Global Resources: Successfully Outsourcing Marketing Operations

A Case Study in Managed Services

The Client

  • A Fortune 5000 company providing investment and financial advice to healthcare professionals.
  • Marketing strategy consists of both virtual and in-person events.
  • Type of events include educational webinars and informational sessions, organized on a monthly basis.

The Challenge

No capabilities and bandwidth to effectively execute campaigns.
  • Expensive labour costs.
  • Specialized staff shortages.
  • Current agency lacks capabilities.

The Solution

  • Macro successfully introduced a fully outsourced marketing operations managed service.
  • This managed service planned, executed, and measured campaign results to support the client's marketing strategy.

The Results

  • Campaign execution capacity increased by 200%.
  • This led to a 55.31% increase in Lead-to-MQL ratio in one year.
Two pages from Macro's case study on successfully outsourcing marketing operations.


  • The client's marketing plan was bold, but the client’s internal resources were stretched very thin, making it hard to fully plan, execute and measure all their campaigns.
  • Running even just a webinar, for example, required a registration process and numerous personalized communications both pre- and post-event.
  • The team lacked the tactical skills needed to run the campaigns, manage the marketing automation platform, and also work on any process improvements.
  • The client came to Macro because of our experience solving these marketing operations bottlenecks.

The Advantages of Managed Services

Scale: Organizations that use agencies can scale their growth faster.
Efficiency: No need to spend the time finding a specific skillset, onboarding, and training new employees.
Focus: Let the experts handle the marketing operations bottlenecks so you can plan your next strategies.


Fast Execution with Marketo Expertise

Macro introduced scalable Marketo program templates, allowing for the production of many more campaigns supporting the digital strategy.

With considerably more time and bandwidth, the client was able to focus on management of the marketing business.

Agile Project Management Practices

Macro implemented a kanban system tracking campaigns through different stages: Building, testing and reporting.

Staying agile, Macro was able to quickly accommodate change of scope in many projects. Further, Macro trained internal stakeholders on this new process.

Meeting the Standards of Advanced Projects

The client wanted to connect multiple data points from other systems into their Marketo segment audiences.

Macro took these challenges head on, discovering additional needs, establishing requirements, and completing the integration testing within an aggressive time frame.

Macro Helped With:

  • Quickly and comprehensively evaluating the client’s Marketo platform.
  • Improving the digital campaign assets and the overall operations process.
  • Implementing scalable Marketo program templates
  • Training internal stakeholders on what to expect for Service Level Agreements (SLA).


  • With considerable time saved with Macro’s assistance, the client increased their campaign execution capacity by 200%.
  • This led to a 106% increase in clients reached and much more engagement.
  • All these initiatives added up, leading to a 55.31% increase in Lead-to-MQL ratio over only one year.

How We Work

Managed Services

Use an extra hand or brain. Depending on your needs, our specialists dedicate their time on an ongoing basis to support your marketing objectives and campaigns.

Agile Project Sprints

Achieve your objectives on time with the right expertise. Depending on the project scope and timeline, our specialists can support you to speed up initiatives.
Marketing specialists dedicated to supporting your objectives and campaigns