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Working with Workspaces
Brian Glover 
Sr. Product Marketing Manager 
Marketo 
Kristen Malkovich 
Marketing Analytics Empress 
Valeant Pharmaceuticals
Business Complexity = Marketing Complexity 
• Regional teams 
• Multiple 
divisions/brands 
• Channel partners
What Are Workspaces & Partitions? 
Workspaces
What Are Workspaces & Partitions? 
Workspaces 
Partitions
Workspaces & Partitions Are Flexible 
Workspaces 
Partitions
Workspaces & Partitions Are Flexible 
Workspaces 
Partitions
Workspaces & Partitions Are Flexible 
Workspaces 
Partitions
Workspaces & Partitions Are Flexible 
Workspaces 
Partitions
Why Workspaces & Partitions? 
 Prevent unwanted campaigns from touching designated people 
(leads/contacts/consumers) 
Create a more relevant for experience for your Marketo users 
 Simplify reporting and data management
My Role – Marketing automation consultant for Valeant 
Pharmaceuticals, working specifically with the aesthetic division. 
Product lines include: Solta Medical and IfMarketing. 
Solta Medical is an aesthetic medical device company specializing 
in both invasive and non-invasive treatments for skin-resurfacing, 
body-contouring and acne. Solta Medical is a division of Valeant 
Pharmaceuticals. 
IfMarketing is a division of Solta Medical. They assist practices in 
marketing their treatment offerings through a variety of print and 
digital assets that are customized for each physician’s patient 
demographic. 
Background
Structure and Strategy 
Valeant Pharmaceuticals 
Dermatology Divsion 
Aesthetics Division 
(Skin Care, Injectables, Medical 
Devices, Implants, etc.) 
Solta Medical 
(Medical Devices) 
If Marketing 
Valeant Pharmaceuticals is an international 
pharmaceutical company with a variety of 
divisons and product lines including neurology, 
dermatology and infectious disease. 
Their growth strategy is based in acquisitions 
of medical and pharmaceutical companies. 
It is the largest pharmaceutical company in 
Canada and was valued at $29.2 billion in May 
2013. 
2014: Valeant acquired Solta Medical. 
2014: Solta Medical acquired If Marketing
Acquisition Issues & How We Used 
Workspaces 
If Marketing has: 
o Different leads 
 Own Salesforce CRM and previous automation platform 
o Different lead flow model 
 Sales process is quicker for If Marketing than for medical devices 
 Leads are passed to inside sales only; leads come from fewer sources 
than Solta Medical model 
o Different marketing programs 
Workspaces solves: 
o Headache of separating leads until new opt-into Solta Medical database 
o Allows company to continue to acquire new companies and integrate into 
Marketo
Other Use Cases 
Easy wins: 
o Testing environment 
 Test all campaigns with a 
designated seed list 
 Removes all test smart 
campaigns from reporting 
 Especially helpful when 
testing nurture campaigns 
prior to execution 
o Sales Rep/Internal mailings 
 Allows reporting on internal 
communications 
 Removes employees from 
reporting on campaign and 
email performance without a 
smartlist filter :)
Organizational Impacts 
● Enables easier reporting by product line; 
thorough view of performance in RCA 
● Lead flow can change per workspace, 
allowing for customized treatment of 
each lead and a different scoring model 
● With marketing calendar, see a high level 
view of what’s going on internally by 
workspace
Fireside Chat
Q&A
Additional Resources in Marketo Community 
Understanding workspaces and lead partitions 
• https://community.marketo.com/MarketoArticle?id=kA0500 
00000KyxBCAS 
Sample workspaces and lead partitions 
• https://community.marketo.com/MarketoArticle?id=kA0500 
00000KyxCCAS 
Workspaces and lead partitions quick start 
• https://community.marketo.com/MarketoArticle?id=kA0500 
00000KyxHCAS 
Marketo Proprietary and Confidential | © Marketo, Inc. 11/25/2014 Page 19
Thank You! 
Kristen Malkovich 
Marketing Analytics Empress 
Kristen.Malkovich@valeant.com 
Brian Glover 
Sr. Product Marketing Manager 
bglover@marketo.com

