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Driving Scalable Cross-Sell Success: Optimized Engagement for 500,000 Accounts

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Industry

Financial Services

Challenge

Business Development Managers (MBDs) struggled to effectively cross-sell into 500,000 accounts while managing their daily responsibilities. Without a streamlined process, tracking engaged accounts, ensuring timely follow-ups, and aligning sales and marketing efforts was challenging. Additionally, the marketing team lacked the ability to test and optimize email campaigns, limiting engagement and conversion opportunities.

Results

Company now has a scalable cross-sell strategy that enables targeted engagement across 500,000 accounts while providing real-time Digital Activity Signals to BDRs. The first phase generated over 2 million emails, resulting in 500 Digital Activity Signals and significantly improving sales follow-up efficiency. With ongoing process optimization, company can now execute data-driven, personalized marketing campaigns that drive higher engagement and revenue growth.

Key Services

Demand Generation, Multi-Channel Marketing, Marketing & Sales Alignment , Campaign Optimization

500K
Accounts Targeted
2M+
Emails Sent
500+
Digital Signals
25%
Sales Efficiency

With a portfolio this vast, we needed a smarter way to engage our customers at scale. The Pedowitz Group helped us turn fragmented outreach into a data-driven, high-performing cross-sell strategy. Now, our teams can focus on the right accounts at the right time, driving measurable revenue impact like never before.” –

...

Vice President of Business Development

future financial

About our Customer

A global financial services company serving businesses and consumers worldwide, offering a range of payment, lending, and financial management solutions. Known for its strong customer relationships and premium service offerings, the company continuously innovates to enhance customer engagement and drive business growth. With a commitment to leveraging technology, they focus on delivering seamless, data-driven experiences across their vast network.

The Challenge

Explain the challenge or opportunity in front of the customer before they did business with you. This could be either a reactive reason (i.e. the customer had an issue that needed to be addressed) or a proactive reason (i.e. there was untapped potential that was unleashed by working with your business, product, or service).

The Solution

Before partnering with us, the company faced a significant challenge in scaling its cross-sell strategy across a vast portfolio of business accounts. With a large sales team responsible for managing ongoing relationships and driving new revenue, outreach efforts were inconsistent, and high-value opportunities were often missed. Additionally, marketing lacked the ability to effectively engage and track customer interactions at scale, limiting their ability to optimize messaging and conversion rates. To stay competitive and maximize revenue potential, they needed a data-driven, automated approach to streamline engagement, improve follow-up efficiency, and align sales and marketing efforts for measurable business impact.

Partnering with The Pedowitz Group transformed the way we engage our customers at scale. Their data-driven approach helped us streamline cross-sell efforts, improve sales and marketing alignment, and maximize engagement across our vast portfolio. With real-time insights and automation, our teams can now prioritize the right opportunities, leading to measurable growth and efficiency.” – Senior Marketing Executive, Global Financial Services Company

The Results

After implementing a data-driven cross-sell strategy, the company saw a significant improvement in engagement, efficiency, and revenue impact across its vast portfolio. The campaign targeted 500,000 accounts, generating over 2 million emails and delivering 500 Digital Activity Signals, providing real-time insights that empowered Business Development Managers to act on high-intent opportunities.

With streamlined marketing automation and improved sales alignment, follow-up efficiency increased, ensuring that engaged prospects received timely outreach. By leveraging AI-driven insights and continuous optimization, the company now executes more personalized, scalable campaigns, maximizing revenue potential while reducing manual effort.

The results speak for themselves: greater sales productivity, improved marketing effectiveness, and a measurable boost in cross-sell conversions—demonstrating the power of strategic automation and intelligent engagement in driving business growth.

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