Marketo Best Practices

A Superhero’s First Experience with Marketo – What’s It Like to Use if You’re an Eloqua Expert?

A Superhero’s First Experience with Marketo – What’s It Like to Use if You’re an Eloqua Expert?

For five and a half years, I spent my days learning Eloqua, helping with Eloqua curriculum development, and teaching others how to use Eloqua. I lived and breathed Eloqua and found myself very comfortable with the platform. Any time a new update came through, big or small, I worked with my team to learn it quickly, then turn around and teach it. Eloqua was life, and it was the only marketing automation platform I knew.

Recently, I joined an incredible team at Marvel Marketers. As a Marketo partner, the team is primarily versed in Marketo, and few are familiar with Eloqua. I was a new addition to the team, and a new source of information and education. I hit the ground running, and began absorbing Marketo like a sponge, trying to prepare myself to eventually teach Marketo, just as I had for years in Eloqua. 

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Posted by Michael Kirsner in Additional Resources, Marketing Automation
Systems in Control Part 3 – More Better Data

Systems in Control Part 3 – More Better Data

How well do you understand your best customers?  It’s a simple but loaded question.  

Businesses spend a considerable portion of their budgets every quarter trying to get “more better data”–not grammatically incorrect here, think quantity and quality! They want great data and lots of it. In my previous blogs, I talked about the importance of Keeping Marketo Healthy and how to Sync (Marketo-Saleforce) The Right Way, but today I want to focus on how mature businesses successfully keep their systems in control by managing their data effectively and keeping clean organized databases.

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Posted by Phil Leichtle in Best Practices, Marketing Automation, Optimization
Marvel Marketing Minute – Using Marketo Notifications to Take Control of Your Instance

Marvel Marketing Minute – Using Marketo Notifications to Take Control of Your Instance

As a Marketo admin, there are tons of data and processes that you have to keep your eyes on and monitor at all times. Depending on the size of your instance, this can be a daunting task. 

Thankfully, Marketo has a handy tool that will save you tons of time when trying to keep track of your instance—Marketo Notifications. Once you know how to read and understand Marketo Notifications, they become a great asset to add to your marketing tool belt.

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Posted by Cassie Lloyd in Best Practices, Marketing Automation, Marvel Marketing Minute
Marvel Marketing Minute – Let’s KonMari Your Marketing Automation Instance

Marvel Marketing Minute – Let’s KonMari Your Marketing Automation Instance

Our superheroes battle a number of villains, but clutter is one of the biggest. After all, cluttered marketing automation instances aren’t nearly as efficient or as accurate.

Clutter can sneak in a number of ways. Maybe you inherited a messy instance. Maybe your database has grown by leaps and bounds and you can’t keep up with it all. Maybe your company doesn’t have a policy in place to keep your instance clean and you don’t know where to begin to fix it.

Whatever the reason, let’s harness the power of one of Netflix’s favorite personalities—tidying expert Marie Kondo—to clean it out!

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Posted by Nicole Pytel in Best Practices, Marketing Automation, Marvel Marketing Minute
Want to Excel at Marketo? Get Marvel Marketers Bootcamp Certified!

Want to Excel at Marketo? Get Marvel Marketers Bootcamp Certified!

Did you have a New Year resolution to learn something new? It may be July, but it’s never too late! In fact, a desire to keep learning is one of the basic traits of the very best marketers

Marketo can be incredibly difficult and frustrating when you are using it without any training. There are so many ways to set up smart campaigns and build programs, but if you don’t have the basic knowledge about the platform, you may be missing critical steps or missing out on all of the advanced reports that represent your hard work. I recommend doing what I did—going through the Professor M’s Academy Bootcamps to get yourself up to speed. 

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Posted by Annie Ho in Education, Marketing Automation
Systems in Control Part 2 – Sync The Right Way

Systems in Control Part 2 – Sync The Right Way

How long should salespeople wait for marketing-qualified leads to appear in their queues?  How long should marketers wait for CRM updates to reflect in Marketo? The answer varies from business to business, but most of them seek to bring this number to as close to zero as possible. Of course, the practical delay time may lie somewhere between 5 and 10 minutes.

The first blog post in my “Systems in Control” series listed some simple ways to keep your Marketo instance running with minimal or no delays. As the next installment in this series, today’s post explains the different Marketo best practices for synchronizing to CRMs. 

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Posted by Phil Leichtle in Best Practices, Marketing Automation
Marvel Marketing Minute – Using Program Influence to Answer Your Biggest Marketing Questions

Marvel Marketing Minute – Using Program Influence to Answer Your Biggest Marketing Questions

In a previous post, I talked about setting up and making your Marketo Program and Salesforce (SFDC) Campaigns work together. Now that you have had time to get your systems in order, let’s take the next step. What is that, you ask? Reporting!

Reporting has always been a challenge for marketers. Did we generate any leads? How do we prove we influenced an Opportunity? With the help of a few simple reports, I am going to help you answer these common questions. Continue reading →

Posted by Cassie Lloyd in Best Practices, Marketing Automation, Marvel Marketing Minute
Marvel Marketing Minute – This Marketing Operations Strategy Saves You from Overbooking Events

Marvel Marketing Minute – This Marketing Operations Strategy Saves You from Overbooking Events

Given the following scenario…

The marketing operations team has built an exclusive executive event program in Marketo, and the stakeholders have met their goal of 50 registrations earlier than expected. As the teams celebrate, they later find out that there have been a flood of registrations a few days before the event. The event venue can only hold a maximum of 50 people, and the number of registrants is currently at 75. Unfortunately, the marketing operations team will need to send a rejection email to the extra registrants.

How could the marketers have avoided this situation?

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Posted by Michelle Rodriguez in Best Practices, Marketing Automation, Marvel Marketing Minute