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Marketo Assessment Services

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  • The lead management processes are outdated, and you need to revamp the operational programs to support a new strategy.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!

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