Migration to Marketo

Dan RaduPrincipal Consultant

Macromator Inc.

+1 647 760 8629dan@macromator.com

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Why Choose Marketo

• Best Salesforce CRM Integration• Best enterprise features for personalization• Large Community & User Groups • Pace of Innovation

– Marketo rolls out several new features per year• Easy to use tree folder structure• Largest Ecosystem of Partners & Integrations

– LaunchPoint• Free, Premiere or Elite Support Available

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Who Should You Involve

Stakeholder Description of Involvement

Marketing Team Responsible for marketing campaigns

Website Team

IT / CRM Admin

Sales Leadership

Responsible Party How are they involved?

Marketing Team • Setting objectives• Executing Marketing Campaigns• Following Brand Guidelines

Web Team • Website Tracking Code• Updating the website forms

IT / CRM Team • CRM Integration • Vanity domains (e.g. go.YourCompany.com)• Email Authentication ( DKIM, SPF)

Sales Leadership • Working the leads provided• Using the Email Templates provided• Lead Assignment process• Coordinating Sales Training

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Migrate to Marketo – 3 Easy Steps

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Define and Plan

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How You’ll Use Data• New Marketing Insights: What Will

they look like? How will they be interpreted?

Think Ahead• It’s important to think about non-

compliant e-mails, bounce rates and unsubscribers.

Discover What You’ll Gain• New features to explore• Task consolidation in existing Martech

stackSchedule Migration Date• Schedule your migration according to

proper contract end dates.Transfer Existing Data• Calculate assets and activity history• Figure out what reports are needed• What inventory to migrate and in what

form.

Replicate and Integrate

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CRM Re-integration• Analyze new marketing insights:

What Will they look like? How will they be interpreted?

Target Lists and Segments• Move forward with existing target

lists and audience segments.

Migrate Existing Content• Move digital Assets like images, files,

templates as well as creative designs of landing pages.

Notifications and Alerts• Examine what tasks you will continue and

what assets you will keep.

Test and Train

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Review Reports• Review and analyze new reports for

accuracy.

Support and Guidance• We provide support during your

migration to Marketo, to ensure a smooth transition.

Test Your Landing Pages• Use autoresponders and forms to see

how the data appears in CRM.

Team Training• Macro’s staff will train you during your

first campaign launch.

How Macro Can Help

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First 30 Days

Project Management• Project kick-off and team alignment• Step by Step Plan• Define a lead lifecycle• Marketing Operations Roles &

Responsibilities

Marketing Set Up• Marketing Channels Setup• Dedicated Email IP Setup• Email Templates• Landing Page Set Up• Forms Set Up• Target Audience• Buying Persona & Scoring

CRM Integration• Sales Process• Sales Dashboards

Technical Set Up• Website Tracking• Create CNAME• Implement Email Authentication

Training• Internal Marketo Champion• Sales Team Training

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How Can We Help Your Team Migrate To Marketo?

Macro’s team of experts will help you migrate to Marketo by:

– Providing an extra hand to help you throughout the process

– Creating a campaign launch process and assisting you with your first campaign

– Preparing your templates to scale your operations– Helping you evaluate your new marketing operation,

their roles and responsibilities– Empowering you with Marketo Resources, allowing

you to be self-sufficient

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Marketing Operations ExpertsExperience The Difference

Dan RaduPrincipal Consultant+1 647 760 8629dan@macromator.com

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