The Complete Guide to Marketing Operations

Marketing operations is a term that’s used to describe the vast and complex system that guides any number of marketing activities and which assesses an organization’s overall marketing performance. Today, marketing is continually changing at a rapid pace and, consequently, marketing operations has become a critical part of any business.

In this post, we’re going to break marketing operations down piece by piece. This will give you a clearer picture of what it actually is, and the steps you can take to become a master.

We’ll cover the following points:

  1. What is meant by marketing operations
  2. The main areas of marketing operations
  3. Critical marketing operations skills – and how to build them
  4. Getting started with your marketing operations strategy
  5. Useful marketing operations templates to simplify your work
  6. The best marketing operations software

Let’s get started.

What is Marketing Operations?

Marketing operations is a very broad term that is used to refer to all of the elements that come together to ensure efficient, performant, and consistent marketing results.

Marketing operations is made up of elements, such as analytics and reporting, automation, technology, compliance, marketing professionals, and more.

Those factors combine to serve as the backbone for marketing. They work together, in harmony, to deliver end-to-end marketing optimization that improves efficiency and, ultimately, realizes the desired marketing results.

Who does marketing operations?

A wide range of professionals are responsible for marketing operations. They bring all the various elements together and are responsible for implementing it all harmoniously. These professionals often have analytical mind sets and skills that they use to handle large amounts of data and to guide marketing.

Some key marketing operations’ roles include:

  • Director of Marketing Operations
  • Marketing Operations Specialist
  • Marketing Operations Associate
  • Special Events and Marketing Programmer
  • Marketing Administrative Assistant

What is the scope of marketing operations?

This helpful graphic from Centric Consulting outlines the scope of marketing operations, and breaks it down into three key areas. 

Keep in mind that this table represents only one way of breaking down marketing operations – the exact breakdown might vary from one business to the next.

marketing operations scope

Main Parts of Marketing Operations

Now that we’ve given you a clearer definition of marketing operations, let’s zoom in and take a closer look at its main components.

1. Marketing Analytics and Reporting

In order for marketing operations to be able to guide a wide range of marketing activities effectively, it needs to include sophisticated analytics and reporting. Once these activities have been correctly managed, marketing operations’ professionals can sort through the resulting data, to assess performance, forecast results, and make important decisions for the marketing team.

Typical Marketing Analytics and Reporting Tasks

Some of the typical marketing analytics and reporting tasks that you’ll need to complete on a regular basis are:

  • Preparing a range of reports to gauge performance
  • Creating dynamic dashboards to present information in new ways
  • Presenting key findings to stakeholders
  • Using analytics to forecast future performance
  • Diagnosing changes in performance
  • Using analytics to shape future actions

Best Practice Checklist

We’ve compiled a list of of best practice tips that you’ll want to follow, when analytics and reporting are concerned. This simple checklist will help you to shape your activities.

a) Monitor the right metrics

You’ll need to monitor metrics, depending on your campaign, and they will vary from one campaign to the next. Ensure you identify the appropriate metrics for each campaign and make sure to track them diligently over time. Some examples of various campaigns could include:

  • Email marketing
  • Social media
  • PPC
  • SEO
  • Content marketing
  • Offline marketing

b) Use custom dashboards

With so much data out there, and so many KPIs to track, it’s easy to get distracted and to become confused. The most effective marketing operations professionals are able to create custom dashboards, using sophisticated reporting tools. These dashboards help them work as efficiently and effectively as possible.

c) Master data visualization

Understanding data yourself is one thing, but you’ve also got to share your findings with many other people within your business. That means you’ll need to become a master of data visualization, if you want to avoid confusion and miscommunication. Basically, data visualization means that data is represented graphically, in images. This can help you to share your complex data in the clearest way possible.

Resources to help you excel in this area

Similar to your tasks in other areas of Marketing Operations, you’ll have to be able to identify and use a suite of key resources if you want to shine in this area.

