Case Study: Adviser Investments achieves automated lead management and Salesforce integration with Marketo

Adviser Investments Attains Seamless Salesforce Integration and Higher Productivity with Marketo

Adviser Investments is an independent money management firm serving individuals, trusts, institutions and foundations. The company struggled with inefficient lead management: a basic mass-email tool that didn’t integrate with Salesforce forced manual Excel tracking and uploads, prevented capturing leads from events and web activity, and left them unable to properly qualify prospects despite a database of over 128,000 contacts.

After implementing Marketo, Adviser Investments connected email campaigns to Salesforce, directed prospects to targeted web pages, captured email and web activity, and automated lead management and qualification. The integration improved marketing productivity, made lead sources and qualified opportunities easier to track, enabled targeted and nurture campaigns, and allowed faster updates to prospect records.

Adviser Investments