Marketo

Read a lead's interest and hand it to sales right when they can act.

With Adobe Marketo Engage, we set lead stages and scoring criteria and connect marketing and sales in one flow through campaign automation and CRM integration. Neodigm, an official partner, works with you from adoption to operations.

Marketo solution cover image
Why it matters

Leads pile up, but sales is always one step late

Even when leads arrive from your website, campaigns and events, judging score and priority by hand pushes the leads most likely to buy to the back. Sales receives leads of uneven quality, and marketing struggles to prove results.

Leads pile up, but sales is always one step late
Challenge

Lead score and priority are judged by hand

Challenge

Every lead gets the same email and the same journey

Challenge

Lead quality reaching sales is uneven, so follow-up is late

Challenge

Campaign QA and data cleanup take a lot of operating time

How we apply it

We design lead criteria and follow-up actions as one flow

With Marketo Engage programs and Smart Campaigns, we set up follow-up touchpoints based on customer behavior and align the sales handoff criteria through CRM integration. We diagnose your current lead flow first, then decide the scope of adoption.

We design lead criteria and follow-up actions as one flow
  1. Set lead stages and scoring criteria

  2. Campaign automation based on behavior and segments

  3. CRM integration and sales handoff criteria

  4. Data quality management and performance reporting

Marketo at a Glance

Marketo operations in numbers

When lead stages, scoring criteria and nurturing flows are set in numbers, marketing and sales move on the same standard.

5,000+ follows figures Adobe has published (check the date). The rest are examples. Actual criteria and effects vary by environment.
Marketo operations in numbers
Global customers using Marketo Engage5,000+
Early, Mid and Late lead nurturing streams3 stages
A lead scoring above this is handed over as an MQL (example criterion)70+ points
Target improvement in MQL-to-SQL conversion (example)About 30% higher
Key Capabilities

Core capabilities that surface the leads sales should contact first

We confirm what is available per feature against your contracted edition and release status.

Core capabilities that surface the leads sales should contact first

Lead scoring

Score behavior and attributes to surface the leads sales should contact first, and run the handoff criteria.

Smart Campaign

Follow-up emails and alerts run automatically on conditions and triggers.

CRM integration

We align fields and sync rules so lead and sales stage data flow back and forth on the same standard.

Dynamic Chat

Chat with website visitors in real time and move on to consultations and meeting bookings.

Marketo AI

We confirm the availability and scope of AI features that help with repetitive operations, by edition.

Performance measurement

Compare response by program and channel and use it as the basis for improving the next campaign.

Lead Lifecycle

From inflow to sales handoff, the path a lead takes

When each stage has a standard, you can see right away which lead stalled where.

From inflow to sales handoff, the path a lead takes
  1. Inflow and identification

    Leads arriving through forms, web visits and events are gathered into one profile.

  2. Nurturing

    Early, Mid and Late nurturing streams build interest.

  3. Scoring

    Behavior and attributes are scored, and a lead above the threshold (for example 70 points) is judged an MQL.

  4. Sales handoff

    Through CRM integration, leads go to sales at the right time and follow-up results come back.

Connected Experience Stack

Channels that were separate, now one lead flow

Channels that were separate, now one lead flow

AEM site visits

Form submissions and content consumption flow into Marketo lead data.

AI search traffic (Brand Visibility)

Visitors who arrive from AI search are managed in the same nurturing flow.

Optimized pages (Sites Optimizer)

Lead quality signals from pages with improved conversion are reflected too.

Before You Start

Three things to decide before you start

Three things to decide before you start

Lead stages and handoff criteria

First agree the lead statuses and follow-up actions marketing and sales will use.

CRM and website integration

We review field mapping, sync rules and the scope of campaign identification.

Consent and data quality

Decide what the collected data will be used for and manage consent status alongside it.

Partnership

Neodigm is an Adobe Silver Solution Partner

Marketo adoption and lead operations design

Neodigm designs lead stages and sales handoff criteria, CRM integration and how campaigns are run to fit your sales and marketing processes.

Adobe Solution Partner Silver

Frequently asked questions

How long does adopting Marketo usually take?

It depends on your environment and scope, but about 6–10 weeks through initial setup and CRM integration is typical. Tell us your current environment and we will lay out a schedule.

Can it integrate with our existing CRM?

It integrates with major CRMs, and we start by organizing field mapping and sync rules. Tell us which CRM you use and we will explain how to integrate.

Can marketers run it themselves?

Yes. We provide training and an operating guide after the build, and can also take on campaign operations with you if needed.

Can we get our current state checked before adopting?

Yes. A Marketo health check diagnoses your current settings and lead operations and proposes improvement priorities.

First, check whether Marketo fits how we run leads.

Tell us your current lead flow and CRM environment, and within 24 hours we will outline the scope of adoption and how we would proceed.

Ask about adopting Marketo