Perfect complement to Salesforce
May 23, 2017
Perfect complement to Salesforce
Score 6 out of 10
Vetted Review
Verified User
Software Version
Standard
Modules Used
- Marketo Lead Management
- Marketo Sales Insight
Overall Satisfaction with Marketo
It is mainly used in marketing, but also by customer service. Problems it solves:
- Interacting personally with customers on our website and fulfill requests in a timely, professional fashion. We do this with Marketo forms, heavy use of the Marketo API, Marketo autoresponders.
- Move prospects through the marketing funnel. We use engagement streams to place customers in specific streams based on their implied and stated interests.
- Aid phone-based activities like lead development and inside sales. Follow-up emails are triggered when key activities are logged in SalesForce. Alerts are sent to sales when a prospect is on the site or has viewed pushed content.
- Streamline events. We use Marketo's integration with GoToWebinar to track registrants and connect GTW data with SalesForce.
- Intuitive interface -- it's easy to get new users up and running quickly. This means that some of the customer service people that use the system can send their own emails with tying up marketing resources.
- SalesForce integration -- Marketo's intergration has proven to be better than other CRMs we investigated, particularly when it comes to reading data from custom objects in SalesForce.
- Data reporting -- Marketo lets me filter data in SalesForce incorporating multple objects -- so I can to run reports that SalesForce itself can't give me.
- It's very slow. Running any kind of query can often take a very long time.
- The integration with webinar providers like GoToWebinar -- while it's very handy to have -- could be a lot better. I should be able to merge the date and time of the webinar without having to look it up and retype it. It would also be great to push data from surveys and polls into a contact;s record in SalesForce.
- The email editor is a bit limited. I should be able to select a format like H1 or P without having to go into the html.
- Product Launches
- Upsell
- Customer Service
- Lead Management
In almost all cases, we are trying to gain a conversation with the prospect. Typically we are moving them to a landing page and asking them to fill out a form or pick up the phone.
The one differentiator was the SalesForce integration with custom objects, which marketo handled better than anyone else.
100,000 to 250,000