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B2B SaaS Company Runs Webinars With More Efficiency with a Simple Go-to-Webinar & Marketo Integration

Client Overview

A dynamic enterprise approached Xgrid with a need to integrate GoToWebinar with Marketo. Their goal was to streamline webinar operations, automate communications, and align marketing efforts with sales for better lead conversion.

Challenges

The client encountered multiple challenges:

1

Complex webinar workflows requiring extensive manual intervention.

2

Inefficient lead capture and segmentation.

3

Lack of automated communication for webinar registrants and attendees.

Objectives

1

Integrate GoToWebinar with Marketo to centralize webinar management.

2

Automate lead nurturing campaigns based on webinar engagement.

3

Enable seamless data synchronization between platforms.

Solution Implementation

Xgrid delivered a customized solution that integrated GoToWebinar with Marketo, streamlining the client’s webinar operations and enhancing lead management.

Step 1: Prerequisites and Setup

1

Ensured the client had a valid GoToWebinar subscription.

2

Verified administrative access to both GoToWebinar and Marketo.

3

Collected necessary GoToWebinar credentials for authentication.

Step 2: Integration Configuration

1

LaunchPoint Setup:

  • Navigated to Marketo’s LaunchPoint section.
  • Created a new service and selected GoToWebinar as the service type.
  • Authenticated using GoToWebinar credentials.
2

Data Capture Enhancements:

Enabled the Additional Fields option to sync information such as Company Name and Job Title.

Step 3: Managing Integration and Credentials

1

Advised the client to update GoToWebinar credentials in Marketo to prevent synchronization issues.

Step 4: Best Practices for Webinar Management

1

Automated Campaigns:

  • Set up automated workflows for email invitations, reminders, and follow-ups.
  • Alerted sales teams in real-time for lead registration and attendance.
2

Granular Insights:

Captured and synced key attendee data for better segmentation and personalization.

3

Data Monitoring:

Configured the “Refresh from Webinar Provider” feature to regularly update attendee data.

4

Marketing-Sales Alignment:

Shared real-time data with sales teams for prioritized follow-ups based on engagement levels.

Results and Benefits

1

Streamlined Processes:

Automated webinar workflows saved time and reduced manual effort.

2

Improved Data Accuracy:

Seamless data synchronization ensured accurate lead information.

3

Enhanced Lead Nurturing:

Enabled targeted follow-ups based on attendee engagement.

4

Actionable Insights:

Provided valuable metrics for optimizing webinar strategies.

Best Practices and Recommendations

1

Automate Communication:

Use Marketo’s automation features to engage leads effectively.

2

Sync Key Fields:

Enable additional fields for better lead insights and segmentation.

3

Monitor Data Syncs:

Regularly refresh data to ensure accurate attendee information.

4

Align Marketing and Sales:

Share real-time insights for better sales follow-ups.

Conclusion

By integrating GoToWebinar with Marketo, Xgrid provided the client with a robust solution that enhanced webinar management, improved lead nurturing, and enabled data-driven decisions. This case study underscores Xgrid’s commitment to delivering tailored solutions for seamless marketing operations.

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