A great automation option
Updated August 21, 2019

A great automation option

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

Software Version

Standard

Modules Used

  • Marketo Lead Management

Overall Satisfaction with Marketo

We are using Marketo across the business to gather leads by offering content for download, send out marketing assets by email, and track website activity.
  • Automation
  • Flexibility
  • Scoring
  • Designing landing pages
  • End to end visibility
  • Support responsiveness
  • Product Launches
  • Upsell
  • Cross-Sell
  • Lead Management
  • Prospecting / New Business
Offering content to prospects, automating scoring, awareness of new products to existing customers
Marketo is more advanced in that is does more than just sending emails. MailChimp is more user friendly but more basic, and suitable for smaller scale operations.
Only suitable for B2B companies but ideal if a sales model isn't too complex.

Adobe Marketo Engage Feature Ratings

WYSIWYG email editor
5
Dynamic content
5
Ability to test dynamic content
5
Landing pages
6
A/B testing
8
Mobile optimization
8
Email deliverability reporting
10
List management
8
Triggered drip sequences
8
Lead nurturing automation
8
Lead scoring and grading
8
Data quality management
8
Automated sales alerts and tasks
8
Calendaring
5
Event/webinar marketing
8
Dashboards
2
Standard reports
4
Custom reports
4
API
8
Role-based workflow & approvals
8
Customizability
10
Integration with Salesforce.com
10
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated

Learnings & Advice

Marketo has allowed us to develop a Lead Development Program that guides the lead from first entry to the database through marketing qualification. Marketo allows us to identify the relevant and nurtured leads in an automated, simple process.
We've learned that despite Marketo's ease of use and automation, we cannot set a program to run without constantly checking its success and tweaking its content when necessary.
We use Marketo to nurture leads in a very selective way. We have campaigns built around several pieces of content. These content pieces are used both as lead-ins to the campaign, via form fillout, as well as inside the nurture emails themselves. With Marketo we can automatically add someone who comes through a form fillout to the nurture program, but then exclude him from receiving the content piece in an email if he already got it from a download. This ensures that everyone who comes through the campaign sees the content piece in one way or another.
Planning and strategy is very important. Marketo is simple to use once mastered, but it is still a complex operation, where planning big projects can be tricky to fix once started.
The Marketo community is full of very knowledgeable and helpful people. There is no topic that cannot be posted or asked in the community that will not get answered. Specifically I learned lots of tips about how to properly set up nurture (engagement) programs, as many experts have posted useful and detailed instructions.
Do not be afraid to ask questions in the community, often you will get the answer there.
Cloning is the way to go - much easier to start from a clone than to create from scratch.
Naming conventions for folders, programs, and assets is the only way to work with Marketo productively.

Using Marketo's core features

  • Channels
  • Programs
  • Email Templates
  • Forms
  • Landing Pages
  • Smart Campaigns
  • Lead Scoring
  • Lead Sourcing
  • Segmentation
  • Lead Nurture
  • Reporting/Analytics
  • Guided landing page studio - once templates are created, landing pages are up and running in minutes
  • Lead scoring - makes it easier to automatize everything
  • Email 2.0 editor - great drag and drop functionality
Engagement program - great for nurturing leads
Help in setting up a complex form with multiple options leading to multiple nurture programs
I am less familiar but I think Marketo gives you the most flexibility over other options
Naming conventions are a must, because in the current UI it's hard to find things sometimes.

Benefits of using some of Marketo's core features

We use utm fields on forms. Helps us understand which social channels are converting better
It's basically as flexible and customizable as you want it to be
We segment by region, which is defined based on the country. We also segment based on Job Title
We use it for scoring, data cleanup, region assignment, and downloads
No other way to do these things as far as I know
On all landing pages, very reliable and convert great
We have templates for basic emails as well as newsletters
Keeping a unified, branded look across all emails

Using Marketo

Takes some time to learn, but once you get used to it, you realize that there are many opportunities to be creative and do complex things.
But, there are still many things that are difficult even for an advanced user.
ProsCons
Like to use
Relatively simple
Well integrated
Consistent
Feel confident using
Difficult to use
Requires technical support
Slow to learn
Cumbersome
Lots to learn
  • Emails
  • Smart Campaigns
  • Forms
  • Reporting
  • Complex campaigns
  • Landing pages

Marketo Reliability

Marketo is built for scale but the current version does slow down the more Smart Campaigns you have running in the background. More campaigns = more SCs
Most of the time it's great, once in a while there are some issues and it cannot be accessed, or it's slow
Marketo is pretty slow for a web application and the forthcoming new version should fix this.