DALLAS M

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USER GROUP

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Topic: The Gold Standard

for MarketoSpeaker: Ryan Vong, President & CEO

Digital Pi, LLC

DALLAS LEADERS

Karen Sesona

Marketing Ops/Campaign Mgmt.

Tyler Technologies, Inc.

karen.sesona@tylertech.com

Pamela Brungardt

Marketing Systems & Operations

NICE Systems Ltd.

pamela.brungardt@nice.com

THANKS FOR HOSTING

Mark HandySr. Principal, Business Systems Analyst

CA Technologies www.linkedin.com/in/mhandy

EVENTS2015 Industry Events (National)

Email Summit - Feb 23-26 – Las Vegas, NV• Hosted by MecLabs• www.meclabs.com/training/marketing-summit/email-summit-201

5

Marketing Ops Summit – March 10-12 – San Diego, CA• Hosted by Marcom Central• marcomsummit.com

Marketing Nation Summit -- April 13-15– San Francisco, CA

• Hosted by Marketo • community.marketo.com

Sirius Decisions Summit -- May 12-14 – Nashville TN • Hosted by SD (B2B Marketing & Sales Alignment)• http://www.siriusdecisions.com/

Dreamforce Summit – Sept 15-18 – San Francisco, CA• Hosted by Salesforce • www.salesforce.com/events

2015 Marketo User Meetings (Local)

• February 26

• April 23

• June 25

• August 27

• October 22

• Every other month, 4th Thurs. of the month

• 3-5pm – still OK?

• Need speakers, topic ideas and host locations

CONNECT ONLINE• Visit our Blog for

updates: mapdfw.wordpress.com

• Visit new job board

• Connect via LinkedIn: Marketo User Group - Dallas

• Tweet the group's hash tag: #DMUG

• Visit Marketo Web Site > Resource Area > Events for live webinars

• Log-in and visit the: Marketo Community

*Certification Program available.

INTRODUCTIONS

• Your company … name … title …

• B2B or B2C audience?

• How long a Marketo client? Salesforce?

• Any specific questions you’d like answered today?

TODAY’S SPEAKER Speaker: Ryan Vong, Marketo Expert & Champion

Topic: The ‘Gold Standard’ for Marketo

Description: Will share foundational set-ups that are fast becoming the ‘Gold Standard’ for Marketo. Learn how to leverage components to build out a scalable and easier to manage system.

About: Ryan was the previous Silicon Valley User’s Group Leader. Digital Pi provides digital marketing expertise in marketing automation and related digital marketing technologies.

Ryan VongPresident & CEO

Digital Pi, LLCwww.digital-pi.net

www.linkedin.com/in/ryanvongryan@digital-pi.net

Revenue is the New Marketing MandateFunnel Conversion Rates byMarketing Automation Maturity

Building Blocks to Revenue Performance Management

All elements operate together toward a single outcome: achieving revenue goals

DPI GOLD STANDARD VALUE

Key components are located and operate from one place (global architecture)

Integrated: all components are designed to operate together toward common purpose

Complete: All core functionality is included from design to implementation

Documented: Enable or support new people, departments, or new requirements better and faster

Customizing from “known” baseline architecture: Speeds development process Accelerates customer learning and adoption Produces a more reliable, cohesive configuration

DPI Gold Standard Components

ADMINISTRATION

Configuration

ADMINISTRATION

Exception Handling

TRAINING & DEV

Program Templates

ADMINISTRATION

Naming &Organization

PROCESS

Lead Lifecycle

INTEGRATION

CRM

SCORING

BehavioralDemographicFirmo

REPORTING

Channel Definitions

REPORTING

Source Attribution

SALES

Sales Insight

BUYER JOURNEY

Content

REPORTING

Reporting & Analytics

Marketing Funnel Questions

Program Analytics