What We Did
Affirma initially conducted an in-depth Marketo audit/gap analysis, marketing tech stack evaluation, and numerous stakeholder interviews to help fully understand their goals, strategies, insights, and challenges behind their lead management process, sales process, campaign creation, and more. Upon conclusion of this evaluation, the Affirma team presented findings and recommendations to improve and maximize their use of Marketo; reduce and consolidate their other marketing platforms, and streamline processes. This also led to bringing in Affirma’s Salesforce experts to perform a Salesforce audit since the two platforms are intertwined and a critical hand-off point in the lead management process.