Campaign governance marketing and finance both trust.
Automated workflows, unified taxonomy, and telemetry so launches stay on track.
Centralised briefs, budgets, and approvals so launches line up with revenue targets in every region.
Marketing OperationsFive regional teams were juggling spreadsheets, email approvals, and mismatched budgets. We stood up a governed marketing calendar that syncs to Salesforce and finance systems so every campaign lines up with pipeline plans.
Why the change was urgent
Launch sequencing slipped every quarter because EMEA, APAC, and North America tracked briefs differently. Finance could not trace campaign spend to revenue, and approvals lived in inboxes.
What changed
Unified taxonomy
Channels, segments, and goals normalised so every campaign rolls up cleanly.
Workflow automation
Approvals route through Teams and email with SLA alerts fed back to the calendar.
RevOps integration
Launch decisions sync to Salesforce, allocating pipeline targets and post-mortems automatically.
Automated reminders and escalation rules unclogged the queue.
Finance sees spend vs. plan per campaign in real time.
Dependencies surfaced early and regional calendars finally lined up.
Next increment
Rolling the same governance backbone into partner marketing and customer marketing motions.