CASE STUDY
Accelerating B2B SaaS Growth for Sortly
CASE STUDY
Sortly is one of the fastest-growing, multi-platform inventory (SaaS) solutions for businesses to streamline and modernize every aspect of managing inventory. Their smarter, more modern approach to inventory is transforming how 20,000+ small businesses and large organizations—including teams at Schneider Electric, Sephora, Chewy, etc.—effortlessly keep track of their supplies. Together, Sortly’s happy customers have inventoried more than 15 million items. Sortly quickly became—and still remains—the #1-ranked inventory app on iOS and Android. They are regularly featured in leading publications like ABC, NY Times, FOX, and Forbes.
Positioning themselves as a company that is easy to use, provides cost savings, and ensures team collaboration.
Increase geographic expansion and search impression share dominance in the US, Canada, New Zealand, Australia, the UK, and the rest of the world.
Maintain profitable CAC levels while incrementally increasing budgets and paid channel platforms to diversify the media mix.
Stand out in a competitive inventory management market while honing into key verticals such as construction and healthcare.
Our strategic approach to selecting the appropriate paid ad channels included the following:
Google Ads
Search, Discovery, & App
Meta Ads
Facebook & Instagram
Apple Ads
Search
Capterra Ads
Software Category Listings
Microsoft Ads
Search
StackAdapt Ads
Programmatic Display
Tackling the full marketing funnel by highlighting key value props and conducting campaign optimizations.
Campaign audit, goal alignment, and tracking setup.
Keyword research and ad copy refresh for search campaigns.
Creative asset conceptualization and customer value prop testing for social channels.
Campaign launches to existing bottom-of-funnel channels and expansion into new top-of-funnel channels.
Continuous campaign optimizations including keyword refinement, ad copy iterations, and budget scaling.
Paid advertising across key channels delivered impactful results to drive new business growth.
Expanded into new keyword categories to capture untapped search volume with a 19% increase in budget which drove 73% more clicks quarter-over-quarter, resulting in 35% more trial and paid subscription volume.
Device-based creatives garnered 2x higher engagement rate (CTR) than other test variants.
Scaled ad spend budget by 50% across 2 years, while maintaining CAC targets, and attaining increased lead volume.
BUDGET
+19%
CLICKS
+73%
CONVERSIONS
+35%
CTR
+200%
Through ongoing channel expansion, campaign iterations, and ad launches, Rely Digital grew Sortly’s paid marketing program to help the company become a leading inventory software for businesses to manage inventory, supplies, and more. Since partnering with them in 2021, we’ve witnessed Sortly’s considerable growth across a variety of key verticals including construction, medical, retail, manufacturing, and warehousing.
The paid digital marketing channels selected were integral to generating new trials, and monthly and annual subscriptions that contributed to the business’ key metric, monthly recurring revenue (MRR). This multi-channel marketing approach helped Sortly hone into its key value props and set itself apart from competitors within the industry.
We've used Rely for over 2 years and are very pleased with both their execution and expertise. Very professional organization which has really helped to fuel our company's growth.
Let's help you reach your business goals.
contact@relydigital.com
(778) 238-8445
450 Southwest Marine Drive - 18th Floor
Vancouver, BC V5X 0C3
