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Ubiquity Retirement + Savings

I recently received an email from another company. Something went wrong with the email set up so the content was just gibberish. People sort of laughed, but I was terrified. That email went out to everyone. Without Marketo, that could have happened to us. It made me realize that without Marketo, my job would be a lot more stressful. Marketo just makes it easy. I’m so grateful.

Rob Mohan Rob Mohan
Creative Director
Ubiquity Retirement + Savings

Highlights

  • Track prospects on website to pass leads to sales when they’re “hot”
  • Optimize content for increased conversion
  • Create collaboration and alignment between sales and marketing

Challenges

 

Ubiquity Retirement + Savings (formerly The Online 401k) is a Web-based retirement company that provides small and growing businesses with affordable, quality plans to help employees save for retirement. Before Marketo, emails were “batch and blast” with no visibility into who the audience was or how people were responding to content. Ubiquity had no access to metrics to gauge the performance of the emails and no way to send targeted content. Ubiquity recognized the need for a solution that would enable smarter conversations with prospects and customers as well as analytics to measure engagement and help optimize lead opportunities. Ubiquity chose Marketo for ease of use, integration with their Salesforce CRM, and Marketo’s robust analytics.

Solution

 

Marketo’s ease-of-use meant Ubiquity could get up and running with the solution quickly. With Marketo, Ubiquity tracks interactions and automatically measures how people respond to emails to help them optimize content and create targeted messaging. Ubiquity has leveraged their Marketo customer success representative and the community for quick answers and ideas around best practices. “Marketo does a great job helping new users catch on quickly,” says Rob Mohan, Creative Director for Ubiquity. “Whether it’s help from internal support or the Marketo community, there are always resources available. I particularly like the community. Whenever I post a question, somebody responds quickly. I give props to Marketo for setting that up; it’s been great for us.”

Benefits

 

Because Ubiquity has insight into how prospects interact with the website, leads can be passed to sales more quickly, ensuring that they are contacted by sales when they’re “hot.” “Getting that contact to sales right after a prospect has engaged with our website increases our chances of winning the deal. Marketo helps us do that,” explains Mohan. In addition, the leads that are passed to sales are higher quality and because sales has access to the same content the lead has received, sales can easily engage in relevant, meaningful dialogue with prospects. This, in turn, has helped improve the relationship between sales and marketing. “Marketo has really helped break down the barrier between sales and marketing. There is a real sense of collaboration now,” adds Mohan.

“I recently received an email from another company. Something went wrong with the email set up so the content was just gibberish. People sort of laughed,” Mohan says, “but I was terrified. That email went out to everyone. Without Marketo, that could have happened to us. It made me realize that without Marketo, my job would be a lot more stressful. Marketo just makes it easy. I’m so grateful.”