case study Lead Lifecycle Reporting Sets Data-Driven Marketing Strategy at Availity /2 CASE STUDY: Lead Lifecycle Reporting Sets Data-Driven Marketing Strategy at Availity / © 2016 Digital Pi, LLC. All rights reserved. the problem With over 2.5 million contacts in Availity’s CRM database, you can imagine the complexities of segmenting and communicating with their customers and prospects. In 2014, Rod Sonneborn, Availity’s Marketing Operations Manager, discovered a data synch problem between the company’s CRM solution (Salesforce) and their marketing automation platform (Marketo). Sonneborn knew that the system needed improvements and that he was going to have to enlist some help to make them. He asked Digital Pi CEO Ryan Vong to assess the situation. Vong spent extensiv

Join for free to read