Marketing Operations: A Primer on the Fastest Growing Role in Business

February 22, 2021 - 5 min read

Emily Bonnie

For businesses looking to stretch their marketing dollars, marketing operations is a hot topic. In order to keep up with the current speed of business, organizations need to leverage technology and gain insight into customer needs and business performance.

And while marketing operations has quickly become the fastest-growing role in business, there are still plenty of questions surrounding this relatively new field: What is marketing operations, and why bother with it? How does it fit into the broader marketing discipline? Is there a conflict between operations management vs marketing? And what strategies can businesses use to improve their marketing campaign results?

What is Marketing Operations?

First things first: what is the role of marketing operations? A typical marketing operations director or coordinator has many responsibilities, including measuring and evaluating marketing performance, strategic planning, budgeting, developing and improving the overall marketing process, selecting and implementing marketing technologies, and providing professional development for the marketing team. So the operations and marketing relationship is really that of a partnership. Marketing ops focuses on behind-the-scenes activity to ensure processes are running smoothly and campaigns reach their goals.

Digital marketing operations may be a relatively new field, but its beginnings can be traced back to the 1920s. This infographic shows its evolution, and growing importance to various marketing disciplines:

Popular Marketing Operations Tools

As with any branch of the marketing world, there are a zillion options when it comes to marketing operations software. In fact, in his annual Marketing Technology Landscape super graphic, Scott Brinker of chiefmartec.com identified a whopping 3,874 marketing technology solutions.

If you want to zoom in for a better look at the landscape, you can view a hi-res version here: 2016 Marketing Technology Landscape Supergraphic (PDF)

To save you some time looking through thousands of tools, we've rounded up some of the most popular software used by today's marketing operations managers:

Kissmetrics: Build customer funnels and sort website visitors into groups based on common actions and triggers so you can understand how potential customers are engaging with your site.
Unbounce: Use A/B testing to discover which features, website elements, or marketing messages are most successful when it comes to eliciting a desired response from potential customers.
Hubspot: Analyze and improve landing pages and forms to collect the right information from potential customers and automatically plug them into the appropriate nurture tracks.
Clicktale: Heat maps track website visitors’ mouse movements, clicks, and scrolling to determine which parts of your site they’re paying the most attention to — and what’s being overlooked.
SEM Rush: See top organic keywords, keyword rank, and search volume for keywords that are driving organic traffic to your competitors’ websites, and discover opportunities for gaining ground.
Wrike: Give your teams a collaboration and work management tool for organizing incoming requests, delegating tasks, and tracking project progress and results.

Get 10 more must-have marketing operations tools, plus details on the metrics you should track, here: Marketing Ops Tech & Tools for a Customer-Centric Organization

Marketing Operations Strategies

Most bad marketing decisions come down to one simple mistake: not having the right information about your target audience. This is where marketing operations strategies become an essential ingredient to marketing (and business) success.

A common myth about marketing operations is that it’s all about crunching numbers and automating processes. In fact, a good marketing operations analyst has the skills to interpret a mess of numbers and fill in those knowledge gaps. They use their data-driven insights to help the marketing team improve customer experience and boost engagement.

Marketing operations also focuses on improving processes and cross-team collaboration. By coordinating the various arms of the marketing organizational structure and product management roles, marketing operations management can connect the dots between strategy and execution. They can ensure that inbound and outbound campaign messaging is aligned, content managers are on the same page as the Lead Gen team, and all efforts line up with the CMO’s priorities and business objectives.

Ultimately, marketing operations works to combine processes, metrics, and technology to support the entire marketing organization.

For more marketing ops strategies, both the CEO and the Chief Strategy Officer of Marketing Operations Partners give their best tips here: 7 Secrets of the Best Marketing Operations Teams

The Future of Marketing Operations

In an effort to make their marketing efforts more efficient and effective, more and more companies are turning to marketing operations. And in turn, marketing operations teams are focusing on a central goal: value creation — for customers, employees, and business owners alike. This focus will continue to make marketing operations a global discipline used by successful organizations worldwide.

The Road to Successful Marketing Operations By Diederik Martens from MarTech Conference

Ready to Get Started with Marketing Operations?

If you think your company needs a full-fledged marketing operations department in order to have effective marketing operations, think again. You can improve your marketing operations today, with resources you likely already have.

Radius provides advice on identifying someone within your current marketing team that would be a good fit for taking on some marketing operations responsibilities, Emmsphere explains how you can improve your current marketing operations processes without spending a dime, and industry leaders offer 10 suggestions for marketing operations success.

Emily Bonnie

Emily is a former Content Marketer of Wrike. She specializes in leadership, collaboration, and productivity. Her brain is stuffed with obscure grammar rules, an embarrassing amount of Star Wars trivia, and her grandmother’s pie recipes.

#Marketing Operations #Operations Management #Marketing Leaders #Marketing Teams

Marketing 7 min read

15 Suggestions to Improve Your Marketing Operations from Leaders

Learning about, and focusing on, improving marketing operations is becoming more critical for digital marketing teams trying to get ahead. Understanding your customers, implementing customer data properly, and measuring campaign performance are all key steps in building out your marketing ops. .In addition, marketing ops focuses on (1) managing the technologies that the marketing team purchases, and (2) measuring marketing effectiveness across the board. It’s not just your marketing techniques, but rather, it’s what goes on behind the scenes to make sure your campaigns reach their goals. . No one knows successful marketing operations better than the experienced marketers and business owners of today. Here are their secrets for improving your marketing ops: 1. Establish a cross-department workflow “The most important piece of improving your marketing operations is establishing a project workflow between marketing and the rest of the organization. The internal workings of individual teams can be heavily influenced by how other departments request projects and/or expect projects to be done. Once your workflow is established, using a tool to help task assignments, set deadlines, and follow up is critical.” —Daniel Bliley, Marketing Director, Passport 2. Work with your audience in mind “One issue with marketing, especially in digital, is the noise. There are so many companies saying the exact same thing, and companies don’t really do the proper research to figure out who they are, what their message is, who needs to hear that message, and how to get that message out. Start from the top down. Take the time to explore your analytics and the data, interview your customers, pay attention to social media conversations & get involved, then create content that aligns your goals with your audience’s goals, speak to your audience in a unique way, and constantly review & tweak.” —Patrick Delehanty, Digital Marketing Strategist, Marcel Digital 3. Know your customers “The vast majority of the time, people make bad marketing decisions because they don’t have the right information about their target audience. To remedy that, I’ve worked hard to tie our CRM to our email marketing to our signups to our web traffic, so when we’re reaching out to someone, we have a complete understanding of them.” —D. Keith Casey, Jr., Director of Product, Clarify.io 4. Align all consumer insights "I think in an ideal state there is a dedicated consumer insights team, but a team that doesn’t work in its own little silo. A team that is interactive not only with the marketing team but also the product team, as well as with others who touch the customer technology. They have to understand the full circle of customers’ curiosities so they can put together a real, robust view for those who need it." — Patrick Adams, CMO, PayPal 5. Establish your key marketing metrics “Establish 2 to 4 key metrics that will guide all your marketing efforts. Without establishing these benchmarks, your marketing team won’t have anything to shoot for individually or collectively. Unfortunately, many marketing departments don’t get creative with the metrics that serve as benchmarks for performance; their main metrics usually revolve around leads generated, sales, etc. However, there are usually more telling metrics for measuring your marketing effectiveness. For example, percentage of leads (free trials) vs. unique Website visitors; percentage of leads vs. conversions (paid customers); monthly recurring revenue.” —Jeff Kear, Owner, Planning Pod 6. Prioritize content development "We have a dedicated team that’s focused on content strategy and on creating what I call the content supply chain, mapping out where all the sources of content come from. Do we have the content already? How do we create new content? Who creates the content? It