Here is a list of the main resources that you’ll need, in order to take care of analytics and reporting effectively. You’ll need::

  • Sophisticated analytics tools
  • Software, to create and edit reports
  • Communication tools, to distribute findings

2. Marketing Tech Stack Management

Sourcing, managing, and maintaining the right tools is a critical part of Marketing Operations success. It’s no easy task, though, given that new tools emerge on a regular basis and small updates can affect the balance of your tech stack.

Typical Marketing Tech Stack Management Tasks

The most common tasks in tech stack management:

  • Assessing the suitability of new tools
  • Updating and maintaining existing tools
  • Managing accounts/permissions
  • Troubleshooting and contact support

Best Practice Checklist

Once again, we’ve compiled a list of best practice tips that you’ll want to follow

 to improve your tech stack management activities.

Avoid overlapping

Marketers use an average of 12 different tools at any one time, and some of them can use up to 31 tools, to manage their campaigns and data. That means the potential for overlapping functionality is high, and this can affect the profitability of your projects.

Make sure you use distinct tools and avoid paying twice for the same functionality. Ask yourself, why would I buy something I already have and (therefore) won’t use? 

Plan for long-term stability

The trick to tech stack management is to keep an eye on the future and to plan for upcoming needs. Try to develop a roadmap, which will help you to incorporate new tools and features seamlessly, as they arrive.

Without this planning, you might find that your tools don’t play nicely together, which can lead to much confusion.

Manage your costs 

With so many tools on the market, it’s important that you assess each one of them in terms of the ROI that they deliver. It’s far too easy to allow the costs of your marketing tech stack to mount up and to swallow a significant percentage of your marketing budget.

Resources to excel in this area

You’ll need the following tools and resources if you’re going to shine when it comes to tech stack management:

  • A tech roadmap
  • A clear view of the available tools out there
  • Quality tools in each category

3. Marketing Compliance

Marketing departments today have a higher output than at any other point in history, but they’ve still got to be very careful when it comes to compliance. Marketing operations professionals are responsible for ensuring that all marketing collateral is compliant with internal and external guidelines.

Typical Marketing Compliance Tasks

The key tasks that make up this area of Marketing Operations are:

Best Practice Checklist

Marketing compliance is a tough area of Marketing Operations. Some of the best practice tips that you can use to succeed are:

Develop a review and approval workflow

First things first; you’ll want to develop a smooth review and approval workflow and incorporate it into your projects. This workflow can help you to work in a methodical way and ensure that you never skip the compliance stage. 

Keep on top of internal and external rules

As a marketing operations professional, it’s vital that you keep on top of the latest internal and external rules with which you must remain compliant. Keep a register of those rules in a centralized location and share them, regularly, with the rest of the team.

Use stakeholder management to keep everyone in the loop

Stakeholder management can ensure that you never leave compliance to chance. When you involve the appropriate people in your projects, you cover all of your bases. For more information, read our ultimate guide to stakeholder management for your marketing projects.

Resources to excel in this area

You’ll need the following resources if you’re going to guarantee marketing compliance in every project: 

  • A powerful review and approval platform
  • General project management tools
  • A shared document that outlines the applicable rules and regulations

4. Marketing Project and Process Management

Marketing projects often involve a number of stakeholders and they can be incredibly complex. If you’re going to get the best results from your marketing endeavors, while keeping your team happy and productive, you’ll need to engage in marketing project and process management.

Typical Marketing Project and Process Management Tasks

Some of the main marketing project and process management tasks that you’ll encounter on a regular basis are:

  • Stakeholder management
  • Creation and implementation of workflows
  • Collecting and processing feedback
  • Onboarding new clients
  • Spinning up new projects

Best Practice Checklist

Marketing project and process management is a delicate science. You’ll need to stay on top of the new techniques, tools, and best practices if you want to succeed. Some of the key best practice tips that you can follow are:

Use the right software

Marketing project and process management can quickly become very complex, particularly when there are dependencies between team members. A robust stack of project management tools can transform your projects for the better.

