Marketing Operations

Connect the tools, processes and people behind effective marketing. Explore automation, software evaluation and workflows that support campaign delivery and sales handoffs.

How to run an AI pilot for a marketing team
Plan a marketing AI pilot with a defined task, test set, quality gates, cost measures and a clear decision on whether to ...
AI-assisted research for marketers: sources and verification
Build marketing research around primary sources, checked citations, consistent comparisons and a clear distinction between facts and inference.
AI agents in marketing operations: where to start
Start with a bounded reporting workflow. Define agent permissions, handle partial failures and measure accepted output, review time and cost.
CRM for marketing teams: tools and lead handoffs
Compare marketing CRMs through source capture, qualification, ownership, duplicate handling and reporting, using a practical lead-handoff checklist.
Low-code and no-code for marketing operations
Assess marketing automation through routing rules, exceptions, retries, permissions and the cost of maintaining low-code or no-code workflows.
SaaS buying for marketers: pricing, AI features and fit
Compare marketing SaaS through workflow fit, charging units, AI costs, implementation effort and data export before choosing a supplier.
No-code payment workflows: a guide for marketing teams
Connect payment events to marketing records with clear ownership, duplicate handling and checks for failed payments, refunds and retries.