{"id":8653,"date":"2022-06-15T16:56:22","date_gmt":"2022-06-15T14:56:22","guid":{"rendered":"https:\/\/chapmanbright.com\/?post_type=resources&#038;p=8653"},"modified":"2025-11-17T12:56:48","modified_gmt":"2025-11-17T11:56:48","slug":"your-roadmap-to-marketing-roi","status":"publish","type":"resources","link":"https:\/\/chapmanbright.com\/nl\/resources\/guides-tools\/your-roadmap-to-marketing-roi\/","title":"Your Roadmap to Marketing ROI ","content":{"rendered":"","protected":false},"parent":0,"template":"","cb_resources_category":[89],"class_list":["post-8653","resources","type-resources","status-publish","hentry","cb_resources_category-guides-tools"],"acf":{"banner":8659,"title":"Your Roadmap to Marketing ROI ","text_overview":"Adopting a new marketing tool, with all its impressive high-tech bells and whistles can be intimidating. A powerful marketing automation tool like Marketo Engage offers a vast variety of functionalities that can be applied in a multitude of ways to create custom processes that deliver on your business needs.\u202fSo how can you get started with your marketing automation journey and ensure success?\u00a0\u00a0","image":8655,"button":"Read","components":[{"acf_fc_layout":"layout_textblock_full","background":"grey-light","title":"","text":"<em>This article reflects Chapman Bright\u2019s earlier focus on Marketo and 'classical' marketing automation.\r\nToday we help B2B companies scale productivity with automation, AI, and agents. <a href=\"\/services\/pillars\/\">Read more<\/a><\/em>","button":null},{"acf_fc_layout":"layout_textblock_full","background":"none","title":"","text":"Adopting a new marketing tool, with all its impressive high-tech bells and whistles can be intimidating. A powerful marketing automation tool like Marketo Engage offers a vast variety of functionalities that can be applied in a multitude of ways to create custom processes that deliver on your business needs.\u202fSo how can you get started with your marketing automation journey and ensure success?","button":null},{"acf_fc_layout":"layout_textblock_full","background":"none","title":"'Show me the money!'","text":"That\u2019s probably something you\u2019ve heard before from upper management or your CEO. \u2018Why are we doing this\u201d and \u2018what\u2019s the ROI\u2019? Well, if you don't have a clear overview of what it is you want to achieve, you will find it very difficult to formulate that elevator pitch, let alone define your business case or roadmap to success. That is <a href=\"https:\/\/chapmanbright.com\/resources\/blog-post\/create-business-value-with-marketing-automation\">why identifying your use cases is key to your success<\/a>. If you are not yet familiar with this term, a use case defines how to apply marketing automation to a specific process within your company in order to improve the value generated or reduce costs.\r\n\r\nBut how does one go about identifying use cases and deciding which ones to focus on?","button":null},{"acf_fc_layout":"layout_textblock_full","background":"grey-light","title":"Get buy-in from stakeholders","text":"When trying to solve challenges for your organization, it is important to first understand the problem as well as the ambition, and what better way to do that than to involve stakeholders and process owners in the conversation? This is why we recommend a pragmatic approach, bringing them together for a hands-on workshop to identify the most value-contributing use cases.\u202fIncidentally, this helps you get buy-in and ensure alignment within the organization which contributes to a smoother transformation journey.","button":null},{"acf_fc_layout":"layout_textblock_full","background":"none","title":"Dig deep for your why, what, who & how","text":"At Chapman Bright, we work closely with clients to help identify the most relevant use cases, and subsequently which functionalities will be needed to deliver them.\r\n\r\nEach use case is summarized by:\u200c\r\n<ul>\r\n \t<li>Description of the use case: what is the hypothesis and potential value of selecting this use case?<\/li>\r\n \t<li>Dependencies: What is required to make this use case happen?<\/li>\r\n \t<li>Benefit: What kind of results can be expected? (first qualitative assessment)<\/li>\r\n \t<li>Effort: How much effort does it take to realize the use case? (first qualitative assessment)?<\/li>\r\n \t<li>Possible Hypotheses: What needs to be delivered in Marketo Engage for this specific use case?