Technical Debt Is Hindering Your Marketing Team — Lindsay Rothlisberger // Zapier

Lindsay Rothlisberger, Sr. Manager of Marketing Operations & Email at Zapier, discusses technical debt and marketing automation. As your marketing tactics and strategies grow and develop, the need will arise to migrate data to a new platform. After migration, you may notice a drop in your marketing metrics which could signal that technical debt has taken place. Today, Lindsay talks about the reasons technical debt is hindering your marketing team.
About the speaker

Lindsay Rothlisberger

Zapier

 - Zapier

Lindsay is Sr. Manager of Marketing Operations & Email at Zapier

Show Notes

  • 02:11
    Zapier and the democratization of automation
    In the past, automation was typically reserved for enterprise level companies with large budgets. Zapier empowers marketers to set up, manage, and maintain their own automations.
  • 04:07
    Technical debt and how it hinders marketing teams
    Technical debt refers to cases where actions are taken to expedite the delivery of a project which later needs to be refactored. Technical debt can also occur due to inconsistent processes.
  • 05:34
    Migrating data from one platform to another platform
    When moving data across systems, consider how you want the data and systems to talk to each other. New tool onboarding comes down to quick implementation or built out implementation.
  • 07:33
    Using automation to remove technical debt
    Zapiers tools allow for migrated data to show up in the new CRM as you intended. Zapier can also be used to set up alerts to keep the data in the new CRM consistent.
  • 09:22
    How Zapier uses their own tools internally
    Zapier is used to standardize many of their marketing processes. It is used in the lead intake process to eliminate human error, and for technical debt management around compliance.
  • 11:40
    How to identify technical debt
    If your current tech stack is hindering your marketing strategy and tactics. Also, in cases where theres a large downturn in marketing metrics, your data and tech should be checked.

Quotes

  • "You're at risk of creating technical debt with fields that aren't standardized and processes that aren't consistent across different business users of your tools." -Lindsay Rothlisberger, Snr Manager, Zapier

  • "When you're moving data across systems, it's important to think through what your ultimate vision is for how you want the data and systems to talk to each other." -Lindsay Rothlisberger, Snr Manager, Zapier

  • "Zapier has tools that allow you to transfer data from Pipedrive into your new CRM. Processes can be set up so that the data is processed and shows up in the new CRM the way you envision it." -Lindsay Rothlisberger, Snr Manager, Zapier

  • "We use Zapier to help us with managing some of the more risky technical debt issues that can pop up around compliance, CAN-SPAM, and GDPR." -Lindsay Rothlisberger, Snr Manager, Zapier

  • "If you're starting to see email and ad performance drop, it may be a sign that you need to look into what's going on with your data and your tech." -Lindsay Rothlisberger, Snr Manager, Zapier

About the speaker

Lindsay Rothlisberger

Zapier

 - Zapier

Lindsay is Sr. Manager of Marketing Operations & Email at Zapier

Up Next: