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Paysafe MarTech Transformation Proposal | The Pedowitz Group

Prepared for Paysafe

Accelerate Your Salesforce Transformation

From Fragmented Systems to World-Class Revenue Marketing

⏰ Critical Timeline Alert

Capital requests due November 10
CEO presentation week of November 4
5-6 week sprint starting October 1, 2025

Understanding Your Challenge

SITUATION

All-In on Salesforce Mandate

Paysafe has received executive directive to consolidate on Salesforce and become a "world-class marketing team." Your consumer brands are fragmented across Oracle Responsys and Salesforce Marketing Cloud, while Enterprise uses Pardot. The CEO has challenged you to dramatically accelerate transformation timelines from 3 years to 6 months.

COMPLICATION

Compressed Timeline & Hidden Complexity

Capital requests are due November 10th with limited time to build compelling business cases. Your Oracle contract expires in December, requiring an immediate renewal decision (6 or 12 months). You lack internal resources to properly scope the migration from Responsys to Marketing Cloud and cannot leverage Oracle for planning without revealing your intentions. The CEO wants 6-month execution, but realistic costs and timelines haven't been established.

QUESTION

How Do You Win November?

How can Paysafe build a data-driven business case for CDP investment, accurately scope the Responsys migration, and create an executive-ready transformation narrative that balances the CEO's aggressive timeline expectations with realistic implementation planning?

Your Transformation Options

Three paths to November success, scaled to your needs

OPTION 1

Essential Discovery

$45,000
5 weeks | 1 senior consultant

Core requirements for capital approval

What You Get:
  • Responsys migration assessment
  • CDP business case with ROI
  • Dual-path transformation roadmap
  • Revenue Marketing Maturity baseline
  • Executive presentation (20 slides)
Responsys Migration Assessment
  • Complete asset inventory
  • Complexity rating and dependencies
  • Budget range for migration
CDP Business Case
  • 5-15% conversion lift calculations
  • 20-40% efficiency gains modeling
  • 3-year consumption estimates
Transformation Roadmap
  • 6-month aggressive scenario
  • 12-month conservative approach
  • Oracle renewal recommendation
OPTION 2

Strategic Transformation

$75,000
6 weeks | 2 consultants

Comprehensive strategy for leadership

Everything in Option 1, PLUS:
  • Complete MarTech stack analysis
  • Detailed 49-criteria maturity assessment
  • Financial modeling & TCO analysis
  • CEO meeting rehearsal
  • Vendor negotiation strategy
MarTech Stack Analysis
  • Full audit of all tools and costs
  • 30% consolidation opportunity
  • Marketing Cloud vs. Next recommendation
  • 6sense sunset strategy
Revenue Marketing Excellence
  • 49 criteria across 6 dimensions
  • Journey stage progression plan
  • Financial services benchmarking
  • 18-month maturity roadmap
Financial Strategy
  • Department impact analysis
  • 3-year TCO comparison
  • Oracle negotiation leverage
  • Budget reallocation plan
OPTION 3

Executive Partnership

$110,000
6 weeks | 3 consultants

Complete alignment & execution planning

Everything in Options 1 & 2, PLUS:
  • Stakeholder alignment program
  • 90-day implementation blueprint
  • World-class marketing framework
  • Executive advisory sessions
  • Board-ready narrative
Stakeholder Alignment
  • 5-7 executive interviews
  • Cross-functional workshop
  • Political capital assessment
  • Oracle transition plan
Implementation Planning
  • 90-day post-approval actions
  • Change management framework
  • Team capability assessment
  • Risk mitigation strategies
Executive Success
  • Custom excellence model
  • Innovation opportunities (AI)
  • Two strategy sessions
  • Direct advisor access

Revenue Marketing Maturity Framework

49 criteria across 6 dimensions to measure your path to world-class

Strategy

Vision & Planning

People

Skills & Structure

Process

Workflows & Governance

Technology

Stack & Automation

Customer

Experience & Journey

Results

Metrics & ROI

Your Revenue Marketing Journey

1

Traditional Marketing

Activity-focused, cost center, no revenue accountability

2

Lead Generation

Volume-focused, measuring MQLs, limited sales alignment

3

Demand Generation

Quality-focused, pipeline contribution, sales partnership

4

Revenue Marketing

Revenue-accountable, predictable growth, integrated revenue team

Our Recommendation

Given your compressed timeline and high-stakes November meetings

Option 2: Strategic Transformation Package

Provides the optimal balance of comprehensive analysis and strategic positioning. Delivers everything needed to win capital approval while providing dual scenarios that address your CEO's aggressive timeline expectations.

Next Steps to Success

Critical Milestones

Sept 27 Contract execution & team allocation
Oct 1 Project kickoff & Responsys access
Oct 15 Initial findings review with stakeholders
Oct 25 Draft deliverables for review
Nov 1 Final materials delivery
Nov 4-8 CEO presentation support

Post-Discovery Services (TBD)

Migration execution, CDP implementation support, and ongoing advisory services will be scoped based on assessment findings

Schedule Your Discovery Call

Jeff Pedowitz, CEO
The Pedowitz Group
Your Partner in Revenue Marketing Excellence

Get in touch with a revenue marketing expert.

Contact us or schedule time with a consultant to explore partnering with The Pedowitz Group.

Send Us an Email

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