DALLAS MARKETO USER GROUP (D-MUG) USER MEETING – OCTOBER 23 Topic: The Gold Standard for Marketo Speaker: Ryan Vong, President & CEO Digital Pi, LLC

DALLAS LEADERS Karen Sesona Marketing Ops/Campaign Mgmt. Tyler Technologies, Inc. Pamela Brungardt Marketing Systems & Operations NICE Systems Ltd.

THANKS FOR HOSTING Mark Handy Sr. Principal, Business Systems Analyst CA Technologies

EVENTS 2015 Industry Events (National) Summit - Feb – Las Vegas, NV Hosted by MecLabs Marketing Ops Summit – March – 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 – Nashville TN Hosted by SD (B2B Marketing & Sales Alignment) Dreamforce Summit – Sept – San Francisco, CA Hosted by Salesforce 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 Vong President & CEO Digital Pi, LLC

Revenue is the New Marketing Mandate Funnel Conversion Rates by Marketing 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 Behavioral Demographic Firmo REPORTING Channel Definitions REPORTING Source Attribution SALES Sales Insight BUYER JOURNEY Content REPORTING Reporting & Analytics

Marketing Funnel Questions

Program Analytics