From Corporate to Consulting: Insights on Managing Marketo for Clients

After years of working in corporate marketing roles, the marketing automation expert transitioned into consulting, where they manage marketing automation for a variety of clients. This article explores their insights into managing Marketo for large enterprises versus using simpler platforms like HubSpot for smaller clients and the unique challenges that come with consulting.

Managing Marketing Automation in Corporations vs. Consulting

For the marketing automation expert, the biggest difference between managing Marketo in a corporate environment and in consulting is scale. “When you’re working in a large enterprise, you’re dealing with a massive database, complex workflows, and a team that handles different parts of the process,” they said. In consulting, especially for smaller clients, the challenges are different. “With smaller businesses, it’s about making the most of limited resources and choosing the right tool for the job,” they explained.

Choosing the Right Platform for Clients

In their consulting work, the marketing automation expert has found that smaller clients often gravitate toward HubSpot because of its simplicity. “HubSpot is great for clients that don’t have a dedicated marketing ops team. It’s easy to set up and use, and it’s perfect for businesses that are just getting started with marketing automation,” they noted.
However, for larger clients or those with more complex needs, Marketo remains the go-to platform. “Marketo’s flexibility and scalability make it the best choice for clients who need to manage large datasets and multiple campaigns,” they said.

Challenges of Consulting

The marketing automation expert acknowledges that consulting comes with its own set of challenges. “When you’re working with multiple clients, you have to be able to switch between different tools and approaches quickly,” they explained. Each client has different needs and capabilities, so it’s important to tailor the approach to each business.
Additionally, managing client expectations and educating them about the possibilities of marketing automation is a crucial part of the job. “A lot of smaller clients don’t realize what’s possible with automation, so a big part of my role is showing them how to get the most out of their platform,” they said.

Conclusion

For the marketing automation Expert, transitioning from corporate marketing roles to consulting has offered new challenges and opportunities. While managing Marketo for large enterprises requires handling complexity and scale, consulting for smaller clients involves choosing the right platform and maximizing limited resources. Despite the differences, the key to success in both roles is understanding the needs of the business and tailoring the approach accordingly.