CMS
275% more SQLs
Progress Sitefinity: 275% SQL growth
Read case studyA bold campaign consolidation that re-aligned ShareFile's paid search to SFDC conversions.
96%
revenue lift
32%
lower CAC
3 months
to results
The company
Progress ShareFile is a secure file sharing and content collaboration product within the Progress portfolio, used by professional services firms and regulated industries to send, request, and govern documents. The product sits inside the secure file sharing and client portal category — alongside Citrix ShareFile (its predecessor), Box, and Dropbox Business — and competes on its workflow integrations for industries like accounting, legal, and financial services.
The buyer is the operations and IT leadership at small-to-mid-market professional services firms: practice manager, IT lead, partner-in-charge of operations. The sales motion is high-velocity self-service-plus-sales, with paid search a major contributor to trial and ARR growth.
The problem
The Progress ShareFile paid search program had grown into an overly complex, fragmented account with overlapping coverage and broad-match inefficiencies. Too many campaigns diluted budgets, leaving limited room to fund top performers or launch new initiatives. Broad-match ad groups consumed most spend, pulled irrelevant queries, disrupted brand vs non-brand queries, and made search term optimization slow.
The work
We streamlined the ShareFile paid search program by consolidating campaigns and shifting optimization to SFDC conversions to improve budget efficiency and intent capture. The team reduced structural complexity, clarified keyword-to-ad-group ownership, shifted match strategy toward more controlled query matching, and introduced a new channel. We aligned ad group themes to keyword intent and landing page content, added more buy-intent keywords, introduced keyword insertions, refined messaging by funnel stage, and standardized clear CTAs.
The outcomes
96%
revenue lift.
Pipeline/ARR almost doubled in three months as consolidation concentrated spend on the highest-intent queries.
32%
lower CAC.
Cost per acquisition dropped 32% — better match strategy, better budgeting, better intent capture.
3 months
to results.
Compounding gains across SQL conversion (+58%), purchase yield (+66%), and post-trial conversion efficiency (+75%).
58% SQL Conversion Rate Lift · 66% Purchase Yield Improvement · 75% Post-Trial Conversion Efficiency.
The customer voice
“Verto gave us the confidence to do the bold changes ShareFile account needed. The improved ROAS and most importantly business results prove we did the right decisions.”
Jan Zimovcak
Search Team Manager, SEO & SEA, Progress
The services
Service 01
Consolidation strategy across the ShareFile paid search program.
Service 02
Match strategy shift, keyword-to-ad-group ownership, funnel-stage messaging, standardized CTAs.
Free · 5 business days · No commitment
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