Great platform for those who need a hub
Updated August 07, 2019

Great platform for those who need a hub

Aaron Glauser | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Modules Used

  • Marketo Lead Management
  • Marketo Analytics
  • Marketo Web Personalization

Overall Satisfaction with Marketo

We use Marketo as our primary communication platform for clients and to nurture our prospect database. It’s the hub of our Martech as we use NetSuite as our CRM.
  • Lead scoring
  • Lead processing
  • Easy integrations to LaunchPoint partners.
  • MSI should be open through APIs for integration with CRMs other than SFDC.
  • Performance and reporting are slow. The spinning caterpillar is not my friend.
  • Product Launches
  • Upsell
  • Cross-Sell
  • Lead Management
Increase sales of new companies, new product add-ons of existing customers and new user customers within a live client account.
More features. Easier to use.
Very robust. Anything you can dream up you can build.

Adobe Marketo Engage Feature Ratings

WYSIWYG email editor
8
Dynamic content
10
Ability to test dynamic content
10
Landing pages
9
A/B testing
10
Mobile optimization
8
Email deliverability reporting
10
List management
10
Triggered drip sequences
9
Lead nurturing automation
10
Lead scoring and grading
10
Data quality management
10
Automated sales alerts and tasks
9
Calendaring
9
Event/webinar marketing
9
Social sharing and campaigns
6
Social profile integration
6
Dashboards
10
Standard reports
10
Custom reports
10
API
9
Role-based workflow & approvals
10
Customizability
10
Integration with Salesforce.com
Not Rated
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated

Learnings & Advice

Nearly every lead we send to the sales floor has marketing attribution with 2-3 significant interactions.
We do not use a native CRM. Everything is we do is unusual and creative. We rely heavily on triggers and flow steps to get leads sent to our CRM (NetSuite). Oddly enough, we email each lead as an alert to an email account and a PHP-based Cron Job processes it. We use Vertify to push all interesting moments and person score changes to reps, also through alert emails. Oh to have Salesforce.com!
Ensure your martech stack and business processes are aligned and rock solid. Start very basic and ensure everything works flawlessly before you expand. Having documentation for each segment/engagement program will help align sales and marketing teams with better collaboration. Of course, if you have a dirty CRM, be sure to build a great data washing machine to use tokens and personalization that makes Marketo so cool.
There's always someone else who has run into similar problems or built something close to what we are trying to do. Lots of people are willing to help.
Use the MUGs to collaborate and network. Veterans are typically great resources for ideas and help.