What are the real risks and returns when switching your marketing automation platform? When you’re actually going through a migration there are unexpected scenarios that can occur. To help you make the smoothest transition in your migration we’ve invited 3 Marketing Leaders who migrated from 3 different platforms to share their experiences making the switch to Marketo.

1. 1Proprietary and Confidential | © Marketo, Inc.
Migrating to Marketo:
3 Marketing Leaders who made the switch
#MfgMUG
Julie Candelon, JM@rketing
Courtney Tobe, AvidXchange
Naomi Liu, EFI
Moderated by:
Michael Tucker,
Marketing Technology Consultant

2. 2Proprietary and Confidential | © Marketo, Inc.
Agenda
• Virtual Marketo User Group Rules
• Marketo News and Upcoming Events
• Other Upcoming MUGS
• The Road Ahead: Planning The Manufacturing VMUG in 2021
• Migration Panel Discussion
• Group Discussion (UNRECORDED)

3. 4Proprietary and Confidential | © Marketo, Inc.
What is a Marketo User Group?
• Our User Group IS NOT
• Run by Marketo employees – no insider information
• A sales environment
• A webinar
• Our presenters and panelists share their experience but are not necessarily experts
• Our User Group IS:
• Inclusive to Business Stakeholders, Marketers, Designers, Technologists, Consultants,
and Application Providers
• Subscriptive not Perscriptive learning
• A Community

4. 5
Our Group Values
A Safe Space to Learn
Collaborative Learning
(not Sales) Atmosphere
Fun, enjoyable sessions
Professional, Value-
Added Activity

5. 6
Upcoming News and Events
Marketo Learning Opportunities

6. 7
Every Wednesday: NY MUG Office Hours
with Sanford Whiteman and and Inga
Roamnoff
Sept 29: NYMUG: How To Fight Back Against
Database Decay with Drift
Sept 30: French Virtual MUG
Sept 30: Silicon Valley MUG:
There’s a Script for That
Sept 30: Austin MUG: Marketing Attribution
Oct 1: MUG Roundup: Monthly Recap of all
MUG Meetings
Oct 2: Phoenix MUG: Marketing Ain’t Easy:
What’s working and not in 2020
Sept/October Virtual MUG Meetings Calendar
Now that all MUGsare virtual, weencourage youto checkout the upcoming meetings within our “Events Calendar” in Bevy! Expand your network
beyond yourMUG chapter and explore different topic areas
Oct 6: Bizible MUG: Product Updates / Q & A
Oct 14: SF MUG: Lessons Learned from Adobe's
Marketo Migration
Oct 15: Indianapolis MUG
Oct 15: San Diego MUG: Updates on Marketo’s new
product release
Oct 20: Europe
Oct 21: Minneapolis MUG: Marketo and Google
Analytics
Oct 21: Salt Lake City: Online Engagement Panel
Oct 22: Manufacturing: 2021 Data Privacy Briefing
for Marketers

7. Marketo User Group
Roundup
Thursday, October 1st
• 12:00pm Eastern US
• 9:00am Pacific US
ConversionStore.com/Marketo-User-
Group
Warren Stokes
Kniva
Michael Tucker
The Conversion Store

8. 2021 Data Governance Briefing
for Marketers
Saurabh Gupta
CEO/Founder, PlumCloud Labs
Thursday, Oct 22nd, 3pm EST

9. Marketo Virtual User Groups YouTube
Channel Search: Marketo Virtual User Groups
www.ConversionStore.com/video
MUG Recorded Content from
• Manufacturing Virtual MUG
• Europe Virtual MUG
• Salt Lake City
• Chicago MUG
• San Francisco MUG
• And many more!

10. Recording & “Moving to Marketo”
Whitepaper
 Show Notes + Session Recording
 Resources for your Migration
 Links to Marketo Whitepaper
 Calculating Total Cost of Ownership
 3-Step Migration Plan
 Justify Your Migration with Financial
Proof
 ConversionStore.com/migrating-to-
marketo

11. 12
2020 Marketo User Group Roadmap
CREATING A MARKETING AUTOMATION SPACE
Industry Knowledge Marketo Best Practices
Customer Success Stories
Marketing
with VARs
Data
Governance
Field
Marketing
Program
Attribution
Dynamic
Content
Marketo
Performance
Insight
Current by
GE
Lennox
Sealed Air
Corp

12. 13
Panelist Introductions
 Name
 Position
 Company Background
 Whatindustry/industries are you responsible for?
 What does success mean in your department? (consumer purchases,
reseller agreements signed, product demos, brand awareness)
 Personal Background
 How did you progress into Marketing Automation? Into Marketo?
 What are you currently learning and how?

13. 14Proprietary and Confidential | © Marketo, Inc.
Julie Candelon
Founder,OutsourcedMarketingandDemand
Generation
JM@arketing
NaomiLiu
Director,GlobalMarketing Operations
EFI
2020 Marketo Migration Panel
Our Panelists
CourtneyTobe
Managerof Marketing
Automation
AvidXchange

14. 15
Courtney Tobe
AvidXchange
Project Details
• Industry: SaaS Invoicing and Payment Processing
• Location: Charlotte, North Carolina, USA
• Timeframe: 2019
• Connected Apps: Salesforce

15. 16
JulieCandelon
JM@arketing, Scality
Project Details
• Industry: SaaS Cloud Storage Services
• Location: San Francisco, California, USA
• Timeframe: Q4 2015 – 2016
• Connected Apps: Salesforce

16. 17
Naomi Liu
Electronics for Imaging (EFI)
Project Details
• Industry: Digital Imaging
• Location: Fremont, California, USA
• Timeframe: 2019
• Connected Apps: Salesforce

17. 18Proprietary and Confidential | © Marketo, Inc.
AudienceDiscussion
Moderated by Michael Tucker
Questions from the Audience OR Questions to the audience
This discussion may contain sensitive information and is not recorded

18. Marketo User Group
Roundup
Thursday, October 1st
• 12:00pm Eastern US
• 9:00am Pacific US
ConversionStore.com/Marketo-User-
Group
Warren Stokes
Kniva
Michael Tucker
The Conversion Store

19. 2021 Data Governance Briefing
for Marketers
Saurabh Gupta
CEO/Founder, PlumCloud Labs
Thursday, Oct 22nd, 3pm EST

20. Recording & “Moving to Marketo”
Whitepaper
 Show Notes + Session Recording
 Resources for your Migration
 Links to Marketo Whitepaper
 Calculating Total Cost of Ownership
 3-Step Migration Plan
 Justify Your Migration with Financial
Proof
 ConversionStore.com/migrating-to-
marketo

21. 22

22. 23
Breakout Rooms are now available by request