An intuitive data integration and automation cloud for revenue teams
EmpowerTempestTelecom’s go-to-market teams with actionable insights and facilitate a personalized Account-Based Marketing (ABM) program.
1. Enable a Enable a segmentedABM communication list.
2. Implement Marketo Sales Insights for visual reporting and analytics dashboards.
● Data Mapping Enhancements
● SalesOrders and Line Items will be mapped into the Marketo Opportunity object.
● Create and integrate a custom Marketo object to accommodate multi-line items for segmentation and smart lists creation.
● Map the OrderTotal to the Opportunity object and configure the contact role to facilitate Performance Insights.
● Performance Insights Setup
● Setup and configure Performance Insights within Marketo for enhanced reporting capabilities.
● Documentation and Rule Establishment
● Document and establish a business rule ensuring that every deal includes necessary Opportunity Object fields: Opportunity, Contact Role, Program Cost, andAcquisition Program.
● Transformation and Filter Logic
● Fine-tune and configure transformation and filter logic to refine data accuracy.
● Data Integration Strategy
● Build workflow to update existing records, adopting a flow from opportunity to quote to sales order to minimize duplications and enhance data integrity.
● Filter Criteria Refinement
● Establish filter criteria for differentiating between updating existing records and creating new ones based on the "created from" source.
● Order Handling Optimization
● Map the PO number field accordingly and architect a strategy for handling allocation orders and pending orders within Marketo.
● Data Collection and Utilization
● Configure trailing-quarter, Collect of historical data from the last quarter to inform the updated integration.
● Start with the equipment division for processing pending orders and line item handling.
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● Productivity in BDR/Sales teams via efficiency in speed-to-lead, booking meetings and closing deals.
● The integration of clean data with MSI will serve as a signal-to-action engine throughout the lead/customer lifecycle.
● Full funnel customer view and custom reporting and analytics for Management Layer Reporting.
We hope that this action plan has been informative and helpful in providing guidance for next steps and how to maximize your usage of Vertify. We look forward to continuing to provide you with innovative solutions that meet your business needs.
● Week 1: Confirm Current MarketoActivity Mappings and Set Up MSI in NetSuite
● Week 2 and 3: Sales Order Mappings and Validation
● Week 4 and 5:Testing and Optimization
● Week 6: Create Integration andTraining Documentation
The MSI deliverable and Sales Order mapping deliverable can be switched around if one initiative is more urgent than the other.
PRIVILEGED AND CONFIDENTIAL INFORMATION. NOT TO BE DISTRIBUTED WITHOUT EXPRESSED WRITTEN CONSENT. @VERTIFY
● Data Consistency andAccuracy
Vertify ensures that the data flowing into MSI is clean, consistent, complete, and reliable.This means your sales team can rely on the information provided to make informed decisions, preventing wasted efforts and false leads.
● Holistic Customer View
By integrating with Vertify, you bridge the gap between marketing and sales data.This results in a comprehensive view of leads and prospects, offering insights into their interactions and behaviors at every stage of the customer journey. With a 360-degree view, your sales team can tailor their approach to meet individual customer needs effectively.
● Advanced Lead Scoring
Combining Marketo data with external sources through Vertify allows for more advanced lead scoring models.The increased data depth enables a more precise lead scoring system, helping your sales team prioritize their efforts and focus on leads with a higher likelihood of converting.
● Proactive Sales Follow-Ups
With the Vertify integration, you can set up automated triggers within MSI based on specific customer interactions. For instance, if a lead exhibits strong interest through their engagement with marketing campaigns, your sales team can be promptly alerted to follow up.This reduces response times and enhances the chances of closing deals.
● Enhanced Sales and MarketingAlignment
When your marketing and sales teams share a unified dataset, alignment becomes natural.This fosters better collaboration, minimizes friction, and encourages both teams to work together towards shared goals.
● Custom Reporting andAnalytics
Vertify enables the creation of custom reports and dashboards in Marketo and NetSuite,via a Vertify-designed dashlet.This provides the flexibility to track and analyze the MSI-driven metrics that matter most to your business in real time, thereby gaining invaluable insights that guide your sales strategy.This is something that only Vertify can provide.