may be internal, it may be external. What format does that content take? Then, how do we work with the appropriate teams to get that content in the market? — Rishi Dave, CMO, Dun & Bradstreet 7. Stay on brand "Ultimately [integrated planning] is a function that’s run through the marketing team. We establish the brand voice and try to create and implement consistency across all of our efforts, all of our communications channels, and all of our internal divisions/business units." — Evan Greene, CMO, The Recording Academy (The GRAMMYs) 8. Focus on the ROI of your campaigns “Focus on ROI and user retention. By measuring the return of each campaign, we’re able to identify which ones are actually working and prioritize those. Our ROI has grown from 35% to 200%. Now, we have more money to invest in other projects to continue growing.” —Gabriel Stürmer, Chief Marketing Officer, Cupcake Sweet Entertainment 9. Implement Lean methodology to discover which campaigns work “Implement the Lean methodology (build, measure, learn). In essence, during planning sessions, we develop a list of hypotheses & prioritize based on expected impact. We then devise bare-bones methods to test these hypotheses. In this way, we get data-driven feedback quickly, allowing us to invest more heavily in winners and cut losers.” —Ryan O’Donnell, Director of Marketing, Avalara TrustFile 10. Use a Scrum board to focus weekly priorities “Enhance your weekly task delegation through the implementation of a Scrum board. Scrum is an Agile framework for handling tasks, originally developed for software development teams to easily delegate tasks. There is nothing worse than being inefficient when it comes to marketing, so a Scrum board helps us develop a weekly plan of attack, and lets everyone know what they should be working on.” —Jake Lane, Growth Analyst, LawnStarter, Inc. 11. Keep experimenting with new marketing techniques “Great marketing is about experimentation, testing, and measuring different approaches to find what works best. An issue many marketing departments face is that everyone has their discrete responsibilities, so it’s left to the marketing director or VP to initiate new programs. However, this should be everyone’s responsibility. Your team should meet regularly to brainstorm and come up with one new idea to apply and measure. It can be big or small, as long as you try something new — otherwise, you may never find that one golden opportunity that makes your revenue curve bend upward.” —Jeff Kear, Owner, Planning Pod 12. Build a long-term marketing plan “Set in stone a comprehensive 12-month marketing strategy and goals for the next five years. Developing a strategy with clear action items and setting both short-term and long-term goals pushes you to assign team members and actually implement the tasks.” —Beth Gard, lotus823 13. Hire a strategic analyst “The first hire in the marketing operations role should be a strategic analyst. This role is focused on developing ROI measurements for marketing. Once the tracking is in place, then everything else within marketing should be aligned.” —David T. Scott, CMO, Scott on Marketing 14. Continue to manage customer data "We’re building a centralized marketing profile that is at the customer level and becomes the common definition used by marketing teams across the organization to drive their campaigns. Getting the data house in order, making it real-time, and managing it at the attribute level is what’s important. As is making sure that the experts who are really close to the products have the ability to control what’s most important to them in that profile. This allows us to federate it out and take a much more efficient view across the organization, rather than be a big centralized behemoth that is too slow and ultimately doesn’t work." — Steve Ireland, SVP/MD, JPMorgan Chase 15. Remain accountable "In order to be effective, marketers need to have credibility. Because they have to do a lot of leading by influence, they have to do a lot of aligning and engaging and evangelizing, and that only works when people trust you. They only trust you if you deliver the goods and are accountable; you do what you say and you say what you mean. — Peter Horst, CMO, The Hershey Company More marketing resources Marketing operations is a relatively new field, and there’s always more to learn. Here's a list of some of our resources for marketing leaders and teams (including our eBook, The Digital Marketer’s Guide: How To Drive Success at the Tactical Level) to help bring your next campaign to success. eBook: 7 Habits of High-Performance Marketing Teams Infographic: How to Choose Marketing Software eBook: The CMO’s Formula To 3x Your Digital Marketing Campaign Results Blog: The “We” in “Teamwork": How Marketers Can Drive Cross-Team Collaboration eBook: How to Avoid the Eight Pitfalls of Marketing Campaign Planning eBook: 5 Steps to Transforming Marketing Operations for Maximum Growth

