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Billtrust Marketo Marketing Automation Optimization

Fully optimized Marketo-Salesforce integration helped leading fintech company better target its revenue-generation campaigns and drive pipeline impact.


reduction in Marketo-Salesforce sync time


reduction in number of data fields being synched


new optimized instance to unify sales and marketing

Project Overview

As a leader in the B2B order-to-cash automation market, Billtrust relies on its marketing automation platform and CRM to efficiently communicate and move prospects through the sales funnel. However, an out-of-date, overloaded Marketo instance was causing long sync times with Salesforce, affecting sales and marketing’s ability to effectively segment the database and contact leads in a timely and relevant manner. Not only was Walker Sands able to reduce the Marketo-Salesforce sync time by 96%, but they also fully optimized Billtrust’s Marketo instance with streamlined campaign building and reporting, an updated scoring model and a refreshed lifecycle model to elevate revenue generation.




Demand Generation, Marketing Automation


“The Walker Sands team was a true partner and welcomed extension to our marketing operations team. From the first time we spoke, I was impressed with their immediate understanding of our business needs. We came to them with critical issues and a tight timeframe, and we felt more than confident handing Brooke the keys to our tech stack. Walker Sands exceeded all expectations and is top of the game when it comes to marketing automation.”

Chrissy Werner, Director of Marketing Operations & Research, Billtrust

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