Workshop Description

Pipeline Engineering Workshop

Common issues such as long sales cycles, lack of qualified leads, and stagnate pipelines often suggest that there is a need for the organizaiton to address their pipeline engineering process. This process reflect how the internal organization will function and is synched to the customer buying process.

In many organizations Marketing is charged with “generating leads” and Sales is charged with “closing leads.” What should be a highly collaborative effort often becomes a lightning rod for inter-department friction. The cause of this friction is most often traced to several factors:

  • The lack of a systematic approach for managing opportunities from contact to customer can result in.
  • Inconsistent or vague definitions for the various stages of the sales cycle.
  • Lack of understanding of what stages exist between an initial contact and a closed sales order.
  • Inability to accurately forecast the necessary quantity of qualified opportunities to be generated.
  • Inability to accurately forecast the number of closed sales for any given month.

The key to Marketing and Sales alignment is having both organizations calibrated around the mission, the customer, the market, and the business outcomes.This workshop takes this approach to engineer the pipeline that is also an alignment tool.  The Pipeline Engineering for Alignment Workshop (PEW) is an interactive work session designed to help companies engineer a systematic buying pipeline model that can function as the single most important performance dashboard how well Marketing and Sales are working together to achieve the mission and business outcomes.  In addition to facilitating alignment between Marketing and Sales, participants find the workshop serves as a terrific vehicle for aligning company strategies and tactics associated with improving discoverability, engagement, and new deals.

Outcomes

As a result of the Pipeline Engineering worskhop, the Marketing and Sales organizations will have alignment around:

  • The market strategy for customer acquisition, growth, and retention
  • How success for customer acquisition, growth, and retention will be measured and the expected contribution by each organization
  • A customer-centric pipeline that reflects how the organizations work together and are aligned around customer buying process
  • Clear definitions for each stage of the process, lines of responsibility for each stage in the pipeline and what constitutes when an opportunity can move forward in a stage
  • Marketing and Sales measures and tactics associated with each stage

Deliverables

A Word document is generated containing notes from the pipeline engineering workshop that include the how the internal process aligns to the customer buying journey, estimated conversion rates at each phase, number of contacts required for each sales order, and preliminary tactics, responsibilities and measures assigned to each phase of the pipeline.

This workshop is often paired with the Customer Journey Mapping workshop and the Touch Point Effectiveness workshops.

Workbook Description

Using the Customer Buying ProcessUsing The Customer Buying Process To Align Sales and Marketing & Create 3 Key Enablement Tools

Focus on the Customer Journey to Align Sales and Marketing

Too often the lack of alignment between marketing and sales gets in the way of an organization’s success. Alignment between marketing and sales is pivotal to overall effectiveness and performance.

The workbook presents the concept of leveraging the customer buying process and how to use this process to facilitate alignment between marketing and sales and three customer-centric tools to support sales enablement: personas, use cases and playbooks. The 54-page workbook provides 15 worksheets to enable users to map their customer buying process, to develop questions for persona creation, to work though considerations for creating usage scenarios, to guide the development of playbooks, to establish business outcomes, performance targets and metrics for sales and marketing, and to inventory sales assets. As a result, workbook users will be able to refine their marketing and sales process. Refunds for cancellations will only be made within 24 hours of the purchase as long as no electronic documents have been downloaded or products have physically shipped. Once a product is downloaded or shipped, no refund will be issued. Refunds must be requested in writing. The refund will total full amount of purchase less the credit card service fees for the both the purchase and refund and a cancellation service charge.

