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Marketing operations

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Subject: Marketing, Marketing operations management, Marketing performance measurement and management, SiriusDecisions, Marketing operations
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Marketing operations

Marketing Operations
Key concepts

Adobe • Automation • Benchmarking
Best Practices • Budget
Cisco Systems • CMO
Data Privacy • Data Quality
Data Warehouses • Database Marketing
Demand Generation
Digital Asset Management
Enterprise Marketing Management
Flow Charts • Forrester Research
Gartner • IDC • Infrastructure
Lead Generation • M&A Integration
Marketing Automation
Marketing Operations
Marketing Chief of Staff
Marketing Operations Management
Marketing Performance Measurement
Marketing Resource Management (MRM)
Process Optimization
Organizational Development
Process • Professional Development
SiriusDecisions • Strategic Planning
Web Content Management

Marketing operations is a relatively new discipline within the corporate marketing function. Its existence was recognized by research and advisory firms IDC & SiriusDecisions. Early adopters were high tech companies such as Cisco Systems, Symantec, and Adobe. Today, hundreds of companies across a variety of industries staff a Marketing Operations role within the Corporate Marketing function.

The scope of responsibilities varies across Marketing Operations teams and so, therefore, does the definition. Here are definitions of the discipline. Examples include:

IDC: The purpose of the Marketing Operations function is both to increase marketing efficiency and to build a foundation for excellence by reinforcing marketing with processes, technology, metrics, and best practices. Marketing operations enables an organization to run the marketing function as a fully accountable business. Marketing operations is about performance, financial management, strategic planning, marketing resource, and skills assessment and management.
SiriusDecisions: Marketing operations is responsible for the capture and dissemination of marketing information to the enterprise, be it performance metrics, data or strategy/planning and initiatives and budgets, as well as the systems and processes that help generate this information in a systematic, predictable fashion. It drives both visibility into – and productivity for – the marketing organization, which in turn benefits the functions that work with marketing on a regular basis.
MarketingProfs: 5Ts = Total Strategy, Techniques and Processes, Tracking and Predictive Modeling, Technology, Talent.

Typically, Marketing Operations is the function responsible for marketing performance measurement, strategic planning and budgeting, process development, professional development, and marketing systems and data. This work either connects closely to, or includes, demand generation. It also involves the alignment of Marketing with Sales, Business Units, and Finance. Marketing Operational professionals are not classical marketers. Instead of coming from PR or branding backgrounds, they typically come from Finance, IT, Sales Operations and other analytical or process-oriented roles.


  • Planning & Budgeting 1
  • Process 2
  • Data 3
  • Technology or Marketing Automation 4
  • Marketing Performance Measurement 5
  • Benchmarking & Best Practices 6
  • CMO Communications & Organizational Development 7
  • See also 8
  • Notes 9
  • References 10

Planning & Budgeting

Months of work go into building a company’s annual plan. Ideally, it is fed by functional plans that include goals, objectives, strategies, measures, and tactics. All functions require input from senior management on the company’s goals and overarching strategies. In addition, a company’s Marketing team requires input from:

  • Development – what products will need to be marketed in the coming year
  • Sales – what revenue must be achieved and what coverage model that has to be enabled
  • Finance – the budget constraints

Throughout this process, which typically lasts for several months, Marketing Operations interfaces with the other functions, manages a timeline for Marketing input and deliverables, and helps build the final document – the Marketing annual plan. The budgeting component of this exercise can happen from the top down, bottom-up, or some combination of both. Sometimes the executive team and/or Finance provide numbers within which each function must plan. Sometimes the executive team and/or Finance will ask each function what they believe they need for the coming year. And sometimes both happen creating a tug-of-war scenario that must be worked out before agreement can be reached on the budget for the coming year. According to subscription-based reports from IDC (IDC CMO Advisory Service) and SiriusDecisions (SiriusDecisions’ Executive Edge: CMO), how much a company spends on Marketing varies, depending upon their market, the company’s size, and the company’s stage of development. For instance, large, well established semi-conductor companies spend approximately 2% of revenue on Marketing. A similar Enterprise Software company would typically spend between 6 and 8% of revenue on Marketing. And a start-up that has a highly competitive product ready to launch may spend as much as 50% of revenue on Marketing. Companies such as IDC and SiriusDecisions can help companies understand their spending relative to other companies in their position and in their market.


