Quarterly Feature Round-Up
Kenneth
Elkington
Product
Manager,
Marketo
David
Myers
Senior Product
Manager,
Marketo
Hosted by Marketo Product Management
Doug Marshall
Director,
Product
Management,
Marketo
Frank
Passantino
Senior Product
Manager,
Marketo
Christina
Fuentealba
Lead Product
Manager,
Marketo
Web Personalization
Page 3Marketo Proprietary and Confidential | © Marketo, Inc. 7/27/2017
Web Personalization
1. Web Campaign Display On
• Scroll
• Exit Intent
2. Dialog Enhancement
• Animate In + Out
• Modal Color + Opacity
• Dialog close button customization
3. Archive Web Campaigns
Localization
1. Web Personalization & Predictive Content (Portuguese & French)
Page 4Marketo Proprietary and Confidential | © Marketo, Inc. 7/27/2017
Set Web Campaign
Display On
Animate In & Out
Modal Color & Opacity
Close Button
LinkedIn Lead Gen
Forms
LinkedIn Lead Gen
DEMO
Attribution
Attribution
Expire Marketo Sales
Insight Template
Marketo Q2 2017 Release Feature Round Up
DEMO
Bulk Extract APIs
Page 14Marketo Proprietary and Confidential | © Marketo, Inc. 7/27/2017
Bulk Extract - Leads and Activities
• New interfaces for extract large data sets asynchronously
• Leads
• Retrieve leads by Created At, Static Lists, Updated At*, and
Smart List*
• Activities
• Get Activities by Created At; Optional Activity Type Filter
• Learn more at developers.marketo.com/rest-api/bulk-extract
*Only available on subscriptions with Corona
ABM Enhancements
Page 16Marketo Proprietary and Confidential | © Marketo, Inc. 7/27/2017
Named Account List APIs
• CRUD Methods for managing Named Account Lists
remotely and automatically
• Add, Remove or Retrieve list membership
programmatically
• Primarily targeted at ABM partners
Page 17Marketo Proprietary and Confidential | © Marketo, Inc. 7/27/2017
Account Based Marketing
• Percentile Scoring
• Custom Fields for Named Accounts
Page 18Marketo Proprietary and Confidential | © Marketo, Inc. 7/27/2017
Percentile Scoring
• Provides a Uniform Scale for Named Account Scores
• 100-based Scale
• Replaces Raw Score in Account Details Header
• Appears Alongside the Raw Score Everywhere Else
• Score [Percentile]
• 18700 [100]
Page 19Marketo Proprietary and Confidential | © Marketo, Inc. 7/27/2017
Custom Fields for Named Accounts
• Create Up to 10 Custom Fields on Named Accounts
• Can Be Mapped to CRM
• Visibility
• Visible in Grids
• Visible in Discover CRM Accounts (When Mapped)
• Visible on Account Details page (When it Has a Value)
• Available as Constraint in “Member of Named Account” Filter
Page 20Marketo Proprietary and Confidential | © Marketo, Inc. 7/27/2017
Custom Fields for Named Accounts
• Sync’d with CRM
• Editable from the Account Details Page (Non-CRM)
• Updated by API
Page 21Marketo Proprietary and Confidential | © Marketo, Inc. 7/27/2017
Account Insight
What is it?
• Sales intelligence capability for ABM delivered in a Chrome plugin
(e.g. Account details, contact activity, list of top named accounts, etc)
Why does it matter?
• Reps now have real time insights on how named accounts are
engaging to prioritize their account planning and outreach
• Marketing and sales can work from the same “sheet of music” to
engage accounts effectively
Who uses it? How?
• Sales reps, accounts teams
• Plug-in is available anytime and works in context with CRM
Account Insight – Under the Hood
• Admins will issue licenses to sales users
• New role “Account Insight User” will restrict access to the plug-in
only, not Marketo.
• Invitees (sales reps) must setup unique login, install the plug-in
then authenticate
• Works only for Chrome
• Does not work with customers who have SSO-only enabled
DEMO
Thank You!
Marketo Product Management

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Marketo Q2 2017 Release Feature Round Up

  • 1. Quarterly Feature Round-Up Kenneth Elkington Product Manager, Marketo David Myers Senior Product Manager, Marketo Hosted by Marketo Product Management Doug Marshall Director, Product Management, Marketo Frank Passantino Senior Product Manager, Marketo Christina Fuentealba Lead Product Manager, Marketo
  • 3. Page 3Marketo Proprietary and Confidential | © Marketo, Inc. 7/27/2017 Web Personalization 1. Web Campaign Display On • Scroll • Exit Intent 2. Dialog Enhancement • Animate In + Out • Modal Color + Opacity • Dialog close button customization 3. Archive Web Campaigns Localization 1. Web Personalization & Predictive Content (Portuguese & French)
  • 4. Page 4Marketo Proprietary and Confidential | © Marketo, Inc. 7/27/2017 Set Web Campaign Display On Animate In & Out Modal Color & Opacity Close Button
  • 12. DEMO
  • 14. Page 14Marketo Proprietary and Confidential | © Marketo, Inc. 7/27/2017 Bulk Extract - Leads and Activities • New interfaces for extract large data sets asynchronously • Leads • Retrieve leads by Created At, Static Lists, Updated At*, and Smart List* • Activities • Get Activities by Created At; Optional Activity Type Filter • Learn more at developers.marketo.com/rest-api/bulk-extract *Only available on subscriptions with Corona
  • 16. Page 16Marketo Proprietary and Confidential | © Marketo, Inc. 7/27/2017 Named Account List APIs • CRUD Methods for managing Named Account Lists remotely and automatically • Add, Remove or Retrieve list membership programmatically • Primarily targeted at ABM partners
  • 17. Page 17Marketo Proprietary and Confidential | © Marketo, Inc. 7/27/2017 Account Based Marketing • Percentile Scoring • Custom Fields for Named Accounts
  • 18. Page 18Marketo Proprietary and Confidential | © Marketo, Inc. 7/27/2017 Percentile Scoring • Provides a Uniform Scale for Named Account Scores • 100-based Scale • Replaces Raw Score in Account Details Header • Appears Alongside the Raw Score Everywhere Else • Score [Percentile] • 18700 [100]
  • 19. Page 19Marketo Proprietary and Confidential | © Marketo, Inc. 7/27/2017 Custom Fields for Named Accounts • Create Up to 10 Custom Fields on Named Accounts • Can Be Mapped to CRM • Visibility • Visible in Grids • Visible in Discover CRM Accounts (When Mapped) • Visible on Account Details page (When it Has a Value) • Available as Constraint in “Member of Named Account” Filter
  • 20. Page 20Marketo Proprietary and Confidential | © Marketo, Inc. 7/27/2017 Custom Fields for Named Accounts • Sync’d with CRM • Editable from the Account Details Page (Non-CRM) • Updated by API
  • 21. Page 21Marketo Proprietary and Confidential | © Marketo, Inc. 7/27/2017 Account Insight What is it? • Sales intelligence capability for ABM delivered in a Chrome plugin (e.g. Account details, contact activity, list of top named accounts, etc) Why does it matter? • Reps now have real time insights on how named accounts are engaging to prioritize their account planning and outreach • Marketing and sales can work from the same “sheet of music” to engage accounts effectively Who uses it? How? • Sales reps, accounts teams • Plug-in is available anytime and works in context with CRM
  • 22. Account Insight – Under the Hood • Admins will issue licenses to sales users • New role “Account Insight User” will restrict access to the plug-in only, not Marketo. • Invitees (sales reps) must setup unique login, install the plug-in then authenticate • Works only for Chrome • Does not work with customers who have SSO-only enabled
  • 23. DEMO

Editor's Notes

  • #2: Christina Fuentealba
  • #6: Expire Template
  • #7: What are the 2 benefits to using LinkedIn Lead Gen Forms? Standard CTAs: Sign Up Apply Now Download Get Quote Learn More Subscribe Register
  • #8: Demo out of mjqerubiks
  • #11: Expire Template
  • #12: Expire Template
  • #13: Update with new cover from visual brand deck.
  • #22: Works with Salesforce and MSD, but there are some limitations with MSD, so be sure to listen to the feature details video
  • #25: Update with new cover from visual brand deck.