Case Study: Personify achieves 8.5X ROI on marketing-sourced revenue with RollWorks

How Personify saw 8.5X ROI on sourced revenue with their ABM program

Personify, the market-leading constituent management and engagement (CME) platform for nonprofits, needed to build an account-based marketing program from scratch to reach hard-to-find buying committees and prove marketing’s impact on pipeline and revenue. With a lean team and a change‑averse target market, Personify turned to RollWorks and its Account‑Based Platform to gain better insights into their ideal customer profile, personas, and targeting capabilities.

RollWorks connected to Personify’s Salesforce instance and used data and machine learning to find known and unknown decision makers across channels, then deployed the RollWorks Engagement and Measurement solutions to run persona‑ and account‑personalized ad campaigns and track results. After 11 months Personify saw a 39x lift in engaged site visitors and delivered 47x ROI on contributed pipeline, 25x ROI on contributed revenue and 8.5x ROI on marketing‑sourced revenue, with account- and contact-level campaign visibility now available directly in Salesforce.

Personify

Amber Whatley

Senior Manager