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BDO Digital Marketo Engage Assessment Datasheet

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Subscription Management, Privacy, and Deliverability: Privacy and compliance are now an essential duty of marketing, so we'll assess how you're approaching subscription management, field usage, logic, and programs. We will review opt-in approach and privacy (GDPR, CASL) guidelines. And if you are wondering if your emails are making it to inbox, we'll generate a domain IP Blacklist check report. Lead Management: We'll review and inventory your lead management stages and the various entry and exit criteria. We'll also review your lifecycle programs and identify areas of improvement, including analyzing your lead scoring, routing, and nurturing programs to ensure you're getting value from these powerful capabilities that all too often are in "set-it-and-forget-it-mode." Reporting and Attribution: Marketing is responsible for driving revenue and yet, proper campaign attribution is a challenge for most. Given that, we'll review your campaign attribution strategy, audit your CRM campaign setup and tracking fields, and assess your usage of Revenue Explorer to help you once and for all tie marketing's investments to outcomes. Advanced Assessment: Need a deeper dive? Our advanced Marketo Assessment includes everything above PLUS the following: Why BDO Digital? BDO Digital Demand Generation Group guides and empowers marketing leaders along every step of their digital marketing journey, working side by side with their teams to help them take advantage of the best available marketing technologies. Our team of talented, passionate experts delivers the tools, knowledge, and support companies need to drive demand, achieve operational excellence, and elevate marketing's impact in their organization. When Should You Get an Assessment? • When your Marketo Admin leaves or a new one is hired. • When you've had Marketo implemented for more than a year. • When you sense things are not running as they used to, especially your integrations, such as your CRM. • When your lead management processes are outdated, and you need to revamp the operational programs to support a new strategy. • When you've acquired a company that uses Marketo and need to consolidate instances. For more info, contact us at BDO.com/digital © 2022 BDO Digital. All rights reserved.

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