Marketing 5 min read

7 Secrets of the Best Marketing Operations Teams

By Lynn Hunsaker and Gary Katz, President/CEO and Chairman/Chief Strategy Officer, respectively, of Marketing Operations Partners Value creation is the ultimate measure of success in business: value to customers, shareholders, alliances, employees, and the community at-large. In the quest to be best, follow the money, or better yet, be the one that enables value (money, capability, opportunity) to be created. Marketing Operations is a role that can facilitate the whole marketing department responsibilities in value creation. Here are 7 secrets for success: 1. Know which side your bread is buttered on It’s a fact of life that you get ahead faster when you cater to whoever holds the purse strings. For Marketing, that’s first and foremost your customers. If your marketing is out of sync with content, timing, and methods that customers prefer, there’s not much point. Always start with WHO. This applies not only to messaging, but also to your strategic plans, tactical plans, process designs, people, tools, performance measurement – really, everything that Marketing does. This analysis and management of stakeholder needs is also known as ecosystem. 2. Set your CMO up for success Going hand-in-hand with the big picture of the ecosystem, the next layer in the bread-buttering hierarchy is enterprise objectives. Your CMO will be successful to the extent that the C-team perceives strong fit and contribution to their strategic goals. This is the WHY of the Marketing organization. You can align everything in Marketing with what the C-suite cares about by using a technique called cascading objectives. It’s the logical starting point for all marketing plans and performance monitoring. This orientation is the basis for your Marketing strategy. 3. Be a strategic enabler Someone needs to ensure the strategy comes to life, and that’s you. See yourself as a facilitator of Marketing’s success. Standards and oversight to help all marketers achieve enterprise goals are the WHAT of your role. It’s not about bureaucracy, but rather, connecting dots between strategy and execution, connecting people, connecting diverse data, and connecting interdependent processes. This is also known as governance or guidance. 4. Formalize the methods to your madness Process diagrams and procedures go a long way in accelerating necessities like onboarding, minimizing duplication of resources and effort across geographies and lines of business, and maintaining know-how when key persons depart. This is the HOW for your delivery of the why and the what for the who. Everyone’s work methods in Marketing comprise processes. 5. Remember: What gets measured gets done Help every Marketing sub-function select metrics that monitor early signals in their work. Typically, metrics are focused at the extremes of the spectrum: click-throughs (activity) and revenue (outcome). Don’t confuse outputs of a process to be early signals. These are junctures within a group’s work that signify potential re-work or scrap, or otherwise, potential successful outputs and outcomes. This is the SO WHAT? of everything Marketing does. By monitoring early signals before stakeholders can see outputs and outcomes, marketers are empowered to make adjustments that are efficient and effective. Measurement of progress is commonly known as metrics. 6. Prevent accelerators from becoming imploders Technology is intended to be an accelerator of everything. Select technology per who, why, how, what, and so what. When it’s selected in a vacuum, or without a firm understanding of the preceding, technology often derails strategy. Rushing to technology prematurely typically requires people and processes to bend in ways that aren’t sustainable. Conversations are taken over by what’s needed by the technology, instead of what’s needed for strategic opportunities. Make technology choices wisely to ensure Marketing’s strategic impact. 7. Ensure the horse is before the cart The combination of processes, metrics, and technology forms Marketing’s infrastructure: the vehicle to get from point A to point Z. This is the means for all the moving parts to function as intended. Remember that who, why, and how – ecosystem, strategy, and guidance – inform the necessary characteristics of infrastructure. The seven secrets of the best Marketing Operations teams fit together as shown in this framework.Notice the flow beginning with the ecosystem. Metrics, especially early signals, indicate what needs to be adjusted in every component of the framework. In our benchmark study, Journey to Marketing Operations Maturity, this framework represented the secrets of the best Marketing Operations teams, and is your path to value creation. It’s the lifeblood of your enterprise. In turn, it’s the ultimate measure of your success. These seven secrets can take root in your Marketing organization readily through our new Marketing Future Forum, which allows you to personalize these ideas to your business, access them on-demand in half-hour bites, and share them across your marketing organization. Join our Leap Day announcement webcast to learn how you can ready your Marketing organization for the future. Register now at http://ow.ly/YDCV1 Author Bios: Gary Katz, Chairman/Chief Strategy Officer and Lynn Hunsaker, President/CEO of Marketing Operations Partners, an organization that aims to transform marketing organizations as a value center via Accountability, Alignment, and Agility.

