Macro has simplified Maketo migration integration into three steps:
1. Define And Plan:
Any transition to a new platform starts with organizing and accessing your inventory and needs
Start by discovering what you’ll gain by moving to Marketo. In addition to new features, you can consolidate many of the tasks you rely on your marketing technology stack for
Schedule your migration date based on when your existing contract with a marketing automation platform ends
Transfer your existing data by answering these questions:
What marketing assets will you bring over?
Which activity history should you keep?
What reports are needed and who should use them?
What inventory will migrate and what form will it be in (files, lists, workflows, emails, landing pages, forms, etc)?
Using your new data
How will the new marketing insights look like? How will they be interpreted?
Which activity history should you keep?
Will you use this opportunity to create new creative for landing pages and email templates?
2. Replicate And Integrate:
Seamlessly incorporate your existing digital content into your Marketo workflows
Digital assets migration: Images, files, PDFs, email templates, landing page templates, forms
Creative design of emails and landing pages
Processes, workflows will become your new Smart Lists
Notifications and alerts: what should you continue? What should you keep?
CRM re-integration: opportunity to do better
Target lists and segments of your audience
How will Marketo work with your website?
3. Test And Train:
Ensure you and your team know how to use Marketo
Test your new landing pages with forms and autoresponders and see how the data appears in CRM
Train you during your first campaign launch
Review new reports for accuracy
Understand Your Critical Path
What can you migrate over before you even have access to Marketo? This tips will save you tons of time in your migration project. The Project Critical Path is an efficient way to assess all the tasks you need completed and calculate the amount of time you need to complete them.
Macro’s professional assistance works within a short timeline and ensures that all necessary tasks are completed; We do that successfully because we use the Critical Path method. You can This gives your team a schedule to refer to as they prepare for your migration to Marketo.
How Can We Help Migrate To Marketo?
In the first 30 days, we’ll help you with marketing set-up, CRM integration, technical set-up, project management and training. Macro guides you through the training until you’re as much Marketo mavens as we are. To do so, we:
An extra hand to help you transition to Marketo
Launch the first campaigns with you so you can get the hang of it
Create a campaign launch process for you to use
Prepare your templates to scale your operations
Help you evaluate your new marketing operations roles and responsibilities
Learn what the new information relevant to sales is
Empower you with Marketo Resources which allow you to be self-sufficient
Furthermore, we offer complementary expertise in Customer Relationship Management (CRM) systems that are a part of Marketo integration. We work with Salesforce and Microsoft Dynamics CRM to ensure marketing operations stay aligned with your sales process. Macro can offer support in:
Tracking lead generation sources
Tracking your pipeline and marketing stages
Defining your data-driven buying personas
Managing your marketing activities and campaigns
Creating marketing reports and dashboards to track ROI
Improving your handover of leads to your sales
Assigning your new leads generated to the correct sales rep
How We Work
As part of our mission to make life easier and elevate your customer experience, Macro offers dedicated and project based resources that fill your capacity gaps, alleviate your workload, and help you deliver projects on time.
Macro offers dedicated resources to help your team get their projects done on time. When you’re experiencing capacity gaps and looking to fill them, we have you covered. Our specialists examine your needs, and direct the appropriate expertise to help you reach your objectives.
Sometimes your capacity needs might be temporary and project-based. Macro offers resources on a per-project basis to help you finish your work, quicker. When your workload for a particular project is too much to handle and you’re worried about delivering on time, this is a good option.
Account Based Marketing: Building Your Segmentation and Metrics That Matter
Macro President & Founder Dan Radu and Security Compass’ ABM Manager Heidi Vandermeer introduced and explored key aspects of Account Based Marketing in a recent webinar. Read more here about the lively discussion that took place.
Your Marketing Automation Platform Is Like a Ferrari
It would be a shame to spend a small fortune on an expensive car, only for it to sit in your garage, rarely used. This depressing story is something that happens to many modern organizations—except it’s not an expensive vehicle that they leave rusting in a garage, it’s their enterprise marketing automation platform (MAP)