Agexa uses Typeform to collect better data from leads and clients. They use surveys to qualify leads and improve their... marketing funnel. Typeform helps Agexa increase their sales close rate from 10% to 18% by filtering out unqualified leads. Agexa also automates custom client onboarding and support using Typeform integrations with Zapier and PandaDoc. This saves time and helps Agexa scale their consulting business.
Adzz, an international SEO agency, struggled to price performance-based SEO services and track lead value. Manual billing and analytics made... it hard to connect leads to real business results. Addsource enabled Adzz to track calls, segment leads, and automate billing for each client. After a one-week test, Adzz set up pay-per-lead pricing and reduced billing time to nearly zero. Clients gained transparency and confidence, leading to higher ad spend and fewer disputes.
Splio used Jotform Enterprise and Make to automate workflows and speed up delivery. The team built over 150 customer-facing forms... and processed more than 1.9 million submissions. Workflow delivery time dropped from days to just hours. Teams now manage workflows without engineering help. Splio improved compliance and onboarding with automated, no-code forms.
Klatch used WhatConverts to boost qualified PPC leads for a medical client by 167% in just three months. They automated campaign... optimization and focused on high-value leads. Real-time feedback loops sent only qualified leads to Google Ads, improving targeting. The clinic saw a 25% increase in qualified leads and a 30% conversion rate boost. Trust between agency and client grew, leading to long-term partnership.
OptinMonster helped Zac Johnson turn website visitors into email subscribers. He used OptinMonster to build his email list. Zac says... OptinMonster is the best way to convert one-time visitors into long-term subscribers. He recommends building an email list for lasting results. OptinMonster made it easy for him to grow his audience.
Ringba helped Lead Smart, a performance marketing agency, move from a costly proprietary call tracking system to a flexible managed solution. Lead Smart improved... operational efficiency, saving time on campaign setup and reducing reliance on developers. The switch enabled better affiliate management, enhanced branding with white label features, and delivered valuable campaign data. Lead Smart saw increased profitability and a streamlined workflow after adopting Ringba's call tracking platform.
Driving ROI and results: Understanding the Impact of Other Demand Generation in Education
Kipper Sailing
- Education
- Small
Lymington, UK
Kipper Sailing uses Cognito Forms to manage student registration, assignments, and course certificates. The sailing school supports about 1,500 active... students in over 50 countries. They migrated around 50 forms from Adobe and now use over 120 forms for business operations. Cognito Forms helps automate feedback and streamline complex registration processes. The platform integrates with their learning management system for seamless administration.
Central New Mexico Community College
- Education
- Large
Albuquerque, USA
Formstack for Salesforce helped Central New Mexico Community College unify student data across credit and non-credit programs. The college solved... duplicate record issues by using single sign-on and improved data accuracy. Staff now manage forms and student records with less manual work. Students see real-time program availability for coding bootcamps. Communication with students and local businesses is easier. CNM continues to expand its offerings with all data in one place.
Central New Mexico Community College
- Education
- Large
Albuquerque, USA
Formstack for Salesforce helped Central New Mexico Community College unify student data across credit and non-credit programs. The college solved... duplicate record issues by using single sign-on and improved data accuracy. Staff now manage forms and student records with less manual work. Students see real-time program availability for coding bootcamps. Communication with students and local businesses is easier. CNM continues to expand its offerings with all data in one place.
Glendale Unified School District
- Education
- Large
Glendale, USA
Informed K12 helped Glendale Unified School District improve visibility and accountability in their personnel management processes. The district struggled with... manual, paper-based workflows that caused errors and bottlenecks. Using Informed K12, administrators tracked forms at every step and reduced processing time for Personnel Requisitions by over 50%. The platform enabled faster approvals, fewer mistakes, and better reporting for the Human Resources team. Budget constraints initially ended the partnership, but the district reinvested after realizing the hidden costs of manual processes.
DepositFix helped Western Welding Academy recover 150% more revenue by fixing payment tracking issues. Before DepositFix, WWA lost $150,000 weekly... due to mismatched payments and manual tracking. DepositFix automated payment attribution and integrated with HubSpot, saving time and reducing errors. WWA improved customer satisfaction and restored its reputation with faster, accurate payment processing. The solution also eliminated the need for two full-time employees to track payments.