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”VEM’s methodology succeeded in achieving critical ‘buy-in’ from sales executives, sales management, sales operations, top management, and marketing.” Jim Bernard, Vice President of Worldwide Sales Operations at ClearCube

”VisionEdge Marketing’s collaborative and iterative approach enabled us to learn on-the-fly. We were benefiting from the relationship almost from day one.The final document is serving as a valuable reference and has become an integral part of our internal training. If we hadn’t undertaken this effort, we wouldn’t be seeing the improvements in lead volume and reduced sales cycles that we are today.” Rick Johnson, CEO of Amicus Technology

”While at Cisco I was responsible for several projects that involved developing marketing metrics, measurement frameworks and dashboards. I selected Laura and her team to help because she is one of the foremost authorities and experts for this work. Her strong project management skills helped energize our team to begin massive changes in managing marketing accountability. More importantly, after working with her the first time I knew I could count on her to collaborate with our team and help us drive the initiatives to success. This became extremely important when a project we were doing with someone else fell significantly behind schedule and wasn’t producing what we needed. I reached out to Laura and they jumped right in and got us back on track. I was truly impressed by Laura’s ability to adeptly navigate our team from issue to resolution during a very challenging period in the organization. Expertise and her focus on insuring her customers’ success and how she manages customer engagements truly separates her from the pack. I hope to have the opportunity to work with Laura again.” Keith Flippin, Services Marketing Manager at Cisco

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”Customer success is vital to every organization and that was no different for us at Howden. We like many companies recognize our success is directly linked to whether our customers receive clear value from our products and services. That’s why we employed Laura and the VisionEdge Marketing team on several occasions to develop and implement programs to gain insights from existing and prospective customers on what we needed to do on a product, service, and communication level to deliver value and move ahead of the competition. I’ve known Laura over 10 years and I recommend her when you are looking for a team with superb project on boarding and execution skills who can deliver actionable insights to improve alignment with sales, drive product development, and enhance customer relationships.” Dan Bryan, Business Development Manager

”The VisionEdge Marketing process helped us develop and set metrics to create a dashboard, while taking into account our culture and the need for change management.”Zebra Technologies

“Since 1999, VisionEdge Marketing has specialized in helping companies integrate processes and practices needed for marketing accountability, analytics and performance management. If proving and improving the value of your marketing is a priority, I’d recommend you take advantage of their proven experience and expertise. Laura Patterson conducted a number of webinars on behalf of 4As and each time, the attendees gave Laura outstanding reviews. I would have no problem recommending her services.” Bob Linden, Former 4As Senior Vice President, Training, Education and Development.

”The onsite working session was one of the most impactful and impressive meetings I’ve participated in. We now have a set of quantifiable outcomes on which to build a more strategic, measurable marketing plan.” Salina Wuttke, Vice President of Marketing and Communications at SafeSystems

”VEM methodology succeeded in achieving critical buy-in from sales executives, sales management, sales operations, top management, and marketing.” ClearCube

“Reviewing the competitive positioning was very valuable. The entire process fundamentally shifted our thinking and changed our approach to the market. We were able to get to a value proposition sales model instead of a feature-sell. We closed two very large deals far more quickly than we had in the past because of the work we did around the product and the messaging platform.” Amicus

”Marketing Metrics in Action gives more than a one-size-fits-all formula for accountability and it teaches companies how to identify which metrics matter most and how to put all tools to use.” Kassia Shishkoff, Manage Smarter

”As we were approaching a global meeting, it was decided to bring in an external firm to lead us through a series of competitive messaging working session for several of our products. I was tasked with this search and was excited to find Laura Patterson and VisionEdge Marketing. This team has the messaging and marketing expertise, the domain experience and an existing framework. As I proceeded through the fast-track due diligence, it became evident we were bringing in the right people. Despite a very short timeline, Laura and her team found a way to talk with all the key members and incorporate their requirements into the framework. The result was an effective multi-day program that engaged the entire global team and produced the valuable work product that fueled the foundation of our competitive messaging. We learned a great deal from the process and the working sessions.” Sang Kim, Digital Marketing and Analytics Expert at Abbott

”As we work with companies to address the obstacles in transforming their businesses, it may become apparent that certain key business functions need bolstering.In the past, when we identified this scenario we made informal recommendations. Now that our own company has experienced results because of our work with these firms, we have formalized these relationships so that we can add more value to our own customers. This is exactly the path we went down with VisionEdge Marketing. Their business practices match ours making it a good fit.” David Winkler, CEO at Valeo Consulting

”Metrics in Action has served as our go-to guide for crafting a measurable marketing plan. If you need to improve marketing accountability the book needs to be among your key resources.” Brian Vacanti, VP Sales Ops & Product, MDValuate

”VisionEdge Marketing directly influenced our business approach with the most important result being that we have closed more deals in our target market and closed them faster.” Kerry Anne Ridley, President at Momentum Leadership

We brought Laura in to work with our marketing team at Pega as we kicked off our 2026 growth planning, and I’m so glad we did. Laura shared her vast marketing expertise with us … it was clear she’d done her homework on both the business and our team goals, creating highly personalized sessions that left us with more answers than questions.

