Pedowitz Group Marketo Health Check
Health Check The TPG Marketo Healthcheck evaluates how effectively you are using the Marketo platform. The Marketo Health Check measures over 100 elements in more than a dozen Categories. We score them against Best Practices with a ranking of 1 – 5 in your scorecard.
2.7
Sales Empowerment
Website tracking 1.3 2.4 Email Deliverability Layout/Design 4.1 1.3 Website tracking Lead Layout/Design Scoring 3.3 4.1
3.3
Lead Scoring
The Revenue Marketing AgencyTM
Key Benefits & Deliverables • Drive more revenue using Best Practices in your Marketo program • Quickly determine your prioritized action plan for improvement
Each ranking is accompanied with a tactical best practice improvement recommendation.
• Leverage our proven Scorecard Grading of Marketo usage across 13 key areas
The Marketo Health Check is a diagnostic engagement where our experts assess your use of Marketo and deliver a detailed usage report and set of specific, prioritized recommendations to optimize the results you achieve with Marketo. The Pedowitz Group is Marketo’s most qualified partner to optimize your company’s use of the Marketo platform.
CERTIFIED
CERTIFIED
CERTIFIED
Our Credentials Include • 2012 and 2013 Partner of the Year • Our clients have won 60% of Marketo Revvie Awards – 2012, 2013 • Our team includes 60+ Marketo Certified Consultants
www.pedowitzgroup.com | Call us at 855-REV-MKTG |
GET STARTED!
@revenuemarketer
Health Check Our Approach The Revenue Marketing AgencyTM
Our certified Marketo consultants will examine elements from both your Marketo Instance and its integration with CRM (if applicable), using both qualitative and quantitative approaches to analyze how your Marketo system is performing against best practices.
GET STARTED!
We then meet to review our Marketo Health Check report card where we highlight the strengths and weaknesses of your current deployment. We will point out opportunities for “quick wins” improvements and efficiencies and collaboratively prioritize them based on your needs and the level of implementation difficulty. At the conclusion of this short engagement, you will have a prioritized action plan and path to Marketo Optimization. Additionally, we provide a one day, on-site consult to help implement the recommendations and best practices. Interviews, system reviews, documentation, reporting and final presentation will take approximately 30 days.
Healthcheck Components • Marketing Automation & CRM Review – Includes platform deployment, synchronization and configuration. • Campaign Management Review – Includes lead nurturing, lead scoring, lead routing, sales empowerment, etc. • Email Review – Includes layout and design, templates, and email deliverability.
• Landing Page Review – Includes landing page layout and design, calls-to-action, and implementation of best practices for form conversions. • Interviews – Includes power users and stakeholders to help understand the usage of Marketo and CRM. • Reporting & Analytics – Analyze data for integrity. Standardize
reports and subscriptions. Create dashboards and Revenue Cycle Models. • Marketo Healthcheck Report Card – Score Marketo usage across 13 key areas. Includes detailed spreadsheet report with recommendations to improve. • Follow Up – Prioritize and present key recommendations and findings.
www.pedowitzgroup.com | Call us at 855-REV-MKTG |
@revenuemarketer
2.7
Sales Empowerment
Website tracking 1.3 2.4 Email Deliverability Layout/Design 4.1 1.3 Website tracking Lead Layout/Design Scoring 3.3 4.1
3.3
Lead Scoring
The Revenue Marketing AgencyTM
Key Benefits & Deliverables • Drive more revenue using Best Practices in your Marketo program • Quickly determine your prioritized action plan for improvement
Each ranking is accompanied with a tactical best practice improvement recommendation.
• Leverage our proven Scorecard Grading of Marketo usage across 13 key areas
The Marketo Health Check is a diagnostic engagement where our experts assess your use of Marketo and deliver a detailed usage report and set of specific, prioritized recommendations to optimize the results you achieve with Marketo. The Pedowitz Group is Marketo’s most qualified partner to optimize your company’s use of the Marketo platform.
CERTIFIED
CERTIFIED
CERTIFIED
Our Credentials Include • 2012 and 2013 Partner of the Year • Our clients have won 60% of Marketo Revvie Awards – 2012, 2013 • Our team includes 60+ Marketo Certified Consultants
www.pedowitzgroup.com | Call us at 855-REV-MKTG |
GET STARTED!
@revenuemarketer
Health Check Our Approach The Revenue Marketing AgencyTM
Our certified Marketo consultants will examine elements from both your Marketo Instance and its integration with CRM (if applicable), using both qualitative and quantitative approaches to analyze how your Marketo system is performing against best practices.
GET STARTED!
We then meet to review our Marketo Health Check report card where we highlight the strengths and weaknesses of your current deployment. We will point out opportunities for “quick wins” improvements and efficiencies and collaboratively prioritize them based on your needs and the level of implementation difficulty. At the conclusion of this short engagement, you will have a prioritized action plan and path to Marketo Optimization. Additionally, we provide a one day, on-site consult to help implement the recommendations and best practices. Interviews, system reviews, documentation, reporting and final presentation will take approximately 30 days.
Healthcheck Components • Marketing Automation & CRM Review – Includes platform deployment, synchronization and configuration. • Campaign Management Review – Includes lead nurturing, lead scoring, lead routing, sales empowerment, etc. • Email Review – Includes layout and design, templates, and email deliverability.
• Landing Page Review – Includes landing page layout and design, calls-to-action, and implementation of best practices for form conversions. • Interviews – Includes power users and stakeholders to help understand the usage of Marketo and CRM. • Reporting & Analytics – Analyze data for integrity. Standardize
reports and subscriptions. Create dashboards and Revenue Cycle Models. • Marketo Healthcheck Report Card – Score Marketo usage across 13 key areas. Includes detailed spreadsheet report with recommendations to improve. • Follow Up – Prioritize and present key recommendations and findings.
www.pedowitzgroup.com | Call us at 855-REV-MKTG |
@revenuemarketer
