For CMOs and Account Teams, scaling customer support without inflating headcount is critical. Slow customer response, fragmented product information, and repetitive support tickets strain account teams.

To overcome these barriers, the organization needed a scalable, self-service infrastructure to reduce support friction, and deliver instant, 24/7 resolution. Learn how an organization scaled Customer Support with a digital Help Hub and Izzy AI Assistant chatbot, reducing service costs.

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For modern marketing executives, accelerating top-line growth while optimizing customer acquisition is the ultimate benchmark. CSTC modernized its demand generation strategy by deploying a precision, cross-channel digital strategy, combining dynamic email and high-engagement SMS demand generation campaigns. The result was a dramatic shift in buyer conversion, driving a 400% increase in ticket sales over the previous  20-week period, and establishing a scalable framework for rapid revenue capture.

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Managing $48 million in high-value accounts demands more than generic batch outreach, it requires a precision Account-Based Marketing strategy and system. To boost retention and streamline the renewal experience, a major Texas baseball franchise partnered with iFOLIO to execute 1:1 account engagement at scale. By deploying digital PURLs, the team automated personalized digital renewal portfolios featuring individual account holder names, tenure milestones, and tailored package details. The result? A seamless buyer journey that removed friction, exceeded renewal targets, and protected core account revenue.

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Accelerating speed-to-deal requires equipping sales teams with high-converting engagement tools. Discover the 6-step enablement strategy that allowed reps to build pipeline from scratch, engage buyers with interactive content, and surpass annual quotas during peak sales cycles.

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Turning event contacts and referral prospects into qualified pipeline requires immediate, high-impact engagement. Tocaro Blue transformed its field marketing and sales enablement by leveraging iFOLIO’s mobile-first platform. By delivering personalized digital portfolios about the company directly to prospects' phones, Tocaro Blue captured buyer interest at the peak of intent. Backed by real-time engagement intelligence, the sales team gained clear visibility into prospect activity, allowing them to prioritize high-value follow-ups and outmaneuver industry competitors.

“iFOLIO delivered an incredible digital tool for us to stand out within our industry, and they did so faster and more efficiently than any other vendor we’ve worked with.”
— Thomas Patterson, CEO, Tocaro Blue

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Political Campaign Strategy & Modern Constituent Engagement

From 10% Chance to Historic Landslide Victory
How do you defeat a two-term incumbent when polling gives you just a 10% chance of winning? You ditch traditional outreach for a mobile-first engagement strategy.
Discover how Michelle Salzman’s Florida campaign leveraged iFOLIO SMS and personalized digital portfolios to engage voters across party lines and secure a sweeping 65.3% general election win.

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For enterprise marketing leaders, ensuring brand consistency across decentralized sales teams while driving pipeline velocity is a constant challenge. Cadence Bank transformed its face-to-face and virtual prospect interactions by digitizing its physical collateral. Powered by iFOLIO, the bank equipped advisors with interactive digital business cards and rich media assets that capture buyer interest instantly. The result was an elevated, modern brand perception as well as a lead generation solution. 

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In today’s world, technology that builds digital credibility and helps close deals is more important than ever. Madison Square Garden sales team sells premium inventory like suites and VIP game experiences as well as season tickets for the New York teams the New York Knicks and the New York Rangers.

With iFOLIO, their sales team updated their sales process and their client engagement with digital business presentations. The pages help them deliver their presentation in a live digital format they can easily personalize and update.  They like they can push these to email and to text message.  Patented analytics help them understand buyer interest and plan followups.

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Henry Ford College (HFC) sought to boost engagement and donations during its annual Giving Week, a critical period for faculty, staff, and alumni contributions. Historically, outreach relied on traditional emails and manual processes that limited personalization and engagement tracking. HFC partnered with iFOLIO to launch personalized digital donor campaigns during Giving Week.

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Managing donor stewardship across dozens of schools and colleges requires balancing complex personalization with operational efficiency. Seeking to modernize its traditional print-and-mail stewardship process, a major university foundation partnered with iFOLIO to digitize its annual endowment reports using PURLs.

