1. Marketing Tech Blueprint
PowerPoint Creation Template
© 2017 Integrate, Inc.

2. Table 1: Tech Inventory Technology Integrations Critical/ Auxiliary
Vendor/
Internal
Notes:
[Marketing Automation]
[CRM, Content Management, Social]
Critical
Vendor
[Example] Not currently using full functionality. Looking for ways to increase value. Data usage fees is an issue.
[CRM]
[Content Management]
[Campaign Management]
[Data Governance]
[Data Management]
[Predictive Analytics]
[Web Tracking/Analytics]
[Social Data/Tracking]
© 2017 Integrate, Inc.

3. Table 2: Tech & Process Alignment
Processes
Associated Tech
Data Flow In
Data Flow Out
Process/Tech Owner
[Content Creation]
[Content Management System]
[Auto between MA + website]
[Name of team/individual]
[Identify Content Syndication Partners]
None
N/A
[Campaign Build]
MA Platform
Auto with MA
[Prospect Data Scrubbing]
Lead Nurturing
[Marketing Automation]
Manual prospect data injection
Auto to CRM
© 2017 Integrate, Inc.

4. Table 3: Roadblocks & Opportunities
Details
Time/Length 1
Program/campaign building
IOs, manage assets/creative
One-off relationships with partners
Depends on number of partners; very time-consuming 2
Batch, weekly delivery of leads
3 partners HTTP post into Marketo
Remaining 7-10 partners send excel file once a week
Send lead file for normalizing
3-7 days 3
Manual lead normalization
Reformat, normalize
Match asset IDs to each lead for first reply
Done daily/ASAP, takes min per file
Typically 4 hours in total, completed within 1-2 days at most 4
Manual lead upload to marketing automation
Validate data
Post to Marketo for MQL scoring
MQL leads go into Track A; Leads go into Track B
6-8 hours per week 5
Delayed partner/program measurement
Monthly measurement
MQL rates
Cost per MQL
Conversion rate
Monthly 6
Delayed program optimization
One-off relationships with 15 media partners
Quarterly
© 2017 Integrate, Inc.

5. Processes Without Tech Procedural Roadblock/
Blueprint Icons
Processes Without Tech
Manual Data Flow
Procedural Roadblock/
Data Chokepoint
Technology
Automated Data Flow
Prospect Data Sources
[e.g.] Lead Scrubbing/
Normalization
[e.g.] Content Syndication Publisher
[CRM]
© 2017 Integrate, Inc.

6. Building the Blueprint (Sample)
Media Partner Management
[Webinar Platform]
[Predictive Analytics]
[Social Tools]
Content Syndication Publishers
WEBINARS
[e.g.] Lead Scrubbing/
Normalization
Call Center
[Marketing Automation]
[CRM]
List Providers
LEGEND
Offline Prospect Data Sources
Marketing Tasks / Processes
Marketing Tech Systems
Roadblock / Chokepoint
[Website Tracking]
[Content Management]
© 2017 Integrate, Inc.