The Challenge
Sumo Logic’s global marketing operations team was juggling a complex Marketo Engage instance that had grown unwieldy over time. Manual list imports, inconsistent templates, and fragmented regional ownership were slowing down campaign execution and creating headaches.
With a large volume of campaign tasks working independently across regions, the inefficiencies were starting to show. Deliverability had dipped to an uncomfortable level. The team needed a scalable, structured approach to bring order and processes to improve performance.
What JTF did
JTF stepped in with its proven Revenue Acceleration Loop – a framework designed to uncover inefficiencies, optimize operations, activate scalable processes, and drive long-term growth.
Discovery and Alignment:
We kicked things off with a deep-dive operational review, working closely with Sumo Logic’s marketing, ops, and compliance teams. The goal? Pinpoint the biggest bottlenecks across workflows like list imports and Splash event integrations.
Optimize:
From there, we built a roadmap focused on these areas: deliverability, and operational consistency. We introduced standardized list import templates with built-in formulas to reduce errors and speed up event setup. Email templates and confirmation logic were rebuilt from the ground up to eliminate last-minute edits and ensure brand consistency.
We also tackled system clutter head-on, archiving and reorganizing hundreds of assets across Marketing Activities, Design Studio, and the Database. This cleanup dramatically improved visibility and performance across the instance.
Activate and Scale:
To keep the momentum going, we established a governance rhythm that included bi-annual cleanups, internal benchmarks, and documentation of hundreds of programs. Regional marketers were empowered with clear processes to manage campaign submissions, Splash events, and list imports – without sacrificing data integrity.
And because optimization is never one-and-done, we supported continuous A/B testing to refine targeting and boost engagement over time.
The Results:
Scaling Smarter with a Unified Marketing Engine
Sumo Logic’s partnership with JTF delivered more than just operational fixes – it unlocked a new level of campaign maturity.
The transformation was fast and measurable:
20%
Increase in Email deliverability
493
Assets were archived
4%
Increase in Open Rates
● Email deliverability jumped nearly 20% in just one quarter, thanks to cleaner templates and consistent confirmation logic.
● More than a thousand campaign tasks were completed over two quarters, with faster turnaround and better coordination.
● Hundreds of assets were archived and reorganized, making the Marketo instance leaner, faster, and easier to manage.
● Training registrations rose quarter over quarter in FY26Q1.
● Open rates increased by 4 percentage points year over year, driven by smarter A/B testing and improved deliverability
“JTF covers all the bases: hands on keyboard, highly trained practitioners all the way to big-picture strategy, and more recently higher-level automation and home-built tools. Their support helped us scale campaign execution, improve compliance, and save hours every week.“
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