Onboard customers
Scaled customer
Gained
Proved campaign ROI
ROI·DNA needed a better way to run demand programs across a growing mix of customers, systems, and reporting requirements. The agency wanted more flexibility both operationally and commercially: one platform that could support multiple client accounts, adapt to different downstream environments, and align to the reality of variable lead volume.
That search led ROI·DNA to Integrate. The transition moved quickly: the agency went from planning the shift to onboarding as a licensed customer, then onboarded multiple client accounts and started seeing value early in the relationship.
The Challenge: Scaling Agency Operations Without Scaling Complexity
For agencies, every new customer can bring a different workflow, validation model, reporting expectation, and system destination.
That means more spreadsheets, more publisher coordination, more setup work, and more chances for handoffs to break. On top of that, agencies often don’t know lead volume up front, so rigid commercial terms create risk before demand is proven. For ROI·DNA, flexibility mattered as much as functionality.
The Solution: One Governed Operating Layer Across Every Customer
Integrate gives agencies one governed operating layer for intake, validation, routing, reporting, and optimization across customers instead of per-customer portals, spreadsheet cleanup, and one-off workflows.
For customers already running Integrate, the agency can work directly in the customer’s instance with configurable permissions. For customers not yet running Integrate, the agency can manage delivery through its own agency layer, with a separate account provisioned for each customer.
PayGo made the model more practical for ROI·DNA. It lowers upfront risk with a smaller initial commitment and lets the agency scale spend as customer demand builds, rather than locking into a rigid volume commitment.
What Changed for ROI·DNA
With Integrate in place, ROI·DNA moved away from fragmented customer-by-customer operations and into a more scalable delivery model.
The team could log in once, move across customer accounts, configure governance per customer, and manage setup, publisher coordination, pacing, delivery, and reporting from one consistent operating layer.
That also changed how leads moved downstream. Instead of relying on manual handling between publishers and customer systems, accepted leads could be validated, mapped, normalized, and routed automatically into each customer’s MAP or CRM. Rejected leads were returned before bad data created downstream cleanup or customer friction.
And because Performance Center acts as a proof layer, ROI·DNA gained stronger visibility into pacing, quality, conversion, pipeline, and revenue across its book of business.
The Results
The impact has been meaningful across operational efficiency, customer scalability, and commercial flexibility.
- The Integrate team responds almost instantaneously to requests, helping ROI·DNA onboard new customers in just a few hours from when a request is made.
- Integrate is easy to work with as a partner, and the team helps ROI·DNA run the platform in the most effective and efficient way possible.
- ROI·DNA has scaled customer demand programs through one governed operating layer instead of manual, customer-by-customer workflows, saving weeks of setup time.
- PayGo gave ROI·DNA a more flexible commercial structure aligned to how agencies bill and receive payment from customers, reducing upfront risk and making it easier to expand as demand grows.
- Integrate helped ROI·DNA deliver cleaner, conversion-ready leads to customer MAPs and CRMs in minutes, not days.
- ROI·DNA also gained closed-loop visibility from publisher performance to pipeline and revenue, making it easier to prove campaign ROI.
Why It Matters
Agencies are under pressure to do three things at once: scale across more customers, keep lead quality high, and prove downstream business impact.
Integrate helps agencies do that with one governed infrastructure that validates every lead before delivery, routes clean records to the right downstream systems, and gives agencies and customers a shared system of record for acceptance, conversion, pipeline, and revenue.
For ROI·DNA, that meant more than replacing a platform. It meant gaining an agency model that is easier to operationalize, easier to scale, and better aligned to how agencies run and grow demand programs.
