Case Study: Paylocity transforms go-to-market data strategy with Fivetran

Paylocity transforms its go-to-market strategy with Fivetran

Paylocity, a fast-growing B2B human capital management and payroll software company, needed a better way to scale its go-to-market analytics as the business grew. With marketing and sales data trapped in spreadsheets and custom integrations, the team lacked a data-centric process to build a reliable customer view and measure campaign performance. Paylocity turned to Fivetran to automate data ingestion from sources like Salesforce, Google Analytics, LinkedIn Ads, and Facebook Ads into BigQuery.

With Fivetran, Paylocity centralized its customer data, accelerated reporting, and gave marketing and sales near-real-time visibility into MQLs, SQLs, attribution, and funnel performance. The impact was significant: customer acquisition costs fell by 20%, pipeline development time dropped by 90% from weeks to days, and a Microsoft Dynamics-to-Salesforce migration was completed 92% faster, saving months of work and six-figure tooling costs.

Paylocity

Andrew Wahl

Director of Marketing Analytics and Operations