Let DemandGen’s award-winning team of Marketo certified experts conduct a comprehensive assessment of your Marketo Engage instance to get it back on track.
As with any robust SaaS application, after years of usage and various administrators, it’s essential that a thorough review and assessment is completed of your marketing automation instance.
DemandGen, a Platinum Certified 2x Adobe Marketo Engage Digital Services Partner of the Year, will conduct a comprehensive assessment of your Marketo Engage instance and provide you with a report of findings, recommendations, and next steps to ensure its continued success.
A Marketo Engage Assessment is ideal for instances where:
- A Marketo Admin has left or a new one is hired.
- Marketo has been in place for some time and you’re unsure what’s in use, what’s working, and what’s needed.
- You sense there is an issue with the integration between Marketo and Salesforce.
- You sense there is quite a bit of “technical debt” from long term usage and need the instance to be renovated.
- The lead management processes are outdated, and you need to revamp the operational programs to support a new strategy.
- You’re new to an organization with ownership of the instance and need to be brought up to speed quickly.
- You’ve acquired a company that uses Marketo and need to consolidate instances.
Contact us with any questions or to discuss pricing. We’re ready to get to work for you!
| Basic | Advanced | |
| System Administration | ||
| Review email and landing page configurations for both branding and deliverability | ✓ | ✓ |
| Review default system settings and provide recommendations for configuration updates | ✓ | ✓ |
| Inventory active and inactive users and roles | ✓ | ✓ |
| Database Management | ||
| Audit data quality and field completeness | ✓ | ✓ |
| Evaluate form data and make recommendations around optimized data flow | ✓ | ✓ |
| Review lead source field values and confirm data consistency | ✓ | ✓ |
| Assess platform performance to identify program bottlenecks | ✓ | ✓ |
| Calculate database size and identify areas for data cleanup | ✓ | ✓ |
| Identify percentage and volume of duplicate records | ✓ | ✓ |
| Make recommendations around data normalization and enrichment opportunities | ✓ | ✓ |
| Review Smart Lists for optimal segmentation | ✓ | ✓ |
| Salesforce Integration | ||
| Evaluate Marketo to SFDC sync and identify areas for optimization | ✓ | ✓ |
| Inventory Marketo and SFDC Custom Objects and Activities | ✓ | ✓ |
| Audit configuration and usage of Marketo Sales Insight (MSI) | ✓ | ✓ |
| Determine usage of Marketo Interesting Moments and recommend best practices | ✓ | ✓ |
| Programs | ||
| Review and inventory program channels, tags, statuses, and success measures | ✓ | ✓ |
| Review program structure for optimal reporting and efficiency | ✓ | ✓ |
| Evaluate programs integration with CRM campaigns | ✓ | ✓ |
| Assess current naming conventions, program hierarchy, and archiving process | ✓ | ✓ |
| Identify active programs and make recommendations for archival | ✓ | ✓ |
| Generate report on program performance by channel and status | ✓ | ✓ |
| Evaluate token usage | ✓ | ✓ |
| Assess program inputs, stream configuration, and send volumes | ✓ | ✓ |
| Review A/B testing processes | ✓ | ✓ |
| Campaign Assets and Templates | ||
| Review and inventory email, landing page, and form templates | ✓ | ✓ |
| Validate email, landing page, and form template responsiveness | ✓ | ✓ |
| Validate email, landing Page, and form template variations/modules | ✓ | ✓ |
| Subscription Management, Privacy, and Deliverability | ||
| Assess subscription-based field usage | ✓ | |
| Evaluate subscription-based logic and programs | ✓ | |
| Review opt-in approach and privacy (GDPR, CASL) guidelines | ✓ | |
| Generate sending domain IP Blacklist check report | ✓ | |
| Lead Management | ||
| Review and inventory lead management stages and entry/exit criteria | ✓ | |
| Review lifecycle programs and identify areas of improvement | ✓ | |
| Validate lead stage assignments | ✓ | |
| Assess lead routing rules and processes | ✓ | |
| Analyze lead scoring programs | ✓ | |
| Evaluate nurture strategy and program flows | ✓ | |
| Reporting and Attribution | ||
| Review campaign attribution strategy | ✓ | |
| Audit CRM campaign setup and tracking fields | ✓ | |
| Assess usage of Revenue Explorer | ✓ | |
| Validate consistency of marketing attribution campaign tracking fields and UTMs | ✓ | |
| Advanced Integrations | ||
| Review and inventory active Marketo LaunchPoint integrations | ✓ | |
| Advanced Marketo Modules | ||
| Review add-on module usage, including ABM, Real-time Personalization, ContentAI, and SEO | ✓ | |
| Assessment Readout and Recommendations | ||
| Provide overall findings and recommendations for platform enhancements | ✓ | ✓ |
| Present database hygiene and duplication analysis | ✓ | ✓ |
| Review SFDC configuration and data synchronization findings | ✓ | ✓ |
| Share recommendations from Lead Management discovery and analysis | ✓ | |
| Reveal findings from campaign attribution analysis | ✓ | |
| Provide recommendations to optimize Marketo LaunchPoint integrations | ✓ |
Contact us with any questions or to discuss pricing. We’re ready to get to work for you!