Case Study: Pattern boosts sales communications and open rates with Ortto

How Pattern enhanced their sales processes by making the switch from Marketing Cloud to Ortto

Pattern is an independent broker of true own-occupation disability insurance for physicians, and it needed a marketing automation platform that was easy to use, didn’t require a tech team, and could integrate tightly with Salesforce. After struggling with Marketing Cloud, the company experienced technical issues, unreliable communications, and lost business.

Pattern switched to Ortto to power Journeys, email marketing, and custom activities tied to Salesforce events. With Ortto, it built tailored nurture flows and missed-meeting recovery journeys, improved sales communications, and saw open rates as high as 64.7%, about three times the industry average. Pattern also praised Ortto’s support and flexibility in adapting the platform to its workflow.

Pattern

Eric Bork

Marketing Manager