The digital campaign delivered real-time visibility into donor behavior, achieved over 100% open/view engagement, and directly generated unexpected major contributions, including a $75,000 gift from an un-targeted donor.
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To boost giving society gifts & renewals and convert new prospects into active donors, a top-tier university athletics department partnered with iFOLIO Cloud to launch high-impact, personalized digital email campaigns.
By integrating iFOLIO Cloud into their donor outreach strategy, the athletics development team achieved historic fundraising milestones:

• $200M+ Raised: Driven during peak usage of the iFOLIO platform, representing one of the most successful fundraising periods in the program’s history.
• Higher Conversion Rates: Measurable lift in donor response and renewal rates across all giving society tiers.

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When Clemson University’s Donor Relations team planned its inaugural Celebration of Philanthropy, a high-stakes, weekend-long experience honoring the university’s top-tier donors and giving societies, they saw an opportunity to completely reimagine the donor journey. With iFOLIO Cloud, Clemson transitioned from traditional printed materials to a dynamic, digital-first strategy, delivering unprecedented engagement and setting a new standard for donor stewardship.

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Modern care delivery requires reaching patients where they are, on their mobile devices. To improve maternal care, boost early childhood developmental milestones, and elevate patient experience, five prominent Florida hospital systems partnered with iFOLIO® to deliver personalized, interactive digital education via SMS and email.

Powered by iFOLIO Cloud’s HIPAA-compliant platform, these providers engage mothers at scale with tailored, secure content that guides them through critical post-natal milestones, driving care plan adherence while maintaining strict data privacy.

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In Division I college athletics, SMS (text messaging) is the single most critical communication channel for recruiting. High school prospects rarely monitor email in real time, making SMS the gold standard for building personal relationships, coordinating campus visits, and driving athlete engagement.

To gain a competitive edge on Day 1 of the NCAA recruiting period, this D1 sports team partnered with iFOLIO Digital + Business SMS. By pairing personalized text campaigns with rich digital portfolios, Georgia Tech successfully engaged hundreds of top-tier recruits across the globe on their mobile devices.
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How Georgia Tech Athletics Engaged 2,000 Donors in 5 Weeks and Raised $324,000+ Using iFOLIO PURL campaigns. 
To accelerate engagement without sacrificing personalization, Georgia Tech Athletic Association (A-T Fund) leveraged iFOLIO Cloud to execute personalized digital outreach campaigns via SMS and email.

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Williston Financial Group (WFG) needed a way to cut through the noise and replace outdated PDF sales content. By adopting iFOLIO Cloud, WFG equipped its team with interactive digital business cards and presentations featuring videos and personalized contact cards. Sales reps now follow up instantly via SMS and email, ensuring immediate engagement following prospect meetings. The flexible platform keeps marketing assets updated in real time so representatives always present accurate, high-impact content. Powered by patented analytics, WFG tracks prospect interactions, shortens sales cycles, and drives new business opportunities.

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In commercial real estate, speed, personalization, and modern delivery are everything. Cresa Atlanta—a nationwide leader in occupier-only commercial real estate—needed a modern, data-driven way to deliver market insights, property portfolios, and tailored proposals directly into the hands of prospective tenants and decision-makers.

By leveraging iFOLIO Cloud, Cresa Atlanta transformed static corporate collateral into high-engagement digital portfolio experiences distributed seamlessly via Email & Business SMS channels.

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When a digital marketing SaaS platform is used by both high school seniors and the Atlanta Falcons, it’s worth checking out what all the hype could be about. And from their Buckhead headquarters, iFOLIO is certainly turning heads — or more specifically, turning more eyes to digital devices — through their unique set of products that drive customer engagement opportunities...

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During 2020, development teams have had to double down on digital, when they can’t be face to face. Georgia Tech Athletics Development realized they needed a way to stay connected with strategic donors and premium season...

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iD Tech has been running summer tech camps for kids and teens since 1999, and their mission – to create life-changing tech experiences that embolden students to shape the future – hasn’t changed. But along the way, they...

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They say results are all that matter. Not always. This ACC collegiate football kicker explained that the odds were against him when it came to the NFL. Even though he was the all-time leading scorer in school history...

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