LeadMD

LeadMD

4.7
(35)
Optimized for quick response

We’ve helped more than 3,000 high growth and enterprise companies succeed through sales & marketing strategy coupled with actionable tactics.

Work for LeadMD?

Learning about LeadMD?

We can help you find the solution that fits you best.

LeadMD Reviews

Ask LeadMD a Question
Write a Review
Filter Reviews
Filter Reviews
  • Ratings
  • Company Size
  • User Role
  • For Category
  • Industry
Ratings
Company Size
User Role
For Category
Industry
Showing 35 LeadMD reviews
LinkedIn Connections
Raheel A.
Validated Reviewer
Review Source

"The best partner for Marketo Implementartion!"

Describe the project or task the provider helped with:

We used LeadMD for our implementation of Marketo in Q4 2018. They helped with initial set-up, integration with Salesforce, program and campaign design, lead scoring model and program creation, and nurture campaign strategy, migration and design.

What do you like best?

How much they cared about our success. The stuck to the scope of work, over-delivered on what was agreed upon and then went above and beyond when we were having issues. When we needed additional hours to help with campaign migration, they worked with our budget and didn't try to oversell or get us more than we needed. Everything they delivered was well documented and they trained us well to ensure we didn't fail. The team we have was phenomenal and truly were all experts at Marketo- there wasn't a problem that they could not solve.

What do you dislike?

All the major work was done exactly as requested and delivered on time. I would say communicating project status, getting weekly updates and the like is where there could have been improvement. But overall, that didn't impact the project getting completed on time at all.

Recommendations to others considering the provider:

They are not the cheapest option, but without a doubt they are the most experienced team of Marketo experts you'll find and will not allow their clients to fail or be unsatisfied.

Sign in to G2 to see what your connections have to say about LeadMD
PC
Un-attributed
Validated Reviewer
Review Source

"Exceeded expectations"

Describe the project or task the provider helped with:

We consulted LeadMD to improve key marketing processes: lead scoring, lead routing, attribution, and reporting.

What do you like best?

Despite us having a complex business model, LeadMD delivered a truly tailored product and exceeded expectations. Each team member held incredible depth of knowledge and brought industry best practices to the table. We knew that they were the experts.

Furthermore, their client facing skills were top notch. They were flexible in managing our worst impulses, and were extremely tight with any deliverable dates.

Lastly along the way, there were some massive operational and strategic shifts on our end that forced the project with LeadMD to change significantly. To their credit, LeadMD was able to keep up without changing the scope or timeline of the project.

What do you dislike?

The engagement exceeded expectations. There were no major hiccups to share. The team consistently delivered updates and set expectations—as well as follow up with key persons in order head off any stalls.

Recommendations to others considering the provider:

Ask to meet the core execution team as early as possible.

What Marketing Automation Consulting solution do you use?

Thanks for letting us know!
Jordan R.
Validated Reviewer
Review Source

"Strong, Knowledgeable, Effective"

Describe the project or task the provider helped with:

LeadMD was our trainer for Marketo and email automation.

What do you like best?

Our trainer and the LeadMD team promised a number of deliverables and, in short, they delivered. It wasn't a hands-off virtual training, that could have easily been given by a number of pre-recorded videos, but an interactive, conversational experience that engaged us.

What do you dislike?

I might suggest, as a learning tool, that the physical control of the tools being taught be turned over to the trainees periodically so that we can also learn by doing in a guided environment.

Recommendations to others considering the provider:

I wish I'd asked more questions, so I would recommend that the trainee teams meet in advance of each session to formulate a list of goals for the session and any questions they might anticipate having.

Kelsey T.
Validated Reviewer
Review Source

"Trusted Business Partner"

Describe the project or task the provider helped with:

We've worked with LeadMD on several projects including ongoing marketing automation optimization, marketing and sales strategy, marketing and sales alignment, database cleanup and support, and database strategy.

What do you like best?

