Plan the Data You Need to Demonstrate ROI on Marketing Automation

To achieve alignment between, sales, marketing, customer service and IT you need to agree on who needs what data and who OWNS each part of the customer journey. We have created an easy to follow template for data collection.

Data Collection Template


After completing this checklist you will:

  • Determine your organization's marketing automation readiness
  • Document the data gaps you are missing 
  • Gain the knowledge and best practices to begin improving results