Streamlining Marketing Operations with a Marketo to Account Engagement Migration

Overview

Our client is a leading talent development organization. It relies on a unified, cost-efficient marketing platform integrated with its CRM to run marketing operations and collaborate more closely with sales.

Business Complexity

The client faced high Marketo licensing costs and a complex platform. No lead grading and heavy reliance on internal teams slowed marketing operations.

Action

  • Led a structured migration from Marketo to Account Engagement (Pardot), covering journeys, automation rules, websites, and lead forms.
  • Integrated with Salesforce CRM.
  • Delivered phased training and dedicated support.
  • Reduced licensing overhead and operational complexity.
  • Improved usability and collaboration between sales and marketing through integrated campaign management.

Tech Stack

  • Marketo
  • Salesforce Account Engagement (Pardot)
  • Salesforce CRM
  • Marketing Automation and Lead Forms

Impact

  • Reduced licensing and operational costs
  • Seamless migration with uninterrupted operations
  • Unified sales and marketing on Salesforce CRM