Marketo Engage

Off the Rack

The Off the Rack package is for budget-conscious organizations that want a one-size-fits-most approach to their Marketo Engage implementation. It’s designed to get them set up for success, but with an implementation that doesn’t have a lot of customizations. The methodologies are designed specifically to be one-size-fits-all, allowing the client to customize on their own after the implementation has been completed.
What’s included in the package?
In this package, we’ll tackle each of the below functional areas that are critical to ensuring success with Marketo Engage.

• Technical Configuration – Includes CName setup, Munchkin Code installation and Uesrs & Roles
• Salesforce Integration – Includes Object & Field Mapping, Integration User Creation & Permissions, Sync Strategy and Sales Insight setup (if necessary)
• Asset Creation – Includes Form Strategy and Form Creation, Landing Page Strategy and LP Template Creation, and Email Strategy and Email Template Creation
• Program Strategy – Includes Program Channel and Member Status Strategy, Building of Channels and Statuses, and Building of Program Templates
• Migration – Includes migration of workflows, forms, landing pages and emails
• Lead Lifecycle – Includes a basic flow chart, data dictionary and Lead Lifecycle program
• Lead Scoring – Includes a basic Lead Scoring model and Lead Scoring program that includes both demographic and behavior scoring
• Subscription Center – Includes strategic design and build, with EU GDPR considerations (if necessary)
• Training – Documentation and training on all of the above

All clients will receive an implementation guide, along with an implementation workbook, that provides transparency to the client about what we’ll be working on, how we’ll achieve our goals, as well as links to helpful and handy product/feature documentation.

Tailored

The Tailored package is designed for an organization that is looking for a more custom approach to their implementation. In this package, we work on all of the same elements and features of Marketo Engage, but we do more discovery and the strategic approaches to the work start with the Off the Rack methodology and then customize that to fit the needs of the client.
What’s included in the package?

In this package, we’ll tackle each of the below functional areas that are critical to ensuring success with Marketo Engage. It’s the same items as above, but we take a more tailored approach, with more discovery and customization to the methodologies.

• Technical Configuration – Includes CName setup, Munchkin Code installation and Uesrs & Roles
• Salesforce Integration – Includes Object & Field Mapping, Integration User Creation & Permissions, Sync Strategy and Sales Insight setup (if necessary)
• Asset Creation – Includes Tailored Form Strategy and Form Creation, Tailored Landing Page Strategy and LP Template Creation, and Tailored Email Strategy and Email Template Creation
• Program Strategy – Includes Tailored Program Channel and Member Status Strategy, Building of Channels and Statuses, and Building of Program Templates
• Migration – Includes migration of workflows, forms, landing pages and emails
• Lead Lifecycle – Includes discovery, a tailored flow chart, data dictionary and Lead Lifecycle program
• Lead Scoring – Includes discovery, a tailored Lead Scoring model and Lead Scoring program that includes both demographic and behavior scoring
• Subscription Center – Includes discovery, a tailored strategic design and build, with EU GDPR considerations (if necessary)
  Training – Documentation and training on all of the above

All clients will receive an implementation guide, along with an implementation workbook, that provides transparency to the client about what we’ll be working on, how we’ll achieve our goals, as well as links to helpful and handy product/feature documentation.