Adobe Marketo Engage Features
Integration (3)
Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Platform (10)
Customization
System provides sufficient customization to meet business requirements
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Optimization
Optimizes marketing campaigns for mobile devices.
Integrations - Mobile Marketing
Integrates advertising/campaigns into mobile applications, games, and mobile browsers.
Internationalization
Facilitates global text message and mobile marketing campaigns.
Email Marketing (4)
Building and Personalizing Emails
Create and design emails with an editor; manage templates; personalize dynamically
Sending Outbound Emails
Create targeted lists, schedule and manage bulk email sending.
Manage Email Deliverability
Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.
Automated Email Responses
Set up automated nurturing emails based on events, online activities, and lead scores
Online Marketing (5)
Landing Pages and Forms
Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.
Dynamic Content
Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.
A/B Testing
Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.
Mobile Optimized
Support mobile-optimized emails, online forms, and landing pages.
Search Tracking and Optimization
Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.
Lead Management (17)
Marketing Lead Database
A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.
Data Quality Management
Data quality consists of deduplication, cleansing, and appending your marketing database.
Segmentation
Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.
Lead Scoring and Grading
Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.
Lead Nurturing
Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.
Online Behavior Tracking
Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks.
Automated Alerts and Tasks
Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
CRM Lead Integration
Sync lead, contact, account, and opportunity information with your CRM system.
Segmentation
Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.
Predictive Scoring
Automatically scores prospects based on behavior and engagement levels.
Account Identification
Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.
Segmentation
Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.
Predictive Scoring
Automatically scores prospects based on behavior and engagement levels.
Account Identification
Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.
Segmentation
Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.
Predictive Scoring
Automatically scores prospects based on behavior and engagement levels.
Account Identification
Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.
Campaign Management (4)
Program Management
Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.
Event / Webinar Marketing
Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.
Calendaring
Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.
Budgeting
Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.
Social (5)
Social Listening
Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.
Social Sharing
Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.
Social Campaigns
Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.
Social Media Engagement
Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.
Social Media Advertising
Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time
Reporting & Analytics (5)
Basic Reporting
Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.
Web Analytics
Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.
ROI Analytics
Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.
Revenue Analytics
Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.
SEO / Keyword Analytics
Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.
Content Management (5)
Content Import
Ability to import sales and marketing collateral built outside of the solution
Content Creation
Provides capabilities for building unique sales and marketing content within the product.
Templates
Provides pre-built templates for fast and simple content creation.
Advanced Search
Able to easily search, locate, and retrieve relevant content.
Content Storage
Provides the ability to store and organize content.
Analytics (7)
Reporting
Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l
Alerts
Sends a notification when a prospect engages or interacts with content.
Account-Based Engagement
Tracks the level of engagement for a specific account based on the presented content.
Content Utilization
Tracks how frequently a particular piece of content is being used and monitors its effectiveness.
Open Rates
Records the rate at which emails are opened.
Link Activity
Records the rate at which links in emails are followed.
Attachment Activity
Records the rate at which email attachments are opened or downloaded.
Lead Intelligence (9)
Market Insights
Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.
Account-level Insights
Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Market Insights
Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.
Account-level Insights
Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Market Insights
Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.
Account-level Insights
Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Marketing Campaigns (16)
Omni-Channel Tracking
Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.
Revenue Planning
Helps allocate marketing budget based predicted amount of incoming revenue.
Media Attribution
Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.
Opportunity Timeline
Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.
Customization
Allows for custom report types to match the goals of a company.
Journey Analytics
Provides tools to analyze every stage of the customer journey to customize an account-based funnel.
Omni-Channel Tracking
Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.
Revenue Planning
Helps allocate marketing budget based predicted amount of incoming revenue.
Media Attribution
Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.
Opportunity Timeline
Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.
Customization
Allows for custom report types to match the goals of a company.
Omni-Channel Tracking
Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.
Revenue Planning
Helps allocate marketing budget based predicted amount of incoming revenue.
Media Attribution
Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.
Opportunity Timeline
Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.
Customization
Allows for custom report types to match the goals of a company.
