Digital Enablement Roadmap

Marketo and Microsoft Dynamics Sync

Increase revenue and create the best customer experience.

Get more value from your Dynamics CRM by leveraging its native integration with Marketo.

Close the loop between Marketing & Sales to give your customers and prospects the most optimal experience by streamlining, automating your business processes, and giving Marketing and Sales access to powerful data and insights.

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Driving successful business outcomes

Are you getting the most out of your technology stacks? Is there more to uncover?

The Digital Enablement Roadmap is an interactive venture between business units. The goal is to foster discovery and deep exploration of a business' technologies, processes, people, data and content - with the outcome of recommendations which will allow alignment and ultimately the business to achieve accelerated growth.

These workshops include cross team employee participation, facilitate departmental collaborations, reflection and addressing barriers that will uncover the root causes which could be holding the business back.

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WHAT IS INCLUDED?

The Digital Enablement Roadmap designed is a bespoke process, but overarching deliverables include:

SKILLS MATRIX TOPIC EXAMPLES

• Email marketing

• Data analytics

• Assets design

• Lead management

• Event marketing

• Data integration

• Marketo certification

And many more...

Some examples of topics included in the skills matrix:

Email marketing

• Data analytics

• Assets design

• Lead management

• Event marketing

• Data integration

• Achieving Marketo certification

• Nurture and journeys

• Marketing strategy

• Personalisation

• Support (of Marketo)

• Being a Marketo admin

• Centre of excellence

• And many more...

HOW DOES IT WORK?

Once signed up to the mentor program (minimum commitment applies - with a regular, booked in commitment per week/fortnight/month) our training manager, Stephanie Combe, will work with you to identify which areas and skills you would like to focus on.

This initial skills analysis is part of the Mentor program – Steph will workshop with you the areas of Marketing or of Marketo you want to focus on and what period you want to commit to.

Here's a few sample areas:

• Email marketing

• Data analytics

• Assets design

• Lead management

• Event marketing

• Data integration

• Achieving Marketo certification

• Nurture and journeys

• Marketing strategy

• Personalisation

• Support (of Marketo)

• Being a Marketo admin

• Centre of excellence

• And many more...

Once we decide your top areas of speciality, we then create a roadmap of training and you commit to regular sessions with our Marketo expert trainers.

ASSESSMENTS

Assessment of current state of the business practice, framed by MarTech and SalesTech stacks.

IDEATING

Ideating future states and required alignment of the people, processes, data and content within the business.

IDENTIFICATION

Identifying areas for improvement and development across business units and within various technologies.

RECOMMENDATIONS

Providing recommendations and continuous improvement plans to drive successful business outcomes.

ALL SKILL LEVELS

This program is for Marketo users of ALL skill levels. The end goal does not need to be certification - you decide how far you want to go. Create your unique journey.

BESPOKE PROGRAM

Each program is created with the individual user and our training manager via a skills matrix to develop a roadmap to get you to where you need to be.

TAILORED PRICING

We understand the need for flexible pricing. So, we have a tailored pricing program and a created a credit system to allow flexibility throughout your journey.

TOP AUS EXPERTS

Our mentors are all Marketo certified experts. You will not find a group of experts in APAC with more knowledge and the ability to challenge users at this level.

DISCOVERY & EXPLORATION

The aim of the venture is to identify improvement areas, align business goals, encourage open team communication, highlight roadblocks, and facilitate passionate discussions. Through moderated sessions with BPX, we will direct your team members to finding the solutions they need.

TEAMWORK & COLLABORATION

Cross team participation and engagement is crucial to success. At times there can be friction, frustration, lack of visibility and general misunderstanding between teams - during this process we work to dissolve any present barriers and enable teams who succeed together.

WIDENING HORIZONS

How we facilitate discussions is essential to reveal aspects of the business strategy and processes that may have been overlooked or not understood. A fresh perspective from an experienced consultant can be just what you need to reach heights you didn't know you could.

RESOLUTION MANAGEMENT

At completion of the project, you will be provided with recommendations and action points that will allow you to reach your business goals. Your platforms and processes can then be optimised. The fluency of your teams will be impacted and a positive and efficient work environment will be able to flourish.