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Tag Archives: Marketo

Marketo and Salesforce: To Sync or Not to Sync

Man learns rap dancing techniques

Like a bad dancer, it’s never good to be out of sync. Getting your systems in sync is no different–the process is a best practice that will help align Sales and Marketing, boost efficiencies, and offer better reporting. I recently came across a great discussion in the Marketo Users and Friends LinkedIn group on when is the best time to sync your marketing automation ... Read More »

Get Your Names Straight – Best Practice Naming Conventions for Marketing Automation

Child Baking

A poor marketing naming convention strategy is kind of like an 7-year old trying to make a cake–eventually things are going to get messy. This might be fun in the confines of your kitchen but messiness has no place in marketing automation. Naming inconsistencies reduce reporting effectiveness, cause marketing inefficiencies and reduce marketing automaton power. For example, did Joe name ... Read More »

That New Car Smell – Marketo Gets a Facelift with July Release


If you like the smell of a new car, your nose will be happy with Marketo’s new release. At the Marketo Summit in the spring, Marketo announced its new marketing platform. Now it’s ready for prime time as Marketo begins rollout of the new look and feel July 25, 2014. In addition to a sleek new interface,  a new marketing ... Read More »

How do you track Contacts in your Lead Lifecycle model?

How to manage Salesforce Contacts within a Lead Lifecycle process is a never ending debate. In Salesforce, a Lead is someone who needs to be worked–a Contact is someone who is known and belongs to an Account. The issue is Salesforce treats these two differently which poses all kinds of tracking and lead flow process issues. So how do you ... Read More »

Close the Loop in Marketo with New Account Based Attribution

We all hear about tracking leads from creation to opportunity for closed-loop analysis. Marketo has provided great visibility into this lifecycle as long as one thing happens—Sales reps add Contacts to Opportunities in That link is vital to the process. You get a silver dollar if your organization uses Contact Roles consistently. The fact is many Sales reps create ... Read More »

Marketo is Playing–Miss PPC meet Mr. Marketing Automation

With the announcement of Marketo’s Google Adwords integration, it’s about time these two solutions came together to provide better insight. The announcement is perfect timing for one of our clients who is revamping their PPC campaigns. Companies invest tons in Google adwords. The typical process is a PPC expert manages all the PPC campaigns in Google. Leads click on ads ... Read More »

Marketo: What’s Coming August

Here’s a snapshot of what @Marketo has cooking for its August 2013 scheduled for 8/23/2013. Text-Only Emails – new option to send an email as text only.  REM Insight: Companies can now send more basic emails for customer support and service alerts. The new feature also provides more nurturing options as companies can give emails more of a non-marketing look ... Read More »

New Marketo Features to Ignite Marketing Automation Innovation in 2H 2013

New Marketo Features to Ignite Marketing Automation Innovation in 2H 2013 Yesterday, I attended the Marketo Jumpstart roadshow in Boston with hundreds of other Marketo users and prospects. There was definitely a lot of good buzz about what Marketo is up to. Most customers were excited about the recently released Customer Engagement Engine (See previous 7 Killer Features blog post) that ... Read More »