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    Overview

    Industry

    Industry

    Software Solutions

    Region

    Region

    Global

    Company Size

    Company Size

    2k-3k Employees

    Featured Solution

    Featured Solution

    AJO + AEP Implementation and Marketo Integration

    About the Client

    The client is a SaaS provider serving enterprise customers in financial and professional services. Their product suite manages complex operational workflows, making the sales cycle inherently long and committee-driven. With an annual contract value exceeding $150K per account, precise targeting and multi-stakeholder engagement are revenue-critical for them.

    The Gap Between Execution and Orchestration / Where Campaign Execution Met Its Limits

    Marketing programs are often built around a simple premise: engage leads, track interactions, and optimize campaigns.

    But enterprise buying doesn’t follow a single-threaded path. Multiple stakeholders from the same account engage in parallel, each with a different context and intent.

    For this customer, the foundation was already in place. Marketo was actively driving campaign execution and capturing engagement across channels.

    But there was no way to connect those interactions. Stakeholders from the same company received different messaging. Campaigns ran in isolation as journey orchestration was limited. Over time, this made it harder to engage accounts as cohesive buying groups

    The Gap Between Execution and Orchestration / Where Campaign Execution Met Its Limits
    The Gap Between Execution and Orchestration / Where Campaign Execution Met Its Limits

    The Cracks in Lead-Centric Marketing

    Bringing together two independent CRM ecosystems requires far more than simply transferring records.
    The client needed a clear understanding of the current state of both HubSpot instances
    before committing to a Salesforce consolidation strategy.
    Several challenges stood in the way:

    No Account-Level Visibility

    There was no structured way to understand how multiple stakeholders from the same account were engaging collectively.

    Disconnected Stakeholder Experiences

    Different contacts within a single account received messages that weren’t aligned, leading to fragmented communication.

    Isolated Campaign Execution

    Campaigns ran independently, without contributing to a larger, orchestrated journey.

    Limited Reflection of Buying Behavior

    Marketing efforts struggled to mirror how enterprise decisions are actually made, across groups rather than individuals.

    The Cracks in Lead-Centric Marketing
    The Cracks in Lead-Centric Marketing

    Rethinking Engagement With an Account-Centric Approach

    Team Grazitti helped the client move beyond lead-based execution and build an account-aware marketing model. Here’s how:

    1. Built a Unified Account Data Foundation

      Implemented Adobe Experience Platform (AEP) to bring together data from CRM, web, and other enterprise systems into unified customer profiles. This enabled clear identification of high-value accounts and established a structured view of stakeholder relationships within each account.

    2. Orchestrated Account-Level Journeys

      Introduced Adobe Journey Optimizer (AJO) to design and manage journeys at the account level. These journeys were structured around buying groups, allowing engagement to adapt based on how different stakeholders interacted over time.

    3. Scaled Engagement With Connected Campaign Execution

      Integrated Marketo with AEP and AJO to activate insights through targeted programs such as webinars, gated content, and nurture streams. Campaigns were now aligned to account journeys rather than operating independently.

    4. Turned Account Insights Into Timely Engagement

      Enabled advanced segmentation and AI-driven insights to identify high-value customer cohorts and predict purchase intent. Mapped buying groups within each account and activated engagement based on stakeholder roles.

    Scalable, Account-Based Marketing in Action

    With AEP, AJO, and Marketo working as a unified system, the customer moved from fragmented lead-based outreach to a coordinated account-based engagement model. Campaigns reached the right decision-makers at the right time, increasing buyer engagement across sales cycles. Marketing teams could now move faster, with clearer visibility into account progression. Additionally, the foundation built through this implementation empowered the customer to expand their ABM program across new markets and segments.

    Scalable, Account-Based Marketing in Action
    Scalable, Account-Based Marketing in Action

    Highlights

    Conclusion

    With a structured ABM foundation in place, the customer is now positioned to scale their efforts across new segments. Engagement improved across key accounts as communication became more relevant and synchronized. A clearer visibility into account progression and stakeholder activity made optimization more precise.

    Conclusion

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    Enhance Account Engagement With AEP, AJO, and Marketo Integration.

    Enhance Account Engagement With AEP, AJO, and Marketo Integration.
    Enhance Account Engagement With AEP, AJO, and Marketo Integration.