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Marketing Automation Adds Up for Bookkeeping Firm

May 24, 2017

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.

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