Growth Marketing For CRM And Sales Platforms

We help CRM, sales engagement and sales intelligence platforms win teams from incumbents with paid search, product video and lifecycle email. Clients include CardToClose.

Rated Excellent|4.6 out of 5Trustpilot

$87,235,457

in client revenue generated

Services

Our Services For CRM & Sales Platforms

One team runs your paid media, creative, email and conversion work against the targets we agree with you.

Ad Creatives

Ads People Stop For

Short product videos showing a rep’s day in your CRM, migration walkthroughs and integration demos that make switching look easy and adoption likely.

Read more about Ad Creatives

Ad Management

Every Dollar Answers To A Number

Search and paid social on category, competitor and integration terms, with campaigns optimized for demo requests and qualified pipeline rather than raw form fills.

Read more about Ad Management

Email Marketing

Revenue From The List You Already Own

Trial onboarding, stalled-demo follow-ups, migration support sequences and expansion campaigns that add seats once the first sales team is live and selling.

Read more about Email Marketing

Conversion Rate Optimization

Turn Clicks Into Customers

Comparison pages, migration landing pages and demo booking flows that answer switching concerns and route qualified buyers straight to your sales team.

Read more about Conversion Rate Optimization

Not Sure Where To Start?

Tell us where growth has stalled and we will tell you which lever to pull first.

Work With Us

Work

Campaigns We Have Built For CRM & Sales Platforms

Product videos, ads, emails and pages we produced for software companies.

Case studies

Results From Similar Brands In B2B SaaS

Case studies from the other markets we work in, where we used the same approach.

All Case Studies

Skyrocketing Elite Trader Funding

Results

$1.85M+ in new revenue driven from advertising campaigns

857% ROAS client-reported, 2024 to 2025, across paid channels and 32,000+ purchases

30M+ views generated on TikTok, YouTube, Instagram, & X within 12 months

Read the case study

“Ben and his team have gone above and beyond to take such phenomenal care of our brand and elevating it to greater heights.”

Jason Howard

Operations, Elite Trader Funding

Scaling T3 Trading Group's Portfolio

Results

8X ROAS return on Ad Spend for Tradefundrr

13.54% CTR email Clickthrough Rate for Tradefundrr

15-Page Quiz Funnel launched for Trade With The Pros

Read the case study

The work

How We Built Multi-Channel Growth Engines Across Two Subsidiaries, Generating 8X ROAS and a Complete Digital Sales Infrastructure in Under 6 Months

Read the T3 Trading Group case study

Scaling Whop

Results

$310K+ in attributable revenue from email

370+ campaigns delivered across top creator accounts

1.3M+ emails delivered generating 457K+ opens and 12K+ clicks

Read the case study

“Has been awesome working with Valiant”

“Has been awesome working with these guys so far! Great communication and always willing to hop on a call.”

Cameron Zoub

Co-Founder of Whop

Process

From First Call To Scaled Campaigns

We start with your win-loss data and the incumbents you displace most, then aim campaigns at those switchers.

Kickoff and integration

A shared channel in Slack, Discord or Teams, access to your client portal, and a kickoff call that captures your goals, your numbers and your brand.

Step 1 of 7

Background

The People Who Will Run Your Account

Our team has spent years marketing technical products to buyers who test everything before they pay. We know how to explain a complex product in a short video, how to judge campaigns on pipeline and revenue instead of clicks, and how lifecycle email moves a trial account to a paying one. Recent software work includes InSale.ai, Mailmodo, Popupsmart, Vettd and Redstor.

Meet the team
  • Benjamin Hall

    Benjamin Hall

    CEO, Founder

  • Andrew Kissel

    Andrew Kissel

    Director of Marketing

  • Theo Cockayne

    Theo Cockayne

    Head of Campaigns

Reviews

Don’t Just Take Our Word For It

Jason Love

CEO of TradeFundrr

“A Marketing Partner That Truly Delivers Results”

Working with Valiant has been one of the best business decisions we’ve made. Valiant took the time to understand our company, our goals, and our brand before developing a strategy that actually delivered results. Communication has been excellent throughout the entire process, and Valiant has consistently been proactive with new ideas and recommendations rather than simply executing tasks. If you’re looking for a marketing partner that is knowledgeable, responsive, and truly invested in helping your business succeed, I highly recommend Valiant.