There is no case study content available for Wake Forest Univ on this page. No details about challenges, solutions, or... results are provided. No metrics or customer quotes are present. The page only lists the customer name and category.
The Other Demand Generation Blueprint for Better Selection Decisions in Financial Services
help! (Banco Bmg)
- Financial Services
- Large
São Paulo, Brazil
PhoneTrack helped help! (Banco Bmg) boost customer calls from 5,000 to 16,000 in one month. The platform cut call costs... from R$27–R$40 to just R$4 per call by tracking and analyzing every call. help! used call tracking and speech analytics to improve sales, identify lost calls, and return them quickly. Reports from PhoneTrack supported staff training and real-time follow-up. The solution increased leads and made campaigns more effective.
Invoca helped MoneySolver automate quality assurance in their contact centre. MoneySolver used Invoca’s AI-powered scorecards to review 100% of agent... calls and provide instant feedback. This led to a 2x increase in close rates at the contact centre. Agents became more motivated and engaged, seeking out ways to improve their scores. Invoca’s PreSense feature also improved call routing and personalized caller experiences.
Mariner Wealth Advisors
- Financial Services
- Large
Overland Park, USA
Mariner Wealth Advisors used Quik! to help financial advisors save time and focus on clients. Manual paperwork and disconnected tech... tools slowed advisors down. Quik! automated forms and enabled digital workflows. Advisors now spend less time on paperwork and more time with clients. AI tools like Zoom AI Companion and digital agents further improved efficiency. Stronger feedback loops between advisors and the home office led to better solutions and growth.
Worldpay uses Mediahawk to remove guesswork from their marketing campaigns. The platform helps them connect marketing activities, inbound calls, and... sales data. This lets Worldpay clearly see their return on marketing investment. Richard Wilson, head of data analytics, highlights the value of Mediahawk’s integrations. The solution gives Worldpay better insight into campaign performance.
Phonexa helped Warwick Financial boost lead volume by 85% and increase revenue by 375% year-over-year. The company used Phonexa’s LMS... Sync and reporting tools to move from a cost-per-click model to a dynamic ping tree business. Warwick Financial sold 1.3 million leads in 2021, up from 200,000 the previous year. Real-time analytics and the Phonexa app enabled better campaign decisions and remote management. The solution turned Warwick Financial into a self-sufficient lead generation business in the financial services sector.
Transparency-One
- Information Technology And Services
- Small
Boston, USA
Form. io helped Transparency-One scale their global supply chain platform. The company needed a flexible data management solution to support...rapid growth and diverse client needs. Form.io integrated quickly with their existing systems, allowing fast deployment and custom data models. The solution enabled secure, compliant, and branded forms for clients worldwide. Transparency-One saved time and money by building new data structures quickly for pre-sales demos and ongoing operations.
Quality Unit
- Information Technology And Services
- Medium
Bratislava, Slovakia
Quality Unit used Elementor and WPML to localize its LiveAgent and Post Affiliate Pro websites. The company needed to expand... into new markets where English was not the primary language. Their previous website builder was incompatible with WPML, making localization impossible. After migrating to Elementor, they saw a 5-second improvement in page load time. Non-technical marketers can now manage content, freeing developers to focus on new features.
Zarthi
- Information Technology And Services
- Small
India
Zoho Desk helped Zarthi, a cloud management company, resolve 33,590 tickets in one department. The team adopted Zoho Desk twice... as fast as previous solutions. Automations and integrations with Twilio, Zoho Analytics, and Zoho CRM improved ticket routing and performance tracking. Real-time dashboards and mobile access boosted collaboration and agent productivity. Zarthi saw faster response times and higher customer satisfaction rates.
Microsoft Customer and Partner Solutions (MCAPS)
- Information Technology And Services
- Very Large
Redmond, USA
Microsoft Customer and Partner Solutions (MCAPS) used Power Automate Process Mining to improve their demand generation process. The team analyzed... event log data and used Copilot to find bottlenecks and inefficiencies. They discovered that 20% of cases required rework and the review loop was the main bottleneck. By automating steps with Power Automate and Copilot, they expect to cut the process timeline from 12 weeks to 8 weeks. This case highlights the impact of AI-driven process mining and automation for marketing operations.
