Is anyone using Marketo's automated marketing software? Possibly matched up with Salesforce?

We're using Marketo as well with Salesforce and have been impressed with the integration. Let me know if you have any specific questions.

Hi Jason,
We also use Marketo integrated with Salesforce at our SaaS company. This was our first Marketing Automation tool and have found the implementation process to be really smooth and the upkeep easy. We also have received great support from Marketo and can always go directly to them to get questions answered or even to help fully flesh out a strategy. If you have any specific questions feel free and reach out.

I've used Marketo integrated with Salesforce.com at two separate companies over the past 6 years and have been very pleased. What's most impressive and yet rarely noted is the power of Marketo as a data management tool for Salesforce. I'm happy to help answer any questions as well.

We've used Marketo integrated with Salesforce for over 2 years now. Not only has it been an efficient and effective tool to do all the things we wanted it to do (primarily automated marketing and some lead nurturing), but, as mentioned by other respondents, it's been a great data management tool for us and our salespeople are enjoying lead scoring and activity tracking capabilities. It's a very powerful tool in many aspects.

As the primary admin, I also have to say how pleased I've been with their training and support services on the occasions when I've had questions.

Hi Jason–we are small company as our combined Marketing and Sales team is 4-5 depending on the time of day :-) As a result, having Marketo and Salesforce integrated has really helped unite the effort and keep a clear division between the front of the Sales funnel that Marketing folks are driving using email campaigns, trade shows, etc. and the Sales stages of the funnel which is the handoff from Marketing to Sales of a qualified lead that gets a on-site visit, and follow-up from sales folks to eventually win the sale. Reporting between the two is great as well, as you can really see how Marketing, Sales and Sales+Marketing contributes to the forecast and actual revenue brought in.

My favorite thing about using the two together, is Marketo is our *large* database of prospects that we market until they have been nurtured into a qualified lead (lead scoring is great for this), and Salesforce is our *smaller* more focused database of qualified prospects which the Sales folks then work with to move through the pipeline to a closed sale. It's a very organized way to manage to many folks and still make sure everyone gets the right attention (wether it's marketing pieces or a call from a sales person) at the right time. Also, this keeps Salesforce much more lean and focused on the folks that are actually actionable by Sales–just low hanging fruit, and without any of the long-shots mixed in.

Cheers,
Scott

Hi Jason–we are small company as our combined Marketing and Sales team is 4-5 depending on the time of day :-) As a result, having Marketo and Salesforce integrated has really helped unite the effort and keep a clear division between the front of the Sales funnel that Marketing folks are driving using email campaigns, trade shows, etc. and the Sales stages of the funnel which is the handoff from Marketing to Sales of a qualified lead that gets a on-site visit, and follow-up from sales folks to eventually win the sale. Reporting between the two is great as well, as you can really see how Marketing, Sales and Sales+Marketing contributes to the forecast and actual revenue brought in.

My favorite thing about using the two together, is Marketo is our *large* database of prospects that we market until they have been nurtured into a qualified lead (lead scoring is great for this), and Salesforce is our *smaller* more focused database of qualified prospects which the Sales folks then work with to move through the pipeline to a closed sale. It's a very organized way to manage to many folks and still make sure everyone gets the right attention (wether it's marketing pieces or a call from a sales person) at the right time. Also, this keeps Salesforce much more lean and focused on the folks that are actually actionable by Sales–just low hanging fruit, and without any of the long-shots mixed in.

Cheers,
Scott

Hi Jason,

Many of my clients use Salesforce.com (SFDC) and Marketo coupled with Data.com. These are all nicely integrated. Data.com is also integrated with Marketo and offers a scrub function at an additional cost.

In September 2011, I presented at the Marketo Users- Silicon Valley Chapter about best practices for using SFDC and Marketo together. Message me and I am happy to-share my presentation with you. It goes over considerations for set up so you can maximize visibility into campaigns involving MQL (Marketing Qualified Leads) tied to not just Marketo, but also to SFDC campaigns so you can see Marketing ROI- i.e. lead to-close tied to dollars compared to marketing spend.

From my experiences and observations, there are too few folks who know both SFDC and Marketo well enough to take advantage of the closed-loop setup and reporting. Be sure to check out online communities and user groups when you go forward.

Cheers,
Melissa McCready

Jason,

Check out:

- Data.com - with the SFDC acquisition they will become the prominent data provider
- If you are Webinar marketing make sure you take advantage of their webinar vendor connectors
- Look at Kwanzoo.com if you are doing online advertising
- Check out Docusign for customer transactions

Here is you free tip of the day - if you are housing data in SFDC that would make sense to incorporate from a marketing perspective - sync your schema in Marketo and start the "post-customer" marketing process. Now, check out the new triggers and batch flows you have available. Marketo can extend well into the customer lifecycle - its not just for leads anymore!

Enjoy Marketo

Justin Gray
@myleadmd
http://leadmd.com