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Navigating Your Marketo Engage Implementation: Your Step by Step Guide

Overview So, you’ve taken the leap and decided to implement Marketo Engage – a powerful tool that can revolutionize your marketing efforts. A Marketo Engage Implementation may sound complicated at first, especially if you are new to the tool. But don’t worry, there are plenty of resources available to help you along the way. As…

Your Guide to Marketo Field Cleanup

Overview We’ve all been there- you’re searching for a field in your smart lists and can’t figure out which is the right one. There’s 20 fields for Country. There are fields in your system from processes that haven’t been used in a decade. Multiple CRM admins and Marketo Engage Admins, all creating new fields and…

How to Integrate Marketo with Salesforce

Overview Most businesses will operate out of a customer relationship management (CRM) platform such as Salesforce (SFDC, for salesforce.com) to manage interactions and understand their relationship with their prospects and customers. However, they may use a marketing automation platform (MAP) such as Adobe Marketo Engage to conduct lead intake, nurturing and automated processing. Taking advantage…

Communicating the Value of Marketing Operations as a Strategic Business Function

Overview While the 4 Pillars of Marketing Operations help organizations structure and scale their MOPs teams into functional areas of expertise, how do we communicate the business value of all that we do? Let’s expand on that in a way that can be easily communicated to your internal and external stakeholders. What are Marketing Operations’…

The Top 3 Account Engagement Integrated Services for B2B Companies

Overview Whether you are planning on migrating to a brand new Account Engagement (formerly Pardot) instance or have an existing account, it’s imperative to take advantage of the tool’s integrated services. These are also called Account Engagement “connectors” that allow you to integrate specific applications directly into your Account Engagement account. In this article, I…

More Account Engagement Opted Out Sync Behavior Changes are Coming

What was the original change? Back in 2022 Salesforce announced changes were being made to the sync behavior options for the Opted Out field in Marketing Cloud Account Engagement1. Prior to the announcement, organizations were able to select the “Use the most recently updated field value” option for the Opted Out field in Account Engagement,…

How to Consolidate Marketo Instances: Managing Acquisitions & Tech Debt

Overview So your company just acquired another company! While the excitement stirs throughout the org and most are excited about the new future, as a Marketing Operations professional, you should know that acquisitions always mean a new project on the roadmap. That project typically begins when your VP or C-Level executive informs you that the…

The Top 3 HubSpot Integrated Services for B2B Companies

Overview While HubSpot is a powerful Marketing Automation tool with lots of capabilities, there are some services that HubSpot can’t do but can allow for a more sophisticated Marketing Automation tool. In this blog, I am going to review the top three integrated services with HubSpot you should look to do right away. While some…

How to integrate HubSpot with Salesforce

Overview If you’re using HubSpot as your marketing automation platform and Salesforce as your CRM system, then your tech stack is already off to a powerful start. In order to leverage the capabilities and work with the limitations of both platforms, you’ll want to strategically integrate the two. The HubSpot and Salesforce integration allows your…

Things You Need to Know As a New Pardot User

New Account Engagement User MiniGuide Welcome! Maybe you’re here because you just purchased Marketing Cloud Account Engagement1, or maybe you’re new to a company that has been using Account Engagement for a while. What should you know about the tool as you get started? Every marketing automation platform comes with its own unique features, and…