Marketing Operations professionals are increasingly expected to develop and optimize marketing-related processes such as the budgeting and planning process; the lead management process; the process for integrating newly acquired companies; and the process for creating, reviewing, and distributing a marketing asset. As a result of this push to improve performance by developing and optimizing process, flow charts are now as prevalent in Marketing as press releases and ad copy. Several categories of technology have evolved to automate Marketing processes (see “Technology or Marketing Automation” below).


A company will often say that its people are its greatest asset; but when it comes to Marketing, that may not be true. Data is arguably Marketing’s greatest asset. The quality of a Marketing campaign depends entirely on the quality of the data that it leverages about existing and prospective customers. ‘Database marketing’ is the term used for the marketing techniques that are aimed at leveraging data to deliver more highly personalized, relevant campaigns. The Direct Marketing Association (DMA) sponsors an annual conference called The National Center for Database Marketing focused on just this topic.

Database marketing emphasizes the use of statistical techniques to develop models of customer behavior, which are then used to select customers for communications. As a consequence, database marketers also tend to be heavy users of data warehouses, because having a greater amount of quality data about customers increases the likelihood that a more accurate model can be built.

Data quality refers to the uniqueness, accuracy, consistency, completeness, timeliness, currency, conformance and referential integrity of a data set. Relative to Marketing, quality data attributes accurate name, address, company, title, firmographic, demographic and preference information to the contact record for a customer or prospective customer. Obtaining and maintaining quality data is an ongoing challenge that often falls to Marketing Operations. A comprehensive effort involves the following steps:

  • Evaluating the condition of the existing marketing data
  • Conducting a ‘spring cleaning’ process to separate out duplicate data, dummy data (e.g. Santa Claus), and incomplete data
  • Establishing a process to conduct routine cleansing of incoming and existing data
  • Putting in place a process to augment data with new lists or purchased firmographic or demographic data
  • Installing a database or data mart in which to store all marketing contact data

It is good practice to measure the quality of the data before implementing these steps, and then measuring again when done, and every quarter thereafter. Some relevant metrics include: the number of duplicates, email bounce-backs, percentage of dummy data, response rates, etc..

An entire category of software companies facilitate data quality management. Gartner lists DataFlux, IBM, Trillium Software, Informatica, and SAP Business Objects as leading data quality tool providers. Other related technology categories include ‘Data Integration Tools’ and ‘Customer Data Integration’. There is also a set of companies that sell data, or services to clean and enhance data. Some of these include: Dun & Bradstreet, Experian, Equifax, MarketWatch, and InfoUSA.

A related subject—and an area that requires a separate effort—is information privacy or data privacy. Data privacy refers to the legal issues that surround the capture, use, storage, and sharing of personally identifiable information. This has long been an issue for healthcare and financial services companies. It is now a concern across all industries. To complicate matters, every country has a different set of legal and political concerns relative to data privacy (sample list here - Global companies must be sensitive to the laws in every country in which they do business.

Technology or Marketing Automation

In some companies, usually larger companies, Marketing Operations can include responsibility for Marketing Automation and in others, Marketing Automation is managed by functions such as Demand Generation. Marketing automation is the name given to software platforms designed to simplify processes for marketing organizations by automating repetitive tasks. Forrester and Gartner have marketing automation research practices. Each looks at the market differently but expansively. Over time, Gartner has used 9 categories to refer to marketing automation technology. They are: ≥Quality management evolution

  • CRM Multichannel Campaign Management
  • Data Quality Tools
  • Marketing Resource Management
  • Enterprise Marketing Management
  • Enterprise Content Management
  • Web Content Management
  • Email Systems
  • E-Services Suites
  • CRM Customer Service Contact Centers

Forrester has, over time, referenced 13 categories in their effort to apply patterns to the evolution of this unwieldy market. The Forrester categories are:

  • Brand Monitoring Solutions
  • Cross-Channel Campaign Management
  • Database Marketing Service Provider
  • Enterprise Content Management
  • Enterprise Marketing Platforms
  • Interactive Marketing Agencies
  • Listening Platforms
  • Marketing Asset Management
  • Search Marketing Agencies
  • Web Analytics
  • Web Content Management
  • B2B Lead Management Automation
  • Document Output for Customer Communications Management
  • Email Marketing Service Providers

In fact, there are 116 companies that have found their way onto either a Gartner Magic Quadrant or a Forrester Wave for marketing automation. It is easier to understand this chaos when you start with a simple picture of the parts of marketing that can benefit from automation. Let’s break it down. Technology can help marketers manage assets, generate demand, and measure results. Within this framework, almost every new marketing automation technology can be typecast according to this simple view of the world.

