Case Study: FinancialForce achieves $30M+ in influenced opportunities and 80% faster fulfillment with Sendoso

How Sendoso has made direct mail one of the highest-performing channels at FinancialForce that has delivered more than $30M in influenced opportunities

FinancialForce, a leader in professional services automation and customer-centric ERP on the Salesforce platform, was struggling to make direct mail a reliable sales channel. Before working with Sendoso, FinancialForce relied on another vendor, had minimal sales involvement, poor visibility into sends, weak attribution, and long fulfillment times of 3–6 weeks—limiting the channel’s effectiveness.

Sendoso’s direct mail platform was rolled out across marketing, sales, alliances, and Sales Dev to enable three plays (BDR door-opener Amazon gift cards, personalized/perishable gifts to reduce long-cycle dropoff, and event-focused Uber credits and 3D mailers). Sendoso helped make direct mail a high-performing channel, delivering more than $30M in influenced opportunities, cutting fulfillment time by 80%, streamlining attribution, and driving a 157% YoY improvement in pipeline-to-spend while giving sales full visibility and ownership.

FinancialForce

Marvin Varee

Head of Demand Generation