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Mastering Complexity: Building Multi-Product Global Enterprise Environment in Marketo
Mastering Complexity:
Building Multi-Product Global
Enterprise Environment in Marketo
Kendall Brown
Helen Abramova
Bios
Kendall Brown
Marketo Business Owner
15+ years in Marketing and Technology
Runner and Foodie
@kmmb98
Helen Abramova
Marketing Technology Lead
DC MUG Leader, Marketo Champion (2017)
Runner and Cyclist
@lena_abr
Verizon Enterprise Solutions (VES)
Verizon delivers a host of advanced IP, data, voice, wireless, and
security solutions to Fortune 500 customers globally with:
· More than 32,000 employees and 321 offices in 75 countries
· Global IP footprint serving 2,700+ cities in 159 countries
· Tens of thousands of customer relationships including 98
percent of Fortune 500
Marketo Journey
· Identification of stakeholders
· Define requirements & evaluate
vendors
· Selection of Marketo
· VES Implementation in 2017
· Game changer
· Expedited implementation with
addition 2 business units
Instance Complexity
3 Business Units
100+ Users Globally
10 Product Categories
Multiple Scoring Models
Unique Compliance
Requirements/BU
Partners/Consultants/SI
BU Specific
Contacts
Multiple Websites
Our environment…
Business
Complexity
Limited Time
Compliance
Requirements
Organizational
Inertia
Operational
Inconsistency
How To Harness Super Powers in Marketo
· Own your instance
· Bend The Rules, Don’t Break Them
· Cultivate your Marketo instance
Own Your Instance
“You become responsible, forever,
for what you have tamed.”
Governance is the Key - Teams
· Core Team:
· Ensures Marketo supports business operations
· Implementation and deployment of functionality
and integrations
· Center of Excellence:
· Data and compliance management
· Translate and implement business requirements
· Tier 2 troubleshooting and user support
· Power Users:
· Campaign execution and reporting
· Tier 1 support for casual users
Governance is the Key – Data & Standards
· Fields and values
· Unique identifiers
· Pick lists
· Tokens
· Standardization
· Naming conventions – campaigns,
custom fields, assets
· Program shells, templates & forms
· Processes and operations
· Reporting
· Metrics
· Definitions
Program Shells
Arm & Train Your Troops
· Establish MUG community
· Document and post everything in a
Resource Center
· Leverage Powers Users
· Train, train and train again
· Evangelize the capabilities of Marketo
Just send an email, right?
Bend The Rules,
Don’t Break Them
“What does not break us, makes us stronger”
Rules Protect, Do Not Guide
Standard Scoring: Mapping
Scoring
Demographic
Behavioral
Job Title
Department
Email Click
Form Fill Out
Multi-Product Scoring: Mapping
Scoring
Demographic
Behavioral
Comms
Security
Multi-Product
Job title
Department
Email Click
Registration
Registered for
Webinar
Contact Me
Form
Networking
Multi-Product Scoring: Solution
· Demographic Scoring is
universal
· Behavioral Scoring is split
between scoring programs:
· VES products
· VES multi-product
· VES Operational No Score
· VES international multi-product
· VBM product
· WBG product
Multi-Product Scoring:
Solution
· Direct Scoring:
· if clicks > score increase
· Status Update Scoring
· if status changed to ABC > score
increase
· Scoring includes MQLs being
pushed to SFDC
Scoring: Prerequisites
· 2 day workshop
· Handshake between stakeholders
· Naming convention:
US|SCORE|2018|EM|1234|Email
· Program shells utilization
· Channels and tags
· Tokens usage
Standard Engagement
· More content
· More streams
· Dynamic content
Person
Email 1
Email 2
Email 3
Email 1
Email 2
Email 3
Email 1
Email 2
Email 3
Awareness Education Consideration
Multi-Product Engagement
· Personas
· Job Level
· Industries
· IT/LOB
· Stages
· Products
· No product
Dynamic Content
Streams
Engagement program for
each product
Engagement program to
identify product of interest
Multi-Product Engagement: Solution
· Engagement – Branding
· Identify the interest
· Re-engage after disqualifying
· Re-engage inactives
· Engagement Comms, Security, Network
· Product related engagement programs
· Points of entering and points of routing out
· Success metrics
Multi-Product Engagement: Solution
Person
Engagement
Branding Engagement
Comms
Engagement
Security
Engagement
Networking
Do we know Product of Interest?
No Yes
Email Comms
Email Security
Email Networking
Predictive Scoring
· Building models
· Limited customer data
· From overall scoring to product specific models
· Enrichment data: picking up the right data points
· Integrating with Marketo scoring
· Combining demographic, behavioral and firmographic scores
· Developing follow up scenarios
Company fit + Behavioral scoring
Cultivate Your
Marketo Instance
“Life is a journey, not a destination”
Onward and upward
· Build scalable and flexible system
· You are not playing hard enough if
you are not failing
· Maintain alignment between
marketing, sales, ops.
