Client Case Study

    Enterprise SaaS
    Demand Generation
    Rebrand & GTM Strategy

    Building a sharper demand generation engine for Pivotly through a market repositioning

    BRT Digital partnered with Pivotly to translate a brand and market evolution into a full-funnel digital demand system spanning SEO, paid media, content, HubSpot, and sales alignment.

    Our RoleDirector of Digital Demand
    Pivotly full-funnel demand generation system: SEO, PPC, LinkedIn Ads, Content, and Email feeding HubSpot CRM, workflows, qualified leads, and sales pipeline

    Client

    Pivotly

    Industry

    Enterprise SaaS / Data Infrastructure

    Engagement Focus

    Rebrand support, GTM strategy, demand generation, content, paid media, CRM infrastructure

    Engagement Length

    6-month contract

    BRT Role

    Director of Digital Demand

    Core Channels

    SEO, PPC, LinkedIn Ads, HubSpot, Content, Video

    Strategic Focus

    Markets, personas, funnel alignment, content clusters, paid acquisition

    Engagement Focus

    Pivotly official logo
    Client

    SEO, PPC, and web development at the core of the demand engine

    Pivotly arrived with a defined brand and visual identity already in place from their rebrand out of SlickDigital. BRT was brought in to operationalize that positioning into a working demand engine, focused on organic search, paid acquisition, and the web experience that converts mid-market and enterprise buyers.

    Visit pivotly.com

    BRT Scope of Work

    SEO

    Persona-led keyword strategy, content clusters, and technical foundation built for category authority across target markets.

    PPC & LinkedIn Ads

    Demand capture through paid search and persona-aware LinkedIn campaigns aligned to ICP and pipeline goals.

    Web Development

    Conversion-focused page work, landing experiences, and on-site infrastructure that turn paid and organic traffic into qualified pipeline.

    HubSpot & Sales Alignment

    CRM infrastructure, lifecycle workflows, and sales coordination so demand converts into a clean, trackable funnel.

    Paid Creative & Brand Campaigns

    LinkedIn ads engineered for the operator buyer

    BRT built Pivotly's paid social around a simple principle: the ad should sound like the buyer, not the brand. Short-form video, persona-aware hooks, and category narrative that makes the right ICP stop scrolling. The clip alongside is a live example of a LinkedIn ad creative produced inside this engagement.

    LinkedIn ad creative, Pivotly

    Creative Strategy

    Built around operator pain

    Hooks led with the friction estimators feel daily. Messaging mirrored buyer language pulled from sales calls, RFP language, and category research, not generic SaaS copy.

    Targeting Model

    Persona-aware, account-aligned

    LinkedIn campaigns layered job function, seniority, and firmographic signals against the ICP defined in HubSpot, keeping spend tight on the accounts that move pipeline.

    Funnel Role

    Brand demand, captured later

    Paid social drove category awareness and trust at the top, while paid search and HubSpot lifecycle workflows captured intent and routed it cleanly to sales.

    Campaign Themes

    More bids, same teamAnti-burnout estimatingVerified data, not re-keyedOperator-led storytellingCategory educationProof over promises

    The Challenge

    A sharper market position required more than a new brand

    Pivotly emerged from SlickDigital with a focused enterprise SaaS positioning around an AI-enabled unified data hub, solving data silos, integration complexity, governance, compliance, and AI readiness for mid-market and enterprise buyers.

    The shift demanded more than refreshed messaging. ICP and persona alignment had to tighten, sales and marketing needed to operate from a shared model, and content and paid campaigns had to reflect market-specific pain points. HubSpot and funnel infrastructure needed to support a more mature demand engine, not a legacy lead flow.

    Strategic Repositioning

    Translating a new direction into an executable demand framework

    BRT helped convert Pivotly's repositioning into a working GTM system by aligning every layer of the demand engine around the same target markets, buyer personas, and category narrative.

    Target markets
    Buyer personas
    Messaging themes
    Search strategy
    Paid media
    CRM & lifecycle infrastructure
    Sales enablement support
    Category storytelling

    What BRT Built

    Four connected workstreams behind one demand engine

    SEO Strategy by Market + Persona

    • Mapped strategy across target markets and buyer personas
    • Keyword strategy tied to pain points and buying intent
    • Content architecture for category education, use cases, and solution discovery
    • Cluster-based approach to authority building

    HubSpot Infrastructure + Sales Alignment

    • Built supporting infrastructure inside HubSpot CRM
    • Coordinated with sales to align funnel logic and messaging
    • Cleaner handoff between demand generation and sales follow-up
    • Supported more organized lifecycle execution

    PPC + LinkedIn Paid Campaigns

    • Built paid search campaigns for demand capture
    • Launched LinkedIn paid campaigns for persona-aware targeting
    • Aligned campaign messaging to business pain points and segments
    • Supported a more intentional paid acquisition motion

    Content Engine + Thought Leadership

    • 4-blogs-per-month publishing cadence
    • Topic clusters built for search authority and depth
    • Market and persona-informed editorial planning
    • Video content support to strengthen authority and engagement

    Audience & Market Intelligence

    Built around real market structure

    Targeting was grounded in defined segments, decision-maker realities, and the operational pain shaping enterprise data and AI initiatives.

    Markets

    • SaaS
    • Fintech
    • Logistics
    • Healthcare
    • Financial Services
    • Retail / CPG
    • Manufacturing
    • Enterprise SaaS

    Personas

    • Director of Operations / IT
    • Solutions Architect / Lead Engineer
    • Product Leadership
    • Data Governance Leadership
    • Compliance / Risk Leadership
    • AI / ML / Data Science Leadership

    Pain Themes

    • Data silos
    • Integration complexity
    • Governance & compliance
    • Data quality
    • AI readiness & trustworthy AI

    Execution Highlights

    What was actually delivered

    Persona-led SEO strategy across multiple target markets
    Content cluster planning for search authority and education
    HubSpot setup to support a more structured demand funnel
    Sales coordination to align messaging and follow-up
    PPC campaign development for demand capture
    LinkedIn paid media for strategic audience targeting
    Video content support for modern B2B engagement

    Outcomes & Business Impact

    A sharper, more scalable growth motion

    Stronger GTM clarity

    A sharper category narrative emerged from the rebrand, supported by persona-aware messaging across channels.

    Tighter cross-functional alignment

    Content, paid media, CRM, and sales operated against a shared funnel model and ICP definition.

    Scalable demand foundation

    Repeatable systems for content, campaigns, and lifecycle handoff that can compound over time.

    Performance KPIs are reported privately to the client. This page reflects qualitative outcomes and the demand infrastructure delivered.

    Why This Case Matters

    More than channel execution

    The Pivotly engagement reflects how BRT operates as a strategic growth partner, supporting rebrands and market shifts, building demand infrastructure, connecting strategy to execution, and working closely with SaaS leadership and sales teams to create full-funnel systems for complex B2B offers.

    Need sharper positioning and a real demand engine?

    If your SaaS company needs better demand infrastructure and tighter sales-marketing alignment, BRT can help build the system behind growth.