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When Progress acquired ShareFile, they faced a classic challenge in Marketing Operations: How to migrate an entire marketing automation system into an existing production platform without disrupting campaigns, losing data, or compromising compliance.

For Norstella’s marketing team, reporting had become a scavenger hunt. Data lived across multiple systems, filters didn’t align, and every “simple” question about performance meant another round of manual pulls, spreadsheets, and late nights reconciling mismatched numbers.

For Dash Solutions, marketing is more than sending campaigns. It's about driving measurable impact in a competitive healthcare disbursements market. Despite a solid Account-Based Selling (ABS) foundation, the company was facing a familiar challenge: Marketing and sales often targeted the same accounts independently, account prioritization was inconsistent, and pipeline attribution was limited. Teams were spread thin, chasing the same prospects, and struggling to understand wh