Yodlee Case Study

Ron Barasch, Senior Director of Marketing and Demand Generation at Envestnet|Yodlee, faced a number of challenges. Yodlee was poised for hyper-growth without an inside sales team in place. Armed with well-known client names and supportive success stories, he knew they could overcome these challenges but needed processes in place to ensure that leads were well-qualified before being handed off to the sales team. Find out how Televerde was able to bridge that nurturing gap from lead to opportunity.

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