Gartner Research

Martech Foundations: Start With Marketing Automation and Key Processes

Published: 05 July 2023

Summary

Successfully implementing marketing automation for B2B applications requires alignment with the marketing and sales processes and campaign structure. Product marketers must outline these foundational processes that impact marketing team effectiveness.

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Overview

Key Findings
  • With the flexibility stemming from the number of martech tools available, tech marketing teams can struggle to create alignment between sales and marketing without a clear lead workflow process being defined.

  • Lead workflow processes depend on synergy between lead capturing, scoring and routing techniques.

  • Technology marketing teams need to structure their marketing campaign strategies to determine the type, frequency and priority of campaigns to best target customers and prospects in supporting business objectives.

Recommendations

To improve marketing performance by setting up foundational processes to optimize martech investments, product marketers should:

  • Establish and obtain agreement on the basic lead flow process that

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