How Webiplex cut Ad Spend by 21% while increasing leads and marketshare

Client: Webiplex
Industry: ECM, ERP, Automation, RPA
Location: Irvine, CA



By developing fully integrated document automation solutions, Webiplex brings front end data capture technology into enterprise ERP solutions like NetSuite and Intacct. They pride themselves on providing more than just the best technical solution, but the best customer service and end-user experience.  

Founded in 2008 with the vision that all document intensive busines process automation will eventually be done in the cloud, Webiplex executed on that vision with their flagship product, DocuPeak™.


With ongoing growth, Webiplex was looking to implement marketing strategies and systems to support expansion without weighing down the sales and development teams.

This included a range of online marketing initiatives and the need to implement a CRM solution. They were faced with either hiring internal resources or looking to partner with marketing expertise within the software industry that could deliver strategy, content, and execution.

Webiplex needed marketing strategies and systems to support expansion without weighing down their teams.


A phased approach with continuous improvement

By starting with a phased approach, existing content and advertising campaigns were enhanced to quickly deliver results.

Online marketing initiatives were launched, including a modernization of the website, which helped further deliver the right message to ideal prospects.

A calculated decision was made to continually improve marketing efforts through scheduled content creation, search engine optimization and participation in key industry trade show events.

Fine tuning ad spend and campaign messaging was essential to getting their message in front of the right audience on a nationwide scale.



Ongoing content creation and online advertising efforts continually drove new leads into the pipeline. This allowed Webiplex to track record growth and improve efficiency and visibility within the sales process.

Webiplex was recently acquired by PairSoft as part of a strategic acquisition.


  • 31% increase in website traffic within first 6 months
  • Lowered advertising spend by 21% within first 6 months
  • CRM implementaion to manage increased sales leads and opportunities

“With marketing, there’s so much noise out there when it comes to what really works. You want someone you can trust to guide your company along the right path. Trusting Clint to get us there was the right move.”

– Rob Rennie, CEO

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