Marketo Tips
Marketo Tip #09 - Align marketing and sales with the Marketo Salesforce integration (CRM side)
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Hey, guys. This morning we will talk about the advantages brought by the Marketo Salesforce integration in the CRM and in Marketo. I'm Sylvain Davril, founder of Merlin/Leonard and certainly the Leonard's team. And this is a new Marketo tip. So now that we have implemented the Marketo Salesforce integration, we can pass a lot of information to the cells so that they can fine-tune exactly the level of conversation they want to have with the prospect based on what the visitor, the prospect has done on the marketing side before the first touch. So here I'm in my Salesforce. I've added a number of fields in the contact page, so not all of them are useful, but as it's my Salesforce, I can do whatever I want. So I've put this marketing section here with some opt-ins, and information on the email quality. Is the email invalid, suspended, blacklisted? Have I got the consent for the quiz? And things like that. Some information about the acquisition. Where does this person come from? I've added a preference centre section with all my opt-ins. So for events, newsletter, the thought leadership trainings and office hours and the preferred language, and I've got also a section with all the interests of the person that I've either deducted from the digital journey or explicitly collected through the preference centre so that the sales can exactly know what this person likes. I also have the Marketo Sales Insights plugin here that gives a lot of information in a visual friendly manner. So here I see the interesting moment on the last weeks. I would see here if there are activities on this week, or the next week, but I don't have any marketing campaigns planned. And if I go to the Interesting Moments tab, I will see exactly what this person has done recently. So here we see a lot of clicks on my emails with the name of the email and the URL of the link. I see that he has attended some of my Marketo office hours, here again, and I can fine-tune that with the exact page this person has visited. So I see here the number of video pages, some quizzes, some landing pages, Marketo landing pages. So I can get a pretty good picture of what this person is interested in, looking at that. How his score has been built over time. What kind of email did he receive? Whether he opened it or clicked on it even multiple times here. And I can even look at the exact email he received. If I click on an email here, I will see exactly the email he has received. So I see exactly what this person has received and I will see also whether there was a call if I've got a telephone system implemented connected with my CRM system and whether there was any chat interaction from the Marketo chat interaction. So here, no interaction. But I would see here if he was engaged in a chat conversation. I see here his score and urgency. So pretty high score and pretty, very important agency. So I should call this person right away. And I can also engage the person here, I've got a number of actions. We will see two of them. So I can send a Marketo email, that will be here, not here. Sorry. So here I can choose in all the emails that the marketing has given me access, the one I want to send. So we define with the marketing exactly what kind of emails the sales would need. So here, that's, for instance, an email that would be sent at the beginning of a training. So if I want to send this email and add a little note, I can do that. And this email will be sent under my name, not under the Marketo name. So that's great for personalisation. I can also engage the person with a more complex campaign. So here, the marketing can give me access to the campaign. For instance, a nurturing campaign that we could build together. For instance, let's imagine we have this nurturing campaign after the first meeting, the first face-to-face meeting and we have this nurturing that we explain exactly why our services could be of value to the prospect. And we've decided to do five emails in five weeks. So the sales coming back at the office could easily launch this campaign and know that the email will be sent without any further action from him. And he will then see here, in this email tab, if the prospect has clicked or opened the email. That's great to engage correctly the prospect. We'll see in the next Marketo tip the Marketo side. What Marketo got from all the fields, the objects and the action we can do from Salesforce. Talk to you soon, guys.