Tag: MarTech


Is Your Marketing Automation Engaging?

Your marketing automation tool has a lot of features, but it has one goal: to engage your prospects – from the time they are captured, through opportunity, and after. But are you using it in the best way? Does your lead scoring work? Is nurturing moving people down the funnel? Are your emails and landing pages responsive to all devices and sizes? Is your marketing automation platform engaging your prospects?

You know your marketing automation platform is engaging your prospects when:

  1. Your campaigns integrate multiple channels, including emails, social media, and retargeting.
  2. Your marketing has blossomed from creating display ads and datasheets to a fully-realized member of the revenue team.
  3. The personas you spit-balled at first are proven to be on target.
  4. You can watch your KPIs increase in your dashboards.

Is Your Marketing Engaging?

Take the Engagement Marketing Maturity Model (EM3), a fast and easy self-assessment to measure your marketing team on their use of your marketing platform. Answer a few questions and discover your level of engagement in five different dimensions.

EM3 Results are rendered as engagement stages using the acronym PACE:

  • Passive
  • Active
  • Coordinated
  • Engaging

Results also include tips and benefits to increasing your PACE. So set your PACE of engagement marketing. Take the EM3 now.

The post Is Your Marketing Automation Engaging? appeared first on Perkuto.


Are Your People & Processes Setting the PACE of Engagement?

The goal of marketing – whether it’s focused on demand gen, account based, or revenue – is engagement. Getting prospects engaged at every level helps move them closer to a sale. It’s imperative that your marketing is moving in the same direction. But is your team setting the pace?

Four ways to help your people and processes increase your pace of engagement:

  1. Track time spent on campaign or task delivery to determine which tasks take the most time but add the least value
  2. Unveil those processes that are bottlenecks and consider leveraging an outside source of skills to assist with delivery and alignment
  3. Consider where you should centralize or decentralize marketing functions
  4. Relieve your team from “the clutter” and encourage a more productive environment

What is your team’s current pace of engagement?

Take the Engagement Marketing Maturity Model (EM3), a fast and easy tool that allows you to self-assess your marketing team on their marketing processes. 

EM3 Results are rendered as engagement stages using the acronym PACE:

  • Passive
  • Active
  • Coordinated
  • Engaging

Results also include tips and benefits to increasing your PACE. So set your PACE of engagement marketing. Take the EM3 now.

 

The post Are Your People & Processes Setting the PACE of Engagement? appeared first on Perkuto.


How Perkuto & Uberflip Migrated from Hubspot to Marketo in Three Weeks

Challenge

Uberflip is a platform for marketers to create, manage, and optimize content experiences, so that content can be fully leveraged by all company stakeholders at every stage of the buyer journey. By providing marketers with the tools they need to boost engagement, generate leads, and fuel demand generation, they can better leverage content to meet their goals.

Several years ago, Uberflip had selected Hubspot as their marketing automation platform. HubSpot was a great tool to start building processes for campaigns, but as Uberflip marketing got more complex, certain limitations were hit. These limits prevented the Uberflip team from being able to execute their marketing vision fully in the system. It also decreased their efficiency and ability to rapidly deploy campaigns as they scaled the volume of marketing initiatives.

Uberflip:

  • Had outgrown Hubspot
  • Needed more customization
  • Desired a deeper integration with Salesforce
  • Needed scalability to meet the needs of a growing company

Solution

After a competitive selection process involving both Marketo and Pardot, Marketo was chosen as Uberflip’s new marketing automation platform. With 90,000 records in the contact database, a marketing team of four, and the Hubspot license expiring in a month, it was clear that migration help would be needed. 

 “We recruited Perkuto to help us manage the project and minimize team disruption, since our team still had our regular demand generation programs to run,” said Shannon Dougall, VP Marketing at Uberflip. “With a project of this scale, we had to ensure the business and operations kept running while we slowly switched things over on the back end.”

Why Perkuto:

  • Long-standing partnership
  • Experience with multiple migrations
  • Expertise (Multiple MCSAs, MCEs and Marketo Champions on staff)
  • Commitment to deliver project within near-impossible timeline 

Results

Migration kicked off with a discovery session between Uberflip and Perkuto, walking through the operational workflows, scoring models, landing page templates, email templates, hand-off processes, data schema, sales processes, and general business roles in Salesforce and HubSpot.

Based on discovery, the Perkuto team put together a Technical Design Document (TDD) that served as the bible for the migration. The TDD acted as a project management document, and also detailed a strategy of Minimum Viable Project (MVP): the minimum to migrate for normal functionality while hitting the deadline. The MVP scope included migrating the database, campaign templates, and operational workflows. Full funnel nurtures, more templates, and in-depth scoring models would come later.

Usually migrations of this scale take a few months to complete, but with Perkuto’s strategic guidance and extra hands, along with the MVP strategy and team dedication, Uberflip was up and running in three weeks. As Kamil Ali Rextin, Growth & Demand Generation at Uberflip, recounts, “I still remember Perkuto saying, “Typically a migration takes months, three weeks is unheard of!” 

For more detail, please visit Uberflip’s post “Migrating from HubSpot to Marketo — How We Did It in Just Three Weeks” on the inbound.org blog.

Perkuto services provided:

  • Hubspot to Marketo Migration
  • Marketo Strategy
  • Technical Documentation
  • Project Management
  • Extra Marketo Expertise

The post How Perkuto & Uberflip Migrated from Hubspot to Marketo in Three Weeks appeared first on Perkuto.