ADOBE MARKETO ENGAGE FEATURES
Sales intelligence and engagement
Improve sales productivity and keep marketing and sales in sync through bi-directional integrations with popular CRMs. Marketo Engage lets you share data, insights, strategic guidance, and prescriptive actions to ensure continuous alignment on targeting, messaging, and prioritization.
Lead scoring and alerts
Use demographic, firmographic, and behavioral data to score leads and ensure sales teams work on the right opportunities with the most engaged prospects. Leads are scored based on contact behaviors that can change their scores either up or down.
- Cold lead indicators. Keep sales from working on cold leads by letting buyers receive negative points for actions or qualities, indicating the lead isn’t a great fit or no longer engaging. Leads can be docked for unsubscribing, not responding to any emails in a nurture campaign, or indicating interest in a different product line.
- Alerts. Use the “alert info” token to send detailed email alerts triggered by defined activities to relevant ream members — such as sales owners and partners — that include lead details, links to the CRM lead record, campaign information, and more.
Sales Insight
Improve sales productivity with buyer engagement data available directly inside the CRM interface. This lets sales reps prioritize leads and have timely and relevant conversations with customers based on their recent engagements.
- Smart grid. Give sales a bird’s-eye-view timeline of their lead, contact, account, and opportunities.
- Account and opportunity best bets and watch lists. Provide a specific view into the most engaged accounts at any moment in time.
- Lead feed and instant notifications. Get instant notifications from your leads and contacts over email or a mobile device anytime and anywhere.
- Insights dashboard. Let sales teams view marketing activities in a dashboard, including interesting moments and Dynamic Chat insights.
- Lead detail and activity tracking. Drill into lead, contact, account, or opportunity details, and track account web activities to monitor behaviors such as email opens, website visits, and more.
- Sales Insight Actions. Leverage an extension of the Sales Insight capabilities to empower sales teams to engage directly with customers and prospects.
Learn more about Sales Insight.
Adobe Dynamic Chat
The live chat functionality within Adobe Dynamic Chat delivers free-form, two-way conversations between your website visitors and your live sales agents, including conversation summaries and assisted responses for sales agents powered by Adobe generative AI.
Learn more about Adobe Dynamic Chat.
CRM integrations
The native, bi-directional, and real-time data integration with Salesforce, Microsoft, and Veeva CRMs ensures that sales and marketing look at shared data and stay in lockstep.
- Timely access to leads. Alert sales reps to each revenue opportunity using rich details from Marketo Engage. This lets them respond faster and better address the prospect’s motivations for purchasing.
- Streamlined campaigns. Leverage the bi-directional data flow between Marketo Engage and Salesforce campaigns to eliminate the need for manual creation and updates by the sales team.
Learn more about CRM integrations.
Learn how to use sales intelligence and engagement features.
Find what you need in Experience League, our vast collection of how-to content — including documentation, tutorials, and user guides.
