PayIt leveraged Marketo to optimize its systems, processes, and MarTech stack efficiently with RevX

Lacking Defined Process

They had no established procedures for leads to flow through the system and enter the sales pipeline.

Siloed Systems

They didn’t know whether the data was accurate or not because the systems were not talking to each other.

Unaligned Sales and Marketing

Sales and marketing function was not aligned because tools used on both sides were not talking to each other. Salesforce was not synced with Marketo so it wasn’t getting the data required from Marketo.

1. After having a discussion with PayIt, we decided to perform a Marketo system audit to find out where the gaps in the system were, and what needed to be rectified. We suggested a robust audit of 3 weeks with 2 Marketo experts and 1 senior business consultant to guide the team in the audit.
   
   
2. We came up with the priority list of things to implement, in terms of filling the gaps.
   
   
3. A customized SOW (a guide to make their systems optimal) was created, which either they can implement on their own or can get done from other partners.
   
   
4. We divided the entire Marketo audit activity into smaller buckets and each bucket had sub-bullets. Then, we created a list of things to audit, got those approved by the client, and then performed the audit.
   
   
5. We completed the audit within 2 weeks rather than 3 weeks by bringing in 2 more consultants and over-delivered from the timeline perspective.
   
   
6. While anticipating a specific report, we exceeded their expectations by providing a much more robust report with a very logical scoring system.

Well-Defined Process Setup

Their team understood what needs to be rectified on priority and what they can phase out after they have built the basic infrastructure, from the audit. They also understood which tools and processes weren’t required and hence saved on additional costs.

Systems Working Cohesively

Their systems and the overall Martech stack were now working together and there was a proper flow of leads and other data.

Sales and Marketing Alignment

They recognized the areas of alignment that required attention, collaborating with the sales team to ensure a positive impact on the business from this system.