Case Study: Availity Achieves Data-Driven Marketing Visibility with Digital Pi

Lead Lifecycle Reporting Sets Data-Driven Marketing Strategy at Availity

Availity, a fast-growing healthcare firm, faced significant challenges with its marketing automation due to a data synchronization problem between its Salesforce CRM and Marketo platform. With over 2.5 million contacts, segmentation and communication were complex. The company engaged vendor Digital Pi to assess the situation, which revealed the need for a complete system overhaul.

Digital Pi implemented a new Marketo instance from scratch for Availity, including a Gold Standard Implementation and the creation of a new lead lifecycle process. The solution provided improved visibility and reporting capabilities. As a result, Availity achieved increased marketing ROI, more effective lead tracking and scoring, operational excellence, and was able to clearly demonstrate the influence of its marketing campaigns.

Availity

Rod Sonneborn

Marketing Operations Manager