Likelihood to Recommend Adobe Marketo Engage is great for lead gen because of the out of box solutions. We import leads from Google, LinkedIn, Meta, Tradeshows, and web forms. It allows me to track leads from the moment they enter the system to the point where they become customers. I use it to score leads, segment them, and nurture them with targeted content. It's especially useful as a B2B organization.
Read full review Starting with campaigns, once we send the campaign out, prospects who open it are moved into the sales funnel; the sales team then calls or emails the prospect. Our VOIP works in conjunction with Zoho CRM Plus, so phone calls are logged into the contact. And generates another call, letter, or appointment with the client on the Zoho calendar. Emails are sent through Gmail since Zoho CRM Plus does not work with Gmail. The client's email must be copied and pasted into Gmail. (responses are tracked in the Zoho CRM Plus). Once the sales team meets with the client and starts the process, it turns into an "opportunity" where all stages in the sale are tracked. We mail merge the contact info to the correct letter template, then download it into "Word," where the letter is proofed and corrected as necessary (Zoho merge does not allow you to work in "Word" 2019). When finalized, it is then uploaded back into Zoho CRM Plus under the Opportunity. The sale then continues through the process, and once signed off on, all the details of the job are logged into the Zoho CRM Plus. When the job is completed and closed out, Zoho CRM Plus automatically sends the client a thank you email. The client will then can biannual automatic emails reminding them to set up their bi-annual inspection.
Read full review Pros Like I have said Marketo has been very helpful by helping us to connect us with our customers and keeps them coming back, hence saving time, effort and resources. Let AI build predictive audience and segments easily. Personalize experience with active listening and triggered content. 24/7 responsive support and service team. Read full review Zoho CRM Plus is very good at automating many functional areas of our company including: sales, marketing, operations, and engineering. It is functionally rich, and matches the functionality we used to have with Salesforce.com, but at a much more reasonable cost. Zoho CRM Plus is easily "configured" to match our business processes. The ability to configure the user interface is very good, and the "BluePrint", custom functions, and reporting allow us to automate our unique operational needs. The buying process for Zoho CRM is extremely friendly. You can switch between software types from basic CRM to Zoho CRM +. You also can pay monthly, or annually, and don't have to purchase months before your renewal dates and get pestered by sales people. Read full review Cons Marketo's email editor is basic in comparison to other cheaper alternatives out there. Marketo doesn't work as well in B2C scenarios as it does in B2B. One of the painpoints of this is it's difficult to showcase a selection of product recommendations based on purchase behaviour without a very time consuming workaround. It's manageable if you're only selling a handful of products, but it's inefficient when dealing with a large catalogue. Marketo's form and landing page builder are also behind the times. Perhaps not as bad as the Salesforce Marketing Cloud platform, but for an enterprise company the product should be much better. Greg Beazley Senior Marketing Automation Manager (EMEA & APAC)
Read full review Managing attachments. Limited space for each user and you can’t easily delete attachments in bulk so if you reach your limit it becomes expensive to buy more space or labor-intensive to find and delete attachments manually. You can’t filter accounts by their related module fields. For example, in list view, filter all accounts with more than one contact. Read full review Likelihood to Renew We're likely to renew for several reasons:
Now that it's been implemented, I can't imagine not having marketing automation and the easy interface that Marketo provides to run our campaigns Marketo's community and customer service is fantastic; I know that when I need help, I'll get it Marketo continues to improve the product, so I know that I can expect it to be even more useful in the future Read full review Usability In some aspects, the tool can feel quite clunky in parts. But with the rich feature set it has, it's understandable. There is a lot of room for improvement for the user interface. The system itself doesn't have a slick or modern feel, so the usability could feel nicer to use with these areas considered.
Read full review I personally started off as a CRM novice. But in a matter of 2 months, I was writing my own custom workflows, playing with modules and fields, and training my sales and operations teams to manage leads and accounts. Simply put, the system is intuitive after a brief introduction. The level of customization is staggering until you change your mindset. Zoho CRM Plus excels where you're able to attack your goals as problems already solved in the platform — you just need to locate the feature to make what you want to happen... happen! I equate it to the Adobe Creative Suite. You don't pick the fun filter before you lay out what exactly you want to draw. With that mindset intact, you can dial in the system to meet your and your team's needs based on your proposed SOLUTIONS, not just leaning heavily into a single feature to "force" some ROI.
Read full review Reliability and Availability Marketo provides different way and abilities to connect. If you are having product support or unexplained errors you can get someone on Marketo support 24 hours a day. One of Marketo's greatest assets in my opinion however would be the community. Often times our company is just looking for case success stories from someone else. In the community you can search for problems you are currently facing and see others having the same issue and solutions for those issues. If not, you can pose a question to the whole community and champions of the product and others can chime in to provide suggestions to fix your needs. The community is truly a 24/7 place to get your answers quickly.
