Marketo is great...but could play nicer with Microsoft Dynamics.
May 17, 2018

Marketo is great...but could play nicer with Microsoft Dynamics.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Standard

Modules Used

  • Marketo Lead Management
  • Marketo Sales Insight

Overall Satisfaction with Marketo

We use Marketo to run our marketing campaigns (emails, events, nurture campaigns), to track the activity of leads to look for sales readiness, and to better align sales and marketing by providing more effective insights to our sales team. We use Marketo to create a range of lead capture landing pages, and sync Marketo with our CRM (MS Dynamics) to pass data between the two.
  • Marketo is great for setting up and organizing marketing campaigns.
  • Marketo's tracking of leads makes it easy to see what leads are engaging with us, and how.
  • Marketo's nurture campaign feature helps us warm up leads to the point that they are sales-ready.
  • The sync with Microsoft Dynamics is nowhere near as seamless as its sync with Salesforce, so as Dynamics users, a lot of functionality is not available to us.
  • The user interface is a little dated, and repetitive tasks are not that easy to streamline (I understand a new user interface is coming in 2018 which will hopefully resolve many of these issues).
  • The scoring functionality (in particular relative score and relative urgency) doesn't always calculate correctly, so it's necessary to do regular manual audits of data to make sure that we are prioritizing the right leads.
  • Customer Service
  • Lead Management
  • Prospecting / New Business
Our goal is to use Marketo to better engage new leads, to communicate with existing customers and to better alight our sales and marketing teams, providing better information across the two teams in order to make follow up more effective.
We have used Microsoft Click Dimensions (which wasn't one of the products listed for this question), which was a horrible experience. We've also previously used HubSpot. Generally, Marketo stacks up well against them. Generally the functionality is great, the ability to create marketing assets (e.g. emails, landing pages, nurture campaigns) is straight forward. The major missing piece is the integration with Dynamics, which really is a pain point. In spite of that, selecting Marketo has made our marketing operations much more effective and scaleable, and has improved the information we're passing to our sales team.
I really enjoy using Marketo and it has brought many gains for our company. As users of Microsoft Dynamics there are frustrations that the sync with Marketo isn't as reliable as we were promised. There's a lot of data in CRM that we can't sync reliably with Marketo (opportunity data in particular doesn't sync to Marketo correctly, and is a major pain point for us).

Adobe Marketo Engage Feature Ratings

WYSIWYG email editor
9
Dynamic content
8
Ability to test dynamic content
8
Landing pages
9
A/B testing
8
Mobile optimization
7
Email deliverability reporting
8
List management
9
Triggered drip sequences
7
Lead nurturing automation
8
Lead scoring and grading
6
Data quality management
6
Automated sales alerts and tasks
6
Calendaring
9
Event/webinar marketing
9
Social sharing and campaigns
Not Rated
Social profile integration
Not Rated
Dashboards
8
Standard reports
8
Custom reports
8
API
Not Rated
Role-based workflow & approvals
Not Rated
Customizability
7
Integration with Salesforce.com
Not Rated
Integration with Microsoft Dynamics CRM
4
Integration with SugarCRM
Not Rated