Marketing Operations

Executing on B2B marketing objectives requires optimal performance from people, processes, and technology. Marketing operations leaders and teams must stay focused on marketing and business strategy, but also be agile to adapt to changing conditions. Explore our insights to strengthen and streamline marketing operations.

Discover how Forrester supports B2B and B2C marketing leaders.

Insights

Blog

B2B Hyperpersonalization Is Not A Feature — It Is An Expectation!

Christina Schmitt 8 hours ago
A procurement manager logging in at 10:47 p.m. isn’t there to browse — they need to reorder the right SKU, at the right price, under the right contract terms, and get back to keeping operations running. Hyperpersonalization makes that possible by removing friction the buyer never asked for, using AI to surface only what they’re allowed to buy, what fits their context, and what matters now — so digital self‑service feels effortless instead of obstructive.
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Thinking About DAM In 2026? Start Here

Phyllis Davidson 1 day ago
Digital asset management has outgrown its role as a creative team repository. In 2026, richer content demands evolving AI strategies, and rising compute and storage costs are pushing DAM buyers to reassess their needs. This blog highlights three key takeaways from The Forrester Wave™: Digital Asset Management Systems, Q1 2026, to help organizations evaluate modern DAM solutions and prepare for enterprisewide content use.

Win AI‑Era B2B Buyers Before They Ever Click

Join Forrester analysts John Buten and Renee Irion on March 11 to learn how AI search and answer engine optimization (AEO) can keep your B2B brand visible, credible, and chosen in zero‑click buyer journeys.

Blog

A Defining Moment For CPQ: Inside The Conga-PROS Merger

Vicki Brown February 3, 2026

The Conga-PROS merger unites market leaders in CPQ configuration, quoting, workflows, and AI‑driven pricing optimization. Together, they will create an enterprise‑grade platform that connects pricing strategy to execution across the full quote‑to‑commit lifecycle. If integrated effectively and broadly adopted, the combined solution promises faster deal cycles, stronger pricing discipline, improved workflows, and a more consistent omnichannel customer experience.

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Introducing Marketing Operations Management Solutions (MOMS), The Artist Formerly Known As Marketing Resource Management (MRM)

Jessica Liu February 3, 2026
The ’90s are back! Like crop tops, oversized blazers, baggy jeans, Lauryn Hill, and partying like it’s 1999, we’re reviving marketing operations technology with a remixed name: marketing operations management solutions (MOMS). But these aren’t your frumpy mom jeans of the ’90s; these are a sleeker deconstructed 2026 version (and now with AI™!). Forrester defines MOMS as: […]
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Seven Roles, One Goal: How To Organize For Answer Engine Optimization

Nikhil Lai December 19, 2025
AEO demands broader, more intensive collaboration than SEO. Learn how roles should change and where they should intersect in a zero-click world.
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Bolster Your B2C Marketing Operations Function With This Step-By-Step Blueprint

Jessica Liu December 3, 2025
As consumer marketing grows more complex in the age of AI, B2C marketing operations must evolve to provide structure, efficiency, and governance. Our new initiative blueprint offers a step‑by‑step framework to help marketing leaders establish purpose, define remit, and leverage technology to strengthen their operations function.
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From Prompts To Presents: The Marketer’s Guide To Answer Engine Optimization

Nikhil Lai November 24, 2025
Answer engines such as OpenAI’s ChatGPT and Google’s AI Mode will deliver convenience to holiday shoppers. Brands: Provide resonant, technically sound, fresh content to improve your chances of persuading shoppers throughout their journeys on answer engines’ results pages.
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Call For Entries: Forrester B2B Summit North America 2026 Awards

Matthew Selheimer November 17, 2025
Have you driven cross-team alignment that’s fueled results or achieved excellence in a particular area of marketing, sales, customer engagement, or product? Share your story for a chance to join us on stage at B2B Summit North America.
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AI Doesn’t Fix Bad Processes — It Amplifies Them

Vicki Brown October 28, 2025
In the rush to adopt AI and drive growth, many B2B organizations overlook the one thing that makes it all work: process. Discover why fixing broken processes is the key to scalable success.
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What Sets Leading B2B Marketers Apart?

