LeadMD Reviews & Product Details

MC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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LeadMD Overview

What is LeadMD?

The Best Marketers Trust LeadMD. We’ve helped more than 3,000 high growth companies succeed through sales & marketing best practices. We choose only the best technology and then we quite literally write the book on strategy and tactics to ensure you succeed with these platforms. Marketo. Engagio. Salesforce.com. If you use, or are considering, one of these leading platforms we can help you achieve uncommon success. Contact us @ https://www.leadmd.com/contact

LeadMD Details
Website
Discussions
LeadMD Community
Languages Supported
English
Product Description

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

How do you position yourself against your competitors?

Our core values differentiate from our competitors:

1. We over me - While we value and require individual strengths, our best comes from working together with a single common vision.

2. We stand in your shoes - We give the respect we expect to receive. We seek to understand each other’s perspective while sharing knowledge, gaining trust and succeeding together.

3. We are better than yesterday - We push each other. The status quo is our competition. ‘Good enough’ is our enemy. We believe small improvements result in BIG impacts.

4. We believe in transparency - We feel safe in transparency because facts are blameless. Nothing is gained by keeping information to ourselves.

5. We have FUN in everything we do - Winning is fun. Learning is fun. Being together is fun. We enjoy the work we do, the problems we solve and the people we do it with.


Seller Details
Seller
LeadMD
Company Website
Year Founded
2009
HQ Location
Scottsdale, AZ
Twitter
@myleadmd
2,571 Twitter followers
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
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LeadMD Reviews

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Manager of Marketing Communications
Building Materials
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Marketing Campaigns Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

LeadMD helped benefitexpress migrate from HubSpot to Marketing Professional to Marketo Engage. They also assisted in full implementation of Marketo for our environment. Review collected by and hosted on G2.com.

What do you like best?

Great people who know their stuff. They set us up for success from the get-go and have provided consultative advice as we transitioned from HubSpot to Marketo. The implementation was flawless and smooth. They are intelligent, and provided us with great leaders in Rachel and Andrew. Mal and Paul are great to bounce ideas off of. Team is great! Review collected by and hosted on G2.com.

What do you dislike?

There is nothing in my experience that I disliked about working with LeadMD. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

I would not recommend implementing Marketo without LeadMD to guide you. Unless you are a Marketo expert, it will be a much more challenging experience. Their services were worth every penny. Review collected by and hosted on G2.com.

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

We needed someone with specific Marketo experience to help us implement. The biggest benefits is the plethora of best practices they set up in our Marketo environment for us to use. From Tag and Channel Management to creating a Center of Excellence, Smart Lists and more. They were always ten steps ahead and thought of things to add to our instance that we would have never even knew we needed. Review collected by and hosted on G2.com.

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Open Discussions in LeadMD
G2
GH
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

I've worked with LeadMD on several occasions and they cease to amaze me with all they know. We used them most recently to keep the guardrails on for a very quick (4 week) HubSpot to Marketo migration project. They were flexible with our consulting sessions, always had the right answers, and kept everything organized and on track for us. I would highly recommend them to any company looking to get Marketo up and running with best practices in mind. Review collected by and hosted on G2.com.

What do you like best?

Their ability to be adaptive in their approach as well as their deep knowledge of Marketo. Review collected by and hosted on G2.com.

What do you dislike?

I really cannot say that I've disliked one thing about them! Review collected by and hosted on G2.com.

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

We were trying to ensure a successful migration from HubSpot to Marketo in four weeks and we were able to achieve that! Review collected by and hosted on G2.com.

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PC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Baseline and offer best practices for current marketo instance and the build and implementation of a new marketo instance. The combines additional systems from Pardot into Marketo as well. So we are now working out of 2 instances of marketo vs. 2 instances of Pardot and 1 instance of Marketo. The Business teams are now aligned to their instances. Review collected by and hosted on G2.com.

What do you like best?

Great communication, they have a plan with timelines for all aspects of the project and they are very thorough with determining current state and setting expectations and suggestions on future state. Review collected by and hosted on G2.com.

What do you dislike?

Maybe too many people involved in the process? Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Let them know what your expectations are, be transparent with them and utilize them as a partner t help you achieve your goals. Review collected by and hosted on G2.com.

