Case Study: Moody's Analytics achieves increased lead value and improved sales conversion with Cvent

Moody’s - Customer Case Study

Moody’s Analytics, the financial‑services subsidiary of Moody’s Corporation, was losing lead value from events because registration and follow‑up relied on manual scorecards, fragmented systems and slow handoffs across a long sales cycle. That made it difficult to measure event ROI or track a lead’s lifecycle and sales potential.

The team integrated Cvent, marketing technology and the CRM via APIs to automate lead scoring, qualification and distribution and to produce system‑generated ROI reports. That seamless data flow sped up handoffs, preserved lead value, improved visibility into lead status, enabled data‑driven go/no‑go event decisions and helped convert more event‑sourced business.

Moody’s

Marianne Steckert

Sr. Director of Americas Events & Outreach