Case Study: Envoy achieves a complete, unified user dataset and accurate marketing attribution with Heap

Envoy - Customer Case Study

Envoy, a B2B SaaS company, struggled with messy, siloed data that hid how customers moved through its complex acquisition funnel—search ads, retargeting, trial activation on devices, sales conversations, and online purchases were tracked across multiple systems, leaving gaps in attribution and user-journey visibility.

By fully rolling out Heap’s automatic capture and identity management, Envoy gained a complete, unified dataset and centralized marketing attribution. That clarity revealed weak trial-to-paid conversion and drove a redesigned onboarding flow, while Heap Connect fed data into Redshift so teams could run familiar analyses. The result: democratized, trustworthy data (the company’s 60/30/10 goal), fewer external vendors, and faster, evidence-based product and marketing decisions.

Envoy