Unspam.email
- Information Technology And Services
- Small
Getsitecontrol helped Unspam. email boost email sign-ups by 2.4%. The team used targeted popups to capture subscribers and promote webinars....A webinar campaign saw a 7.94% click-through rate. They also offered expert consultations using expandable panels. Getsitecontrol let them launch campaigns fast, without extra development work.
Other Demand Generation in Action in Other Industries
Global travel brand
- Travel ECommerce
- Large
Ruler Analytics helped a global travel brand unify marketing measurement across online and offline channels. The brand integrated CRM data... to connect phone and agent bookings with digital campaigns. They used marketing mix modelling and multi-touch attribution to analyze 100 weeks of data. This approach revealed $400M+ in attributed revenue and an 8x blended ROAS. The team now makes revenue-based decisions and validates CTV performance.
SunDance used the Quadient DS-1200 G4i Folder Inserter to expand its match mailing services. The new system lets SunDance insert... multiple personalized pieces into one mail package. This helps clients get better response rates from direct mail. The folder inserter also improves production speed and supports HIPAA compliance. SunDance can now serve clients needing secure, personalized mail for legal, non-profit, and special projects.
Ashley Rice used 123FormBuilder to improve her workflow. She found the platform easy to use. The forms helped her collect... information quickly. She was able to organize her data better. Ashley recommends 123FormBuilder for simple form creation.
Recent adoption and success with Other Demand Generation software in Retail
Tomlinson's
- Retail
- Small
Austin, USA
Tomlinson's used Justuno pop-ups to collect zero-party data and personalize Klaviyo email campaigns. They created branded lead captures that asked... new subscribers about their pet preferences. This data powered targeted welcome flows and product recommendations. Tomlinson's achieved an 11.74% opt-in rate on mobile, 7.54% on desktop, and a 23% conversion rate from email flows. Their engaged email list doubled as a result.
LittleSizzle used Convertful to grow its email list by offering a 10% welcome discount. The online store tested different widgets,... including pop-ups, floating bars, and inline forms. The best-performing page converted 30.29% of visitors into email subscribers. On average, LittleSizzle gains almost 600 new email subscribers each month. About 20% of customers use the discount code, boosting sales conversions.
B.E Naturale Demo Staffing Agency
- Retail
- Medium
Formplus helped B. E Naturale Demo Staffing Agency manage over 100 brand ambassadors each month. The agency used Formplus to...track event reports, collect customer feedback, and upload files. Formplus features like autoresponders, analytics, and electronic signatures made reporting simple. The team now tracks product sales and event results more easily. Formplus improved data collection and team communication for B.E Naturale.
Driving ROI and results: Understanding the Impact of Other Demand Generation in Design
WayLay Design
- Design
- Small
Las Vegas, USA
WayLay Design used GravityKit to build a self-managed film location directory for the Nevada State Film Office. The new system... lets property owners submit and update their own listings. Staff now approve listings with a single checkbox, saving time. The public can search and filter locations easily. The database stays more accurate because owners manage their own data. GravityKit replaced a manual, error-prone process with a simple, user-friendly workflow.
Rareloop uses ACF to build a consistent and repeatable workflow for web design and development. The team leverages ACF’s flexible... content fields and clone features to create custom page builders for clients. This approach gives content editors more control and a better editing experience. Rareloop also integrates ACF with Stripe to simplify donation workflows for charity clients. The result is faster development, easier onboarding, and more satisfied clients.
POWR Product Reviews helped Good World Graphics improve their website. The app made it easy to collect and display customer... testimonials. Lisa Hardy said it made her life easier and enhanced her site. The tool required no coding and was simple to set up. This helped build trust and encouraged more customer engagement.
Thisted Forsikring used Sleeknote to launch a digital Christmas calendar campaign. The campaign featured 24 quiz questions about insurance, driving... engagement and educating customers. Over 24 days, participants answered 47,287 questions and generated 73,681 landing page sessions. The initiative attracted 5,250 participants and helped generate high-quality leads. The campaign boosted customer loyalty and increased brand visibility for the insurance company.
A large insurance provider
- Insurance
- Very Large
IVR Technology Group helped a large insurance provider improve customer service using automated IVR voice surveys. The provider faced regulatory... mandates and a fragmented BPO network, leading to poor customer experiences. IVR Technology Group created personalized, scalable voice surveys for each BPO, integrating real-time results into the client's analytics system. Over 5 million surveys were completed in the first year, with response rates exceeding 40%. The client met or exceeded regulatory requirements and continues to refine their customer experience.
Driving ROI and results: Understanding the Impact of Other Demand Generation in Computer Software
XPLG
- Computer Software
- Small
Tel Aviv, Israel
XPLG used Poptin to get more real email leads. They wanted to stop fake emails and boost lead generation. In... 30 days, they got 20 real email addresses and 33 clicks from pop-ups. The most effective part was using pop-ups with autoresponders to send requested content. This helped XPLG grow their email list and engage more visitors.
Intercom used BDOW! (formerly Sumo) to help drive growth to $50 million in annual recurring revenue. The company leveraged pop-ups,... email list building, and advanced referral strategies to boost web traffic and conversions. Intercom's "powered by" tactic and dynamic keyword insertion increased trust and engagement. The solution enabled Intercom to grow faster than many other SaaS companies, without heavy ad spend. Over 17,000 paying customers now use Intercom's platform.
A leading tire chain with over 200 locations
- Automotive
- Large
Convirza helped a major tire chain manage 500,000 monthly calls. Before, they scored only 4% of calls with 85% accuracy.... With Convirza, they scored 100% of calls at over 95% accuracy. The chain reduced monthly costs by $100,000. Store managers now get real-time insights and improved customer satisfaction.
Calltracks gives Sandown Group real-time data on leads and sales. The marketing team uses Calltracks daily to track campaign performance... and improve customer experience. Weekly reports show where leads come from, helping the team make fast decisions. The system helps staff respond to missed calls and boosts efficiency. Sandown Group relies on Calltracks to increase conversions and manage the sales process.
Driving ROI and results: Understanding the Impact of Other Demand Generation in Hospital And Health Care
UTMB Health
- Hospital & Health Care
- Large
Galveston, USA
UTMB Health used Phreesia’s Access eForms to digitize forms and cut paper use by 5. 5 million sheets each year....The solution integrated with Epic and Hyland OnBase, letting forms reach the medical record in just 2–3 minutes. UTMB saved $440,000 annually on printing and handling. Staff gained full audit-trail visibility and faster access to patient documentation. Providers can now make quicker decisions, improving patient care and compliance.
Asana Recovery used CTM and Rollover Rep to solve missed call problems in their addiction treatment center. Before, they lost... many potential clients and revenue due to abandoned calls and disorganized call flow. With CTM, they tracked every call, improved marketing attribution, and organized staffing. Rollover Rep handled overflow calls, ensuring no call went unanswered. These changes helped Asana Recovery recover over $1 million in revenue and improve staff training and client care.
iovox helped Zoopla track calls for thousands of estate agents. Zoopla used dedicated phone numbers to see how many leads... each listing generated. Call Whispers and Missed Call Alerts improved agent response and customer experience. AI-powered transcription and insights added new features over time. Zoopla relied on iovox to prove value to their customers and fight nuisance calls.
Driving ROI and results: Understanding the Impact of Other Demand Generation in Food And Beverages
OptiFeed
- Food & Beverages
Ringostat's IVR system helped OptiFeed, a Polish horse feed company, save up to 1 working hour per day. OptiFeed needed a... better way to handle many long customer calls about animal diets. With Ringostat, calls are routed quickly to the right specialist using IVR. Missed calls are tracked and returned fast. The owner says automation improved efficiency and customer service. OptiFeed values Ringostat's quick support and professional approach.
The Other Demand Generation Blueprint for Better Selection Decisions in Utilities
Tacoma Public Utilities
- Utilities
- Large
Tacoma, USA
Tacoma Public Utilities used Euna Payments to replace unreliable kiosks with 14 new self-service kiosks. Over 6,000 people use the... kiosks each month, with 95% repeat usage. Transaction costs dropped by 88%, from $18 to $2 per transaction. The new system is secure and easy for residents to use. Staff spend less time on manual work and more time helping customers.
Marchex helps Thanh Lieu identify issues in patient calls. The call summaries show where problems start, like patient frustration or... insurance questions. Thanh Lieu uses these insights to improve office quality. The tool makes it easier to spot and fix problems fast. This helps the team respond better to patient needs.