  • Managing the Development and Distribution and Assets: including budgets, plans, templates, videos, images, logos, etc.
  • Generating Demand: Segmenting the total market to identify logical targets for your product and service, engaging in a meaningful exchange of information with your target, providing them with enticing offers, sustaining their interest, and shepherding the ‘ready’ to sales.
  • Measuring Results: Measuring the component of every element of the process: the images, offers, campaigns, products, regions, etc..
Vendor Landscape

Marketing Performance Measurement

Marketing Performance Measurement should be a logical extension of the Planning and Budgeting exercise that happens before each fiscal year. The goals that are set should be measurable and personal. Every person in the Marketing organization should know what they have to do to help the function, and the company, achieve its goals. Some companies use Management By Objectives (MBOs) to incent employees to meet goals. Other companies simply use the Human Resources Performance Management process.

Quarterly Operations Reviews represent another good way to monitor Marketing’s progress towards its annual goals. At a Quarterly Operations Review, a CMO typically has direct reports present on achievements relative to the goals that were set. This is a good opportunity to update goals based on information gained during the quarter that has just ended. It is also a good way for Marketing leaders to stay abreast of their peers’ efforts to increase collaboration and eliminate redundant efforts.

Benchmarking & Best Practices

Also referred to as "best practice benchmarking" or "process benchmarking", benchmarking is a process used increasingly in Marketing to compare approaches in relation to best practice companies, usually within a peer group defined for the purposes of comparison. This allows organizations to develop plans on how to make improvements or adapt specific best practices, usually with the aim of increasing some aspect of performance. Benchmarking may be a one-off event, but is often treated as an ongoing process in which organizations continually seek to improve their practices.

CMO Communications & Organizational Development

Some CMO’s treat the Marketing Operations leader as a Chief of Staff. As such, they are often charged with handling communication to the organization and the training and development of the Marketing organization. CMO communications can include: Marketing all hands meetings, annual Marketing meetings, internal and external CMO speaking engagements, email updates, and intranet postings. A Chief of Staff Role & Responsibility as well as qualifications could be described as the following:

A senior director with the right level of experience to initiate, drive and manage the tools and process to deploy a highly effective marketing team. A focal managerial position is required to:

• Deliver improved/increased revenue and profits
• Develop and implement the tools to help determine consumers trends and buying habits
• Provide and manage the information to effectively ascertain why sales effectiveness is up, down or flat
• Assess specific products/services effectiveness
• Assess specific tools and processes effectiveness
• Define and execute alternative marketing methods.
• Use structured analysis of data to determine courses of actions.
• Develops the means to move past “trial and error marketing.”

The Marketing Operations Director’s roles and responsibilities

1. Have the vision to make an efficient and effective operations department that acts as the central point for all marketing information.
2. Strong leader that motivates and incentivizes direct and cross functional teams.
3. Manage the marketing budget and provide regular budget reporting.
4. Regular revenue reporting and marketing productivity reporting.
5. Develop/implement the resources to accurately collect, scrub, analyze and manage data and turn it into meaningful information that allows executives and marketing managers to decide on the actions they need to take to make effective programs.
6. Lead generation process implementation and management.
7. Operationally manage systems, processes and information for managers to accurately manage their programs.
8. Marketing goal setting and management, marketing process optimization, marketing program operations and administration.
9. Recruiting, selection and training of marketing resource talent.
10. Key POC interface with sales and sales operations.
11. Interface with IT department and manage marketing impacting IT projects.
12. Lead, manage and develop the Marketing Operations Team.
13. Convert informational needs into requirements and ultimately operational solutions.
14. Create and manage the center of excellence (COE) marketing operations department.
15. Identify and remove the inefficiencies in marketing programs, projects and activities. Remove the inefficiencies of the silo approach to activities, products and programs with business intelligence and ubiquitous informational processes.
Marketing Operations Director’s qualifications:
1. Broad understanding of marketing, marketing programs, product marketing, online marketing, B2B marketing.
2. 5-7 years' experience managing individual contributors and working with cross-function teams.
3. Implemented marketing systems infrastructure including CRM, warehousing and voice of customer.
4. 4-5 years' experience in sales or preferably sales operations
5. 5 years of P&L experience.
6. 5-7 years' experience in developing, managing and delivering executive level and ad-hoc reporting including dashboard development.
7. 3-4 years' experience converting informational needs into requirements and ultimately operational solutions.
8. Prior experience developing/managing a center of excellence (COE) operations that marketing managers can rely on to assist them in marketing their products, services and programs.
9. Prior experience interacting effectively with sales operations so that programs are working in synch with sales. Demonstrated experience showing how marketing programs drive top line revenue.
10. 3-4 years' experience managing outside vendors to complete needed projects
11. Demonstrated ability to develop, implement, and manage processes to improve program effectiveness.
12. Demonstrated ability to manage, integrate and supply information from multiple sources of effectively.
13. Demonstrated ability in running marketing programs including, direct mail, email, online and advertising from an operational aspect.
14. Demonstrated ability to understand data and information and make or advise on changes based on that information.

