Case Study: Proposify increases sales pipeline 152% and sales velocity 312% with Segment

How Proposify increased sales pipeline by 152% with Segment

Proposify, a Nova Scotia startup that streamlines the proposal process, faced rapid growth that overwhelmed its small sales team: inbound interest outpaced their capacity to qualify and convert leads, tracking was fragmented across multiple tools, and support/success teams lacked reliable customer data to deliver personalized service.

Proposify implemented Segment as a centralized customer-data backbone, enriching behavioral events with Clearbit and routing unified data to Marketo, Salesforce, Intercom, Gainsight, Heap and others. This enabled a new lead-scoring model, real-time consistent tracking without heavy engineering, and self-serve analytics for support. As a result the sales pipeline and velocity grew by 152% and 312% respectively, Customer Success maintained near‑continuous negative net MRR churn, and integrations like Gainsight were completed far faster (one month vs. three).

Proposify

Max Werner

Marketing Operations and Analytics Specialist