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

As of right now we are expecting a detailed report on areas of opportunity for the current marketo instance. We've gotten a great detailed plan on the build and implementation of the new marketo instance. Review collected by and hosted on G2.com.

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Senior Director Marketing
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
Describe the project or task the provider helped with:

They led a Pardot/Marketo migration to Markto project for us. Review collected by and hosted on G2.com.

What do you like best?

They were proactive and kept us on task. We were constantly going out of scope and they kept bringing us back to ensure we met our timeframe. Review collected by and hosted on G2.com.

What do you dislike?

They were on the more expensive side, but worth it. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Ensure you have the scope and costs nailed down in advance. Review collected by and hosted on G2.com.

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

Reducing our long term spend while bringing alignment and consistency across marketing. Review collected by and hosted on G2.com.

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PN
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
Describe the project or task the provider helped with:

LeadMD help us implement Marketo and tie it to our instance of Salesforce. Review collected by and hosted on G2.com.

What do you like best?

LeadMD staff were super helpful, patient and did a great job of walking us through the process and explaining why and how things are done in Marketo. Great customer service! Review collected by and hosted on G2.com.

What do you dislike?

I wish there were monthly retainer options that are for few hours each month at a lower rate. That having been said they have been very flexible of working with us. Review collected by and hosted on G2.com.

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

LeadMd has help us to continue to explore ways that we can leverage Marketo and provide support to our sales teams. Review collected by and hosted on G2.com.

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Salesforce Administrator
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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GC
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
Describe the project or task the provider helped with:

After doing RFP, we selected LeadMD to set up a brand new Marketo instance for our org. This involved migration of assets from many different systems onto Marketo on a very tight schedule. Review collected by and hosted on G2.com.

What do you like best?

Very professional, on-time, committed team Review collected by and hosted on G2.com.

What do you dislike?

Not enough documentation around key decisions, pitfalls, and general lack of visibility around the work Review collected by and hosted on G2.com.

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

Centralized marketing automation system for multiple products Review collected by and hosted on G2.com.

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PI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
Describe the project or task the provider helped with:

They helped us with the audit and restructure of our Marketo instance. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Great for consulting services, I would be sure to interview whomever is doing execution. Review collected by and hosted on G2.com.

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

Marketing efficiency and effectiveness with our Marketing automation. Review collected by and hosted on G2.com.

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Lifecycle Marketing Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What do you dislike?

Had an overall good experience, nothing to dislike. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Not the least expensive option, but definitely the best! Review collected by and hosted on G2.com.

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PC
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

We consulted LeadMD to improve key marketing processes: lead scoring, lead routing, attribution, and reporting. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Ask to meet the core execution team as early as possible. Review collected by and hosted on G2.com.

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PH
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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PE
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
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. Review collected by and hosted on G2.com.

What do you like best?

We worked with a knowledgeable team with excellent communication. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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PM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
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. Review collected by and hosted on G2.com.

What do you like best?

The team I work with is incredibly hard working and easy to work with. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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EE
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

What do you dislike?

I consider them best in class. They are a bit pricey, but it's worth it - the ROI is there. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
Describe the project or task the provider helped with:

LeadMD was our trainer for Marketo and email automation. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Senior Product Marketing Manager
E-Learning
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Marketing Specialist
Computer Hardware
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Marketing Director
Financial Services
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Make sure the SOW aligns with your business outcomes from the outset to prevent misalignment. Review collected by and hosted on G2.com.

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Chief Marketing Officer
Computer Software
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Associate Marketing Manager
Computer Software
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
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. Review collected by and hosted on G2.com.

What do you like best?

Organized, easy to work with, documentation all along the way. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Marketing Operations Leader
Renewables & Environment
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
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! Review collected by and hosted on G2.com.

What do you like best?

I love that they are always there to lend a hand or talk to if a problem arises! Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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PI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What do you dislike?

The training was great overall, I do not have any complaints. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
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. Review collected by and hosted on G2.com.

What do you like best?

Seems like they're always available to answer any questions and very knowledgable about the subject matter. Review collected by and hosted on G2.com.

What do you dislike?

Email templates aren't perfect, but I think that's more of a Marketo constraint than anything else. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Territory Demand Generation Manager
Computer Software
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What do you dislike?

Can't think of anything! Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Keep the end goal in mind, don't try to preserve legacy bad habits/processes. Review collected by and hosted on G2.com.

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