Laura doesn’t just talk strategy, she makes it real. …she gave us simple, practical frameworks that tied our daytoday marketing work to the outcomes our leaders care about. We left each session with clear plays we could run immediately ….

If you’re a B2B leader looking to take a more data-driven customer-centric approach to your growth strategy, I highly recommend working with Laura. She is a true partner in driving strategic excellence! David Hoffman, Senior Regional Marketing Manager, Pegasystems

“Within six weeks of starting the project two promising markets were identified that would greatly expand TengoInternet’s presence in Texas. Within 10 months of the project’s conclusion, Tengo had closed 40 new accounts in one of the segments, an 800% increase in the number of wireless hot spots in our network.” TengoInternet

”VisionEdge Marketing assisted Andrews FCU in developing a marketing program and provided so much more than expected. They enabled the staff to quickly develop a measurable marketing plan, and ensured that all the programs had the appropriate metrics and accountability I was looking for.” Allen, Crane, Mrkt Intelligence & Business

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”The senior team is embracing the plan because there is a compelling story and we have the data to back it up.” Karyle Thornton, Marketing VP, NWFCU

”This was the first company that understood and wanted to do all the upfront work, rather than just executing tactics. VisionEdge brought experience, discipline, and a methodology to the table that other companies we interviewed just didn’t seem to have.” Sandy Dennison, Vice President, Sales and Marketing at Catapult Systems

“VisionEdge Marketing’s process helped align the marketing function, plan, and activities to well-defined business goals.” Darren Bridges, President – Safe Systems, Inc.

”We wanted to own the process and the plan creation and wanted to work with a company that would teach us how to fish. VEM had the industry experience and their approach was a good fit.” Wally Devereaux, Director of Cargo Sales & Marketing” BAX Global

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”We chose VisionEdge Marketing because they demonstrated the background and knowledge and successful prior experience that suggested they could help us develop the right set of metrics and achieve our goal.” Jason Horenci, Head of Marketing Strategy, ING Annuities

”VisionEdge Marketing brought extensive marketing experience with companies such as ours, so they understood the challenges of execution.Having spent some time in the agency world, I realized their SmartStart Services Suite was a creative approach to this kind of work. The deliverables were clear and the methodology sound. Their use of a workplan gave us something to manage to and created a strong comfort level.” Jo Betsy Vaught, Marketing Communications Manager at Momenta

”Transforming Marketing from a tactical service provider to a center of excellence that sets the tone and the pace for the business is a ‘must do’ for the modern CMO. The ‘been there, done that’ experience of the VisionEdge Marketing team can help you realize that transformation faster and with a bigger impact.” Ben Kiker, Former CMO and Marketing & Sales Acceleration Coach – The Ben Kiker Group

”While Sr. VP, I led a Marketing organization dedicated to continuous improvement. The team and I recognized that thriving Marketing organizations take a laser-like focus on Marketing performance and the rigorous assessment and measurement of Marketing investments. With that in mind, I turned to Laura Patterson to help us hone our marketing accountability and metrics. Laura’s collaborative approach and experience in the insurance industry was especially valuable in enabling us to select metrics that provided our leadership team with insights into how Marketing contributed to and positively impacted the business.” Kurt Fasen, Sales and Marketing Exec, DBS Diversified Brokerage Services

”We asked VisionEdge Marketing to facilitate a highly interactive workshop at our annual conference to build a message map for our industry. With Laura’s guidance our leaders created the framework for a relevant message map that will resonate with key stakeholders, in our state legislature, water utilities, and our primary end users – homeowners. We’re excited to build on the framework and begin to put the results into practice.” Erica Fearn, President, Mainspring Association Management LLC

