Marketo is the most efficient and sophisticated marketing automation tool out there
Updated September 04, 2019

Marketo is the most efficient and sophisticated marketing automation tool out there

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Other

Modules Used

  • Marketo Lead Management

Overall Satisfaction with Marketo

We use Marketo within our Enterprise Marketing team for the specific purpose of prospecting and generating leads for Enterprise sized businesses. It helps us prospect leads at scale, nurture leads, leverage an MQL scoring model, etc. We also use it to send internal alerts to our sales teams so they can have visibility into what the leads they own are engaging with in terms of marketing.
  • Sophisticated campaign logic and ability to process leads through a handful of campaigns nearly at once.
  • The engagement stream programs allow for an automated cadence of emails to be sent out so we don't have to do it manually.
  • The ability to trigger activity after listening to a wide range of actions.
  • Marketo has room for improvement in creating an internal testing function other than the 'send test email' functionality. Right now, it's quite a manual process to QA emails, particularly for engagement streams or nurture emails we reference in a smart campaign flow step or engagement stream program. It would be nice if Marketo could have a 'test stream' functionality' where you could have an internal seed list at the company test out the stream cadence easily OR we could send the emails to them in a certain sequence by the click of one button versus many.
  • Marketo's AdBridge program for both LinkedIn and Facebook need to integrate with Marketo better. I have had countless AdBridge connection issues with both LinkedIn and Facebook AdBridge. Leads aren't automatically pushed into Marketo and we have to manually upload via CSV import. Also, the fact we cannot modify custom field mapping from the lead gen forms to Marketo fields is a huge gap in our ability to report on lead source accurately. Making the field mapping more customizable and allowing users to change the lead source from 'LinkedIn Lead Gen' to 'Paid Advertising' would be ideal for my team. Without this, I have to manually change the value and it's a pain because we have the lead source field blocked from updates so I can't automate this data value change either.
  • Marketo should allow for us to delete custom fields that are created so we can clean this up and remove fields that are in-active, but consistently populate in our smart campaign flow steps.
We've used Pardot before and Marketo is light years better than Pardot. It's not even on the same playing field. Marketo is extremely sophisticated with the campaign capabilities and tracking capabilities of leads at scale. Marketo is also extremely more efficient making mundane tasks easier. I also like how Marketo stores all assets within a program, unlike Pardot.
Marketo is really well suited for sending an automated cadence of emails via an engagement stream program.

Marketo is not that user-friendly in deleting records for database clean-up. It would be nice if there was a way it could facilitate with database clean-up or have certain docs to help support this process since a dirty database doesn't help the customer or Marketo.

Marketo could be better at allowing us to have visibility into sync issues. That would allow us to bypass support if we could see why data wasn't updating in Marketo based off our CRM integration.

Learnings & Advice

I've had many successes with Marketo. The first success is using Marketo to automate marketing processes and process hundreds, thousands, and even millions of records through these processes at any given time. The second success is that Marketo allows you to easily customize fields and require field information on all leads (such as lead source or lead source detail) so you can effectively report on which channels are driving the most successful leads (KPIs such as MQLs, closed won ops, etc.). The third success is that Marketo has baked in functionality that allows you to automate A/B testing for email sends, which is a foundational marketing channel for many of our marketing efforts.

One of the most important lessons I've learned in Marketo is to make sure you're intentional with adding in key data steps to your Marketo program creation process and list upload process. Marketo sets up the infrastructure for you to accomplish key reporting, however you must be sure to upload/add important values such as lead source, lead source detail, and acquisition program to all of your leads either via the list upload process and/or Marketo smart campaigns. Marketo sets you up with the ability to write this information to fields, however, this isn't done automatically so you must be intentional with adding this step into your processes.
One creative way we use Marketo is with Printing For Less. We integrate Marketo with Printing For Less (PFL) to send out direct mail to prospects and customers via automation. We identify the audience in Marketo and then trigger a webhook to PFL to fulfill the direct mail send.
I recommend to keep learning something new about Marketo's core functionality and stay current on all of the quarterly releases. Because the software is constantly changing (and so is the industry), it's important to always stay up to date. Also, take advantage of online resources like the Marketo community because many questions are asked and answered here. The Marketo community is very helpful!
I've learned about the Known Visitor functionality on Marketo forms. I even found a Marketo-fluent JavaScript developer from the Marketo community that helped enable this functionality on our forms. In general, I come to Marketo community whenever I have a question about how to set up something or combat an issue I have internally (that I'm hoping can be solved with Marketo!).
I recommend going to Marketo community to get all of your questions answered. I also recommend attending the Marketo Summit (Adobe Conference) to keep learning how other Enterprises are using Marketo. I also attend Marketo webinars and have quarterly release reviews with our Marketo CSM to make sure we're using all relevant (and new) functionality that could help our marketing processes.