Case Study: MX accelerates pipeline and revives $4M in stalled deals with Sendoso

A Sendoso Case Study

Preview of the MX Case Study

How Sendoso enables MX to scale direct mail and gifting initiatives and accelerate pipeline velocity

MX, a Lehi, UT–based fintech that provides digital transformation solutions for banks and credit unions, faced a bottleneck: manually sourcing, storing, and shipping direct mail and gifts stalled pipeline momentum and prevented scaling. To solve this, MX turned to Sendoso to automate and scale its direct mail and gifting programs, including using Sendoso Choice and integrating with Salesforce.

Sendoso enabled MX to run a COVID‑cognizant campaign that let prospects choose a Charity Choice or Grubhub eGift and delivered real‑time notifications to sales via Salesforce. The $2,000 campaign produced an 80% open rate with deal champions (34% with other stakeholders), accelerated $1.2M from pre‑pipeline to qualified deals within a week, and revived $4M in dark deals—demonstrating clear, measurable pipeline impact from Sendoso.


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MX

Bryce Nobles

Growth Leader


Sendoso

65 Case Studies