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What are the top 3-5 technologies that empower the Customer Marketing Organization?

Nicolette Konkol
Nicolette Konkol
Morningstar Global Head of Demand Generation | Formerly Ariba, Taleo, ShowpadJanuary 11

There’s plenty of tech out there to enable any number of strategies and subsequent tactics but the place I’d start is with customer data. Do you have the data you need to inform your customer marketing strategy? This can be as simple as the CRM & Marketing automation data or as advanced as a customer data platform that drives a personalization strategy. Reference program tech, investments in review sites like G2, Trust Radius, or Gartner Peer Reviews, Gifting platforms, PLG, and in-product coms like Pendo. Tech is only as good as the strategy it supports.

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Erika Barbosa
Erika Barbosa
Counterpart Marketing Lead | Formerly Issuu, OpenText, WebrootApril 13

Technology is only as good as the customer data you collect. I wouldn't be concerned about tooling until your data is structured in a reliable and useful way. Assuming this is taken care of, the top three types of tools I would recommend are:

  1. Customer Relationship Management (CRM): This tool empowers you to organize your customers' data in a way that is useful for many teams, especially the sales team (e.g., Salesforce).
  2. Marketing Automation Software: This tool helps automate communication such as email and various touchpoints (e.g., Customer.io).
  3. Customer Data Platform (CDP): This tool helps stitch together your customers' data across various platforms so that it is organized and useful, and not siloed into one platform (e.g., Segment).
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