Case Study: Lob achieves revenue growth and a unified Salesforce & Marketo customer view with Polytomic

How Lob Grows its Revenue with Polytomic

Lob, a platform that automates direct mail and address verification, faced a fragmented data problem that undermined revenue operations: customer and product usage data sat outside Salesforce and Marketo, went out of sync for weeks, and led to missed plan-limit alerts and poor customer interactions. Amanda Garza, Senior Revenue Operations Manager at Lob, turned to Polytomic to solve this by integrating reliable data syncs into their stack.

Polytomic delivered granular, automated syncs of Lob’s customer and product usage data into Salesforce and Marketo, giving teams structured, up-to-date records at first sync. As a result, Lob now has a full view of customers in Salesforce and Marketo, can proactively contact accounts approaching limits, runs accurate reports, and has seen more upsell revenue and improved customer retention thanks to the visibility Polytomic provides.

Lob

Amanda Garza

Revenue Operations