Campaign Execution (4)
Website Personalization
Provides tools that dynamically serve content, messaging, and calls-to-action.
Prioritized Accounts
Helps determine which accounts have the highest/lowest opportunity to convert.
Trending Accounts
Helps determine the direction of each individual account and how to engage through specific content.
Email Campaigns
Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels.
Analysis (4)
Application Attribution
Attributes app installs to the marketing campaigns and media sources that drove it.
Campaign Analysis
Measures impact and effectiveness of mobile marketing campaigns.
Uninstall Tracking
Measures user-level uninstall insights.
Custom Dashboards
Creates custom data views to suit every team member's needs.
Campaigns (6)
Proximity Marketing
Collects geo-location data on mobile users to customize relevant campaigns.
Push Notifications
Pushes notifications or text messages to mobile devices
Bulk SMS
Provides templates for mass mobile messaging campaigns
Two-Way Text Messaging
Facilitates two-way text messaging to encourage consumer engagement and loyalty
Email Campaigns
Personalizes and optimizes email mobile marketing campaigns.
Audience Segmentation
Identifies the most granular audience segments based on actions, inactions, and user properties.
Engagement (1)
Coupons and Promotions
Sends out coupons and promotions to reward and entice mobile device users.
Calling (5)
Record Calls
Records calls for future reference.
Generate Location
Generates an area code local to where the user is calling to increase likelihood of pick-up.
Call Types
Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.
Click-to-Call
Gathers contacts from integrated tools, allowing users to call with one click.
Auto Dialer
Has auto-dialing or predictive dialing functionality.
Contacts (3)
Personalization
Retains a log of extraneous contact information such as timezone and contact engagement.
Information Locater
Finds and opens saved contact information for reference at the time of a new call.
Record Prospect Data
Allows users to denote which contacts they believe are prospective customers.
Insights (6)
Notes
Allows users to take notes during or after the call for future reference.
Daily Summary
Delivers users a daily summary of activity.
Automated Voicemails
Sends automated voicemails to prospective clients who fail to answer.
Automated Emails
Sends automated emails to increase engagement with prospective clients.
Sorts Prospects
Organizes contacts based on probability of success.
Automated Note Taking
Automatically transcribes and summarizes meeting discussions.
Customizations (5)
Email Platform Integration
Syncs information from other software such as contacts, emails and calls to reduce manual data entry.
Email Scheduling
Allows administrators to schedule out emails in advance.
Notifications
Reminds administrators to follow-up on emails based on pre-set reminders.
Email Categorization
Allows for the categorization of emails.
Templates
Allows for the creation of templates for frequently-sent emails.
Integrated Workflows (7)
Task Management
Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
Email Tracking/Automation
Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice
Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.
Other Outreach Options
Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.
CRM Integration
Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.
Calendar
Integrates with calendar software so users can seamlessly schedule calls.
Shared Records
Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.
Repeatability and Reportability (5)
Content Management
Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
Workflow Management
Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
Workflow Performance
Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
Sales Coaching and Insights
Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.
Gamification
Provides gamifaction features to rank sales reps on performance
AI and Automation (5)
Lead Prioritization
Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.
Lead Scoring
Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage
Best Time of Day Scheduling
Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations
Buyer Intelligence
Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.
Machine Learning
Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Generation
Allows users to generate text based on a text prompt.
Data Availability - Marketing Account Intelligence (1)
Technographic Data Availability
Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used
Data Accuracy - Marketing Account Intelligence (1)
Technographic Data Accuracy
Is this technographic data accurate and up to date?
Agentic AI - Email Tracking (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Outbound Call Tracking (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Sales Enablement (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Account Data Management (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Marketing Account Intelligence (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Account-Based Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Sales Engagement (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Marketing Automation (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Mobile Marketing (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Learning Management - Sales Enablement (3)
Sales Training
Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.
Sales Coaching
Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.
Sales Onboarding
Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.
Revenue Enablement - Sales Enablement (3)
Cross-Functional Alignment
Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way
AI and Automation
Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments
End-to-End Customer Journey Insights
Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth
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