Read full review Performance There are times when it is slightly slow for us, where we sit on a screen waiting for it to load. This could be our internet since we have had the same issue occasionally with other systems, but it is enough to make you crazy.
Read full review Support Rating On multiple occasions we've had Marketo support (technical and license based) issues. Technical issues were minor and resolved within a day. License based issues (even things encouraged by Marketo for partners, like provisioning another license) took WEEKS. They actually took so long to respond that the client we were working with withdrew from the contract because they were no longer convinced Marketo was capable of supporting their business. As an agency trying to sell the software, you can only explain away so much before they just made us look silly.
Read full review Every account representative I have worked with has been extremely helpful and nice. You can tell the account reps and support staff truly care about the product and want to provide you with the resources that you need. The response time is also fast for support inquiries and that has been a massive help for us.
Read full review In-Person Training Our account rep stopped out in Lincoln, NE to ensure we were properly set up and running. This was very much appreciated. I was very, very new at this point, so I can't comment very much on the extent of what was taught because I was still brand new to the company and the system
Read full review Online Training I had never used Marketo prior to taking this job so online training was my starting point. I was able to follow along, it was interesting and quickly and efficiently taught me what I needed to know without a lot of fluff. It was far from boring and really helped me get my hands dirty with Marketo.
Read full review Implementation Rating 1. Have a content marketing plan to run in parallel with the marketing automation installation--you'll need a lot of content to make full use of Marketo's capabilities. 2. Work with sales (and ISRs) to define and document a workflow--build your Marketo installation around how you do business--not figure out how to apply your business to the tools 3. Spend time of data cleaning--both an initial project as well as a strategy for ongoing data management. We found some change manaement issues (no more appending ZZZ to the first name to identify contacts who have left the company, for example, or prohibiting the entry of "info@company.com" email addresses). 4. Find some champions in the sales and ISR teams. You'll have both fans and detractors--work with the fans to build some success stories
Read full review Alternatives Considered Prior to Marketo, we used SharpSpring. I will say that SharpSpring is more intuitive to use than Marketo, but it has much less functionality. If you have the time to really learn Marketo, it has much more to offer as well as many more options to customize the solution to your exact needs.
Read full review I utilize
HubSpot to gather data based on IP addresses from customers who visit our website. I do not use Zoho CRM for forms since the customization is clunky to design.
HubSpot collects account data from the form and that helps me evaluate to sales potential of that account. Then I use
Zapier to Zap the info into Zoho. Zoho CRM then is used to reach back out to the customer and begin tracking interactions
Read full review Contract Terms and Pricing Model The total cost is a little bit higher than we expected.
Read full review I would recommend that module wise update feature be opened up, for free to an additional 50-75% of paid users. These users can be restricted to work on a single module to update information only where they do not cross over multiple modules
Read full review Scalability We look at scaleability in a few different ways. First, the speed while using Marketo has remained relatively the same as our database has grown. Though I would say Marketo is slow at times, it has not gotten slower over the last few years. If anything, it has improved, and they are working to improve it. Second, the amount of programs we have developed in Marketo has exponentially grown as well. Marketo has allowed us to drastically increase our output without having to drastically increase our headcount.
Read full review Professional Services I already discussed this prior with the Enterprise Support. But them aside, I'd be remiss if I didn't mention Zoho is committed to connecting their userbase together. Within a month or two of using the product, we were told about Zoho User Groups. We had one right in my backyard (Chicago). I was able to both attend a meeting (pre-covid), and then stay in touch in an integrated Cliq channel. I always have power-users at my fingertips to ask quick questions. That Zoho makes it a point to keep these connections, and empower them... makes my life easier when inevitable "wants" pop up.
Read full review Return on Investment Generated a 35% higher return on investment (ROI) in demand generation in the company. The focus on the accounts that presented a greater sales potential, allowed us to prioritize and reduce costs by 20 Million USD. Being personal and optimized. reduced efforts towards a more personalized customer experience, in working hours by almost 100 h. Read full review The ROI is significantly positive due to the comprehensive set of modules available. Positive: My clients have better Dashboard data developed through Zoho Analytics than they do even though they use Salesforce. Also, Zoho CRM Plus can integrate with Salesforce or other system either through their own integrations or from Zapier. Campaigns allows me to target specific prospects via HTML emails, and complete tracking. This is a complement to the more shotgun approach of social media, Read full review ScreenShots Adobe Marketo Engage Screenshots Zoho CRM Plus Screenshots