Marketo Frameworks: A Cheat Sheet to Building a Killer Instance
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The document outlines a session on the importance of frameworks in managing marketing qualified leads (MQLs) and their journey, presented by Digital Pi's VP and Sr. Director. Key topics include sources and acquisition, channels and programs, scoring, and the synchronization of data and CRM with a focus on leveraging frameworks for better performance. Attendees are encouraged to engage via chat, polls, and social media throughout the session.
Marketo Frameworks: A Cheat Sheet to Building a Killer Instance
- 1. Frameworks Vivi Gehan, VP of Operations – Digital Pi Jessica Gericke, Sr. Director of Client Services – Digital Pi
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- 3. 3 HOUSEKEEPING Technical Support • Visit support.zoom.us Slides & Recording • This session is being recorded • On-demand video and slides will be shared via email with all registrants Feedback & Survey • Use the session chat to provide feedback and engage with other attendees • Tell us how we did in the post-session survey that will pop up after the session Questions & Chat • Submit questions at any time via the Q&A panel • Join in! Chat with attendees live using the chat feature at the bottom of your Zoom screen • Keep the conversation going on Twitter using #MarketoTopTips
- 4. 4 Agenda • Why Framework? • Source & Acquisition • Channels and Programs • Scoring • Data, CRM Sync & Feedback
- 5. 5 It All Starts With a Frame
- 6. 6 Quality Matters A good framework can help better identify and manage MQLs and their journey
- 7. 7 1. Source & Acquisition
- 8. 8 POLL: How many lead sources do you use in Marketo?
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- 11. 11 2. Channels & Programs
- 12. 12 POLL: Do you include “MQL” as a status in any channel?
- 13. 13 The Flow - How it All Connects ROI AND TRACKING BUDGET
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- 15. 15 3. Scoring
- 16. 16 POLL: Do you put limits on your lead score range?
- 17. 17 It Starts with a Framework • The marketing automation platform is only the start • Everything builds on each other
- 18. 18 Screenshot 0-point score Screenshot Screenshot Centralize scores into a single global program Trimming upper and lower limits Normalized data values/ lead scores
- 19. 19 4. Data, CRM Sync & Feedback
- 20. 20 POLL: Are you confident that your lead statuses are being used properly? Y/N
- 21. 21 Tying it All Together Success means more than MQL
- 22. 22 Why start from scratch? Framework Business Needs Success
- 23. 23 Q&A
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- 25. 25 Keep the conversation going! Hello@digitalpi.com