Great lead-management, CRM, and email system.
March 30, 2018
Great lead-management, CRM, and email system.
Score 8 out of 10
Vetted Review
Verified User
Software Version
Lead Management Solution
Modules Used
- Marketo Lead Management
- Marketo Analytics
Overall Satisfaction with Marketo
Marketo is used as a lead management system. It provides all requisite lead information, and also allows for lead scoring - an essential part of the client business model to determine selling/conversion strategies. It is used across the whole organization, with different departments requiring different elements of Marketo's functionality: as a data analyst, I rely on Marketo's ability to capture passed UTM parameters to identify the origination of a lead. Additionally, with the inclusion of lead scoring, I help guide the sales team priorities and resources to optimize return.
- Data organization and export
- Customizable for a variety of client needs
- Integration with other platforms
- More intuitive layout/navigation
- Faster data export
- Customer Service
- Lead Management
- Prospecting / New Business
For lead management, Marketo is used to aggregate and store lead information: contact info, lead scores, UTM parameters.
This functionality also extends itself to prospecting/new business, as prospective clients can submit contact information from landing pages, which passes to the platform and is then used for lead scoring/outreach. Finally, for customer service - customer information can be annotated and updated as desired to track/understand customer (and prospective customer) history.
This functionality also extends itself to prospecting/new business, as prospective clients can submit contact information from landing pages, which passes to the platform and is then used for lead scoring/outreach. Finally, for customer service - customer information can be annotated and updated as desired to track/understand customer (and prospective customer) history.
I find Marketo to be somewhere between Salesforce and NetSuite. It doesn't offer the in-depth development environment that NetSuite does (to allow for extensive customization and full comprehensive CRM/lead tracking/etc. capabilities). However, I find Marketo to be a better solution for most mid-size business lead/CRM /email needs than Salesforce. Marketo's smart lists make exporting data and aggregating desired (including unique parameters) straightforward and can be set up and saved. Salesforce does have customized reporting, but I've found the interface to be less intuitive and straightforward.
10,000 to 25,000