”We liked the VisionEdge Marketing systematic approach. Even though they were clear that qualitative data would only provide general guidance and directional insight, it was clear that the way they captured and communicated the information would be significantly different from what we had experienced with past firms.” David Altounian, Chief Product Officer at Motion Computing

“The biggest benefit of this process was how it helped us form clear linkages between what the company was trying to achieve and what we would be doing in Marketing” Sean Kane, Director, Corporate Strategy & Business Development at Mott Corporation

”Laura Patterson from VisionEdge Marketing came in to assist Andrews FCU in developing out marketing program and provided so much more than expected. She quickly located the flaws in our strategic marketing program, trained up and led the staff through development of another plan, and ensured that the resulting programs developed had the metrics and accountability I was looking for. Excellent results. A true expert.” Chris McDonald, President/CEO at Andrews Federal Credit Union

”Metrics in Action reflects the experience of someone from the front lines. Laura’s perspective of the C-Suite related to marketing metrics, planning, and accountability are invaluable.” Derek Weeks, Systar Inc.

”Laura and her team have been an important and valuable resource over the years, especially for gaining customer and competitive insights and refining how we measure Marketing’s value. VisionEdge Marketing brings best-in-class processes and methodologies to the table, just as important however, is how they work with us and execute a project. Their level of organization, knowledge and energy is top notch!” Marlen Garcia, Director, Regional Marketing, at Amadeus Technology Group

‘The Marketing outcomes surpassed our expectations and Laura laid the strategic foundation for our success going forward.’ Tony Jennings, CEO of Everything Blockchain, Inc.

”The process we went through with VisionEdge Marketing helped us to really hone in on business metrics and the indicators we could use in marketing to assess our progress. Plus, we were able to be more focused. When you’re tracking dozens of activities, it’s easy to end up chasing your tail. Now we have just a few key gauges we are monitoring.” Laura Shay, Global Product Marketing Manager at VCON

”VisionEdge Marketing came highly recommended and we’d recommend them as well. We’re a small firm and like many firms we’re facing economic challenges in this tough environment. The VisionEdge Marketing team has a good track record helping firms our size. They have a suite of services well matched to the scope of our problem and budget. The VisionEdge Marketing team provides a very collaborative approach which sat well with our team.” Thomas Harlan, Founder, President & CEO of Emergent Technologies

”In the end, what cinched our decision was VisionEdge Marketing’s knowledge and flexibility with the needs of our project. Their team demonstrated their process and capabilities in a way that gave us a sense of confidence. We were assured that they could complete the research and meet our time demands.” Bruce Flory, VP of Marketing at Pervasive

”Before VEM’s workshop, our thinking was very tactical. Now we have some tools to help us be strategic and measure our contribution to the business.” Jerry Levy, Vice President of Marketing at BAX Global

”VisionEdge Marketing presented a process for defining the lead classification that met our needs and went well beyond typical lead classification attributes such as budget, authority, need, and timing. We were also very impressed by VEM’s researchers. And based on the strength of the end results, so apparently were the compliance officers they called for us.” Cody Young, VP of Marketing and Business Development at FiServ

”The VEM project delivered excellent value. We successfully penetrated our new markets and now have expanded into four new geographies.” Eric Stumberg, President/Owner at TengoInternet

”I knew from the very first conversation with Laura that we needed to work with VisionEdge Marketing. While leading a global project to define and track marketing’s influence on revenue, we determined we needed to create a data model. We were working to a firm deadline, so after evaluating our internal options, I reached out to Laura. She and her team are well-regarded for both marketing analytics and accountability and their experience with Zebra was a plus. With Laura’s help we made tremendous progress in a matter of weeks. She developed the initial framework for the model. Then in collaborative working sessions with the entire team, she took us through each step of the model insuring everyone on the team understood how the model was formulated and worked. Over another few weeks, she helped us refine and vet the model in preparation for presenting it to the executive team and helped us craft the wireframe for the initial dashboard. We made the deadline and the executive team accepted the model which we are now using. Laura’s expertise, knowledge, well-defined process and collaborative approach, all made a major difference in being able to accomplish to create the model and deliver it on-time.” Michele Marvin, Director of Demand Generation for North America & Latin America