As a small business, we rely on LeadMD as an extension of our team. They've taken the time to understand not only our marketing and sales challenges, but our challenges as an organization. The LeadMD team is knowledgeable, responsive, organized, and easy to work with. They are very good at setting expectations and timelines to keep projects running smoothly.

What do you dislike?

With limited budget and internal bandwidth, it was difficult to prioritize projects and move at a fast pace when we first started working with LeadMD. They have done a great job keeping us on track this year!

Recommendations to others considering the provider:

Highly recommend for all things marketing and sales related! Their expertise in Marketo, Salesforce, and business strategy is invaluable.

Justin Y.
Validated Reviewer
Review Source

"Rocky Start, Smooth Finish"

Describe the project or task the provider helped with:

We hired LeadMD for Marketo implementation. LeadMD was introduced to us during the Marketo sales process.

What do you like best?

LeadMD is definitely on point with organization and communication. Our project ran like a well-oiled machine. After some misalignment on our initial SOW and deliverables, LeadMD worked with us on a remediation plan that exceeded our expectations.

What do you dislike?

Early in the project, we felt like we were forced into the LeadMD box rather than LeadMD tailoring the deliverables around our unique business outcomes. This led to some unmet expectations and frustration on our part. However, as mentioned above, LeadMD worked with us to ensure we got the value we needed out of our investment/engagement with them.

Recommendations to others considering the provider:

Make sure the SOW aligns with your business outcomes from the outset to prevent misalignment.

Andrew S. C.
Validated Reviewer
Review Source

"Experienced and agile"

Describe the project or task the provider helped with:

Our company launched a new Marketo instance in December, and needed consultants to help us get up and running quickly. We also had a limited budget. LeadMD was able to quickly assemble an excellent team that equipped us with customized branded templates, campaign flows, and thorough virtual training.

What do you like best?

Experience and agility. The team immediately jumped onto our project. Because they know Marketo so well, they were able to adjust the training and setup process to our accelerated schedule. They also jumped in to review our Salesforce sync which happened after our engagement ended.

What do you dislike?

Cost is high. Fortunately we were able to fit an engagement within our budget, but it would be helpful to have a better sense of the total cost and ways we could reduce that.

Recommendations to others considering the provider:

Ask lots of questions. They know their stuff, but if you aren't experienced in marketing automation, learn what you need to know.

JK S.
Validated Reviewer
Verified Current User
Review Source

"Amazing partner to work with"

Describe the project or task the provider helped with:

LeadMD helped us with a hefty migration to Marketo. We had well over 1500 lists, 155 forms, and 300 workflows. We migrated to Marketo in 3 months with no down time.

What do you like best?

Incredibly professional and knowledgable. A joy to work with and delivered everything listed in the SOW on time and above our expectations.

What do you dislike?

Had an overall good experience, nothing to dislike.

Recommendations to others considering the provider:

Not the least expensive option, but definitely the best!

P
Un-attributed
Validated Reviewer
Review Source

"Truly knowledgable and professional partners. "

Describe the project or task the provider helped with:

They helped us with the audit and restructure of our Marketo instance.

What do you like best?

They either always had an answer for us quickly or if not would go find one. They were always willing to help and seemed genuinely interested in our success.

What do you dislike?

Also have had them do some execution work for us sending emails which has not been as smooth of a process. Unfortunately have had a lot of back and forth and errors on sends.

Recommendations to others considering the provider:

Great for consulting services, I would be sure to interview whomever is doing execution.

What problems are you solving with the provider? What benefits have you realized?

Marketing efficiency and effectiveness with our Marketing automation.

Brittney Z.
Validated Reviewer
Review Source

"Best Partner to Complete Initiatives"

Describe the project or task the provider helped with:

LeadMD has helped us establish multiple workflows within Marketo. They helped us with lead scoring, RCM - lead lifecycle, campaign design, data cleanup, etc. They are truly an extension of my small team and we wouldn't be where we are today without them. When it comes to planning, organizing, and executing projects, they are exceptional!

