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Customer Case Studies


Building a stronger Marketing foundation: How The Associated Press modernised ROI reporting, preferences, and lead management
When a global organisation like The Associated Press (TAP) wants to modernise its Marketing Operations, the goal isn’t just new tools, it’s creating clarity, compliance, and consistency that scale.


Seamless Marketing Automation migration: How Progress integrated ShareFile into Eloqua
When Progress acquired ShareFile, they faced a classic challenge in Marketing Operations: How to migrate an entire marketing automation system into an existing production platform without disrupting campaigns, losing data, or compromising compliance.


From data chaos to clarity: How Norstella unified marketing performance with Tableau
For Norstella’s marketing team, reporting had become a scavenger hunt. Data lived across multiple systems, filters didn’t align, and every “simple” question about performance meant another round of manual pulls, spreadsheets, and late nights reconciling mismatched numbers.


How Dash Solutions used ABX to build alignment, focus, and momentum in healthcare disbursements
For Dash Solutions, marketing is more than sending campaigns. It's about driving measurable impact in a competitive healthcare disbursements market. Despite a solid Account-Based Selling (ABS) foundation, the company was facing a familiar challenge: Marketing and sales often targeted the same accounts independently, account prioritization was inconsistent, and pipeline attribution was limited. Teams were spread thin, chasing the same prospects, and struggling to understand wh


How a finance based client boosted deliverability, compliance, and control in Salesforce Marketing Cloud
When your Marketing Operations span multiple business units, consistency and visibility can make or break performance. One of our finance clients felt that complexity had grown quietly over time, until reporting felt fragmented, deliverability checks were reactive, and simple absences could throw campaign schedules off balance.


Maximizing ABM success: How we optimized their 6Sense investment
A leader in digital experience and business application solutions, sought to enhance their 6Sense investment to better align with their Account-Based Marketing (ABM) strategy.


How Citeline and Sojourn rewrote the Playbook for modern Marketing Operations
These aren’t just isolated wins. Together, they paint a picture of what smart, agile Marketing Operations can look like when strategy meets execution.
Sojourn didn’t just bring tools. We brought structure, clarity, and momentum to complex enterprise challenges. And Citeline’s team? They delivered every step of the way.


Inside Norstella’s successful HubSpot consolidation project : Two brands. Five weeks. One seamless migration.
Norstella’s objective was clear: consolidate platforms to boost efficiency, enhance data quality, cut costs, and enable smarter cross-selling and analytics.


Fixing the inbox problem: The path to a higher sender score
The Challenge A national telecomms client that we've worked with for a number of years and provide deliverability services to, were...
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GDPR + eprivacy changes your Marketing Operations team may have missed.
If you’re a Marketing Ops team supporting multi-region websites, this is the part where you stop pretending one banner configuration works everywhere.


Marketing technology governance: The unsexy discipline saving budgets
If your stack has grown faster than your confidence in it, governance isn’t a “nice to have”. It’s the discipline that makes everything else work properly again.


Revenue Ops vs Marketing Ops: Stop arguing and start designing
Marketing Ops says, “This sits with us.”
Revenue Ops says, “No, this is ours now.”
Leadership nods politely, adds another role to the org chart, and hopes the noise dies down.
It rarely does.
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