”Through an evaluation and reengineering of our pipeline and the results of the primary research within the DCC industry, VEM built a model that provides us with a foundation for improving our sales and marketing processes and achieving significant unit and revenue growth.” Rick Krause, CEO of BOXX Technologies

”With the focus on adding value as the basis of content, Mojo content consumption increased 800%. Website traffic increased by 68% and trial page to trial signup went from below the industry average of 25% to above the industry average of nearly 35%.” Daniel Guermeur, CEO and Founder of Metadot Corporation

”As a company that helps other businesses manage their e-fulfillment needs, we’ve been exploring ways to expand our solution set to include additional marketing expertise. It makes sense to have an alliance with VisionEdge Marketing with their breadth and depth in branding and positioning which enables us to bring a stronger strategic foundation our customer.” Keith Sharman, Director of Sales at MagRabbit

”Marketing accountability should be a priority for every company. When it comes to metrics and dashboards,there’s no one I respect more than VisionEdge Marketing. I’m pleased to see them helping marketers understand and improve the value of their work.” David Raab, Principal – Raab Associates

”At Elsevier, I wanted to enable our product marketing team to be a valued partner within the organization and that required a number of shifts, including taking a more insights-driven, market-centric performance management approach. Having read VisionEdge Marketing’s book Metrics in Action: Creating a Performance-Driven Marketing Organization, I knew I had found a firm with a proven track record that combines training, structure, tools, techniques and frameworks to help me accomplish this objective. With Laura’s help we made tremendous headway. The methodology is very structured, collaborative, and actionable. As a result of working with Laura and her team, we created a pathway for putting customer interactions and conversations at the center of everything we did.” Yukun Harsono, Senior Vice President, Product Management

”I have worked with Laura for the past 20 years in multiple software companies….I have no reservations in recommending Laura or VisionEdge Marketing to any company who needs to build, fix, or optimize their marketing organization, processes, and results.” Gerardo Dada, CMO at DataCore Software

”As we are embarking on a new growth journey Laura was critical to helping frame a future vision based upon customer-centric principles. The combination of her unique insights, vast experience and compelling stories made a significant impact to the team.” Peter Favilla, Vice President, Global Strategic Marketing, Pentair, Inc.

”VEM’s extensive software marketing experience gives them a valuable perspective. They’re able to ‘read between the lines’ better than most when it comes to analyzing market trends.” Michael Shultz, President and CEO at Infoglide Software

”The fact that VisionEdge Marketing offered mix and match modules was very helpful. We were able to select the modules from the company’s Strategic Marketing Academy whose learning objectives most matched our requirements.” Jerry DeVries, VP of Marketing at Centerpulse Orthopedics

“Every CFO and member of the C-Suite expects marketing to be able to prove its value and impact. Often marketers need guides on this journey. When it comes to assessing and improving your marketing accountability, VisionEdge Marketing is one of the best and most established guides.” Dave Bucco, Principal – Veltro Advisors

”With a new marketing team and big challenges competing for share of voice in a very noisy landscape, our sales team was constantly questioning the impact and value of our current marketing investments. The metrics workshop facilitated by VisionEdge Marketing Laura helped our team achieve the perspective required to improve our alignment, planning, prioritizing, target setting, and reporting processes to ensure that our tactical and strategic investments have a direct and visible connection to the overall business objectives. This approach is strengthening our relationship with sales.” Jared Montblanc, Marketing Director Planning & Insights, NA, Nokia

”We wanted to explore adding a new capability to support our customer buying process but needed more information about the various technology solutions and how these might work with our existing infrastructure. While we believed we could do the research with time, we didn’t really have the expertise for a deep dive and time was an important factor. We turned to VisionEdge Marketing who had the expertise, knew how to conduct the research and assess the options. Laura engaged us in a collaborative process, enabled us to have an in-depth understanding of our options, and made the research actionable. As a result, we acquired the information we needed and have a clear path for next steps well within the time frame requested.” Robert Cook, GM Business Optimization & Strategic Sourcing at Bid Group of Companies US Ops

”The customer-centric view we needed was integrated into the process and enabled our organization to think differently. As a result we were able to explore new ways of connecting with customers, for creating marketing objectives, and establishing performance targets for programs. Plus, there was tremendous value in having a written document that ‘spelled-out’ how we would measure marketing.” Marlene Fehr-Power, General Manager at Winton Global

”VisionEdge Marketing was the best at understanding our problem, developing a comprehensive plan, and being able to execute it within the time frame and budget we had established.” Glen Watkins, Director of Marketing for EMC Test Systems at ETS Lindgren

”We wanted a company that could help us as much with the education process as well as with getting the data. VisionEdge Marketing was capable of doing both.” Martyn Etherington, CMO at Tektronix

”I worked with Laura on a Go-to-Market research project that was bit of a combination of Voice of the Customer, competitor analyses and market assessment. She helped us in improving our customer insights and how our competitive position could be improved for this new market.” Seitse Bootsma, Marketing Manager, Marketing Manager,Howden Centrifugal & Reciprocating Compressors

”I have used Laura’s excellent ‘Managing Touchpoint Value’ 10-step process as a stimulating exercise for MBA students, with great success. It is so clearly written, and action-oriented, they find it easy to follow the steps and move along the analytical process to get to the point where they are ready to produce a meaningful set of recommendations on how to improve the customer experience effectively and efficiently. Several students tell me they have taken the system back to their own firms and applied it to great effect. Thank you, Laura, for contributing to marketing education!” Ruth Stevens, President of eMarketing Strategy

”VisionEdge Marketing’s process enabled us to validate past assumptions about our market while allowing us to uncover what we didn’t know. The process put us on a quest – the more data we accessed, the more we learned about our members and the market; our appetite for data expanded.” Karyle Thornton, VP of Marketing at Northwest Federal Credit Union

”The thought exhibited in Marketing Metrics in Action is clear, concise, and insightful and there are solid recommendations to transform this knowledge into action.” Jim Humphrys, eBusiness Leader, W. L. Gore & Associates

”With the VEM process we now have a defined road for how Marketing is working with Sales.” Carmen Asteinzia, Marketing Director,TUV SUD America Inc.

”We needed a company that could talk about the entire marketing mix, not just marketing communications. After having worked with VisionEdge Marketing it was clear they understood the difference.” René Ward, Vice President of Marketing at TManage

”We came to greatly appreciate our sessions with VisionEdge Marketing. They brought a structure to our thinking that forced us to think differently and strategically about our target audiences. We didn’t have the experience to think about it in this way.” Jan McSorley, Co-Director of ATSTAR

”I’ve worked with Laura since 2012 on several projects associated with Marketing Operational Excellence, performance measurement and data chain improvement. While the field is full of those who claim to do similar work, I found Laura’s personalized end-to-end approach, and especially her commitment to driving customer-centric success outcomes as key differentiators. She enabled us to identify opportunities for continuous improvement, define outcome based metrics and data chains to achieve them, as well as learn from best practices as a result of her well-regarded MPM benchmark study. I would recommend Laura to any organization trying improve and accelerate how they attract, win and retain customers while driving customer lifetime value attainment through product and service adoption.” Jay Verellen, Director, Global Product Management at Kennametal

”We realized early on that VisionEdge Marketing brought a breadth of experience and a no-nonsense style that cut through all the fluff so often associated with traditional marketing consulting. Their proposal offered definite, specific deliverables with a clearly defined timetable.” Melissa Mines, Marketing Communications Manager at NetSolve

”With a new marketing team and big challenges competing for share of voice in a very noisy landscape, our sales team was constantly questioning the impact and value of our current marketing investments. The metrics workshop facilitated by VisionEdge Marketing Laura helped our team achieve the perspective required to improve our alignment, planning, prioritizing, target setting, and reporting processes to ensure that our tactical and strategic investments have a direct and visible connection to the overall business objectives. This approach is strengthening our relationship with sales.” Jared Montblanc, Director of Marketing Planning and Insights at Nokia