Driving ROI and results: Understanding the Impact of Other Demand Generation in Banking
United Bank of Africa
- Banking
- Very Large
Lagos, Nigeria
Lucep Click to Call helped United Bank of Africa cut call center wait times from 40 to under 12 minutes. The bank used... Lucep’s website widget to engage more customers and generate more leads. In one month, they received 136 queries and leads, plus 88 push notifications from the tool. UBA’s net promoter score doubled after using Lucep. Customer satisfaction improved quickly with the new system.
Driving ROI and results: Understanding the Impact of Other Demand Generation in Management Consulting
Bottled Lightning
- Management Consulting
- Small
USA
Paperform helped Bottled Lightning cut client intake from four hours to just 20 minutes. Starlight Mundy uses Paperform to automate... onboarding, track client sentiment, and personalize workflows at scale. The platform lets her launch new sales offers in minutes and process payments directly. Paperform integrates with tools like Airtable and supports both internal and client-facing solutions. This flexibility allows Bottled Lightning to scale without losing the human touch.
Morgan Hunt is a UK-based recruitment agency with over 150 consultants. The agency serves sectors like charity, education, finance, and... technology. 3B supported Morgan Hunt in their operations. The story highlights their recent achievements and sector reach. Details on specific results or metrics are not provided.
The Other Demand Generation Blueprint for Better Selection Decisions in Apparel And Fashion
Dorko
- Apparel & Fashion
- Small
Budapest, Hungary
Dorko used OptiMonk’s AI to boost online sales. They switched to visual-first product pages, showing lifestyle images and benefit tags... for each item. This made it easier for shoppers to decide quickly. Dorko also launched seasonal popups and AI-powered product recommendations. These changes led to a 6.35% increase in conversions and a 4.5% rise in purchases.
The Latest Other Demand Generation Deployments delivering value in Manufacturing
Hayward Turnstiles
- Manufacturing
- Small
Milford, USA
WebFX helped Hayward Turnstiles boost inbound leads with a custom digital marketing strategy. They improved SEO and PPC, leading to... a 2,319% ROI from PPC. Hayward Turnstiles saw a 583% year-over-year increase in revenue from PPC and a 51% rise in traffic. The company reduced ad costs and gained better control over their online presence. WebFX’s work made Hayward Turnstiles more visible to B2B buyers searching for turnstile solutions.
Recent adoption and success with Other Demand Generation software in Construction
Magic Valley Electric
- Construction
- Small
USA
CallSource call coaching helped Magic Valley Electric improve onboarding for new employees. The company used one-on-one coaching to train Customer... Communication Specialists. This made the onboarding process smoother and created a culture of transparency and accountability. Employees saw coaching as a way to grow their skills and careers. Using a third party for coaching made feedback easier to accept and helped the team develop professionally.
Driving ROI and results: Understanding the Impact of Other Demand Generation in Internet
involve.me
- Internet
- Small
Vienna, Austria
involve. me used its own platform to build a dynamic onboarding survey for new SaaS users. By reducing the survey...from six to three questions, they increased response rates by 11%. The onboarding survey now personalizes user journeys and helps segment customers for better marketing and product decisions. A/B testing different survey flows led to an 80% response rate and improved subscription rates. The team used built-in analytics and AI insights to refine the process and prioritize new features based on user feedback.
Recent adoption and success with Other Demand Generation software in Consumer Goods
Stannah
- Consumer Goods
- Large
Andover, UK
Infinity call intelligence helped Stannah boost PPC call conversions by 28%. Stannah used Infinity to track calls and understand which... digital ads drove phone leads. The solution reduced low-value PPC calls by 20% and increased qualified calls. Stannah grew their PPC team and improved call routing in contact centers. They rolled out Infinity to 11 markets and integrated it with their CRM systems.
The Latest Other Demand Generation Deployments delivering value in Consumer Services
Unlock It For Me
- Consumer Services
- Small
Birmingham, USA
CallFire helped Unlock It For Me cut employee resource spending and improve quality control. The company used CallFire's call tracking... to forward calls to the right locksmith and track ad campaign effectiveness. This solution replaced the need for multiple phones and reduced phone bills. Call recording features improved customer service. Unlock It For Me expanded services rapidly thanks to these savings.
