Inspired Marketing: PTC’s Jean Lee and Anna Poulakis on Increasing Process Efficiency

Anna Poulakis, Director of Marketing Automation, and Jean Lee, Manager of Marketing Automation at PTC have set out to improve the complex project of interacting with the Digital Experience Optimization teams. They have found great success and plan to share their solutions with external partners and more at ModernCX in April! Be one of the first to hear about this exciting strategy, this is a podcast you won’t want to miss!

Listen up and Get Inspired To:

• Streamline Oracle Eloqua execution processes
• Save up to 40 hours of marketing time per quarter
• Find new ways of leveraging data in the day-to-day
• Identify major processes that affect stakeholders
• Utilize internal feedback to produce actionable results

Key Takeaways:

[1:17] Who are Jean and Anna and what do they do for PTC?
[2:35] What is DXO?
[3:30] Why did Jean and Anna create the DXO Activity Hub? What were they hoping to solve?
[4:15] Staff and customers were spending an unreasonable amount of time on data entry tasks and tracking down statuses of marketing campaigns. Anna shares an example of what was happening.
[6:35] What kind of results have Jean and Anna seen so far, now that the new process is in place?
[7:30] What steps were taken to turn this program into reality?
[10:23] An important step that the team did was run a focus group to get the right feedback.
[12:15] What was the hardest part of developing the DXO Activity Hub?
[14:00] What kinds of wins and successes have the team seen from the implementation of the DXO Activity Hub?[16:05] What’s next for the team?
[16:45] What kinds of technology do Jean and Anna rely on?
[18:15] What inspires Jean and Anna?

Quick Links: