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Unlocking Your Marketo Data
To Find Your North Star
Tom Grubb – Chief Strategy Officer, Digital Pi (@thomasgrubb)
Brian Glover – Principal Product Mktg Mgr, Marketo (@brianjglover)
Contact Us | Live Chat
December 13, 2016
Page 2Marketo Proprietary and Confidential | © Marketo, Inc. 12/13/2016
Analytics & High Performers
Source: Accenture and Massachusetts Institute of
Technology (MIT), Winning with Analytics
Page 4Marketo Proprietary and Confidential | © Marketo, Inc. 12/13/2016
Your Marketo holds a
mountain of valuable data
you can mine for insights…
…but the extent of value
you can extract depends
on your mining tools and
practices
Page 5Marketo Proprietary and Confidential | © Marketo, Inc. 12/13/2016
Without complete data visibility
marketers are decision-impaired
Page 6Marketo Proprietary and Confidential | © Marketo, Inc. 12/13/2016
Past Performance Guides Marketing
Planning & Strategy
Acquire names
• Lead Source, Marketo acquisition program
Get people to engage
• First open, click, visit, attend….
Move people forward in the marketing and sales
funnel
• Subsequent opens, buyer stage, velocity…
Influence pipeline and revenue
• Connect opportunity $’s to people in your Marketo programs
Four Areas of Focus to Measure
• Dedicated reporting tool
in Marketo
• All your Marketo data,
aggregated & visual
• Easy drag-and-drop pivot
table user interface
• See data as tables, charts
and dashboards
Marketo Advanced Report Builder
(formerly Revenue Cycle Explorer/RCE)
Demo
-New Names Performance
-Funnel Analysis
-Multi-Product Interest
1. Formulate and state the marketing question you want
to ask/answer
2. Make sure your questions are actionable; state the
actions for each report
3. Know in depth how the data was derived before you
try to explain
4. Start with simple reports, then iterate and expand on
filters and definitions
Tips for Success
Page 11Marketo Proprietary and Confidential | © Marketo, Inc. 12/13/2016
Marketo Advanced Report Builder:
Usage Maturity Curve
Lead Source
Engagement
Dashboards
Reports
Ad Hoc Reporting
Tags
Pipeline & Revenue
Attribution
Journey Analytics
ABM/Accounts
ROI
Product Interest/
Scoring
Custom Metrics (CLV,
What-if Scenarios)
Page 12Marketo Proprietary and Confidential | © Marketo, Inc. 12/13/2016
So… What Product Do I Need Again?
Purchased or Renewed
IN 2016
Purchased or Renewed
BEFORE 2016
SMB Add Advanced Report Builder to
your subscription
(add Life Cycle Modeler for
journey analytics)
Upgrade to Select Edition
Enterprise Add Advanced Report Builder to
your subscription
(add Life Cycle Modeler for
journey analytics)
Add Revenue Cycle
Analytics (RCA) to your
subscription
Questions? Contact your Marketo sales rep or account manager
• Digital Pi is offering a special end-of year promotion for their Gold Standard pack of Advanced
Report Builder/RCE Reports
• Includes:
• Create Gold Standard reports and dashboards
• Dashboard Categories: Lead performance, Program Performance, Program Membership and Funnel Metrics
• Over thirty unique reports and charts
• Live one hour DPI expert review of reports
• Digital Pi is offering this package through the end of the year at a special price of $2,500 (that’s
about 50% off the standard price)
• You must sign up before the end of the year to qualify for this great offer.
• Does not include Life Cycle Modeler implementation for Funnel Metrics (contact us to request a quote!)
• Here’s how to do that:
• Go to http://info.digitalpi.com/RCE-ARB-Special.html and fill out the form
• Email: reports@digitalpi.com
Digital Pi Gold Standard RCE/ARB Special
Thank you
Tom Grubb – tom@digitalpi.com / @thomasgrubb
Brian Glover – bglover@marketo.com / @brianjglover
Contact Us | Live Chat
December 13, 2016

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Unlocking Your Marketo Data To Find Your North Star

  • 1. Unlocking Your Marketo Data To Find Your North Star Tom Grubb – Chief Strategy Officer, Digital Pi (@thomasgrubb) Brian Glover – Principal Product Mktg Mgr, Marketo (@brianjglover) Contact Us | Live Chat December 13, 2016
  • 2. Page 2Marketo Proprietary and Confidential | © Marketo, Inc. 12/13/2016 Analytics & High Performers Source: Accenture and Massachusetts Institute of Technology (MIT), Winning with Analytics
  • 3.
  • 4. Page 4Marketo Proprietary and Confidential | © Marketo, Inc. 12/13/2016 Your Marketo holds a mountain of valuable data you can mine for insights… …but the extent of value you can extract depends on your mining tools and practices
  • 5. Page 5Marketo Proprietary and Confidential | © Marketo, Inc. 12/13/2016 Without complete data visibility marketers are decision-impaired
  • 6. Page 6Marketo Proprietary and Confidential | © Marketo, Inc. 12/13/2016 Past Performance Guides Marketing Planning & Strategy
  • 7. Acquire names • Lead Source, Marketo acquisition program Get people to engage • First open, click, visit, attend…. Move people forward in the marketing and sales funnel • Subsequent opens, buyer stage, velocity… Influence pipeline and revenue • Connect opportunity $’s to people in your Marketo programs Four Areas of Focus to Measure
  • 8. • Dedicated reporting tool in Marketo • All your Marketo data, aggregated & visual • Easy drag-and-drop pivot table user interface • See data as tables, charts and dashboards Marketo Advanced Report Builder (formerly Revenue Cycle Explorer/RCE)
  • 9. Demo -New Names Performance -Funnel Analysis -Multi-Product Interest
  • 10. 1. Formulate and state the marketing question you want to ask/answer 2. Make sure your questions are actionable; state the actions for each report 3. Know in depth how the data was derived before you try to explain 4. Start with simple reports, then iterate and expand on filters and definitions Tips for Success
  • 11. Page 11Marketo Proprietary and Confidential | © Marketo, Inc. 12/13/2016 Marketo Advanced Report Builder: Usage Maturity Curve Lead Source Engagement Dashboards Reports Ad Hoc Reporting Tags Pipeline & Revenue Attribution Journey Analytics ABM/Accounts ROI Product Interest/ Scoring Custom Metrics (CLV, What-if Scenarios)
  • 12. Page 12Marketo Proprietary and Confidential | © Marketo, Inc. 12/13/2016 So… What Product Do I Need Again? Purchased or Renewed IN 2016 Purchased or Renewed BEFORE 2016 SMB Add Advanced Report Builder to your subscription (add Life Cycle Modeler for journey analytics) Upgrade to Select Edition Enterprise Add Advanced Report Builder to your subscription (add Life Cycle Modeler for journey analytics) Add Revenue Cycle Analytics (RCA) to your subscription Questions? Contact your Marketo sales rep or account manager
  • 13. • Digital Pi is offering a special end-of year promotion for their Gold Standard pack of Advanced Report Builder/RCE Reports • Includes: • Create Gold Standard reports and dashboards • Dashboard Categories: Lead performance, Program Performance, Program Membership and Funnel Metrics • Over thirty unique reports and charts • Live one hour DPI expert review of reports • Digital Pi is offering this package through the end of the year at a special price of $2,500 (that’s about 50% off the standard price) • You must sign up before the end of the year to qualify for this great offer. • Does not include Life Cycle Modeler implementation for Funnel Metrics (contact us to request a quote!) • Here’s how to do that: • Go to http://info.digitalpi.com/RCE-ARB-Special.html and fill out the form • Email: reports@digitalpi.com Digital Pi Gold Standard RCE/ARB Special
  • 14. Thank you Tom Grubb – tom@digitalpi.com / @thomasgrubb Brian Glover – bglover@marketo.com / @brianjglover Contact Us | Live Chat December 13, 2016