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File Sharing / Cloud Infra Inbound Pipeline Growth Paid Search

96% revenue lift in 3 months.

A 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

About Progress ShareFile.

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 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

What we built.

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

What changed.

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

In their words.

“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

Services behind the work.

Service 01

Inbound Pipeline Growth

Consolidation strategy across the ShareFile paid search program.

Service 02

Paid Search

Match strategy shift, keyword-to-ad-group ownership, funnel-stage messaging, standardized CTAs.

Free · 5 business days · No commitment

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