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How an IT Services Company Automated Its Marketing and Grew 20% Per Year Without Adding Staff

By Casey Hibbard


Case Study Series: What's Working in Marketing & Selling Professional Services

RainToday.com Members: Access our exclusive case studies which feature real-world insights into the marketing and selling challenges facing professional services businesses today.


First Direct of Hopewell Junction, NY sells and services CRM, help desk, and other IT solutions. The company had more than 2,000 customers around the country, ranging from major corporations to small home offices. Yet throughout its growth—at least 20% each of the past two years—the company had not added staff.

Bob Ritter, president, attributed the firm’s success and efficiency to what he called his “marketing machine,” an automated direct marketing process that keeps 1stdirect.com top of mind for prospects and customers.

Keeping those relevant messages flowing with a small staff and limited budget was the nut Ritter had to crack. How would a team of six, deliver hundreds of messages to its contacts every day?

Read the complete case study to learn how the firm generated results including:

  • Converted 10% of qualified leads into customers

  • Increased sales more than 20% per year without adding staff

  • Followed up on 100% of all leads


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