Mostly Great - Integration could be improved
September 03, 2015

Mostly Great - Integration could be improved

Justin Cheverie | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Standard

Modules Used

  • Marketo Lead Management
  • Marketo Sales Insight
  • Marketo Revenue Cycle Analytics

Overall Satisfaction with Marketo

Marketo is being used by marketing for our nurturing efforts.
  • Marketo allows us to do drip campaigns to nurture contacts by specific campaigns until they are ready for sales involvement.
  • Marketo provides feedback to sales on which emails are opened by their customers so they can contact them when our company is top-of-mind.
  • Reporting provides sales with targets they need to focus on based on perceived interest in our communication.
  • It would be helpful if we could assign tasks to specific reps in cases where they are not listed as account owners.
  • We've struggled a bit with Revenue Cycle Analytics because we do not use primary contacts on Opportunities as recommended.
  • In order to have sent emails attached to contact records in Salesforce in the completed activities related list, Marketo needs to create an individual email template for each email sent. This created a huge issue for us because the email templates build up quickly and we got to the point where our email templates became unmanageable and all our email template searches would time out. This can be turned off in the settings area and the emails can be accessed through Sales Insight but we learned that after we already had a problem.
  • Allows contacts to be 'cookied' so we can track their activity when we send them an email.
  • Allows campaign and nurture emails to be created easily and efficiently scheduled.

Adobe Marketo Engage Feature Ratings

WYSIWYG email editor
9
Dynamic content
9
Ability to test dynamic content
9
Landing pages
9
A/B testing
8
Mobile optimization
Not Rated
Email deliverability reporting
8
List management
8
Triggered drip sequences
9
Lead nurturing automation
9
Lead scoring and grading
8
Data quality management
7
Automated sales alerts and tasks
8
Calendaring
Not Rated
Event/webinar marketing
8
Social sharing and campaigns
Not Rated
Social profile integration
Not Rated
Dashboards
7
Standard reports
8
Custom reports
8
API
8
Role-based workflow & approvals
8
Customizability
8
Integration with Salesforce.com
7
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated