Customer Stories

See how others are building their brands, and learn how to follow in their footsteps.

We partner with financial advisors globally to help them grow their client base using a predictable lead generation system. If you’re a financial advisor or looking to increase how many leads and appointments you book, these results will peak your interest. 


Avocados from Mexico was unable to automate communications with their client base and new potential leads. The client needed to communicate better with leads, and sync all leads from Salesforce for segmentation and targeting for automated programs. 


An enterprise data firm in North America that provides financial data services as well as credit services to consumers and B2C companies. At the time of implementation, the firm was utilizing the following technologies: Service Cloud, Amazon Red Shift, Corvette database, Marketing Cloud. 

Corporate Insight Logo


How Corporate Insight used Sales & Marketing Automation Inc’s Pardot Audit & Consulting Support to make their B2B Marketing Skyrocket!

pattern logo needed a full re-launch and implementation of their brand in Hubspot with workflows, landing pages, and emails. Great re-launch story!



Launching Salesforce Marketing Cloud with Distributed Marketing for all Marketing and Sales Reps to benefit from these powerful marketing automation tools. 

Marketing Automation Health Check

We can aid in restoring your confidence in Marketing Automation. Let’s run a health check to find out what is causing issues with your marketing automation tool. 

From marketing automation strategies to technical setup, we conduct a comprehensive audit of every aspect of your instance performance.


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