<\/li>\r\n<\/ul>","button":null},{"acf_fc_layout":"layout_textblock_full","background":"grey-light","title":"Make it worth the effort","text":"Once you have identified your use cases, you will need to prioritize them based on a benefit vs effort matrix to select those that are worth the investment and those who are not. This will also help you plan the roll out, for example: quick wins and most promissing use cases will be used to define the first loop in which these will be delivered.","button":null},{"acf_fc_layout":"layout_textblock_full","background":"none","title":"","text":"And just like that you have defined your itinerary, the stops along the way, and how exactly you\u2019re going to get there. This roadmap, including a phased delivery of your most important use cases, is absolutely mandatory to realize your marketing automation business case.","button":null},{"acf_fc_layout":"layout_article","resource":8687,"icon":4001,"background":"grey-dark","type":"Related article:","title":"Download this free template","text":"When trying to solve challenges for your organization, it is important to first understand the problem as well as the ambition, and what better way to do that than to involve stakeholders and process owners in the conversation?\r\n\r\nThis is why we recommend a pragmatic hands-on approach, bringing stakeholders together for a hands-on workshop to identify the most value-contributing use cases.\r\n\r\nAnd to help you lead the conversation in the right direction, we've created an easy to use template that will aid you in fleshing out use cases, and mapping them out by benefit vs. effort. This will allow you to determine where to prioritize your efforts and define the roadmap to your marketing automation success."},{"acf_fc_layout":"layout_textblock_full","background":"none","title":"Need a little more inspiration to help you get started? Here are some the most common use cases Chapman Bright has helped achieve.\u00a0","text":"&nbsp;\r\n<ul>\r\n \t<li><strong>Drive quality leads<\/strong>: enrich data, increase sales and customize experiences. Find out how we helped Lely do just that but implementing Marketo Engage\u2019s latest functionality \u2018Conversational Chat\u2019 on their website\u00a0<a href=\"https:\/\/chapmanbright.com\/resources\/case-study\/lely-leveraging-conversational-marketing-to-enrich-data-increase-sales-and-customize-experiences-through-adobes-dynamic-chat\/\">here<\/a>.<\/li>\r\n \t<li><strong>Lead management<\/strong>: nurturing MQLs\u00a0to\u00a0increase conversion to\u00a0SALs.\u00a0<a href=\"https:\/\/chapmanbright.com\/resources\/case-study\/sungevity-improving-lead-quality-by-implementing-a-consumer-centric-approach-to-lead-scoring-and-lead-nurturing-programs\/\">Learn more<\/a>\u00a0about how Sungevity improved lead quality by improving their lead scoring and lead nurturing activities on Marketo Engage.<\/li>\r\n \t<li><strong>Align marketing and sales<\/strong>: facilitate communication between departments to improve the sales and marketing process and boost business.\u00a0<a href=\"https:\/\/chapmanbright.com\/resources\/case-study\/dhl-express-how-dhl-express-leveraged-oneinsight-to-align-their-sales-and-marketing\/\">Here<\/a>\u2019s\u00a0how DHL achieved this by integrating OneInsight into their Marketo Engage instance.<\/li>\r\n \t<li>If your business works with frame contracts, the\u00a0<strong>uptrader\/downtrader use case<\/strong>\u00a0may be very interesting: automatically assign a customer who orders less han expected (downtraders) in the framework agreement to analways on marketing program, and engage with them to find out how to increase sales.<\/li>\r\n<\/ul>","button":null},{"acf_fc_layout":"layout_title","title":"Some additional resources we think you might find relevant","subtitle":""},{"acf_fc_layout":"layout_resource","resources":[{"resource":8640,"button":"Read more"},{"resource":2498,"button":"Read more"},{"resource":976,"button":"Download"}]},{"acf_fc_layout":"layout_cta","title":"Need support with your Marketo Engage implementation, and defining your uses cases? ","subtitle":"We\u2019re here to help, feel free to reach out to our experts for a free