Marchitecture: Planning for Integrations and The Technology Stack

September 10, 2020 vivi Gehan

This blog is part 4 of 11 on setting your marketing up for scale using the Gold Standard—our signature framework consisting of a series of foundational processes and corresponding deliverables focusing on strategic marketing as well as technical and campaign operational services. Need to catch up? Our series starts here.

In our last blog in our Gold Standard series, we discussed the Marketing Tactics component and its omnipresent influence on all other areas of Marketo such as lead sourcing, lead scoring, prospect lifecycle, and reporting. In conjunction with defining the different types of Marketing efforts and their translation into channels and tags, identifying where Marketo fits in the sphere of technology platforms and its integration and data flow between them all is key to crafting an intelligent set of rules to execute the rest of the Gold Standard components.

The Digital Pi services, strategy, and development teams will begin a series of steps to identify and classify all other platforms in your technology stack. This exercise results in a strong understanding of the landscape surrounding the Marketo and CRM platforms, which in turn enables the Digital Pi consultants to account for any and all data flows, points of insertion, and corner cases to ensure an infallible configuration. As a bonus, you’ll receive a graphic listing and categorizing the technologies in your stack plus a thorough diagram of data flow into and out of Marketo, the CRM, and any integrated technologies that need to be considered for elements such as lead capture and prospect lifecycle milestones.

Company Lead Process Flow Chart

Being prepared for and accounting for any unexpected unknowns early in the process results in a more efficient and better-informed Gold Standard configuration. While it is impossible to intimately know the thousands of technologies that exist, the Digital Pi team is well versed in the Marchitecture sphere and understands the importance of evaluating the big picture and Marketo’s role and place within the technology stack in order to configure a tailored implementation. 

The next step in the Gold Standard project is to identify and define a clean, finite set of data standards in order to eliminate leads slipping through the cracks and sales missing out on viable opportunities. Stay tuned for the next blog in the series to learn more about how Digital Pi approaches Data Management and ensuring consistent and standardized data values for optimal functionality and reporting.

Anxious to learn more about the Gold Standard? Check out this info, or contact us at hello@digitalpi.com.

About the Author

vivi Gehan

Vivi brings over 10 years of marketing and consulting experience, along with over 15 years of education and training. Prior to becoming a consultant, Vivi managed marketing programs and operations for Xactly Corporation for 4 years, and has focused on consulting and training in Marketo and SFDC since 2012. She brings her passion for marketing, marketing automation, and training & coaching to each client engagement; building relationships and providing insights culled from best practices and past experiences. Vivi holds a bachelor’s degree from UC Berkeley, and won a Marketo Revvie Award in 2012.

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