How do you manage distributed teams? | Community
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Amanda_Thomas6
Amanda_Thomas6
New Participant
December 15, 2017
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How do you manage distributed teams?

  • December 15, 2017
  • 4 replies
  • 6117 views

Hi All,

We have a field marketing team, that manages most events. We allow them create emails, landing pages, and campaigns, but we'd like to keep the reigns on scheduling and approving campaigns. Is there a way to set up alerts when they are finished, requesting our admins to review and approve? Curious as to how other teams handle multiple teams in Marketo. Do you guys just have a Marketo admin (or certified expert) on all teams within Marketo?

Tagging Houston User Group​ for some responses as well.

Best answer by Amy_Goldfine

Wow Dan, that is really something!

There is a recent Champion blog that outlines a setup for a less complex team. Scaling MOPS and Marketo Teams: Roles and Process

I really do think that in the long run, it's in everyone's best interest to have Marketing Managers do their creative thing and MOPs people do Marketo, and don't muddle the two too much. Marketo has a steep learning curve and it's easy to mess things up. The more cooks in the Marketo kitchen, the less communication there is and the more opportunity for problems to arise.

4 replies

Dan_Stevens_
Dan_Stevens_
New Participant
December 20, 2017

Hi Amanda - you might be interested in a couple of replies I posted a few months back that relates to this: MARKETO SOP

    Amy_Goldfine
    Amy_GoldfineAccepted solution
    New Participant
    December 20, 2017

    Wow Dan, that is really something!

    There is a recent Champion blog that outlines a setup for a less complex team. Scaling MOPS and Marketo Teams: Roles and Process

    I really do think that in the long run, it's in everyone's best interest to have Marketing Managers do their creative thing and MOPs people do Marketo, and don't muddle the two too much. Marketo has a steep learning curve and it's easy to mess things up. The more cooks in the Marketo kitchen, the less communication there is and the more opportunity for problems to arise.

    Amy GoldfineMarketo Champion & Adobe Community Advisor
      Amanda_Thomas6
      Amanda_Thomas6Author
      New Participant
      December 21, 2017

      Awesome! Read the post & it's perfect! Thank You!

      Amy_Goldfine
      Amy_Goldfine
      New Participant
      December 20, 2017

      I think this is less about distributed teams and more about project management. I would definitely get on board with a PM tool (if you're not already) and train everyone. The field managers can tag the marketing ops person when they're ready for their work to be QA'd and launched.

      Amy GoldfineMarketo Champion & Adobe Community Advisor
        ChristinaZuniga
        ChristinaZuniga
        New Participant
        December 19, 2017

        @Joe Reitz​ was telling me about this last week - he has a good process in place for a large distributed team.

          Amanda_Thomas6
          Amanda_Thomas6Author
          New Participant
          December 20, 2017

          Thanks, @Christina Zuniga​!

          @Joe Reitz​, I'd love to hear your process!

          Diego_Lineros2
          Diego_Lineros2
          New Participant
          December 20, 2017

          You should have a clear process that you can translate into a work management system such as WorkflowMax, SmartQ, ProjectManager.com, Workfront...  So you can make sure that what has been done in Marketo is what has been requested, therefore the building, amendment and approval stages are clear.

            Josh_Hill13
            Josh_Hill13
            New Participant
            December 15, 2017

            No, there is no workflow or approvals process. Assuming you didn't give them permissions to approve pages or send items, then they would be forced to ask for final QA, which is what I do.

            ideally you should train the local teams on Marketo use, perhaps identifying someone who can be a Power User or an MCE eventually. Most "regular" marketers do not need to be MCE, but they should be trained on their specific area to be more independent.

            You define the rules, train, then let them handle it.

              Amanda_Thomas6
              Amanda_Thomas6Author
              New Participant
              December 19, 2017

              Thanks @Josh Hill​. I figured I'd get this answer. This is exactly what we currently do. I think it's true, we just need to spend more time training people to be power users.

              Josh_Hill13
              Josh_Hill13
              New Participant
              December 20, 2017

              There are several blog posts on Marketo regarding team management that should be helpful.

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