Competitor ConquestingMarketing & Sales

MarTech SaaS Switch Campaign Closes $1.6M ARR Targeting Marketo & Pardot Users

Sourcing 14,000 marketing automation accounts enabled multi-persona outreach to CMOs and Marketing Ops leads, yielding a 4.6% response rate.

Client Profile & Buying Committee Context

Marketing Automation SaaS — Multi-Level Persona Campaign

The Challenge

Targeting organizations dissatisfied with expensive Marketo or Pardot contracts required reaching both the CMO (budget) and the Marketing Operations Manager (platform admin).

The Solution & Buying Committee Strategy

Data InfoMetrix extracted 14,000 verified decision-makers and operations admins running Marketo, Pardot, and ActiveCampaign, providing direct switch campaign lists.

Multi-Tier Persona Outreach Structure:

Decision-Makers

CMO, VP of Demand Generation, Head of Growth

Angle: Highlighted 50% lower platform licensing fees and automated attribution modeling.

Influencers

Marketing Operations Manager, Marketo Certified Admin, Pardot Specialist

Angle: Demonstrated 1-click campaign migration, zero data loss, and native CRM syncing.

End-Users

Email Marketing Specialist, Lifecycle Marketer, Content Ops Lead

Angle: Emphasized modern visual email builders and automated lead scoring workflows.

Verified Impact & ROI

The Results & Strategic Value

Delivered a 4.6% campaign response rate, booking 54 enterprise migration demos and closing $1.6M in ARR in 90 days.

“Data InfoMetrix gave us the exact contact list of teams running competing marketing automation platforms. Our switch campaigns performed brilliantly.”

Rachel Lin

VP of Demand Generation, FlowAutomation

Campaign Performance

14,000

MarTech Contacts

4.6%

Engagement Rate

Switch Demos Booked

$1.6M

Closed Revenue

Campaign Highlights

• Delivery Turnaround: 24–48 Hours

• Verification Standard: SMTP & Human Validated

• Replacement Warranty: 1:1 Bounce Credit

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