The Problem
1. The Spin-Off Left the Company Without Its Marketing Operations Stack
For five years after an acquisition, the company had shared its parent company’s marketing infrastructure, including single instances of Salesforce and Marketo, the company’s marketing automation platform. When the companies separated, both had to rebuild from scratch. The marketing team had no operations architecture of its own.
“We were really trying to grow as quickly as possible. There wasn’t a lot of structure, from a marketing-operations perspective, so we were tasked with basically building a lead-generation engine from the ground up.”
— Megan, Director of Marketing
2. No Attribution or Campaign Visibility to Make Spend Accountable
Leadership expected the marketing team to launch campaigns and increase media spend to generate new revenue. The infrastructure to make that spend accountable didn’t exist. The team couldn’t check the return on investment (ROI) of campaigns, run campaign attribution, or understand how leads moved through the funnel. Without a B2B digital marketing agency to build the measurement layer, every dollar spent was unaccounted for.
“We didn’t have the kind of traditional marketing operations architecture in place to take full advantage of that spend. We needed tools to do things like check the ROI of our campaigns, do campaign attribution, and understand how the leads in the funnel actually got there.”
— Megan, Director of Marketing
3. The Inbound Sales Team Received Leads with No Context
Without visibility into where leads came from or how they entered the funnel, the inbound sales team received leads with no context. The team spent significant budget with no clear view of which channels produced results.