Use the right methodology

A number of marketing project management methodologies have emerged over the years and you must learn which one(s) to apply to your projects. Agile methodologies have become very popular in recent years – read our blog post on improving your project management process with the agile review workflow for more information.

Try to be continually learning 

Marketing project and process management best practice is constantly evolving. Marketers, from around the world, regularly share their tips and insights, and you should aim to learn from them. Try to put together a list of trusted sources and keep on top of those, in order to “polish up” your knowledge on a regular basis.

Resources to excel in this area

A number of resources are available to improve your marketing project and process management results. You’ll need to the following critical resources on a regular basis:

  • Project and process management tools
  • Templates and outlines
  • Communication tools
  • Reporting templates and tools

Required Skills in Marketing Operations (and How to Build Them)

Do you want to enhance your own marketing operations skills or recommend a killer resource to a member of your marketing operations’ team?

Try to build up and use the following seven, critical marketing operations’ skills over time.

1. Data Management

Marketers handle more data today than they have at any other point in time, and larger volumes of data mean that collecting, storing, and managing it can be quite a challenge.

However, according to Econsultancy and IBM it’s entirely worth it. They reported that 33% of elite marketers said that having the right technologies for data collection and analysis was invaluable when it came to understanding customers.

If you’re going to make the most of your data – and meet the requirements of emerging legislation such as the GDPR – you’ll need to boost your data management skills.

Resources to improve your data management skills

Below are four excellent resources that you can use to boost your data management skills:

Enterprise Data Management – Indiana University

marketing analytics data management

This course covers a number of key topics concerning data management, including, but not limited to, data strategy and data governance, relational databases, and data integration.

Learn more over at edX.

Which Marketing Data Management Solution Should You Choose? – CMSWire

marketing data management solution

This great article explores three identified categories of marketing data management solutions and weighs the pros and cons of each.

A No-Jargon Guide to Data Management – HubSpot

data management guide

This no-jargon guide from HubSpot offers a clear definition of data management and explores key concepts, such as customer data platforms versus data warehouses, and the benefits of investing in data management.

How Does a Data Management Platform Work? – Gartner

data management platform

Do you want to expand your technical knowledge of data management platforms (DMPs)? This article from Gartner explains what DMPs do and how they can help marketing operations.

2. Analysis and Reporting

If marketing operations is the backbone of marketing, data is undoubtedly its lifeblood. Swathes of rich data – and, more particularly, the ability to sort through it – can give marketing teams the power to accomplish just about any project.

This table from DemandGen does a great job of showing how data is at the core of every modern marketing task.

marketing operations data analytics

In light of the data, presented in this table,  64% of marketing executives “strongly agree” that data-driven marketing is crucial to success in a hypercompetitive global economy.

Resources to improve your analysis and reporting skills

Here are some excellent resources that you can use to improve your data analysis and reporting abilities:

Marketing Analytics: Data Tools and Techniques – Wharton University of Pennsylvania

marketing analytics data tools

This course gives participants an introduction to data collection, market research, and analysis and subsequently explores some key data analysis techniques.

Learn more over at Wharton University.

Digital Analytics for Marketing Professionals: Marketing Analytics in Practice – University of Illinois

digital analytics for marketing professionals

If you already understand the theory and fundamentals of marketing analytics, this course can give you a practical insight into the application of analytics within marketing.

Learn more over at Coursera.

Advanced Web Analytics Certification Training – MarketMotive

web analytics certification training

This advanced web analytics course from MarketMotive digs down into the tools and techniques, most frequently used in web analytics.

Learn more over at MarketMotive.

The Moz Academy

moz academy seo

Every marketer is undoubtedly familiar with Moz, and the tools and software that it offers. The Moz Academy is a great place to get started with various subjects concerning data management.

Visit the Moz Academy.

3. Technology Skills

There is a lot of marketing operations software out there. There are also all sorts of tools, to help with a wide range of marketing tasks and which give marketers the power to work more efficiently and effectively.

Those tools can help with things, such as content creation, data management, project management, and much more.

