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93 Case Studies
A Marketo Case Study
ForwardLine Financial, a U.S. provider of merchant advances and small-business loans with a 1.2 million–contact database, struggled because its previous marketing system couldn’t merge new lead data into existing records—forcing teams to choose between new or old information and preventing progressive lead build-out. Needing a scalable, user-friendly solution that integrated with Salesforce and offered strong support, ForwardLine evaluated five enterprise platforms and selected Marketo.
After four months on Marketo, ForwardLine quickly built advanced email stream campaigns (including over 1,500 variations), leveraged Marketo’s analytics and community best practices, and used Premier Support for guidance. The results included a 20% increase in landing-page conversion, faster campaign development, maintained data quality across the 1.2 million database, and a scalable, customizable platform to support continued growth.
Michael Carlson
Vice President of Marketing, ForwardLine Financial