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How to explain marketing operations at different levels: From children to experts

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Adult male and little boy lying on carpet staring at each other

Marketing operations can be a confusing subject. You will probably get blank stares when explaining marketing operations to someone else, especially if that someone is not in marketing or business.

In this article, I’ll try to explain marketing operations to people of different ages, with increasing levels of detail and abstraction. I’ll start with explaining the concept to a child, the I’ll more on to a teenager, a marketing graduate student, a marketing professional, and then an expert in marketing operations.

Tell it to the children

I’m going to tell you about marketing operations. Marketing is something businesses do to get people to want to buy their stuff. Think of commercials and big billboards. Now, pretend you received a flyer in the mail that has a picture of a teddy bear and how much it costs. That is called an ad, short for advertisement. Some marketing people come up with the idea for what the teddy bear ad will look like and what it will say.

Now there are other marketing people, whose job it is to send you the ad in the mail, and also determine if the ad is doing a good job at helping the business sell more toys. These types of marketing people also do that for all types of marketing, like the commercials and big billboards, and advertising across the internet. These types of marketing people work in marketing operations.


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Easy for teens

I’m going to tell you about marketing operations. Marketing is all of the activities businesses do to sell more of their products and services. Many think that marketing is simply making commercials, but today most of marketing is digital – think of ads you see on Google, posts you see from influencers on social media, and also emails from brands in your inbox.

Now, there are a lot of tools that marketers use to create marketing in all of these different places. These tools are typically online services. For example, marketers can use an online service to create marketing emails, and another service to create YouTube videos. Marketers also use these tools to track whether or not their marketing campaigns are helping the business sell more products. The marketers that manage these tools and the data that comes out of these tools work in a specific area of marketing – that area is called marketing operations. 

Harder for the marketing grad student

I’m going to tell you about marketing operations, which is a function within the marketing department. Marketing today is becoming increasingly sophisticated. A single offer can be deployed across a multitude of channels and platforms, and these activities generate an immense amount of data. Businesses use a variety of marketing tools and services to manage these activities. Some of these tools can be quite robust, and require a team of people to manage and operate. These marketing tools need to be connected together to help personalize marketing campaigns, track customer touch points, and unify data for analysis and decision-making.

The marketers that manage these tools tend to be tech savvy, and fluent in online marketing and data science. This function of marketing is known as marketing operations, and they manage the different tools, processes, and data to ensure that all marketing efforts are running in an efficient and profitable way.

Gloves off for the marketing professional

I’m going to tell you about marketing operations. This function manages the Martech stack, which typically includes a marketing automation platform (MAP), a customer relationship management system (CRM), a customer data platform (CDP), advertising tools, data services, reporting systems and more. They ensure these platforms are implemented and adopted correctly and that data is integrated across the entire Martech stack.

In addition, marketing operations ensures the outputs support various stakeholders, such as customer intelligence for a sales team, and revenue reporting for finance and leadership. The marketing operations charter often includes: planning and building campaigns, marketing system administration, data analytics, training and enablement, and building internal products and features to support the marketing organization.

Read next: An in-depth look at marketing ops and marketing ops professionals

What the expert needs to know

Marketing operations today is rapidly evolving. What once was a function that owned campaign execution and the marketing automation platform, is now growing in scope as businesses become more reliant on digital and data. There are two paths emerging. The first path: marketing operations professionals dedicated to ensuring that marketing runs like a business, and is viewed as a profit-center rather than a cost-center. The data and process requirements for this undertaking are staggering, and marketing operations is shifting into a more strategic role to determine which projects are priority and which will yield the highest return-on-investment.

The second path relates to the overwhelming complexity marketing teams face, namely the explosion of platforms and the need to synchronize and unify big data. This path requires technical mastery, especially within the enterprise Martech space. Large technical problems require marketing operations experts to bring innovative solutions, simplify complexity, and often build custom products to operate marketing at scale. Today, the two paths are blurred, but I wouldn’t be surprised to see the bifurcation of two separate functions in the near future.