”I have known and worked with Laura and her team for over a decade. When it comes to Marketing accountability, especially determining the right metrics and building a dashboard, and aligning Marketing to the business, Laura is at the top of my go to list. From my experience, she is an expert on Marketing performance management and measurement. Over the years, Laura has helped my teams with Marketing plan development, dashboard construction, and defining and implementing marketing operations processes. In addition to her expertise, Laura has a passion and the skills for helping Marketing organizations be successful. Marketing organizations couldn’t have a better champion and coach.” Stuart Itknin, Chief Strategy Officer at Kronos

“Analytics has been part of the VisionEdge Marketing DNA since their start in 1999. If you’re looking to build your marketing analytical muscle, remember to check in with these experienced specialists.” Jim Sterne, Founder – eMetrics Summit

”VEM gave us a professional and systematic methodology for successfully improving the effectiveness of our marketing efforts.” Nolan Rosen, VP Marketing at Vignette

”By working with Laura, we established a customer-centric performance-based Marketing plan that enabled both the Marketing and Sales teams to work more effectively, efficiently and proactively in achieving our institution’s new member and share of wallet growth initiatives. With this new approach we now had very clear linkages between the work of Marketing and these two key performance indicators. It also allowed us to more effectively prioritize and optimize our resources and address critical gaps.” Lissa Woolley, Chief Member Service, Your Neighborhood Credit Union

“With VisionEdge Marketing’s approach, we were confident we could assess and identify any gaps in metrics and alignment, make the marketing plan and execution more customer-centric, and certainly define the correlation between marketing investments and business results. Three tangible outputs we gained were; an actionable blueprint for the marketing plan, clear alignment to core business outcomes, and a roadmap for further operational development.” Jay Verellen, District Manager, Kennametal

”I have worked with Laura and the VisionEdge Marketing team on various projects at several companies. Each time a key benefit was how they helped us take a more fact-based customer insights approach. As a result, whether it was new markets to pursue or how we were measuring marketing, we were able to make decisions with more confidence. The company and Laura truly believe in enabling their customers to succeed and it was refreshing to be given a process we could adopt.” Natalie Putnam, Chief Executive Officer at DeliveryCircle

”VisionEdge Marketing assisted Andrews FCU in developing a marketing program and provided so much more than expected. They enabled the staff to quickly develop  a measurable marketing plan, and ensured that all the programs had the appropriate metrics and accountability I was looking for.” Chris McDonald, CEO, NWFCU

”We appreciate their philosophy – instead of handing out fish and keeping a company dependent upon them, VisionEdge Marketing teaches companies how to fish so they could feed themselves.” John Smolucha, Vice President of Marketing at Metrowerks

”We engaged VisionEdge Marketing to facilitate a metrics workshop as a part of our efforts to take our marketing measurement and accountability efforts up a notch. While we were able to apply some concepts right way, such as how to truly align marketing to outcomes, the data chains and drilling past the marketing vernacular to more meaningful metrics, it is the lasting impact the session had on the team that stands out. The team has made two important shifts: how we approach the work of marketing and how we engage with our line of business stakeholders.” D.Tony Franklin II, GM IoT, Intel Corp.

“When it comes to the practice of B2B Marketing, VisionEdge Marketing is among one of the best resources. If you’re looking for a metrics-driven, customer-centric approach, a conversation with this firm who’s been doing it since 1999 will pay off for you and your firm.” Dr. Ralph Oliva, Director – Institute for the Study of Business Markets

”The VisionEdge Marketing initial ‘AccomplishTM’ discovery session provided a structured format to get our team in synch. Throughout the entire process, VisionEdge Marketing served as an instrumental catalyst to internal discussions that got us thinking differently.” Edward Acosta, President & CEO of BroadCloud

