Customer Story: MergeUp

Building Awareness in the Partner Ecosystem

Before engaging MatrixIntros, MergeUp faced a familiar challenge in complex enterprise ecosystems: lack of clarity in the market. As Andrew Jacobson shared, “we had limited mindshare in the partner ecosystem,” and many Salesforce SI partners simply “didn’t really know what we did or why it was valuable.”

That lack of awareness created friction in building meaningful partnerships and slowed down momentum with key systems integrators who were critical to growth.

Educating the Market and Driving the Right Connections

MatrixIntros addressed this gap by running a structured partner education and activation process designed to improve clarity and visibility across the ecosystem. The goal was not just awareness, but alignment—ensuring the right partners understood both the value and relevance of the MergeUp offering.

As a result, MergeUp saw a shift from passive awareness to active engagement, “resulting in us engaging with the right Partners.” This created a stronger pipeline of strategic relationships with Salesforce SI organizations that were previously out of reach or not fully aligned.

Scaling a Partner Program Without Adding Internal Overhead

Beyond awareness and engagement, MatrixIntros played a critical operational role in helping scale the partner motion itself. As Andrew noted, the team brought “systems and processes to do a lot of the manual work of building and marketing a partner program.”

This included the foundational execution required to maintain consistency, follow-up, and structured communication across multiple partners—work that often slows internal teams down when handled manually.

Enabling the Team to Focus on High-Value Relationships

By taking on the operational “blocking and tackling,” MatrixIntros effectively elevated the entire partner program. The result was a more mature, scalable ecosystem motion where internal teams were no longer constrained by execution overhead.

As described in the testimonial, MatrixIntros “did the blocking and tackling to take our Partner Program to the next level,” enabling MergeUp’s team to shift their focus toward what matters most: “high-value conversations.”

Outcome: A More Strategic and Scalable Partner Motion

With improved partner awareness, stronger alignment in the ecosystem, and a more structured operating model, MergeUp was able to evolve its partner strategy from fragmented outreach to a more intentional, scalable motion.

MatrixIntros helped bridge the gap between product value and partner understanding—turning limited ecosystem visibility into meaningful, qualified engagement with the right SI partners.