However, in order to get the best from these tools, marketers must learn to get the maximum impact from their tools quickly. This often means improving your overall tech and IT skills.

Resources to improve your tech skills

Here are some excellent resources that you can use to improve your data analysis and reporting abilities:

7 Tech Skills Every Digital Marketer Needs to Know – skillcrush

tech skills for marketers

This article, from the team over at Skillcrush, is a great place to start sharpening your tech skills. You’ll find inspiration in the seven key areas that marketers should focus on.

Four Must-Have Technical Skills for Marketers – TechRadar

must-have technical skills for marketers

Another excellent article from TechRadar, which guides you through some of the key tech skills that marketing operations professionals need to develop.

Six Technical Skills Every Marketer Needs to Stay Ahead – Udemy

marketing technical skills

You’ll need to develop the right skills if you’re going to stay ahead in marketing operations. This insightful article from Udemy helps you to prepare for the future and sharpen your abilities.

4. Project Management

Project management is a huge part of marketing operations, yet only 58% of organizations fully understand its value.

You’ll need to nourish your project management abilities if you want to guide complex marketing projects to completion flawlessly and keep your team members happy.. That’s no easy task, of course, but there are training resources that can give you a helping hand.

Resources to improve your project management skills

Some of the best resources out there, to help you grow your project management capabilities are:

Project Management in Marketing: Enhance Your Marketing Career – Oxford Learning Lab

marketing project management course

This Udemy course is aimed at professional marketers, who want to learn how to deliver their marketing campaigns (and how to make best use of marketing campaign management tools) more effectively, on time, and within budget.

11 Easy Ways to Improve Your Marketing Project Management – Convince and Convert

improve marketing project management

This excellent blog post from Convince and Convert provides marketers with lots of practical marketing project management guidance. If you’re looking for a general overview, this could be a great place to start.

Diploma in Project Management – Alison

free project management diploma

This free course from Alison guides marketers through the most important aspects of project management, in a clear way. The course covers the crucial phases of a project and describes the key project management methodologies.

5. A Growth Mindset

Marketing operations is tough. There’s a good chance that you’ll need to learn something new and solve a fresh issue almost every day – that’s why it’s important to have the right mind set for sustainable growth.

In her micro lecture at Stanford+Connects, Professor Carol Dweck eloquently outlined the difference between “fixed” and “growth” mindsets:

Professor Dweck explained how people, who have a fixed mind set, believe that their qualities are innate and cannot be changed. Conversely, people with a growth mind set believe that they can learn and improve over time.

This is a really excellent talk. It could be truly inspirational for marketing operations professionals, who have to keep learning. Develop the right mind set and you’ll be ready to tackle all the marketing operations challenges that are thrown your way.

If you want to improve your project management skills, the following great resources could help you to adopt a growth mindset.

17 Strategies to Create a Growth Mindset – Develop Good Habits

growth mindset strategies

This is a great blog post from Develop Good Habits. It includes 17 strategies that you could use to cultivate a growth mindset.

Fixed vs. Growth: The Two Basic Mindsets That Shape Our Lives – Brain Pickings

fixed mindset vs growth mindset

Brain Pickings is a fantastic blog that’s maintained by Maria Popova. In this article, she shares her thoughts on Professor Dweck’s book, Mindset: The New Psychology of Success. There’s lots of food for thought here.

Fixed vs. Growth Mindset – Ameet Ranadive

growth mindset vs fixed

In this Medium post about motivation and perspective, Ameet Ranadive shares his thoughts on the two different mindsets and peppers his writing with great examples.

6. Mentorship Skills

The world of marketing operations is complex and it moves quickly – this means that new roles will come and go. Given that, you’ll want to capitalize on your experiences and share them with others through marketing operations mentorship.

Mentorship can be a rewarding experience for you and it also helps you to build team spirit and to retain marketing operations’ knowledge. You could also improve your own skills by finding someone to mentor you..

Resources to improve your mentorship skills

Let’s take a look at some great resources that you can use, to learn more about mentorship.

