer engagement, and revenue growth through HubSpot, Salesforce, Klaviyo, and scalable marketing automation strategies.

Sales Marketing Automation partnered with TelyRX, a telehealth and pharmacy business, to bring structure and automation to a HubSpot environment that had outgrown its original setup. As order volume grew, SMS communications around shipments weren’t fully automated, leaving gaps in timely patient updates, while marketing, sales, and customer service teams each worked from a partial, disconnected view of order and customer activity. Reporting was fragmented, referral activity from third-party sources sat outside the core system, and underlying performance hadn’t kept pace with the complexity TelyRX had grown into.

We rebuilt the environment around four connected pillars: automating SMS communications tied directly to shipment and order milestones, unifying reporting so every team worked from the same order and communication data, optimizing system performance and configuration to support higher volume, and integrating third-party referral sources so that channel could be properly tracked and attributed. The result is a HubSpot portal that functions as a true operational hub for TelyRX, one that keeps patients informed automatically, gives every team shared visibility, and gives leadership a clear, connected view of how the business is actually running.

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Sales Marketing Automation partnered with SheroCommerce.com to address a HubSpot portal that had outgrown its own structure. Years of incremental growth had left the system burdened with duplicate contact and company records, overlapping and inconsistent workflows, and pipeline stages that no longer reflected real deal status. The core issue wasn’t any single broken feature, it was a growing gap between what the data showed and what was actually happening in the business, which made leadership hesitant to fully trust their own reporting.

 

We approached the engagement as a full operational rebuild rather than a patch job, working through four connected areas: cleaning up and deduplicating the contact database, optimizing sales and marketing workflows to match how the team actually sold, realigning pipeline automation so deal stages moved accurately, and building ongoing system health reporting so future issues could be caught early. The result was a HubSpot portal SheroCommerce’s team could rely on day to day, with cleaner data, smoother automation, and reporting that gave leadership real confidence in the numbers driving their decisions.

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ChargePoint partnered with us to implement Salesforce, Marketing Cloud, and Salesforce Communities to improve customer engagement, lead management, partner collaboration, and operational scalability across their EV charging ecosystem. The project focused on streamlining how customer inquiries, partner communications, onboarding, and lifecycle marketing were managed across multiple business channels and user groups.

We helped centralize customer and marketing data, automate lead routing and nurturing, optimize customer and partner journeys, and build scalable marketing automation programs designed to improve engagement, operational efficiency, reporting visibility, and communication across drivers, partners, and internal teams.

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Marketing Cloud Consulting Client Joint Relief

The Joint Relief Institute partnered with us to implement Salesforce Marketing Cloud and Sales Cloud to support patient engagement, lead management, and operational scalability across multiple clinic locations. The project focused on improving how patient inquiries, appointments, follow ups, and lifecycle communications were managed throughout the organization.

We helped centralize patient and marketing data, automate lead routing and nurturing, optimize sales and appointment workflows, and build scalable marketing automation programs designed to improve patient engagement, operational efficiency, and visibility across multiple locations and care teams.

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Marketing Cloud Consulting Client

The Tampa Bay Lightning partnered with us to implement Salesforce Marketing Cloud and Data Cloud to create a more connected, data driven customer engagement strategy across ticket sales, fan engagement, and marketing operations. The project included complex multi channel journey automation, audience segmentation, customer data unification, and advanced reporting capabilities across multiple systems and fan touchpoints.

We helped build and optimize customer journeys, automations, domains, contact structures, integrations, and lifecycle marketing programs while centralizing fan, ticketing, and engagement data into Salesforce Data Cloud for stronger personalization, analytics, and marketing performance visibility across the organization.

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houlihan lokey

The organization lacked centralized visibility across Salesforce and Account Engagement, making it difficult for leadership teams to accurately track attribution, funnel performance, campaign influence, and business development KPIs. Reporting was fragmented across disconnected dashboards, limiting visibility into marketing and sales performance and making strategic decision making far more difficult.

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This ecommerce brand was struggling with low engagement and underperforming Klaviyo flows that limited retention and direct to consumer sales. We rebuilt their Klaviyo structure, lifecycle flows, segmentation, and email design experience to improve engagement, promotional performance, and overall revenue growth.

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sandcloud customer story

Improved customer retention and revenue growth by rebuilding lifecycle marketing programs focused on upsells, dynamic content, and personalized customer journeys. The strategy also helped increase new customer acquisition, strengthen engagement across email channels, and drive greater awareness around the brand’s philanthropic initiatives.

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We partnered with financial advisors globally to help them grow their client base through scalable lead generation and lifecycle marketing systems. By improving automation, nurturing, and conversion strategies, we helped increase qualified leads, booked appointments, and overall business growth through a more predictable client acquisition process.

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Avocados From Mexico needed a more scalable way to communicate with both existing customers and new leads across their marketing channels. We helped automate lead nurturing and customer communications by integrating Salesforce data for improved segmentation, targeting, and lifecycle marketing automation.

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Bobcat required a scalable multi cloud Salesforce solution to better connect sales, marketing, and customer data across the organization. Working alongside implementation partners, we helped deliver an integrated Salesforce ecosystem that improved marketing automation, customer engagement, reporting visibility, and multi channel campaign performance to support long term business growth.

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This North American enterprise data and financial services firm required a scalable marketing and customer data infrastructure to support both B2B and consumer operations. The implementation integrated Salesforce Service Cloud, Marketing Cloud, Amazon Redshift, and internal database systems to improve customer communications, data accessibility, segmentation, and enterprise marketing automation performance across the organization.

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Corporate Insight Logo

How Corporate Insight Transformed B2B Marketing Performance With Pardot Audit, Lifecycle Automation, and CRM Optimization Support

Corporate Insight partnered with us to improve the performance of their Salesforce Pardot environment, strengthen lead nurturing, and create a more scalable B2B marketing automation strategy. Through a comprehensive Pardot audit and consulting engagement, we identified operational gaps, automation inefficiencies, segmentation issues, and opportunities to improve lifecycle marketing performance.

The engagement focused on optimizing lead management, campaign automation, CRM alignment, reporting visibility, and nurture strategies to help increase engagement, improve marketing qualified lead flow, and support stronger pipeline growth across the organization.

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pattern logo

Pattern.com required a full HubSpot relaunch to rebuild and modernize their marketing automation infrastructure. The project included implementing workflows, landing pages, email marketing assets, and lifecycle automation strategies designed to improve lead engagement, streamline operations, and support scalable growth.

The relaunch created a stronger digital experience for prospects while giving the team a more organized and conversion focused HubSpot environment built for long term marketing performance.

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Implemented Salesforce Marketing Cloud and Distributed Marketing to give marketing and sales teams a scalable way to deliver personalized customer communications and lifecycle campaigns. The solution empowered sales representatives with approved marketing content, automated outreach tools, and stronger visibility into customer engagement across channels.

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Marketing Automation Health Check

Our Marketing Automation Health Checks help uncover the hidden issues impacting performance, lead flow, reporting, deliverability, lifecycle automation, and customer engagement across platforms like HubSpot, Salesforce Marketing Cloud, Pardot, Marketo, Klaviyo, and Eloqua.

From CRM and lifecycle strategy to workflows, integrations, segmentation, reporting, deliverability, and technical configuration, we perform a comprehensive audit of your marketing automation platform to identify gaps, improve operational efficiency, and build a roadmap for scalable revenue growth.

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