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Page 1
Background
The client is a global identity verification company
established in 2011 based in Vancouver, Canada.
In its quick global expansion, the company did not
muster enough resources to operationalize its
Go-To-Market strategy and faced big misalignment
between the marketing & sales teams.
Rapid growth necessitated scalable marketing
operations and sales function that could support
increased demands without compromising quality.
The existing team structure and processes were
not adequately equipped to handle the expanding
workload.
Paternity leave & shortage of specialized digital
marketing tech staff created execution bottlenecks,
SLA violations and project delays.
Challenges:
Quick global expansion
Gaps in marketing and
sales management
Marketing process
bottlenecks
Scalability of marketing
tactics
Staff shortages: lack
specialized internal
resources
The Client:
Global identity verification
technology company in
hyper-growth mode
Ideal Solution
The management team identified the need for a
solution that could act as a natural extension of
their sales & marketing teams in order to bridge
the gaps, execution and enhance overall
operations efficiency.
MarTech Stack
Adobe Engage (Marketo)
Salesforce Sales Cloud CRM
LeanData
6Sense
WordPress CMS
Unbounce
Revenue Operations Support
A Natural Extension of the Sales & Marketing Teams
CASE STUDY
Page 2
"We had the immense pleasure
of working with Macro
consultants in the last year, who
brought to the table a winning
combination of outstanding
collaboration and Salesforce
expertise.
They seamlessly integrated into
our team and quickly became a
critical part of our Salesforce
administration efforts as we
transformed our Sales Process.
Macro's knowledge and
dedication were invaluable, and
their ability to adapt to our
workflow was exceptional. We
couldn't have achieved our
goals without Macro's
contributions."
Chief Revenue Officer
Connect
+1 647 760 8629
hello@Macromator.com
https://RevenueOperations.Agency
Revenue Operations Solutions
To address these challenges, Macro agency was
engaged to provide a global comprehensive
support in various areas:
Marketo Campaign Management and Execution
Management and execution of digital marketing
campaigns using the Adobe Marketo platform.
This included designing and setting up campaigns,
ensuring timely delivery, monitoring performance,
and optimizing campaign effectiveness.
Salesforce Admin Support
The client used Macro's Salesforce expertise. This
involved managing user access, data maintenance,
and system customization to meet specific
business requirements.
Reporting and Dashboard Creation
Accurate and insightful reporting was crucial for
revenue operations. Macro worked on generating
reports and creating custom dashboards to
provide actionable insights for decision-making
and campaign optimization.
Ongoing Managed Services
Quick and efficient troubleshooting and support
were essential for ongoing smooth operations.
Macro provided daily support, addressing any
issues, resolving technical bottlenecks, and offered
guidance to the client’s marketing team.
B2B Digital Partner
of Record
Macro's agility to adapt to
evolving needs, collaborate
effectively, and deliver
exceptional results, solidifying
the partnership as a trusted
extension of their marketing
team.

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Macro Case Study -- Revenue Operations Support (PDF)

  • 1. Page 1 Background The client is a global identity verification company established in 2011 based in Vancouver, Canada. In its quick global expansion, the company did not muster enough resources to operationalize its Go-To-Market strategy and faced big misalignment between the marketing & sales teams. Rapid growth necessitated scalable marketing operations and sales function that could support increased demands without compromising quality. The existing team structure and processes were not adequately equipped to handle the expanding workload. Paternity leave & shortage of specialized digital marketing tech staff created execution bottlenecks, SLA violations and project delays. Challenges: Quick global expansion Gaps in marketing and sales management Marketing process bottlenecks Scalability of marketing tactics Staff shortages: lack specialized internal resources The Client: Global identity verification technology company in hyper-growth mode Ideal Solution The management team identified the need for a solution that could act as a natural extension of their sales & marketing teams in order to bridge the gaps, execution and enhance overall operations efficiency. MarTech Stack Adobe Engage (Marketo) Salesforce Sales Cloud CRM LeanData 6Sense WordPress CMS Unbounce Revenue Operations Support A Natural Extension of the Sales & Marketing Teams CASE STUDY
  • 2. Page 2 "We had the immense pleasure of working with Macro consultants in the last year, who brought to the table a winning combination of outstanding collaboration and Salesforce expertise. They seamlessly integrated into our team and quickly became a critical part of our Salesforce administration efforts as we transformed our Sales Process. Macro's knowledge and dedication were invaluable, and their ability to adapt to our workflow was exceptional. We couldn't have achieved our goals without Macro's contributions." Chief Revenue Officer Connect +1 647 760 8629 hello@Macromator.com https://RevenueOperations.Agency Revenue Operations Solutions To address these challenges, Macro agency was engaged to provide a global comprehensive support in various areas: Marketo Campaign Management and Execution Management and execution of digital marketing campaigns using the Adobe Marketo platform. This included designing and setting up campaigns, ensuring timely delivery, monitoring performance, and optimizing campaign effectiveness. Salesforce Admin Support The client used Macro's Salesforce expertise. This involved managing user access, data maintenance, and system customization to meet specific business requirements. Reporting and Dashboard Creation Accurate and insightful reporting was crucial for revenue operations. Macro worked on generating reports and creating custom dashboards to provide actionable insights for decision-making and campaign optimization. Ongoing Managed Services Quick and efficient troubleshooting and support were essential for ongoing smooth operations. Macro provided daily support, addressing any issues, resolving technical bottlenecks, and offered guidance to the client’s marketing team. B2B Digital Partner of Record Macro's agility to adapt to evolving needs, collaborate effectively, and deliver exceptional results, solidifying the partnership as a trusted extension of their marketing team.