Matthew Selheimer October 28, 2025
Forrester’s most recent Marketing Survey revealed a sharp divide between leading and lagging B2B marketing organizations. Find out what why leading marketers report significantly stronger revenue and profit while lagging marketers fall short.
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Today’s Leaders Must Heed AI Advice For Future Disruptors

Brendan Witcher September 18, 2025
Startup founders, investors, technologists, and operators are all working frantically to get an early jump onto the AI train. Find out why and get more of the key takeaways from the recent Startup Boston Week event.
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2026 Budget Planning: Keys To Success For B2B Marketing, Sales, And Revenue Operations Leaders

Ross Graber August 21, 2025
The coming year will test the resilience of B2B operations leaders. Here's how you can help your marketing organization get ahead.

Will You Stay On The Sidelines — Or Lead Big Change?

Turn ideas into action at Forrester’s 2026 global events, designed for leaders ready to move fast. Gain fresh thinking, real-world strategies, and skills to make breakthroughs happen now.

Blog

Turn Marketing Planning From A Source Of Anxiety To A Source Of Clarity

Craig Moore August 12, 2025
There’s no textbook or course on how to build a marketing budget that aligns with business goals, supports cross-functional collaboration, and adapts to change. But instead of adapting last year’s plan and hoping for the best, marketing leaders can take these three proven steps.
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The Secret To Martech Success? Think Like A Product Manager

Joe Stanhope July 23, 2025
Marketing technology is the backbone of modern customer engagement. It enables businesses to generate customer insights, personalize experiences, and orchestrate campaigns.
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A B2B CMO’s Imperative To Drive Growth: Champion Revenue Process Transformation

Mavis Liew July 3, 2025
According to Forrester’s Marketing Survey, 2025, only 21% of marketing leaders report that a “transition from lead-focused efforts to buying groups and opportunity management” is among the most important priorities for their marketing strategy in the next 12 months. But with buyers becoming more autonomous, buying groups increasingly more complex, and customer expectations higher than […]
Blog

How To Evaluate Intent Data Providers

Brett Kahnke July 1, 2025
While most B2B organizations have an established process for evaluating traditional data providers, many have less practice in the evaluation of second- and third-party intent sources. The diversity of collection methodologies, complexity of keyword mapping, and rapid decay of insight value present unique challenges for comparing providers of these data types. Balancing Insight Potential, Data […]
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Shine Bright At The B2B Summit APAC 2025 Awards!

Daryl Wright May 13, 2025
Attention, all B2B leaders! The stage is set, and the spotlight is on you. The B2B Summit APAC Awards are calling for entries — this is your golden opportunity to showcase your extraordinary achievements.

Meet The GTM Singularity: A Shift You Can’t Ignore

AI-driven buyer autonomy is collapsing GTM models — and rewriting the rules for growth. At B2B Summit North America, reinvent your strategy with frameworks to drive measurable growth in the AI era.

Blog

B2B Summit EMEA Awards — Call For Entries

Nicky Briggs May 7, 2025
The deadline for submissions into the Forrester B2B Summit EMEA Awards is July 14, 2025. Read this blog to find out how to apply, what makes a strong entry, and what set our past winners apart.
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The Good, The Bad, And The Beauty Of B2C Marketing Operations

Jessica Liu April 7, 2025
Learn the latest positive and negative trends in B2C marketing operations based on data from recent Forrester surveys and how to respond.
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Six Key Findings From My First 60 Days As Forrester’s DAM Analyst

Phyllis Davidson March 28, 2025
The opportunities are vast for both digital asset management (DAM) vendors and users. Learn six capabilities that are increasing their fidelity and will likely have a big impact on the future of digital experiences.
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