The Life-Long Learner’s Guide to Mentorship – Work Life

guide to mentorship

This guide to mentorship gives you lots of tips on how to build effective mentoring relationships with your marketing colleagues.

Introduction to Mentoring: A Guide to Mentors and Mentees – American Psychological Association

guide for mentors mentees

This introduction to mentoring, from the APA, takes a very logical approach to breaking down the stages, forms, and etiquette of mentoring.

Mentoring Guide – Indeed

marketing mentoring guide

This mentoring guide from the University of Cambridge breaks the entire mentoring process down and gives you a proven structure that you can adopt.

Get Started with Your Marketing Operations Strategy

Now that you understand the main parts of the marketing operations process – and the key skills that are required – let’s take a look at a step-by-step process, you can follow, to build a winning marketing operations strategy.

1. Identify the purpose of marketing operations

You’ll need to build upon a solid foundation, if you want to shape your marketing operations strategy effectively. This means that you should start by investing the time required, to identify the purpose of your marketing operations activities accurately.

You might want to do this by creating a small positioning statement for the division. It could look something like this:

“Marketing operations will work to harmonize marketing activities, create alignment, and drive efficiency. MO will create the work systems and workflows that will lead to compliant, timely, and effective marketing.”

2. List the resources that you’ll need

Now that you have a clear and ambitious positioning statement ready, you’ll find it easier to list the resources that your marketing operations team is going to need.

Give yourself the time to do this. Think about it carefully and use the four areas of marketing operations to guide your thoughts/decisions. We gave you some inspiration examples for the key resources earlier, so your list might look something like this:

  • Analytics and Reporting
    • Reporting tools
    • Guidelines
    • Data visualization software
  • Tech Stack Management
    • Tech roadmap
    • A suite of tools
  • Compliance
    • Templates and outlines
    • A review and approval platform
    • Project and process management
      • Communication tools
      • Templates and outlines

    3. Outline the KPIs for Marketing Operations

    Now that you have a clear statement and a list of the resources you’re going to need, it’s time to think about how you’ll measure the efficacy of marketing operations.

    To do this, you’ll need a list of handy KPIs. You should track these KPIs diligently. Ensure that you choose a range that gives you a clear picture of the performance of marketing operations in different areas.

    Here are some, but not all, of the KPIs that you could use to measure the efficacy of marketing operations:

    • Cost per lead
    • Marketing output
    • Marketing ROI
    • Revenue per employee

    4. Implement software and tools

    Now the appropriate planning and groundwork is in place, it’s time to select and implement your chosen tools. Of course, the length and complexity of this step will vary according to the stack that you’ve chosen.

    Your marketing tech stack can make or break your marketing operations initiative, so ensure you give yourself an appropriate amount of time to set everything up correctly.

    Do document the important steps in your knowledge base comprehensively, and consider using a password management tool such as LastPass or NordPass to harmonize your team at the same time as you keep your marketing operations secure.

    5. Assess your performance regularly

    Now that your marketing operations are up and running, it’s time to work hard to drive value across your marketing department. It’s critical that you use your KPIs to monitor the impact of your marketing operations’ activities.

    Ensure that you schedule regular review sessions where you can guide your marketing operations, and drive further value, as it continues to grow over the years.

    Marketing Operations Templates to Simplify Your Daily Work

    Generally, marketers are a kind bunch, so you’ll find lots of helpful templates on the web. We’ve collected the best marketing operations templates together, for you.

    1. Marketing Analytics and Reporting Templates

    Marketing analytics and reporting can be intimidating, but these templates gives you a some serious inspiration and a good head start.:

    Monthly Marketing Reporting – HubSpot

    marketing reporting templates

    These great templates from HubSpot come in a variety of file formats and helps marketers to track monthly growth and performance by using a marketing report.

    Google Analytics KPI Dashboard – Pepperland Marketing

    google analytics KPI dashboard

    This attractive KPI dashboard gives marketers full visibility into the most important web traffic KPIs, to help them identify new opportunities.

    PPC Report Template – DashThis 

    PPC report template

    If you invest in paid campaigns, this awesome PPC report template shows all of your paid campaign results in a single report.

    2. Marketing Tech Stack Management Templates

    According to Gartner, marketing technology now accounts for an average of 26% of total marketing budgets – higher than any other cost. The right tool can make or break your marketing operations – so, here’s a look at some tech stack management templates that you can use to make your stack work for you.

    Marketing Technology Stack Diagram – Demand Metric

    marketing stack technology diagram

    This marketing technology stack diagram, from Demand Metric, makes it easy for marketing operations professionals to communicate clearly about which tools they are using.

    Marketing Technology Framework – Smart Insights

    marketing technology stack framework

    In this thought-provoking article from Smart Insights, you’ll be shown a template framework for your marketing technology stack. This framework acts as the foundation to and from which tools can be added to or removed.

    The Anatomy of an Award-Winning Marketing Tech Stack – Allocadia

    marketing tech stack

    In this article, Allocadia shares its marketing technology stack. You can use this example as a template, for making your marketing tech decisions and sourcing the right tools.

    3. Marketing Compliance Templates

    When it comes to marketing compliance, you can’t leave anything to chance. These high-quality templates help you to hit the mark on every project, meaning that you’ll never have to worry about overlooking a critical detail.

    Change Request Form – Filestage

    project management project change requests

    We created a change request form that you can use to drive compliance in your projects, as part of our exploration of how to handle project change requests.. This form can help you guarantee that processes are adopted and followed.

    Privacy Policy for Email Marketing – Termly

    email marketing privacy policy

    If you engage in email marketing, you must provide a privacy policy that outlines how you handle and work with the personal data of your users. This article from Termly includes a privacy policy template that you can use.

    Marketing Procedure and Process Templates – Way We Do

    marketing policy procedures

    This suite of marketing procedures and process templates from Way We Do helps you to outline your processes and deliver consistent compliance results.

    Data Protection Policy Template – White Fuse

    marketing resources

    The EU General Data Protection Regulation is a wide-reaching piece of legislation that compels businesses to offer a data protection policy to its users. This sample template from White Fuse provides a great foundation.

    4. Marketing Projects and Process Management Templates

    Marketing projects and processes can quickly become difficult to manage. Of course, each project is unique, but you can use these templates to give them practical foundation:

    Project Plan Template – Filestage

    project plan template

    A great project plan gives marketing operations teams the ability to determine critical project factors clearly, such as timelines, budgets, quality control, and more. This project plan template from Filestage outlines everything you’ll need to cover.

    Project Timeline – Filestage

    project timeline template

    Your complex marketing projects need a project timeline that tracks the chronological order of events. This project timeline template from Filestage helps teams to understand projects at a glance, and keeps everyone informed.

    Project Scope Statement – Filestage

    marketing project scope

    It’s critical that new marketing projects are defined using a clear statement of the project’s scope. This template from Filestage makes it easy for you to outline the shape and boundaries of your projects clearly, to avoid scope creep.

    Marketing Project Plan – Office 365

    microsoft marketing project plan

    If you’re looking for an accessible template, which you can use to track deliverables and the status of your marketing project quickly, this marketing project plan template from Microsoft could help.

    Marketing Templates – Asana

    marketing agency collaboration

    Do you use Asana as your go-to project management tool? Asana offers a suite of handy marketing templates that you can use to spin-up new projects immediately, within Asana itself.

    Marketing Operations Software

    Effective marketing operations simply isn’t possible without the right tools. Are you ready to level-up your tech stack with the best tools in the game?

    1. Marketing Analytics and Reporting

    As we’ve already seen, analytics and reporting are critical to marketing success. Use these tools to understand your users and boost your results.

    Google Analytics

    google marketing platform know your customers

    Google Analytics is the world’s foremost web analytics service. It empowers marketers to track websites, blogs, and advertising ROI. The tool also boasts a range of predetermined and highly-customizable reports.

