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IT BEST PRACTICES
Finding the Right Marketing Solution
70% of projects fail
due to user adoption
-Forrester Research
Ever rolled out a solution that no one used?
Why waste time and money on software that
users hate, or – even worse – completely
bypass.
Nothing is worse than “Shelfware”
Your marketing team wants the smartest
solutions on the market, and it’s up to you to
initiate a wise investment.
Today, IT isn’t the only one using technology
– in the past decade, a huge number of new
platforms and tools for marketers have
emerged on the market.
The key to
positive ROI is
user adoption
which
means
providing tools
your marketing
team will
actually use
User-embraced tools
that are also sanctioned
by IT means everyone’s
happy! It’s a no-brainer.
Here’s how IT can help
the marketing
department find a
solution that works for
both.
FACT FINDING
What’s your marketing team
looking for?
1
As you look for the right marketing solution,
your first step will be information gathering.
What objectives are your
marketing team trying to
accomplish?
What are your marketing
team’s pain points?
Planning and budgeting
Generating more demand
Building customer relationships
Increasing sales conversions
Measuring and optimizing
Here are some common marketing objectives:
Over-contacting the database
Lack of alignment with sales
Poor visibility into team-wide efforts
Inconclusive metrics
Difficulty demonstrating ROI
Here are some common marketing pain points:
THE RIGHT
TOOLS
Find a marketing platform that
helps your team solve pain points
and meet objectives
2
At the very base of a great marketing
solution is the platform. This is where you
keep your marketing database of records,
your analytics, and integrations into other
tools.
Above the platform, you build out
marketing applications. Your marketing
solution’s applications should help
accomplish those marketing objectives
you found in your fact finding.
Finally, look at the channels in which
marketing uses its tools to reach prospects
and customers. Look for a marketing
solution that supports all channels.
If the solution you’re considering excels in all three
layers, you’ve found a solution your marketing
team will love.
But how does a
marketing platform
fit into your existing
infrastructure?
IT and Operations sit at the base of the
platform, overseeing the platform’s
integration with the other components of
their architecture.
IT/Ops
Sales manages the CRM application which syncs
database records with the marketing platform, while
marketing utilizes the applications layer, which pulls
data and analytics from the platform layer.
Sales Marketing
Finally, marketing can interact with
customers and prospects through
the channels.
Sales
Customers/
Prospects
Here’s how this looks when you put it all together…
Marketing Customers & Prospects Sales
IT/Ops
Channels
Applications
Platform
But user adoption
also relies on a
successful rollout. That’s
where implementation
comes in.
IMPLEMENTATION
3
The key is to make sure both IT and marketing
are fully prepared from concept to launch.
Your marketing solution should fully support IT
and marketing through all 5 stages of a
successful implementation.
The stages of a successful implementation:
SYSTEM PROVISIONING
TECH CONSULTANTS
INTEGRATING
TECH SUPPORT
MONITORING
For IT For Marketing
BEST PRACTICES
ACCOUNT MANAGERS
ADMIN & USER TRAINING
CUSTOMER SUPPORT
MARKETING COMMUNITY
If your solution can fully
support both
departments through all
5 steps, you’re looking
at a smooth
implementation.
NEXT STEPS?
1. Find your marketing team’s objectives
2. Map objectives to a marketing platform
3. Plan out a successful implementation
Thank You
Questions?
jcheng@marketo.com
Marketing Software Built for Marketers
Marketo provides the leading marketing software for
companies of all sizes to build and sustain engaging
customer relationships. Spanning today’s digital,
social, mobile and offline channels, Marketo’s®
customer engagement platform powers a set of
breakthrough applications to help marketers tackle all
aspects of digital marketing from the planning and
orchestration of marketing activities to the delivery of
personalized interactions that can be optimized in
real-time. Marketo’s applications are known for their
ease-of-use, and are complemented by the Marketing
Nation™, a thriving network of more than 250 third-
party solutions through our LaunchPoint™ ecosystem
and over 40,000 marketers who share and learn from
each other to grow their collective marketing
expertise. The result for modern marketers is
unprecedented agility and superior results.
Headquartered in San Mateo, CA with offices in
Europe, Australia and a joint-venture in Japan,
Marketo serves as a strategic marketing partner to
more than 3,000 large enterprises and fast-growing
small companies across a wide variety of industries.