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Working with Workspaces

  • 2. Brian Glover Sr. Product Marketing Manager Marketo Kristen Malkovich Marketing Analytics Empress Valeant Pharmaceuticals
  • 3. Business Complexity = Marketing Complexity • Regional teams • Multiple divisions/brands • Channel partners
  • 4. What Are Workspaces & Partitions? Workspaces
  • 5. What Are Workspaces & Partitions? Workspaces Partitions
  • 6. Workspaces & Partitions Are Flexible Workspaces Partitions
  • 7. Workspaces & Partitions Are Flexible Workspaces Partitions
  • 8. Workspaces & Partitions Are Flexible Workspaces Partitions
  • 9. Workspaces & Partitions Are Flexible Workspaces Partitions
  • 10. Why Workspaces & Partitions?  Prevent unwanted campaigns from touching designated people (leads/contacts/consumers) Create a more relevant for experience for your Marketo users  Simplify reporting and data management
  • 11. My Role – Marketing automation consultant for Valeant Pharmaceuticals, working specifically with the aesthetic division. Product lines include: Solta Medical and IfMarketing. Solta Medical is an aesthetic medical device company specializing in both invasive and non-invasive treatments for skin-resurfacing, body-contouring and acne. Solta Medical is a division of Valeant Pharmaceuticals. IfMarketing is a division of Solta Medical. They assist practices in marketing their treatment offerings through a variety of print and digital assets that are customized for each physician’s patient demographic. Background
  • 12. Structure and Strategy Valeant Pharmaceuticals Dermatology Divsion Aesthetics Division (Skin Care, Injectables, Medical Devices, Implants, etc.) Solta Medical (Medical Devices) If Marketing Valeant Pharmaceuticals is an international pharmaceutical company with a variety of divisons and product lines including neurology, dermatology and infectious disease. Their growth strategy is based in acquisitions of medical and pharmaceutical companies. It is the largest pharmaceutical company in Canada and was valued at $29.2 billion in May 2013. 2014: Valeant acquired Solta Medical. 2014: Solta Medical acquired If Marketing
  • 13. Acquisition Issues & How We Used Workspaces If Marketing has: o Different leads  Own Salesforce CRM and previous automation platform o Different lead flow model  Sales process is quicker for If Marketing than for medical devices  Leads are passed to inside sales only; leads come from fewer sources than Solta Medical model o Different marketing programs Workspaces solves: o Headache of separating leads until new opt-into Solta Medical database o Allows company to continue to acquire new companies and integrate into Marketo
  • 14.
  • 15. Other Use Cases Easy wins: o Testing environment  Test all campaigns with a designated seed list  Removes all test smart campaigns from reporting  Especially helpful when testing nurture campaigns prior to execution o Sales Rep/Internal mailings  Allows reporting on internal communications  Removes employees from reporting on campaign and email performance without a smartlist filter :)
  • 16. Organizational Impacts ● Enables easier reporting by product line; thorough view of performance in RCA ● Lead flow can change per workspace, allowing for customized treatment of each lead and a different scoring model ● With marketing calendar, see a high level view of what’s going on internally by workspace
  • 18. Q&A
  • 19. Additional Resources in Marketo Community Understanding workspaces and lead partitions • https://community.marketo.com/MarketoArticle?id=kA0500 00000KyxBCAS Sample workspaces and lead partitions • https://community.marketo.com/MarketoArticle?id=kA0500 00000KyxCCAS Workspaces and lead partitions quick start • https://community.marketo.com/MarketoArticle?id=kA0500 00000KyxHCAS Marketo Proprietary and Confidential | © Marketo, Inc. 11/25/2014 Page 19
  • 20. Thank You! Kristen Malkovich Marketing Analytics Empress Kristen.Malkovich@valeant.com Brian Glover Sr. Product Marketing Manager bglover@marketo.com

Editor's Notes

  1. When it comes to working with international teams, this is especially awesome because you can easily see the campaign originator without having to extensively color code