What do you like best?

I love that they are always there to lend a hand or talk to if a problem arises!

What do you dislike?

Not enough hours in a month to fulfill all initiatives. We have several on backlog that I'd love to get to!

Recommendations to others considering the provider:

Need help with an initiative that you have no time to get off the ground floor? LeadMD should be your first choice for help! They will plan, organize, and execute for you and provide all documentation needed. Great resource and asset!

Cole E.
Validated Reviewer
Review Source

"So much fun to work with.. and they get stuff done!"

Describe the project or task the provider helped with:

I love working with LeadMD. They're responsive, easy to work with and understand, and absolute experts in their field.

What do you like best?

Organized, easy to work with, documentation all along the way.

What do you dislike?

If I had to dislike something, I could say the price, but I don't think that's fair. Of the partners we reviewed, they came in the highest but we picked them because there is no one better to work with.

Recommendations to others considering the provider:

Keep up to date with your Box account. Much gets added to it and you might get lost. But it's all valuable information and useful all along the way.

P
Un-attributed
Validated Reviewer
Review Source

"Attentive and Genuine"

Describe the project or task the provider helped with:

LeadMD helped us implement nurturing process in our Salesforce utilizing Pardot and Process Builder. They also helped us with the design and implementation of a new Sales Process in our Salesforce.

What do you like best?

The working relationship was phenomenal! Everyone is very genuinely concerned about the success of the project. The team went above and beyond when called upon and when asked for help with other system problems. I am thoroughly impressed with the level of customer service provided by Brian Wright, Michael Davis, Katelyn, and Caleb. Everyone was professional and extremely talented at developing rapport and trust.

What do you dislike?

There wasn't anything I disliked that I could solely blame on LeadMD. I believe responsibilities for the majority for dislikes of collaborative projects, should fall upon all parties and not solely on one.

C. Edward B.
Validated Reviewer
Review Source

"Strong marketing Consultancy Focused on Demand Management,Process, and Technology"

Describe the project or task the provider helped with:

We need a outside assessment of our current demand management across process, technology, and data with eye towards shifting to a Account Based Demand Model.

What do you like best?

The team assigned was very knowledge

The on ramping process was excellent

The follow up and project management was very good

What do you dislike?

Just trying to find time to start the project with the right consultants was the biggest challenge, but it wasn't a substantial delay.

Recommendations to others considering the provider:

LeadMd has been around from the beginning and provides substantial expertise across marketing automation, CRM-Salesforce, and Demand management process development.

MC
Un-attributed
Validated Reviewer
Review Source

"LeadMD is more than just a consulting firm. They are an extension of our Marketing team."

Describe the project or task the provider helped with:

LeadMD helped us progress our marketing maturity via a full Marketo/Salesforce health check, Lead Lifecycle deployment (including Lead Scoring, Nurturing, Reporting), Database cleanup, Email Marketing, Campaign set up and template optimization.

What do you like best?

I have worked with many agencies and consulting firms in my 22+ years in B2B marketing and LeadMD stands out as the best. They are a true extension of my marketing team and play an active role in our success as a late stage startup. They also have exceptional project management processes that keep us on track.

What do you dislike?

We had a few hiccups with project implementation --- primarily do to a lack of process documentation for key stakeholders outside of marketing. The LeadMD team acknowledged this and developed documentation as soon as this was identified as a critical need.

Robert R.
Validated Reviewer
Review Source

"LeadMD is the prescription for Marketo Challenges"

Describe the project or task the provider helped with:

LeadMD was contracted to help CCM build and partition its Marketo instance, while also providing valuable training to the CCM team.

What do you like best?

The LeadMD team is extremely responsive, customer service oriented and flexible. Additionally, LeadMD is always able to add resources when specialized skills are required.

What do you dislike?

I have been very happy with all services provided by LeadMD.

Recommendations to others considering the provider:

Agree on high level marketing automation strategies early. Let them help organize and build your instance before doing too much in Marketo.

Renee Y.
Validated Reviewer
Review Source

"Seamless Salesforce Implementation with LeadMD"

Describe the project or task the provider helped with:

LeadMD handled our Salesforce implementation. They worked with our team to structure the application, identify missing data, import data sets, create reports for us and train our team.

What do you like best?

The team at LeadMD were exceptional to work with. I found them to be extremely knowledgeable and insightful, answering all of our questions and providing guidance to help us get to the best possible outcome.

What do you dislike?

I liked everything about the engagement.

Recommendations to others considering the provider:

They are excellent. I will highly recommend LeadMD to anyone looking for marketing automation or Salesforce implementation support.

Kevin S.
Validated Reviewer
Review Source

"Solid consultants, solid solutions"

Describe the project or task the provider helped with:

We had LeadMD build us a few Marketo templates (email and landing page) and helped us become compliant with email laws.

What do you like best?

Seems like they're always available to answer any questions and very knowledgable about the subject matter.

What do you dislike?

Email templates aren't perfect, but I think that's more of a Marketo constraint than anything else.

Recommendations to others considering the provider:

Come to the table with your goals and know what you want to accomplish. It will speed things up tremendously.

Dario P.
Validated Reviewer
Review Source

"If you want to be at your best, work with the best."

Describe the project or task the provider helped with:

Our first engagement with the LeadMD team was about building a lead lifecycle that fits our business model and positions us to move on to building meaningful nurture programs and (eventually) will lead us to be ready to measure multi touch campaign attribution.

What do you like best?

The LeadMD team has truly taken the time to get to know our business, our Marketing "personality" and has been able to become a part of our team. The agile sprint management is clear and efficient.

What do you dislike?

Can't think of anything!

Recommendations to others considering the provider:

Keep the end goal in mind, don't try to preserve legacy bad habits/processes.

Jen G.
Validated Reviewer
Review Source

"LeadMD has taught me to be the most successful marketer possible"

Describe the project or task the provider helped with:

They have helped with anything and everything related to Marketing even if they don't have experience with the tool we're utilizing. They are killer Salesforce and Marketo consultants and have helped us develop successful strategies across all aspects of Sales and Marketing.

What do you like best?

They strive to give the best possible recommendation.

What do you dislike?

The only thing would be they do take some time to be an effective consultant by sprint planning and creating the best possible strategy. But it doesn't take long and they're response time is the fastest I've evern seen!

Recommendations to others considering the provider:

Stop looking, you've found you're consultant for everything Marketing.

Scott T.
Validated Reviewer
Review Source

"Incredible Team, Incredible Thought Leaders"

Describe the project or task the provider helped with:

LeadMD was part of the original implementation team and has then been our Marketo Partner.

What do you like best?

Thought leadership, creative problem solving, client first attitude

What do you dislike?

Wish they were closer in location. Absolutely nothing else. Highly recommend.

Recommendations to others considering the provider:

I would recommend LeadMD to anybody looking for a solid, knowledgable and extremely enjoyable Marketo Partner. I have never had a better partner. They also have incredible knowledge regarding Salesforce.

Caitlyn R.
Validated Reviewer
Review Source

"Integral Part of Our Success"

Describe the project or task the provider helped with:

When we first signed on with Marketo, we had one goal - solve our deliverability issues. But then we saw all that Marketo could offer and wanted to dive right in. The only problem was that we didn't know where to start. Lucky for us, LeadMD helped provide direction and structure to our plan. They provide us with solid guidance so we can execute the tasks and reach our goals.

What do you like best?

The team at LeadMD is responsive! It works well in our industry because sometimes we just need quick answers. They are also friendly and easy to work with.

What do you dislike?

I cannot say that I have had a negative experience with our LeadMD team.

