Planon, Marketo frontrunner in The Netherlands, outsourced projects related to GDPR, data quality, and campaign deployment to us
A success journey towards digital transformation
Planon is an international SaaS company that has been automating its marketing processes in Marketo for more than ten years. This meant that implementing new processes to improve data hygiene and automate lead routing started with a thorough evaluation of what was already in place and what the impact would be. This gave the team a deep understanding of what worked in the existing processes, and where improvements were needed, ultimately allowing for a successful RingLead implementation.
At Planon, a lead is routed to an appropriate marketing colleague the moment they are created in Marketo. Only once the lead is sales-ready, will it be reassigned to a sales colleague in Salesforce. This creates a few unique challenges: