How to manage contracts in Marketo

May 17, 2023
Discover how businesses like yours can manage contracts in Marketo and reduce manual contract admin in this guide. 

What is Marketo?

Marketo is a marketing automation platform that helps sales and marketing teams to run more effective campaigns and capture and manage the leads that these marketing efforts bring in.

Marketo offers a wide range of features to do this, from email marketing tools to automated lead management processes and workflows. 

What Marketo doesn’t offer, however, is the functionality needed to create and manage the contracts needed to turn these leads into customers. 

Fortunately, there’s a fix for this. Marketo users can integrate the popular marketing tool with a contract management system like Juro. From there, teams can generate contracts from pre-approved templates in just a few clicks. 

This can be done without leaving Marketo, meaning no more manual contract drafting processes and no more jumping back and forth between tools. Let’s explore how this process works in more detail now.

How to manage contracts in Marketo 

Businesses can manage contracts in Marketo by integrating the marketing tool with a contract management solution like Juro. This is done through Zapier, which allows users to automate certain workflows and transfer data seamlessly between the two tools. 

For example, marketing teams can set up a workflow whereby a new contract is created in Juro automatically when a lead is created in Marketo.

The lead being created will trigger a contract to be generated in Juro on your chosen, pre-defined template. The data stored in the lead profile in Marketo is then pulled into the contract template automatically to populate it.

This removes the need for manual contract drafting and data entry while also enabling marketing and sales teams to self-serve on contracts without inviting contractual risk. 

Juro’s flexible contract management software enables teams to safely automate 75 per cent of routine contract tasks, freeing up time for higher-value work. To find out more, hit the button below. 

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Juro’s integration with Marketo can also be used to update the records stored in Marketo once a contract has been signed in Juro. 

For example, you could set up a trigger so that the status of a contract is automatically pushed into Marketo when the status of the contract changes in Juro. This provides full visibility into contracts for stakeholders that don’t have access to Juro.

This workflow eliminates even more routine contract admin work by updating the Marketo records automatically.

Without it, teams would need to manually update their Marketo lead records every time a contract progresses or becomes blocked. This manual workflow is time-consuming and creates friction by requiring teams to jump back and forth between tools. 

It’s much faster and more efficient to automate these workflows via Juro’s integration with Marketo. 

Benefits of integrating Marketo with Juro 

Aside from making the contracting process faster and more efficient, integrating Marketo with Juro has a few other benefits too. 

One of these is better visibility into contracts. By pushing data directly from Juro into Marketo, teams that work in the tool daily can trust that the data recorded in Marketo is both up-to-date and accurate.

Another benefit is that it enables commercial teams to confidently self-serve on contract creation. Rather than waiting on legal teams to draft a contract from scratch, commercial teams can generate contracts within Marketo in just a few clicks. These contracts are generated using pre-approved contract templates and the data already captured in Marketo, leaving little room for error.

Want to find out more?

If you’re looking for a way to streamline contract management and speed up sales cycles, Juro’s Marketo integration is a great place to start. Juro enables your team to agree and manage contracts in one unified workspace, while also connecting with a variety of other business tools including HubSpot, Salesforce, Pipedrive, Marketo and more. 

To find out more about Juro and the integrations available, fill in the form below. 

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