Christina M. D.
Validated Reviewer
Review Source

"Incredible team! It felt like they were part of our company"

Describe the project or task the provider helped with:

I can't even count the number of systems and solutions I have implemented over the years (marketing automation tools, CRMs,), and never before have I experienced such a thoughtful, strategic implementation. LeadMD is the Marketo expert, hands down. They helped us reevaluate our Lead Lifycycle and our Lead Scoring and implement the changes. The process they have is well-thought out. The team is an extension of your team. And they really care about the success of the solution and their client.

What do you like best?

They go above & beyond to ensure success

What do you dislike?

I want them to only work for me. Seriously though, there wasn't anything I disliked

Recommendations to others considering the provider:

We should have hired them a year ago when we first implemented Marketo. But the clean up for quick and efficient.

Stefanie S.
Validated Reviewer
Review Source

"A true partner, not just a vendor."

Describe the project or task the provider helped with:

We utilized LeadMD from the beginning of our transition to marketing automation from an ESP to have a seat at the table as we made some crucial decisions with our stakeholders and Marketo. They provided guidance, helped educate and train our organization, set up standards, held office hours for support and created creative assets that matched our brand guidelines.

What do you like best?

From day 1, the LeadMD became an extension of me and always provided support and guidance to empower me to communicate up and lead the project internally.

What do you dislike?

I wish I had the budget for more hours each month as they are invaluable to our organization!

EC
Un-attributed
Validated Reviewer
Review Source

"LeadMD - Professional, knowledgeable, partners"

Describe the project or task the provider helped with:

Marketo integration and implementation with Salesforce. Walked us through creation of Lead LifeCycle, lead scoring, and many other initiatives.

What do you like best?

They've got the expertise to answer all of our questions, and the thought leadership to help bring us forward and get the most of our marketing automation.

What do you dislike?

They're often not going to be able to jump in and troubleshoot at the drop of a hat - they're more structured and often booked 1-2 days in advance. I consider this a trait more than a drawback, but it is something to know.

E
Un-attributed
Validated Reviewer
Review Source

"Great Partners!"

Describe the project or task the provider helped with:

We started working with LeadMD to help us with our Marketo instance, and recently renewed our contract with them.

What do you like best?

They are truly an extension of our team. They look at things strategically and will help map out your plan to achieve goals. But they also are very focused on correct implementation - and they are crazy-organized!

What do you dislike?

I consider them best in class. They are a bit pricey, but it's worth it - the ROI is there.

TI
Un-attributed
Validated Reviewer
Review Source

"Best in the Business!"

Describe the project or task the provider helped with:

We brought in LeadMD to help train our team on Marketo and to assist in the creation of campaigns within the system.

What do you like best?

They are very easy to work with. It's like having an extra person on our team to help us with Marketo when we are stuck. And they always have an answer for us!

What do you dislike?

In the beginning we lost track of our hours and ran out prematurely. They seem to be doing better with keeping us aware of our balance now.

P
Un-attributed
Validated Reviewer
Review Source

"Marketo Admin Bootcamp"

Describe the project or task the provider helped with:

LeadMD provided a week long Marketo Admin Bootcamp training. The bootcamp was conducted at an offsite in Napa. The training was very interactive and participation was highly rewarded. Training was a mix of ppt presentations, trainer best practice advice, classroom discussions, troubleshooting exercises and real life examples.

What do you like best?

The real life in classroom examples and hearing how others from other companies are using marketo. Listening to the peers in the classroom was extremely valuable. Hearing how others are solving marketing issues and using marketo in different ways really helped stretch my mind.

What do you dislike?

The training was great overall, I do not have any complaints.

M
Un-attributed
Validated Reviewer
Review Source

"Excellent trusted advisors"

Describe the project or task the provider helped with:

LeadMD helped us implement Marketo across our entire global organization.

What do you like best?

They really spend the time to get to know your business and then draw on their experiences to help you create something that will work for you.

What do you dislike?

They're busy! As with any partnership if things slip on our side from a scheduling perspective it can take time to get things re-booked.

MM
Un-attributed
Validated Reviewer
Review Source

"I don't know what I would do without LeadMD. They are essential in my Marketing Automation Strategy."

