Marketing DX

A category focused on driving digital transformation in marketing. Topics include adopting and leveraging marketing automation (MA) tools, building data analytics infrastructure, automating workflows through ad-CRM-MA integration, and using technology to improve both the productivity and precision of marketing operations. Whether you're a practitioner evaluating tools or a manager leading a DX initiative, this category offers broadly applicable, practical insights.

Showing 1–18 of 77 posts

Campaign Management08/20/2026

Writing a Marketing Proposal | A Seven-Part Structure and the Budget Section

How to write a marketing proposal, covering a seven-part structure and the budget section. Explains deciding what decisi...

Shusaku Yosa

Marketing DX

Writing a Marketing Proposal | A Seven-Part Structure and the Budget Section

Building a KPI Tracking Sheet | The Columns That Matter and Keeping It in Use

What Is Pipeline Management? Making Deal Progress Visible to Improve Forecasts

Choosing a CRM for a Smaller Company | Five Criteria and Where Adoption Stalls

A Campaign Design Framework | The Order of Decisions from Brief to Review

Measuring Campaign Performance | Channel Metrics and Building a Shared KPI

The Marketing Budget Planning Process | Steps and Timeline for the Annual Budget

Marketing Insourcing | Building the In-House Team and Drawing the Line with Agencies

Automating Marketing Workflows | How to Build Systems That Cut Rework

Designing Marketing Approval Workflows | What to Put in a Request, and How to Run It

Marketing Resource Planning | How to Allocate People and Effort Across Campaigns

The Ten PMBOK Knowledge Areas | What Changed in Later Editions, and How to Use Them

What Is a Swimlane Diagram? Putting Cross-Department Work on a Single Page

How to Build a Data Flow Diagram (DFD) | The Logic of Levelling and the Four Symbols

Comparing Flowchart Tools | What Actually Changes Between Free and Paid

What Is a Bar Chart Schedule? How to Build One, and Its Advantages and Drawbacks

What Is an ER Diagram? How to Build One and Express Relationships

Effort, Man-Hour, and Man-Day | How the Terms for Work Volume Differ