System/Instance Setup

Marketing Stack Health Check – Why You Need to See A Professional

Marketing Stack Health Check – Why You Need to See A Professional

You’ve spent time and money building your marketing infrastructure with all the digital tools you thought you needed. But are they really doing what you hoped they would do?

Has revenue grown and efficiencies increased? When was the last time you determined how well your systems are working for you? 

At Marvel Marketers, we often find inefficiencies when performing health checks with our clients—like APIs that aren’t working, unintentional self-imposed latencies in data flow, misfires of connectors, systems that are no longer in use but still cost money, or broken operational systems that have gone unnoticed. 

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Posted by Lynda Barger in Marketing Automation
Ready, Set… Change! The Story of a Pandemic Pivot

Ready, Set… Change! The Story of a Pandemic Pivot

No organization has been immune to changes forced by COVID-19. Businesses both big and small have had to make massive pivots quickly, and oftentimes, those pivots have been wildly different than anything they’d ever expected.

And sometimes that requires a superhero-sized effort.

One of our Fortune 25 clients is no different. The company had created a division specifically to share skills and insights that help job-seekers grow their careers and help small- and medium-sized business owners grow their organizations. The original plan was to give these sessions a more personal feel by meeting in person at events around New York City.

But COVID-19 had other plans.

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Posted by Nicole Pytel in Marketing Automation
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
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
Systems in Control Part 1 – Keeping Marketo Healthy

Systems in Control Part 1 – Keeping Marketo Healthy

How long should marketers and salespeople wait for the technology that enables them?

For example, what if you were trying to send an email but it didn’t send right away? How long would you wait before you had to abort an email launch?  What if you were trying to push data to Salesforce from another system but it took more than one business day? Marketing and sales users obviously find these situations frustrating, and enough system delays can silently wreak havoc on your business.

As a senior business partner at Marvel Marketers, I’ve spent much of my time helping larger clients improve their systems, especially when it comes to delayed business processes.  I’ve seen synchronization delays lasting longer than a week between marketing automation systems (like Marketo) with CRMs (like Salesforce). I’ve also seen a Marketo instance with so many workflows firing at once that the initial backlog resulted in multiple delayed email launches and other key data changes that took more than 3 full business days to resolve.

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Posted by Phil Leichtle in Additional Resources, Best Practices, Marketing Automation
Making the Most Out of Marketo’s Best Reporting Tool

Making the Most Out of Marketo’s Best Reporting Tool

Last week, we talked about several of the Custom reports you can create in Marketo to get an even better look at your data. This week, we’re discussing one of our favorite features—Marketo’s Revenue Cycle Explorer (RCE).

If you purchased it, you’ve got the platform’s most advanced reporting tool. With it, you can dig deeper into your data and see things like the ROI relationship between your marketing and your opportunities, large pivot tables, and a more specific analysis of your sales funnel.

But if you want to take advantage of everything that RCE has to offer, you have to understand Channel Analytics Behavior.

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Posted by Marvel Marketers in Best Practices, Marketing Automation
4 Quick Tips on How to Jump into Marketo for Newbies

4 Quick Tips on How to Jump into Marketo for Newbies

You’ve already purchased Marketo, so you know what a great tool it is and how it can take your marketing to new heights. But where to start?

Here are a few tips on how to dip a toe (or 4) into this deep pool of complex software before you dive in.

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Posted by Marvel Marketers in Additional Resources, Brand Awareness, Education, Marketing Automation