”I have worked with Laura and VisionEdge Marketing on several projects over the last 20 years, most recently on helping our medical device company successfully pivot our sales model to a direction that would better fit the demands of our market. Laura is a master in the science of marketing and I would highly recommend her for any project, whether helping build marketing capability from scratch or keeping your team focused on the critical areas of strategy and metrics.” Dana Kolflat, Director of Marketing at International Biophysics

”The introduction of this unique mapping process was driven by our quest to further drive marketing alignment with business outcomes.” Lisa Baumgarten, VP Global Mktg Strat, LexisNexis

”VEM helped us develop a repeatable segmentation model so our strategic go-to-market planning was more informed.” Bruce Milne, Vice President of Products and Marketing at Hyperformix

”VisionEdge Marketing’s framework enabled us to break up the metrics into smaller, well-defined categories that allowed us to create the right metrics for our program. We were able to quickly see how to set up the metrics to be most effective.” Anita Fisher, Marketing Communications Manager at Briggs and Stratton

”The VEM team understood the company’s requirement of an objective and measurable evaluation process that would meet the high standards of the in-house economic consultants.” Lawrence Wu, President at NERA Consulting

”I first met Laura when she spoke at a Marketing conference on the topic of Marketing alignment and accountability. The problems she described in her presentation closely matched our own organization’s situation. I found her solutions and suggestions to be right on target. I initially tapped Laura’s expertise to support developing shared metrics that would improve a Marketing and Sales alignment effort, piloting one of our business lines. We’ve completed other marketing mapping and measurement projects together since then. Our work together is well-received by our leadership team. Laura’s ability to bring disparate pieces of data together combined with her professional approach and collaborative style has worked to add value to our team’s contributions, not to mention has made for a long-term relationship. VEM is one of my go-to sources for latest trends and content for B2B marketing.” Carmen Asteinza, Marketing Director, Americas at TÜV SUD

”The senior team is embracing the plan because there is a compelling story and we have the data to back it up.” Karyle Thornton, Marketing VP, NWFCU

”While in my Marketing leadership roles at Pavilion Technologies and Rockwell Automation, I relied on Laura and VisionEdge Marketing numerous times. I needed to count on her deep expertise and proven track-record in creating measurable customer-centric Marketing plans and building customer-centric buying journey maps to support our lead gen initiatives, and developing personas for our different industry segments. While there are many people with this experience and know-how, what distinguishes Laura and her team is their ability to onboard an engagement, adapt and collaborate with a team, and bring valuable insights and repeatable quality processes to their customers. I found that Laura delivered an exceptional customer experience and brought more to the table than what was outlined in the statement of work.” Don Hart, Director Information Software Market Development at Rockwell Automation

”Laura is an outstanding professional who brings energy, enthusiasm, passion, and a wealth of experience to the table! Her practical, hands-on style together with a deep marketing understanding and phenomenal preparation helps to ensure that all of our engagements and projects are productive and accomplish what we set out to do. I highly recommend Laura and her VEM team!” David Stockton, Vice President, Global Marketing and Sales,The H-J Family of Companies

”The guidance, methodologies and tools VEM provides us during the engagement fundamentally changed our focus away from measuring tactics.” Derek Weeks, Systar Inc.

“I’ve read a number of books on how to prove the value of Marketing, address Marketing ROI, and make marketing more accountable. VisionEdge Marketing’s book, Marketing Metrics in Action: Creating a Performance-Driven Marketing Organization, continues to be among one of most useful and practical in the genre. Metrics in Action is a go-to book for anyone addressing marketing performance measurement.” Satinder S Juneja, Vice President – Sales & Marketing, NIIT Technologies.

‘I’ve had the pleasure of working with Laura on two projects to support rapid growth at Certara. Laura was brought in due to her strategic marketing expertise in the life sciences industry. She did an excellent job of building consensus across multiple departments and management levels at Certara, which was necessary to move each project forward quickly and successfully. Laura’s dedication to our success was consistently demonstrated by her availability, willingness to help outside of her scope, and strong industry and marketing knowledge. I would highly recommend Laura to my colleagues for future projects.’ Kristine Christie, Director of Software Marketing at Certara