Marketing Technology Implementation

Marketing Technology Implementation


Various Locations

Services Provided

  • Project & Program Management 
  • Change & Communications Management 
  • Stakeholder Engagement 
  • Agile Schedule Delivery 

The client desired to gain a better understanding of their customers and prospects, but did not have the marketing technology infrastructure nor appropriately consolidated and cleaned data to be effective. Macro managed the implementation of a customer relationship management platform (CRM). 

Macro gained an understanding of the work to date, as we were brought on in year 2 of a 4-year process. Immediately, Macro developed a granular project plan, meeting with key stakeholders to align on what takes priority and timelines. This led to the organization of multiple “all-hands” working team, steering committees, Division roadshows, and executive leadership meetings to increase awareness of the program that led to adoption by pivotal leaders. Macro acted as the glue to keep everyone focused on the phased approach to the project, knowing buy-in from those affected and the senior leadership team was the key to the success of the project. Macro was instrumental in managing over the agile development process, which allowed this client to automate their back-end processes and reach their customers/prospects with the right interaction, via the appropriate channel, at the right time. 

Understanding the importance of revenue expectations and potential exponential growth with added campaigns, Macro implemented the products and kept the project team structured. With Macro’s ability to create partnerships within the organization, manage a project schedule, set expectations, and pivot with the fluidity of a large project with substantial dependencies, our client was excited with the outcome and continued to engage Macro on other initiatives.