Case Study
Navigating System Evolution – Enhancing Campaign Execution & Lead Quality
Client Overview
A leading B2B Demand Generation Agency aimed to upgrade its campaign and lead management system, transitioning from a bespoke application to an industry-leading tool. This upgrade required seamless migration of campaigns and leads, upskilling publishers, and maintaining lead quality without disrupting marketing performance.
Key Challenges
- Differing campaign specifications and taxonomy required training for teams.
- Integration challenges with new lead verification systems and in-house tools.
- Stricter data quality requirements demanded quick adaptation.
- Seamless data exchange between client and Marketboats’ systems was critical for maintaining speed and lead velocity.
- Required adherence to marketing cadence and deliverables for timely execution.
Our Approach
System & Process Optimization
- Developed custom integrations between Marketboats’ CALS and the client’s new system.
- Established new data quality rules within CALS to align with the upgraded platform.
- Implemented real-time operational dashboards for seamless transparency and collaboration.
Tech-enabled execution
- Automated RFQ processing, reducing audience count generation time to 10 minutes.
- Accelerated campaign execution, ensuring lead flow within 2 days of launch.
- Enhanced quality checks with a 7-step validation process using third-party tools.
- Introduced smart notifications & triggers for proactive campaign planning.
Target Audience & Execution
- Comprehensive training & onboarding for teams on new campaign taxonomy.
- Automated lead verification to meet stringent data quality standards.
- Optimized content collaboration tools to accelerate campaign setup.
Results & Impact
Customer Testimonial
“Marketboats helped us navigate a critical transition in our campaign operations with precision and speed. Migrating to a new system while maintaining our performance standards was no small feat, but their team made it seamless. From automating RFQs to tightening lead validation, they not only improved our execution speed but also raised our lead quality bar. Their proactive support and tech-enabled processes played a huge role in reducing our lead rejection rate and boosting client satisfaction. We’re now scaling faster and with more confidence.”
Why Marketboats?
Marketboats is a lead supply agency that combines lead generation best practices with technology to deliver high-quality sales opportunities for top B2B companies worldwide. With over 25 years of collective experience, our team leverages a proprietary lead generation engine to provide verified, validated, and enriched leads with a 90% accuracy guarantee.