consultation.","button":{"title":"Contact","url":"https:\/\/chapmanbright.com\/contact\/","target":""}}]},"acfml_non_translatable_locations":null,"_yoast_wpseo_primary_cb_chaploop_category":null,"_yoast_wpseo_primary_category":null,"_yoast_wpseo_primary_cb_resources_category":"89","_oembed_93c4ee9e07cccdbab2160d89f51e0593":null,"_oembed_time_93c4ee9e07cccdbab2160d89f51e0593":null,"_oembed_895c57a59179d1bdcc0438a6aef65717":null,"_oembed_time_895c57a59179d1bdcc0438a6aef65717":null,"_oembed_a76e0da45bf1cb4c09bc985b193bb36b":null,"_oembed_time_a76e0da45bf1cb4c09bc985b193bb36b":null,"_oembed_d471c06fe0867c32a7c3cd67b5476e72":null,"_oembed_time_d471c06fe0867c32a7c3cd67b5476e72":null,"_oembed_3e251453af4bbbd696536d0acadba70c":null,"_oembed_time_3e251453af4bbbd696536d0acadba70c":null,"_oembed_609a8aa9fc83eb054ff7bc4d33a77773":null,"_oembed_time_609a8aa9fc83eb054ff7bc4d33a77773":null,"_oembed_69e7431aa03b88885898bf8bb28fb3a2":null,"_oembed_time_69e7431aa03b88885898bf8bb28fb3a2":null,"_oembed_1a7070c378b395415af4a19fb20df21e":null,"_oembed_time_1a7070c378b395415af4a19fb20df21e":null,"_oembed_55d4298c0fe3b359fd893e8424afe5ff":null,"_oembed_time_55d4298c0fe3b359fd893e8424afe5ff":null,"_oembed_f9c03bd9872da4d01788e5fab78083b5":null,"_oembed_time_f9c03bd9872da4d01788e5fab78083b5":null,"_oembed_ed31fabb7dfe0fd87fcb196f605adf8a":null,"_oembed_time_ed31fabb7dfe0fd87fcb196f605adf8a":null,"_oembed_f06b7516090267ff536179713f17601d":null,"_oembed_time_f06b7516090267ff536179713f17601d":null,"_oembed_e410f7495d0eaf4554919b3e5f478077":null,"_oembed_72a013d9dd3f2322671bc171fe3158ee":null,"_oembed_940f9a7b80afb0cbcc3ba55ead955b1e":null,"_oembed_06caf10aa2f40e07a7dc241ec9381e32":null,"_oembed_time_06caf10aa2f40e07a7dc241ec9381e32":null,"_oembed_3b19edfaec2ee2d35e9b030ef998c63e":null,"_oembed_time_3b19edfaec2ee2d35e9b030ef998c63e":null,"_oembed_4dbf01cda5d7c2b1d4e613889ea0ea41":null,"_oembed_790b310b2853f889f44a51704e8e43db":null,"_oembed_de0c2f3a9e579d82d9ba59d46c7d6f13":null,"_oembed_time_de0c2f3a9e579d82d9ba59d46c7d6f13":null,"_oembed_f6e83cecc2e9acb7d1ef17990035200a":null,"_oembed_time_f6e83cecc2e9acb7d1ef17990035200a":null,"_oembed_37f9de01864257564c01942ac642dd0a":null,"_oembed_time_37f9de01864257564c01942ac642dd0a":null,"_oembed_bb413565e8d54f815c41cfcbf8544000":null,"_oembed_time_bb413565e8d54f815c41cfcbf8544000":null,"_oembed_01c508667543a073acaa932efa5f40c3":null,"_oembed_time_01c508667543a073acaa932efa5f40c3":null,"_oembed_04cd44f1f3f9be9b6faab34a598e255f":null,"_oembed_time_04cd44f1f3f9be9b6faab34a598e255f":null,"_oembed_df22d986c96061734fee19868cf88af0":null,"_oembed_time_df22d986c96061734fee19868cf88af0":null,"_oembed_e10bab5640f3efd1a065332325fa1451":null,"banner":"8658","_banner":"field_5c7651d015c5c","_title":"field_5c7651d015e12","components":["layout_textblock_full","layout_textblock_full","layout_textblock_full","layout_textblock_full","layout_textblock_full","layout_textblock_full","layout_textblock_full","layout_article","layout_textblock_full","layout_title","layout_resource","layout_cta"],"_components":"field_5c61508b6fb90","_yoast_wpseo_focuskw":"Marketo Engage roadmap","_yoast_wpseo_title":"Marketo Engage Roadmap to ROI","_yoast_wpseo_metadesc":"Developing a roadmap for your Marketo Engage implementation to ensure marketing automation success. 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A powerful marketing automation tool like Marketo Engage offers a vast variety of functionalities that can be applied in a multitude of ways to create custom processes that deliver on your business needs.\u202fSo how can you get started with your marketing automation journey and ensure success?\u00a0\u00a0","_text_overview":"field_5c7651d015fe3","subtitle":null,"_subtitle":null,"logo":null,"_logo":null,"image":"8654","_image":"field_5c7651f47d2e1","button":"Read","_button":"field_5cc848e646b9e","components_4_categories":null,"_components_4_categories":null,"text_intro":null,"_text_intro":null,"frontpage_image":null,"_frontpage_image":null,"event_date_day":null,"_event_date_day":null,"image_link":null,"_image_link":null,"_yoast_wpseo_opengraph-image":null,"_yoast_wpseo_opengraph-image-id":null,"_yoast_wpseo_twitter-image":null,"_yoast_wpseo_twitter-image-id":null,"_yoast_wpseo_opengraph-title":null,"_yoast_wpseo_opengraph-description":null,"_yoast_wpseo_twitter-title":null,"_yoast_wpseo_twitter-description":null,"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Marketo Engage Roadmap to ROI<\/title>\n<meta name=\"description\" content=\"Developing a roadmap for your Marketo Engage implementation to ensure marketing automation success. 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