People, Process, Platform: Aligning MarTech with Firmwide Growth Goals

Many firms invest in marketing tools without first aligning people and process. Marketing by Numbers took the opposite approach—and it's paying off. In this episode of Amplify! , host Meg Hoevener is joined by Jamie Miller, Senior Manager of Firmwide Growth, and Don Breckenridge, Director of Growth, to explore how firms are using MarTech stack to fuel strategy, not just execution. From optimizing Salesforce and Pardot to training servers on lead data, Jamie and Don emphasize the importance of building cross-functional alignment before layering in new tools. You'll hear how their team builds in automation, supports firmwide accountability, and evaluates new platforms against clearly defined goals. Whether you're leading a solo function or scaling a full marketing department, this conversation offers valuable insight into setting your tech stack—and your team—up for long-term success. New boost For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

You can listen to People, Process, Platform: Aligning MarTech with Firmwide Growth Goals online on Radio and Podcast. Open the player on this page to stream the available audio.

People, Process, Platform: Aligning MarTech with Firmwide Growth Goals is an episode from AAMplify! by Association for Accounting Marketing.

This episode is 54:38 long.

This episode was published on Sep 9, 2025.

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