Capture the actual requester in Marketo Engage to improve customer satisfaction survey relevance
Portbase now targets surveys at the true requester, improving feedback quality, reducing manual work, and clarifying role-based data governance.
Resources
Safeguard low-frequency trigger campaigns in Marketo so critical automations stay ready when needed
Marketo idle cleanup deactivated rare-but-critical triggers. A client automated selective reactivation so hygiene remains intact, while preventing silent failures and reducing quarterly manual work.
Eliminate duplicate person records in Marketo to improve targeting, scoring, and reporting
A scheduled, API-driven deduplication program reduced duplicates to below 2 percent and created OPCO-level visibility to prevent new issues at the source.
Fix Broken Opt-In Processes to Enable Reliable Lead Growth in Marketo
How fixing a broken opt-in process more than doubled Rockwool - Rockzero’s lead database and restored trust in marketing data.
Automate clearance inventory updates to unlock hidden value with Marketo and Make.com
Manual clearance updates created delays and outdated listings. See how automation helped turn surplus stock into a more reliable, repeatable revenue lever.
Make Qualification Steps Clear to Improve Form Completion in Marketo
How DHL Express Netherlands made qualification clear and scalable, improving form completion and data quality in Marketo.
Filter non-relevant leads to improve conversion quality in Marketo and Google Ads
Qualifying visitors at the form level changes everything downstream: a cleaner pipeline, more trustworthy conversion data, and better budget decisions based on real business intent.
Enable Scalable Marketing Operations
How Deloitte built a scalable marketing automation engine by strengthening governance, and campaign execution to support future growth.
Connect Lead Capture and Consent Management to Enable Scalable Marketing Operations with Make.com, Mailchimp, and Kentico
How BDO Italy replaced manual lead and consent management with a governed, automated system to improve productivity, strengthen compliance, and support scalable growth.
Assess and Optimize Marketing Operations in Marketo Engage to Enable Scalable Campaign Performance
How BDO Norway turned an underutilized Marketo instance into a scalable, high-performing marketing automation engine.
Automate User Data Integration to Enable Reliable Segmentation and Targeting in Marketo
See how Portbase replaced fragmented manual imports with automated data integration, creating a reliable foundation for segmentation, targeting, and scalable marketing automation.
Move from Reactive Data Management to Enable Reliable Campaign Execution in Adobe Marketo Engage
See how Portbase moved from reactive data fixes to proactive data governance, enabling more reliable and scalable marketing automation.