    Key features

    • Traffic reporting
    • Conversion tracking
    • Custom dashboards


    marketing insights to understand users

    Hotjar is an invaluable reporting tool for marketers who want to understand customer satisfaction, net promoter score, and the voice of customer insights better. The tool is simple to use and truly gives marketers the ability to understand their users.

    Key features

    • Heatmaps and user session recording
    • Feedback polls and surveys
    • Compliant with data protection rules


    marketing operations dashboard

    Klipfolio is a visual reporting platform that makes it simple for marketers to build dashboards, based on their own data sources. The ability to connect and collate data sources helps marketers work in a more focused and agile way.

    Key features

    • Integration with countless data sources
    • Visual data discovery tools
    • Sophisticated formulas to solve data problems

    2. Marketing Tech Stack Management

    It can be difficult to craft elegant workflows, with so many tools to choose from.. Here’s a look at a couple of standout marketing tech stack management tools.


    unified customer data

    Segment is a platform that collects user events from all of your web and mobile apps, and then gives you a complete data toolkit. That toolkit gives marketing a single view of their customer as well as real-time audience information.

    Key features

    • Unifies customer touch points across all channels
    • Integrates with your key tools
    • Uses a single API for cleaner code


    workflow automation

    Zapier is a marketing automation platform. This powerful yet lightweight tool gives marketers the power to move important information between their web apps automatically. This lets you harmonize your tech stack and helps you to focus on the task at hand.

    Key features

    • Integrates web apps in a few clicks
    • Builds processes without coding knowledge
    • Supports over 2,000 apps

    3. Marketing Compliance

    Marketing teams are more productive now, than ever before, but they’ve got to ensure that their marketing, advertising, and sales content follows strict internal and external rules. These tools can help.

    Filestage: Content Compliance

    marketing content review

    Filestage is an elegant content review and proofing platform for marketing teams. This tool makes it a breeze for marketing teams to review any type of content, in one place. It’s simple to invite additional stakeholders, too, so you can take care of your content compliance all in one place.

    Key features

    • Lets you invite new reviewers in a few clicks
    • Supports countless file types
    • Lets you comment directly on files

    Canto: Content Management

    digital asset management

    Canto is a digital asset management platform. This tool gives marketers the ability to organize, find, and share their approved brand assets efficiently. This gives marketers an effective way to achieve marketing compliance.

    Key features

    • Shares only the latest approved materials
    • Has an intuitive search system
    • Powerful integrations with popular tools

    Newsletter2Go: Email Marketing Compliance

    email marketing software

    Newsletter2Go is a piece of intuitive email marketing software that is aimed at small to mid-sized enterprises. This tool lets marketers create effective and professional email campaigns, which drive revenue, quickly.

    Key features

    • Contact management
    • Intelligent reporting
    • Professional email campaigns

    4. Marketing Project and Process Management

    Marketers must be able to guide a number of projects to completion effectively and to manage processes carefully. This is where marketing project and process management tools can help.


    marketing campaign management

    The review and approval of marketing content should happen flawlessly, but instead it’s often complex and resource-intensive. Filestage is the ideal platform to improve the review and approval process. This tool makes it simple for you to create logical workflows that guide the whole team.

    Key features

    • Create review workflows in minutes
    • Organize content to make review and approval simple
    • Collaborate and comment seamlessly

    marketing process management is a process management platform that helps marketing teams stay organized. Marketing managers can use this platform to assign or automate tasks, track progress, and even train new employees.

    Key features

    • Create procedure documents quickly
    • Create and assign checklist workflows
    • Unlock the power of conditional logic


    work management platform

    Asana aims to simplify team-based work management. It is one of the world’s most popular project management platforms and collaboration tools. Marketing managers around the world use this tool to organize and plan marketing workflows, projects, and more. 

    Key features

    • Integrates with key platforms
    • Simple to use and onboard team members
    • Gives a number of project views

    Closing Thoughts

    We hope that this article has given you food for thought when it comes to managing marketing operations in 2020. If you’re ready to give your team a head start, be sure to start your free Filestage trial and demo.

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