To sum up, marketing operations is sometimes a confusing topic, but an exciting one, that will truly shape the future of marketing profession, and business as a whole. Which explanation did you like best?


About The Author

How to explain marketing operations at different levels From children

Darrell is an award-winning marketer and Martech professional. He was named one of the top Martech Marketers to Follow in 2020, won the Fearless Marketer award in 2018, is a 2X Marketo Champion, and is a certified Salesforce Administrator. He has consulted for several Fortune 500 companies including General Electric and Abbott Laboratories and currently leads marketing operations at Amazon Web Services where he helps empower hundreds of marketers to build world-class customer experiences. Darrell is a frequent speaker at martech events, and regularly posts thought leadership content on Linkedin and Twitter.


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What Is AI Analytics?

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What Is AI Analytics?

Our 2023 Marketing Trends Report found that data-driven marketers will win in 2023. It makes sense, but data analysis can be challenging and time-consuming for many businesses.

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Scaling agile with the Agile Marketing Navigator framework

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Scaling agile with the Agile Marketing Navigator framework

Many think that scaling agile means taking it from one team to many. While that’s a part of it, agility at scale is more about culture transformation. Everyone in the marketing organization needs to transform into an agile way of thinking and acting.

The practices we’ve established in the Agile Marketing Navigator help drive culture change and the right behaviors for agility. Today, we’ll focus on Cycle Time, Waste Removal and the roles of Stakeholders and Practice Leads that can help you to take agile marketing to the next level.

Remove waste by overhauling old ways of working

When it comes to waste removal, a team can make changes if they can work autonomously. But more significant effort is required to make impactful changes in larger organizations where systems and processes reach far beyond the team.

Let’s say that several agile teams have identified that too many sign-offs are required to get work delivered quickly and with agility. Now you know this is a systemic issue across marketing that requires more than a Band-Aid repair.

The first step is measuring the problem’s impact on overall marketing delivery. It’s best to do this collaboratively, getting in put from representatives of several teams and levels in the company. You can break down items by the types that seem most problematic. 

Let’s say everyone says the process for launching a landing page on your website is really slow and has the most sign-offs. Take sticky notes and map out all the steps in the process, focusing on each sign-off. This allows you to quantify a baseline for just how many steps are in your process and how long it’s taking today. 

You’ll then look at the total number of average days it takes to deliver the landing page across the organization. In this example, we’ll say it takes an average of 45 business days to launch a landing page from start to finish.

Everyone should then discuss what seems like a more reasonable timeframe. This group decides to strive for 30 days. Now they need to uncover where they can get back those 15 days, most of which are tied up in approvals and wait time.

Because this issue is constraining all marketers, leaders need to be able to step up and be willing to radically empower the change from old ways of working. They will have to allow this change to happen and empower Lean thinking. This often means giving up a bit of security or safety in exchange for speed. And yes, mistakes may happen. But this is where trusting that people will learn from them and the overall change will outweigh the risk.

It’s this type of culture change that will lead to true agility. Leaders: You can’t just hand off agile marketing to your team and walk away. It’s imperative that you empower the teams to identify the issues while actively paving the way for them to implement new ways of working.

Lead Communities of Practice

As you mature in your agile practice and form teams around business needs, you break away from traditionally built departments around disciplines. However, as you involve more and more teams in agile marketing, it will be really important that those disciplines still have strong leadership and best practices.

A Design Community of Practice is a great example. The Practice Lead needs to work with all the designers across all agile teams to ensure branding quality and growth in the field happen. 

A Practice Lead in our framework is typically a department manager, but their role alters with agile marketing. They are no longer assigning or managing work, but they still need to work to ensure everyone in the field can be successful with skills, tools, knowledge sharing and practice standards.

If you’re working in agile today and have found that the functional roles are being diminished, immediately start operating a Community of Practice, and you’ll find that you can succeed with a delivery team that has multiple skill sets, as well as in a community where shared skills are maximized.

As you grow in agile marketing, remember it’s not just a check-the-box process or framework. Really good agile marketing takes great leaders that are invested in true transformation.


