Case studyCRM - Marketing Strategy

Marketing Mastery: Optimizing Marketo & Salesforce Sync for BD's Success

BD needed to optimize its lead management process within Marketo and ensure seamless integration with Salesforce. The company was experiencing inefficiencies in lead tracking, data synchronization, and campaign management. By conducting a comprehensive process review of their Marketo operations, BD successfully improved the accuracy and speed of lead management while enhancing overall marketing efficiency.

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Case study: Marketing Mastery: Optimizing Marketo & Salesforce Sync for BD's Success
CRM - Marketing Strategy

About the client

BD (Becton, Dickinson and Company) is a global medical technology company that develops and sells medical devices, instrument systems, and reagents.

What we did

  1. 1

    Conducted an in-depth review of BD’s Marketo lead management and sync processes with Salesforce.

  2. 2

    Identified gaps in lead scoring, data flow, and campaign performance tracking.

  3. 3

    Implemented best practices for lead scoring, segmentation, and automated workflows to optimize lead nurturing.

  4. 4

    Improved synchronization between Marketo and Salesforce, ensuring real-time data updates and accurate reporting.

  5. 5

    Developed custom reports and dashboards to give BD's marketing and sales teams better visibility into lead performance.

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The results

Improved lead scoring accuracy, leading to a 30% increase in qualified leads.

Reduced lead syncing time by 40%, ensuring faster follow-ups and quicker sales conversions.

Enhanced data accuracy and reporting across Marketo and Salesforce, leading to better decision-making.

Automated processes reduced manual effort, allowing teams to focus on strategic initiatives.

Increased campaign efficiency, resulting in a 20% boost in overall marketing ROI.

This work was done in co-ordination with Keyrus - IT services management company.

*Contracted with Keyrus.

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Case Study | Marketing Mastery: Optimizing Marketo & Salesforce Sync for BD's Success