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IT Best Practices: Finding the Right Marketing Technology

  • 1. IT BEST PRACTICES Finding the Right Marketing Solution
  • 2. 70% of projects fail due to user adoption -Forrester Research Ever rolled out a solution that no one used?
  • 3. Why waste time and money on software that users hate, or – even worse – completely bypass. Nothing is worse than “Shelfware”
  • 4. Your marketing team wants the smartest solutions on the market, and it’s up to you to initiate a wise investment. Today, IT isn’t the only one using technology – in the past decade, a huge number of new platforms and tools for marketers have emerged on the market.
  • 5. The key to positive ROI is user adoption which means providing tools your marketing team will actually use
  • 6. User-embraced tools that are also sanctioned by IT means everyone’s happy! It’s a no-brainer. Here’s how IT can help the marketing department find a solution that works for both.
  • 7. FACT FINDING What’s your marketing team looking for? 1
  • 8. As you look for the right marketing solution, your first step will be information gathering. What objectives are your marketing team trying to accomplish? What are your marketing team’s pain points?
  • 9. Planning and budgeting Generating more demand Building customer relationships Increasing sales conversions Measuring and optimizing Here are some common marketing objectives:
  • 10. Over-contacting the database Lack of alignment with sales Poor visibility into team-wide efforts Inconclusive metrics Difficulty demonstrating ROI Here are some common marketing pain points:
  • 11. THE RIGHT TOOLS Find a marketing platform that helps your team solve pain points and meet objectives 2
  • 12. At the very base of a great marketing solution is the platform. This is where you keep your marketing database of records, your analytics, and integrations into other tools.
  • 13. Above the platform, you build out marketing applications. Your marketing solution’s applications should help accomplish those marketing objectives you found in your fact finding.
  • 14. Finally, look at the channels in which marketing uses its tools to reach prospects and customers. Look for a marketing solution that supports all channels.
  • 15. If the solution you’re considering excels in all three layers, you’ve found a solution your marketing team will love.
  • 16. But how does a marketing platform fit into your existing infrastructure?
  • 17. IT and Operations sit at the base of the platform, overseeing the platform’s integration with the other components of their architecture. IT/Ops
  • 18. Sales manages the CRM application which syncs database records with the marketing platform, while marketing utilizes the applications layer, which pulls data and analytics from the platform layer. Sales Marketing
  • 19. Finally, marketing can interact with customers and prospects through the channels. Sales Customers/ Prospects
  • 20. Here’s how this looks when you put it all together… Marketing Customers & Prospects Sales IT/Ops Channels Applications Platform
  • 21. But user adoption also relies on a successful rollout. That’s where implementation comes in.
  • 23. The key is to make sure both IT and marketing are fully prepared from concept to launch. Your marketing solution should fully support IT and marketing through all 5 stages of a successful implementation.
  • 24. The stages of a successful implementation: SYSTEM PROVISIONING TECH CONSULTANTS INTEGRATING TECH SUPPORT MONITORING For IT For Marketing BEST PRACTICES ACCOUNT MANAGERS ADMIN & USER TRAINING CUSTOMER SUPPORT MARKETING COMMUNITY
  • 25. If your solution can fully support both departments through all 5 steps, you’re looking at a smooth implementation.
  • 26. NEXT STEPS? 1. Find your marketing team’s objectives 2. Map objectives to a marketing platform 3. Plan out a successful implementation
  • 28. Marketing Software Built for Marketers Marketo provides the leading marketing software for companies of all sizes to build and sustain engaging customer relationships. Spanning today’s digital, social, mobile and offline channels, Marketo’s® customer engagement platform powers a set of breakthrough applications to help marketers tackle all aspects of digital marketing from the planning and orchestration of marketing activities to the delivery of personalized interactions that can be optimized in real-time. Marketo’s applications are known for their ease-of-use, and are complemented by the Marketing Nation™, a thriving network of more than 250 third- party solutions through our LaunchPoint™ ecosystem and over 40,000 marketers who share and learn from each other to grow their collective marketing expertise. The result for modern marketers is unprecedented agility and superior results. Headquartered in San Mateo, CA with offices in Europe, Australia and a joint-venture in Japan, Marketo serves as a strategic marketing partner to more than 3,000 large enterprises and fast-growing small companies across a wide variety of industries.