Marketing 7 min read

5 Rules for Scaling Your Marketing Operations Successfully

Marketing organizations are under tremendous pressure to perform. Budgets aren’t growing, but expectations are. How do you do more with less, without compromising on quality? For marketing leaders at growing companies who are ready to expand their programs, scaling marketing operations is a top priority. But doing so comes with major challenges: coordinating different teams while managing priorities, resources, and metrics in a way that doesn’t slow you down is no easy task. But bigger doesn’t have to mean slower or less effective. By scaling your marketing operations, your growing marketing organization can stay lean and agile while continuing to deliver campaigns that impress customers and fuel business growth. Wondering what is professional services marketing and how to excel at it? Follow these five rules to scale your marketing operations successfully. Rule 1: Ensure Your Strategy & Processes are Scalable Bigger doesn’t always mean better. Scaling your marketing efforts can create needless complexity, hinder collaboration, and slow your team down. Smart planning is needed to avoid these growing pains and keep your marketing organization running smoothly. So scale back before you scale up. Examine your current processes to see where you can streamline, determine which marketing efforts are generating a positive ROI, and cut back on what’s not working as well. To help determine whether you're in a good position to scale, ask yourself these questions: Do you know what distinguishes your brand from competitors in key vertical markets, or areas you've targeted for market expansion? Can you clearly articulate that difference? Being able to scale successfully means knowing what attracts and retains the customers you've already acquired, and leveraging that knowledge for growth that's sustainable. Rule 2: Make Sure Your Team is Ready Think about your team and its current workload and responsibilities. Are they equipped to handle a ramp up in projects without neglecting current customers, products, and services? If your marketing coordinators are also supporting other departments, such as PR and customer service, analyzing performance data, and implementing new marketing tools, they’re doing too much. Go back to step one to streamline efforts and processes so your team has the bandwidth to scale. Or consider adding staff to balance your team's workload and responsibilities. Next, ask yourself: does your team have the expertise needed to launch successful campaigns in the new regions or industries you're targeting? If not, should you hire new staff now, or contract out until you have a better idea of the kind of expertise your team needs? Evaluate your current team to identify each member's strengths and expertise, find out where your talent gaps lie, and hire for those roles. Rule 3: Fail to Delegate, Fail to Scale According to a report done by CMO Council and Deloitte, 45% of CMOs say they spend most of their time reviewing and approving marketing plans, budgets and campaigns. 42% say most of their day is spent in meetings. 66% wish they could spend more time on business strategy with fellow company leaders, and 55% want more time to implement innovative new marketing approaches. Making good decisions takes time — something few marketing leaders have enough of. So save your attention for the most important cases, and delegate whenever you can. Set your team up to be able to make good decisions on your current marketing initiatives, so you can focus on executing new strategies. Because many marketing tasks are recurring, like setting up campaigns, planning and publishing content, or promoting events, so are many of the decisions your team has to make around these initiatives. For instance, which segments or channels should a new campaign target? Which metrics will you use to track success? Create templates for recurring tasks and projects, so processes are standardized and easy to follow. Set up reporting dashboards that make it easy to measure and share results. This visibility lets you quickly check in on campaigns without spending all your time in meetings, and it allows your team to stay aligned on priorities and know exactly what their colleagues are responsible for, and what goals they're driving towards. Email and spreadsheets are about