Describe the project or task the provider helped with:

They are my marketing automation consultant. They have helped me identify areas where we could improve processes to give us the results we need. They have then provided assistance in executing these processes when needed. They are a constant support and truly an extension of my team.

What do you like best?

The team of people I have the pleasure to work with over there is second to none. Michael Davis is amazing to work with. I know that he always has my best interest in mind. I trust him and his team completely.

What do you dislike?

It is sometimes hard to find the budget for this.

P
Un-attributed
Validated Reviewer
Review Source

"An extension of our team."

Describe the project or task the provider helped with:

LeadMD assisted us in the implementation to Marketo. They help us set a solid foundation for campaign planning, guided us in our migration, and set us up lead scoring and a lead lifecycle model applicable to our business.

What do you like best?

We worked with a knowledgeable team with excellent communication.

What do you dislike?

At times, it felt the implementation was a bit templated rather than tailored to our specific business, but I understand that this lays the foundation based on their best practices.

TF
Un-attributed
Validated Reviewer
Review Source

"Marketing Automation Consulting"

Describe the project or task the provider helped with:

Service provider helped implement and oversee our first time use of the marketing automation system, Marketo.

What do you like best?

The process for working with LMD was very organized, they met deadlines, were punctual for meetings, and kept us on track for our engagement.

What do you dislike?

The process seems cookie cutter in a sense, despite this LMD was able to get us going and on track.

PI
Un-attributed
Validated Reviewer
Review Source

"Awesome partnership!"

Describe the project or task the provider helped with:

We're working with the LeadMD on a new partnership to bring Conversational Marketing to their customers. We also plan to have our company's customers use LeadMD for marketing & conversational services.

What do you like best?

The team I work with is incredibly hard working and easy to work with.

What do you dislike?

Not much to dislike, we've been working together for a few weeks and have had an incredible experience so far!

E
Un-attributed
Validated Reviewer
Review Source

"LeadMD"

Describe the project or task the provider helped with:

Marketo strategy and development. Lead lifecycle project, nurturing, pain points etc.

What do you like best?

Communication and expertise. They come in evaluate and let you know where the gaps are, which sometimes you do not see..

What do you dislike?

There is not much to dislike, we did have a few people change off and on

MH
Un-attributed
Validated Reviewer
Review Source

"Valuable Partners"

Describe the project or task the provider helped with:

LeadMD has been an invaluable partner helping me to execute the digital strategy and providing day-to-day support.

What do you like best?

Everyone at LeadMD is Marketo certified. This tells me I am working with the best in the industry!

What do you dislike?

Throughout my relationship with LeadMD for the past two years, there is not much that I dislike about them.

EA
Un-attributed
Validated Reviewer
Review Source

"Missed Scope and Milestones"

Describe the project or task the provider helped with:

We were disappointed by the delivery. Much of the functionality that we described to multiple stakeholders as 'must haves' were not included in the final scoping analysis. Even when we asked directly whether these items were included in the scope list items, we were assured they were covered within the items. To my dismay, I later found they were indeed--left out. To get this work implemented, it would have over doubled our cost moving forward. This would have made us rethink the whole Marketo platform, not only LeadMD.

What do you like best?

The sales people were great (obviously).

What do you dislike?

The result did not include what we had requested for (and were assured that was included) in scope.

Recommendations to others considering the provider:

Make sure you listen to your customers needs.

T
Un-attributed
Validated Reviewer
Review Source

"Great data oriented partner"

Describe the project or task the provider helped with:

LeadMD provided support with Marketo implementation, configuration and content strategy.

What do you like best?

LeadMD demonstrates solid Marketo expertise and SFDC expertise and a good understanding of data flows and data structure.

What do you dislike?

Because of the strong talent at LeadMd, there tends to be some turover.

Learn more about LeadMD

LeadMD Videos

Kate from G2

Learning about LeadMD?

I can help.
* We monitor all LeadMD reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.
LeadMD
4.7
(35)