Case Study: Trulioo achieves unified revenue marketing visibility with Lative

Trulioo improves marketing-to-SDR handoff by 25% with Lative

Trulioo, a global identity verification platform, faced a challenge in creating a unified view of its marketing funnel and revenue metrics. Their data was inconsistent across Salesforce and different departments, making it difficult to generate reliable pipeline predictions and report to executives. They partnered with Lative and its Mperativ platform to build a single source of truth for revenue marketing.

By implementing Lative's solution, Trulioo created a unified funnel report trusted by marketing, sales, and finance. The platform provided real-time insights into campaign effectiveness and connected marketing activities directly to pipeline outcomes. This resulted in a 25% improvement in their marketing-to-SDR handoff process and significantly reduced the time spent on manual reporting, enabling faster, evidence-based decision-making.

Trulioo