Case Study

SaaS & Technology


Building an optimal tech-stack.



Tealium, a $100MM high-growth SaaS company, offers real-time customer data orchestration solutions and enterprise tag management. Due to the nature of their business, they already had highly organized data – what they needed was the right technology stack to help their team operationalize it.


We acted as our client’s ABM operationalization experts to action on their buyer insights. Our recommendation included:

  • maintaining Salesforce as the CRM hub
  • applying Drift for top of funnel engagement abilities and more interactive options
  • migrating from Pardot and Full Circle Insights to Marketo and Bizible to enable better marketing ROI reporting
  • removing Clearbit, as it duplicates augmented data from other vendors
  • adding LeanData to automatically convert Salesforce Leads to Contacts and associate to the correct accounts to facilitate an account-based view of activity
  • shifting reporting metrics to better align with an ABM-focused go-to-market strategy

Capabilities Used

  • Digital Transformation Roadmap
  • Technology Strategy
  • Technology Architecture & Design
  • Customer Data Platform Implementation
  • 3rd Party Integration & Development
  • Data Strategy & Design
  • Analytics Ecosystem
  • Process & Workflow Design
  • Lead Scoring & Routing
  • Marketing Performance Management
  • Platform Migration & Implementation
  • MarTech Optimization
  • Program Development & Automation
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