- Problem
Modern marketers are well-supported by thousands of new growth-accelerating tools, yet they struggle to truly automate work and sync data across on-prem and cloud applications. They end up with unscalable, costly custom integration "solutions" that create more problems when "native connectors" aren't robust enough for complex enterprise data transactions.
- Solution
Marketing lifecycle activities across all systems need to be seamlessly triggered and automated when budgets are aligned, tactics and assets are created, campaigns are launched and results are measured. Workato provides reliable and timely connectivity to legacy on-prem systems, compliance tools, and BI reporting without routing data through a particular platform.
- Impact
Marketing lifecycle automation enables speed-to-market without sacrificing brand compliance or data quality. Marketers can focus on truly connecting with the customers as time previously spent on manual hand-offs for budgeting, campaign assignments, metadata tracking, and reporting are now automated, at-scale, as a holistic solution.
Marketing Lifecycle Management
Enabling "top-line" growth, tracking, and ROI of single-channel and integrated marketing campaigns.
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Solution Highlights
- Align cost center and budgeting data to campaign strategy
- Trigger the creation of campaign plans and work assignments
- Track digital assets and metadata through the campaign lifecycle
- Sync contracts, pricing and customer data across applications
- Track stage gates, launch calendars, labor efforts, and spend for campaigns all the way from campaign brief/inception to launch.
Streamline financial approvals and assignments
Track budgets against effort spent on marketing tactics across financial and productivity tools
Sync in-market metrics against budget
Sync new leads, contacts and trigger notifications
Request sales collateral and support
Route requests across systems, and push approved master content back into Sales Enablement and CMS tools for sales teams
Visualize Customer 360
Create easy-to-consume visualizations using BI tools
Implementation Plan
- 1
Discovery & Research
Discuss best practices from market leaders
Outcome: Prioritized Automation Plan
- 2
Collaborative building
Outcome: Working Automation
- 3
Testing & business unit training
- 4
Go live!
