Case Study: Billtrust achieves faster Salesforce syncs and stronger pipeline impact with Walker Sands Communications

Billtrust cuts Marketo-Salesforce sync time by 96% with Walker Sands Communications

Billtrust, a leading fintech company, faced significant challenges with its overloaded and outdated Marketo instance. The resulting slow sync times with Salesforce hindered its sales and marketing teams from effectively segmenting the database and contacting leads in a timely manner. This inefficiency impacted their ability to generate revenue through targeted campaigns, prompting them to partner with Walker Sands for a marketing automation solution.

Walker Sands implemented a comprehensive optimization of Billtrust's Marketo platform. Their solution included a massive reduction of synced data fields, a rebuilt lead scoring model, and the creation of tokenized email templates. This resulted in a 96% reduction in sync time, from two hours to just over five minutes, and established nearly real-time syncing with their ABM tool. The efforts by Walker Sands provided Billtrust with a cleaner database, improved lead nurturing, and enhanced campaign tracking and reporting capabilities.

Billtrust