SUCCESS STORIES | PAYMENT SHIELD
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Payment Shield Aligns Sales and Marketing with Clevertouch Lead Management
Paymentshield is a leading insurance platform provider, enabling financial advisors and lettings companies to offer quality insurance products to their customers.
The business been using Salesforce Marketing Cloud Account Engagement (Pardot) for email campaigns, but their lead management process was outdated and no longer provided the engagement insights needed to pass high-quality opportunities to sales. With limited in-house resources, Digital Marketing Manager James Dyer turned to Clevertouch to design and implement a modernised lead management framework.
Discover how Paymentshield partnered with Clevertouch to redesign its lead management process in Salesforce and Pardot. The result: better-qualified leads, stronger sales alignment and clearer ROI tracking.
The challenge
Paymentshield faced several obstacles:
- Simplistic campaign data - emails weren’t providing reliable engagement or intent signals.
- Sales and marketing misalignment - marketing couldn’t easily demonstrate campaign impact on sales pipeline.
- Resource constraints - limited internal expertise meant external consultancy was needed to design and implement a new system.
Our approach
Clevertouch implemented Momentum as a simplification layer over Marketo, enabling Robert Walters to:
- Roll out brand-compliant email templates that any marketer could use without coding skills.
- Provide flexibility at scale, with over 100 active users and 60 licenses across multiple teams, brands, and regions.
- Support major business changes, including a brand consolidation project, where updates were instantly rolled out through Momentum’s master templates.
The decision to adopt Momentum was backed by strong trust in the Clevertouch partnership:
"We’re a very people-focused company. Our CMO and I had lunch with Adam and Phil, and he just said: I really like these guys. I’m happy to do business with them."