· Continually define and document
processes
· #AKT
· Evaluate results and make
adjustments regularly
Mastering Complexity: Building Multi-Product Global Enterprise Environment in Marketo
Thank you!

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Mastering Complexity: Building Multi-Product Global Enterprise Environment in Marketo

  • 2. Mastering Complexity: Building Multi-Product Global Enterprise Environment in Marketo Kendall Brown Helen Abramova
  • 3. Bios Kendall Brown Marketo Business Owner 15+ years in Marketing and Technology Runner and Foodie @kmmb98 Helen Abramova Marketing Technology Lead DC MUG Leader, Marketo Champion (2017) Runner and Cyclist @lena_abr
  • 4. Verizon Enterprise Solutions (VES) Verizon delivers a host of advanced IP, data, voice, wireless, and security solutions to Fortune 500 customers globally with: · More than 32,000 employees and 321 offices in 75 countries · Global IP footprint serving 2,700+ cities in 159 countries · Tens of thousands of customer relationships including 98 percent of Fortune 500
  • 5. Marketo Journey · Identification of stakeholders · Define requirements & evaluate vendors · Selection of Marketo · VES Implementation in 2017 · Game changer · Expedited implementation with addition 2 business units
  • 6. Instance Complexity 3 Business Units 100+ Users Globally 10 Product Categories Multiple Scoring Models Unique Compliance Requirements/BU Partners/Consultants/SI BU Specific Contacts Multiple Websites
  • 8. How To Harness Super Powers in Marketo · Own your instance · Bend The Rules, Don’t Break Them · Cultivate your Marketo instance
  • 9. Own Your Instance “You become responsible, forever, for what you have tamed.”
  • 10. Governance is the Key - Teams · Core Team: · Ensures Marketo supports business operations · Implementation and deployment of functionality and integrations · Center of Excellence: · Data and compliance management · Translate and implement business requirements · Tier 2 troubleshooting and user support · Power Users: · Campaign execution and reporting · Tier 1 support for casual users
  • 11. Governance is the Key – Data & Standards · Fields and values · Unique identifiers · Pick lists · Tokens · Standardization · Naming conventions – campaigns, custom fields, assets · Program shells, templates & forms · Processes and operations · Reporting · Metrics · Definitions
  • 13. Arm & Train Your Troops · Establish MUG community · Document and post everything in a Resource Center · Leverage Powers Users · Train, train and train again · Evangelize the capabilities of Marketo
  • 14. Just send an email, right?
  • 15. Bend The Rules, Don’t Break Them “What does not break us, makes us stronger”
  • 16. Rules Protect, Do Not Guide
  • 17. Standard Scoring: Mapping Scoring Demographic Behavioral Job Title Department Email Click Form Fill Out
  • 18. Multi-Product Scoring: Mapping Scoring Demographic Behavioral Comms Security Multi-Product Job title Department Email Click Registration Registered for Webinar Contact Me Form Networking
  • 19. Multi-Product Scoring: Solution · Demographic Scoring is universal · Behavioral Scoring is split between scoring programs: · VES products · VES multi-product · VES Operational No Score · VES international multi-product · VBM product · WBG product
  • 20. Multi-Product Scoring: Solution · Direct Scoring: · if clicks > score increase · Status Update Scoring · if status changed to ABC > score increase · Scoring includes MQLs being pushed to SFDC
  • 21. Scoring: Prerequisites · 2 day workshop · Handshake between stakeholders · Naming convention: US|SCORE|2018|EM|1234|Email · Program shells utilization · Channels and tags · Tokens usage
  • 22. Standard Engagement · More content · More streams · Dynamic content Person Email 1 Email 2 Email 3 Email 1 Email 2 Email 3 Email 1 Email 2 Email 3 Awareness Education Consideration
  • 23. Multi-Product Engagement · Personas · Job Level · Industries · IT/LOB · Stages · Products · No product Dynamic Content Streams Engagement program for each product Engagement program to identify product of interest
  • 24. Multi-Product Engagement: Solution · Engagement – Branding · Identify the interest · Re-engage after disqualifying · Re-engage inactives · Engagement Comms, Security, Network · Product related engagement programs · Points of entering and points of routing out · Success metrics
  • 25. Multi-Product Engagement: Solution Person Engagement Branding Engagement Comms Engagement Security Engagement Networking Do we know Product of Interest? No Yes Email Comms Email Security Email Networking
  • 26. Predictive Scoring · Building models · Limited customer data · From overall scoring to product specific models · Enrichment data: picking up the right data points · Integrating with Marketo scoring · Combining demographic, behavioral and firmographic scores · Developing follow up scenarios
  • 27. Company fit + Behavioral scoring
  • 28. Cultivate Your Marketo Instance “Life is a journey, not a destination”
  • 29. Onward and upward · Build scalable and flexible system · You are not playing hard enough if you are not failing · Maintain alignment between marketing, sales, ops. · Continually define and document processes · #AKT · Evaluate results and make adjustments regularly