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Anonymous
March 31, 2017
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Work on Marketo without CRM?

  • March 31, 2017
  • 2 replies
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Is it possible to  work  in Marketo without a CRM?

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    Best answer by Jay_Jiang

    That depends on the question, do you have a CRM and are you keeping Marketo and the CRM separate on purpose? or, do you not have a CRM in the first place?

    In the first scenario, SFDC integrated with Marketo, by far, provides a lot more capabilities. Other CRMs integrated with Marketo via middleware won't be quite as capable. Then again, to say capability will be missing if you use Marketo standalone may be misinterpreted because you can still have a lot of the capability but you'd be doing a lot of things Manually. A lot of the missing capability would be related to automated syncing between the two platforms.

     

    In the second scenario... well this is a very open ended question. Do you need a CRM in your business? What kind of CRM is right for your business? What are the benefits of such CRM for your business? as you can see, that's a completely non Marketo discussion.

    2 replies

    Grégoire_Miche2
    Grégoire_Miche2
    New Participant
    March 31, 2017

    You need to know that, without any connection to CRM, some functionality will be missing, though. for instance:

    • End-to-end lead management process
    • Feedback loop on the outcomes of the leads
    • Capability to use opportunity information for targeting, filtering or adapting campaigns

    Some businesses do not really need a CRM / Sales force automations solutions, though. e.g. e-commerce. but often, we see the need to integrate the e-commerce platform or the ERP, so that we get some closed loop info on the business generated.

    -Greg

      My_Nguyen
      My_Nguyen
      New Participant
      January 7, 2021

      Can you explain more about the missing functionality?

      Jay_Jiang
      Jay_JiangAccepted solution
      New Participant
      January 8, 2021

      That depends on the question, do you have a CRM and are you keeping Marketo and the CRM separate on purpose? or, do you not have a CRM in the first place?

      In the first scenario, SFDC integrated with Marketo, by far, provides a lot more capabilities. Other CRMs integrated with Marketo via middleware won't be quite as capable. Then again, to say capability will be missing if you use Marketo standalone may be misinterpreted because you can still have a lot of the capability but you'd be doing a lot of things Manually. A lot of the missing capability would be related to automated syncing between the two platforms.

       

      In the second scenario... well this is a very open ended question. Do you need a CRM in your business? What kind of CRM is right for your business? What are the benefits of such CRM for your business? as you can see, that's a completely non Marketo discussion.

      Casey_Grimes2
      Casey_Grimes2
      New Participant
      March 31, 2017

      Hi Srikanth,

      Absolutely--if you know that's the path you want to go down.

      I've worked with companies who either had homegrown CRMs that didn't make sense to integrate with Marketo or ones that just didn't have a need for CRM, and they were able to use Marketo just fine. My only caution would be if you're not wanting to connect to a CRM you have now, be sure that you want to have that link permanently severed. Some of the most painful work I've done has been around systems that have been intentionally disconnected and reconnected to CRMs over long periods of time.

      Otherwise, if all you need are Marketo's marketing automation functions, you can absolutely get away with just using Marketo's database.

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