Case Studies / Triax
Triax case study graphic
B2B SaaSContentDemand GenEnterprise
B2B SaaS Messaging & Demand Gen Overhaul for Energy Enterprise Prospects
Rebuilt technical messaging, implemented Salesforce and Pardot workflows, and helped move Hess and Shell into late-stage enterprise sales conversations during a five-month turnaround before a company-wide RIF.
Client
Triax Technologies
Duration
Oct 2021 – Feb 2022
Role
Marketing Content Manager
Industry
B2B SaaS / IoT
Prospects
Hess · Shell
300%
Webinar attendance growth
2
Fortune 50 prospects advanced
5 mos
Marketing automation stood up
01 · Context
The situation
02 · Action
What I did
03 · Result
The outcome
Strong product. Broken messaging. Stalled enterprise pipeline.
Triax Technologies built SaaS and IoT solutions for industrial safety and operations, but the marketing system was not translating the product's value clearly enough for enterprise buyers. Messaging leaned heavily on technical IoT language, while the actual decision-makers (operations leads, safety officers, and executive stakeholders) needed clearer business outcomes.

Webinars were drawing only 11 attendees, sales momentum had slowed, and enterprise prospects including Hess and Shell were aware of the product but not progressing fast enough. Salesforce and Pardot workflows were not yet operating as a structured demand-generation engine.