Marketing automation is helping bookkeeping firm Sum of All Numbers create a sales management pipeline, to keep track of sales and onboarding.
The Fremont, CA-based firm, founded in 2006, works with $500,000 to $5 million companies. The virtual company (everyone is in a home office) has about 400 clients, 75% of who are based in California.
It has been working with InfusionSoft since 2010 to implement marketing automation. The system helps Sum keep track of leads and manage long-term nurturing campaigns, said Holly DeVito, CEO and founder.