the least scalable solution there is, so find a work management tool that can grow with your team. This guide will help you evaluate your options and find the right fit for your needs. Rule 4: Embrace Automation It’s the central puzzle of marketing: sending the right message to the right person at just the right time. But as you ramp up your marketing machine, launching simultaneous, complex campaigns, it becomes more and more difficult to do so. In order to keep up with the complexity and volume of customer and campaign data, you need the right technologies to track, analyze, and optimize your marketing efforts. So how do you scale without losing the personalization that's resonated with your customers and fueled your current successes? Leveraging marketing automation tools allows you to send highly targeted messages to leads and shorten the marketing cycle. Automated lead nurturing helps you build relationships with customers through helpful emails, follow-ups, social media engagement, etc., to determine when they’re truly sales-ready. And by automating your creative workflows, you streamline repetitive tasks, cut down on errors, and execute faster. Rule 5: What Can’t Be Measured Can’t Be Improved A recent study by HubSpot found that only 23% of companies are exceeding their revenue goals — and of those not exceeding their goals, 74% don’t know the number of monthly visits, leads, MQLs, or sales opportunities they need. How can you grow your customer base and revenue streams when you don’t now how leads are coming into or moving through your marketing funnel? When you’re tracking the right things, growth becomes a much simpler task. Focus on metrics that make you a customer-centric organization, so you get actionable data and timely user feedback that pushes your company forward. Find out which marketing initiatives are creating value in order to improve results, boost ROI, and deliver mature leads to your sales team. Being able to properly attribute revenue across each of your marketing activities is key to knowing where to place your resources to fuel growth. Basic metrics like lead volume and website traffic are important, but failing to dive deeper means you’re missing out on key insights into your marketing performance, and valuable opportunities for improvement. MQL to SQL ratio, unengaged subscribers, and other advanced marketing metrics will give you deeper insight into what's driving your success and where you should focus your attention. And don’t just measure campaign results; measure the effort that goes into them as well. Evaluate campaign performance based on two factors: did your efforts produce the desired outcomes? And did the outcome justify the resources required? Maximize Growth and Stay Lean With the right foundation of marketing operations, you can grow your marketing organization into a responsive team that’s able to capitalize on customer needs and market trends. Teams that embrace the Agile marketing framework stay lean while improving productivity and efficiency. In fact, 87% of CMOs have found their teams to be more productive after transitioning to Agile marketing. Get in-depth strategies for making your growing marketing team more Agile in this free guide, 7 Steps to Developing an Agile Marketing Team. Sources: Oktopost.com, Blog.marketo.com, Inc.com, Blog.Hubspot.com

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Marketing Operations: A Primer on the Fastest Growing Role in Business

What is Marketing Operations?

Popular Marketing Operations Tools

Marketing Operations Strategies

The Future of Marketing Operations

Ready to Get Started with Marketing Operations?

Emily Bonnie

Related articles

15 Suggestions to Improve Your Marketing Operations from Leaders

7 Secrets of the Best Marketing Operations Teams

5 Rules for Scaling Your Marketing Operations Successfully

Marketing Operations: A Primer on the Fastest Growing Role in Business

What is Marketing Operations?

Popular Marketing Operations Tools

Marketing Operations Strategies

The Future of Marketing Operations

Ready to Get Started with Marketing Operations?

Emily Bonnie

Related articles

15 Suggestions to Improve Your Marketing Operations from Leaders

7 Secrets of the Best Marketing Operations Teams

5 Rules for Scaling Your Marketing Operations Successfully

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