Prop Firms

Zachary

Co-Founder, Bet Bettor

If you want to hire the best, you need to hire the ones that walk the talk. Too many agencies don’t truly understand marketing and what drives results in our niche. If you need a top marketing firm for your company, Valiant is a great choice.

Betting Groups

Cameron Zoub

Co-Founder of Whop

“Has been awesome working with Valiant”

Has been awesome working with these guys so far! Great communication and always willing to hop on a call.

Betting Groups

Vaporware

Owner, Prop Firm

These guys are great, I have used them on a few projects and very satisfied. Valiant’s metrics-driven approach is a breath of fresh air. Highly efficient!

Prop Firms

Kieron Byatt

Marketing Admin at Dimers

“Valiant Really Captured What We Were Trying to Get Across”

Really great thinking across all of them. Some killer creative sparks and some really interesting spins on the different campaign briefs. You’ve really captured what we were trying to get across.

Betting Tools

Randy Habba

Owner, Stock King Sharks

They work so well with you!. I truly appreciate their hard work and weekly live calls to review and work on new things if one thing is not working. The team is excellent and is there for you every day no matter the questions or concerns. Highly recommend to use them for any project you have. I've grown tremendously in all social media and my WHOP has been getting many more paid subscribers since I started with them back in October of 2024.

Trading Groups

James

CFO, Trading Education

Nothing but a good experience with the Valiant team and Ben. Worked with them for the past year with my education company, really like their focus on always optimizing and improving things as well as their strategy docs and sessions. Their graphic design and email marketing are top notch, some of the best in the industry and they've helped improve revenue by a huge amount since the start of working with them.

Trading Education

Dallas Simons

Head of Marketing at Wealth Group

“Real results from ads and short form content”

Ive developed a really good relationship with Valiant and their team, starting to see some really good results with Valiant when it comes to Ads and Short form content.

Trading Groups

Michael Curran

Founder, Online Casino

Valiant has been excellent at helping us refine our email marketing and ad buying strategy. Highly recommend Valiant to anyone serious about growing their company

Casinos

Matt Simon

Co-Founder of Option Omega

“I think these are some of the best ad scripts we’ve seen.”

All of the hooks Valiant creates in the ads are strong. Great ideas. I would highly recommend.

Trading Tools

Dangime

Founder, Sportsbook Exclusive

Game Changing for Our Sportsbook

Sportsbooks

Sam Eder

CEO of MarketMates

“Well written scripts... and well delivered. Honestly very impressed.”

I’ve been though all the new videos. They are really strong. Great work. Well written scripts... and well delivered. Honestly very impressed. We had one call and they really understood and nailed the brief.

Brokerages

Market

How We Approach CRM & Sales Platforms

CRM is one of the most crowded categories in software. A few incumbents own the enterprise, dozens of vertical CRMs target property, recruiting or agencies, and sales engagement tools have been squeezed by Google and Yahoo’s 2024 bulk sender rules and by AI writing features built into every platform. Buyers are wary of another tool their reps will refuse to update.

The platforms winning switchers sell the migration rather than the feature grid. They show a specific team moving off spreadsheets or a bloated incumbent in a week, prove reps will actually use it, and attack switching costs directly with import tools, onboarding help and integrations. Vertical CRMs win by speaking one industry’s language so precisely that a general tool feels like extra work.

We market CRM the way a sales leader buys it. Our team produces product videos that show a rep’s day getting shorter, runs search and paid social on competitor and category terms, and builds nurture email for trial accounts and stalled demos. Campaigns are judged on demo requests that turn into pipeline and seats that stay active, never on cheap leads.

FAQ

Questions Answered Before You Ask

Ready To Grow Your CRM Platform?

Tell us who you replace most often and where deals stall, and we will show you where video and paid search can move pipeline.

We reply within 24 hours.