Accountability and Performance Metrics

1. Process development and management; change agent with the intent of improving overall efficiencies measured against company standards and program goals.
2. Responsible for the accurate and on-time reporting required for marketing program, products, campaigns and activities effectiveness against sales, revenue and profit objectives.
3. Financial, P&L experience measured against yearly budget objectives. Manage the budget to within 10% and provide on key metrics.
4. Develop, maintain and distribute marketing reporting dashboards and campaign reports as well as general marketing intelligence, ad-hoc queries and reporting to provide recommendations to all levels of the marketing organization.
5. Develop, maintain and implement marketing operational processes in conjunction with sales processes for seamless, closed-loop informational integration and communication.
6. Responsible for the efficient allocation of technology, support, and training resources impacting the marketing organization.
7. Achievement and routine reporting of strategic objectives defined by company management.
8. Accountable for the thorough implementation of marketing organization-impacting initiatives measured against marketing objectives.
9. Drive, increase and measure customer engagement through digital avenues. Provide the means to enhance and measure the customer’s experience.
10. Able to provide hard evidence of marketing programs’ impact to top line revenue.

Organizational Development is a concerted effort afforded by the most strategic and best staffed Marketing Operations departments. In addition to providing training for the Marketing organization, it also involves defining job classifications and career paths. The irony of this is that Marketing Operations professionals are often tasked with scoping the criteria for classic Marketing roles – and yet there is a dearth of resources available to do so for Marketing Operations roles. Radford and other such HR consulting companies do not yet recognize Marketing Operations as a unique discipline.

See also


  • UCSC Extension, Silicon Valley, Marketing Operations 2.0: Tactical Discipline to Strategic Vision
  • Marketing Governance. (2012) Marketing Operations Manager Job Description
  • Chief Marketer. (2011) Marketing Ops 101: Evolving Marketing from a Cost to a Profit Center
  • Lenskold Group (2011) Connecting the Dots between Marketing Automation and Marketing Operations for ROI
  • Miller, Jon,. (2011) 52 Reasons to Embrace Marketing Operations 2.0
  • Helfen, Mark (2011) Successful marketing operations is a "much bigger hairball than meets the eye"
  • Beal, Barney. (2009) Gartner: Now is the time to buy marketing resource management (MRM) software
  • MThink. (2009) Is Your Marketing Organization Ready to Change Its MO?
  • Fishbein, Seth. (2009) “A Preview of IDC’s 2009 Tech Mktg. Bechmarks: A Focus on Marketing Automation.
  • Vancil, Rich; Gerard, Michael; Fishbein, Seth. (2008 IDC CMO Advisory – Marketing Performance Measurement 2.0 Best Practice
  • Katz, Gary (2008) Four Keys to Marketing Operations Success
  • Collins, Kimberly. (2008) Establish a Marketing Operations Office Gartner.
  • Curley, Jeff. (2008) The Tools of Marketing Operations American Chronicle.
  • Hutchinson, David. (2008) How to run marketing like a profit center iMedia Connection
  • Marketing Operations Partners. (2007) Journey to Marketing Operations Maturity Benchmarking Study, Executive Summary
  • Patterson, Laura. (2007) The Science Side of Marketing and the Emergence of Marketing Operations MarketingProfs.
  • MarketingSherpa. (2007) New Research: 5 Steps to Better Marketing Operations
  • Ott, Adrian. (2007) Beyond the 4Ps: The 5Ts of Marketing Operations MarketingProfs.
  • Tech Vendors are Rapidly Adding New Marketing Operations Staff. Though Organizational Impact is Still in the Early Stages of Development, IDC Reveals (2007) Business Wire.
  • Gerard, Michael; Vancil, Rich. (2006) The Marketing Operations Function: Is It Evolving Fast Enough? (IDC document #204647 and IDC presentation #204649)
  • Katz, Gary (2005) Marketing Operations: Solving Marketing's Seven Deadly Sins MarketingProfs


  • - IDC's CMO Advisory Service provides marketing executives and their operations counterparts with deep research and industry wide best practices to plan program and people investments, prepare marketing operations, mobilize resources, and measure results.
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