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Opinions expressed in this article are those of the guest author and not necessarily MarTech. Staff authors are listed here.

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The benefits of extending Optimizely into a B2B app

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Evaluating a new A/B testing vendor: Timeline



Paper order forms, faxes and even old-fashioned phone calls still tend to dominate the wholesale sales process. While B2B is way behind B2C, the move to digital commerce is underway and accelerating. This is precisely why ecommerce platforms that specialize in delivering B2B tools, features and functionality (like Optimizely) are seeing such rapid growth.

A recent Gartner report examines the rapid move toward B2B digital enablement and a key finding is that buying decisions and the actual purchases are no longer being driven by sales reps, as online ordering surges. In fact, at the time of the study, only 17% of the wholesale purchase journey was attributed to sales rep interactions and, among millennials, fully 44% said they prefer no sales rep interaction at all when making buying decisions.

This quote from the report struck me as particularly important. “As baby boomers retire, and millennials mature into key decision-making positions, a digital-first buying posture will become the norm. Further, we expect the acute spike in digital buying during the COVID-19 pandemic to have sustained influence on customer comfort with digital learning and buying.”

Covid-fueled retail ecommerce has exploded and B2B is finally starting to catch up. Smart B2B businesses are starting to adopt a “digital-first” stance and considering an app as a logical extension of their online wholesale ordering platforms.

The reason apps play such a big role in B2B is utility. B2B buying is very complex and ecommerce platforms are usually tied into an ERP and CRM. Tools for account-based custom pricing and order list management are typically folded in.

The B2B path to purchase can be a winding one and an app can straighten this road by personalizing the online buying experience and delivering it in an always-on manner, literally in the pocket of buyers. Reducing customer service time/expense and data entry error is often cited as a primary goal of wholesalers considering an app.

After all, all wholesale buyers are consumers themselves and covid-driven retail app adoption and use has skyrocketed in the last two years. Mobile app usage was up 40% during covid. Another factor is that, increasingly, wholesale customers expect an app to make ordering easier and more personalized.

Ask yourself when was the last time you logged into the Amazon mobile browser? Odds are, you never have, since the instantly-personalized experience of the app is far-superior. With an app, there’s no need to enter payment information, no need to type in your address and order history is called up instantly. Page load times are nearly instantaneous and you get the app-only option of using push messaging to drive deeper engagement with wholesale accounts.

Chef’s Warehouse is one of our biggest B2B customers they recently re-platformed to Optimizely. We built their B2B app out to leverage and extend new Optimizely B2B features and functionality and the results have been fantastic. Their reps can easily access customer order history and account-specific pricing, etc. The app consistently delivers a conversion rate that is three times that of the mobile website and the majority of buyers/chefs now use the app for wholesale ordering.

Apps were once thought of as “nice to haves” but this is changing fast, as buyers demand tools to make complex wholesale ordering processes easier. As more and more wholesale businesses move online and the business starts to catch up to retail, the leaders in the space will be first to market with an app, so they can learn and iterate and phase in new features.

According to Digital Commerce 360, in 2021, online B2B sales grew 17.8% to $1.63 trillion from $1.39 trillion in 2020. In fact, B2B ecommerce sales grew faster than all other manufacturing and distributor sales in the U.S.  

Gartner calls the successful delivery of digital, online tools to help smooth the path the purchase “Buyer Enablement” and concludes the research with the following: “Customers are migrating decisively from in-person channels to digital alternatives…new digital channels must be purpose-built to drive sales performance, justified by a simple truth: customers learn and buy digitally.” 

Apps are all we do, we make the process easy, and the ROI is typically rapid. Orders placed on the app “pour into” your current Optimizely operations and data is seamlessly synched between the app and Optimizely.

If you are interested in a custom app to meet your specific needs, please consider visiting our page on the Optimizely solution marketplace. We work with Optimizely customers like Chef’s Warehouse and Binny’s Beverage Depot and can customize an app project specifically designed to meet your unique requirements.

Got app? If not, you should be considering the potential benefits to your wholesale business.  



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