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The Marketing Data Platform

Conversion unifies CRM and warehouse data, automates busywork, and simplifies orchestration so MarOps teams can deliver the right message at the right time across the entire lifecycle.

Partnered with the world’s best MarOps teams,
From next-gen startups to established enterprises.

Workflows

Unify CRM and warehouse data in one flexible model

Sync CRM custom objects and bring in product and event data from your data warehouse. Model relationships, append traits, and create the exact schema your GTM team needs.

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Orchestrate workflows from real-time data

Trigger workflows off CRM changes, product events, enrichment, and flexible objects. Build branching logic that stays accurate as your data changes and access powerful AI enrichments.

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Design dynamic emails with drag and drop editing

Design emails fast, then personalize with live CRM fields, warehouse events, and reusable content blocks across every program in a beautiful WYSIWYG editor.

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Take the guesswork out of campaign performance

Connect campaigns to pipeline and outcomes. Break down performance by persona, segment, lifecycle stage, account, and opportunity, with a single source of truth underneath.

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The Case for Conversion

Marketo, Pardot, and Hubspot are stuck in the 2000s. Conversion is built for speed and personalization. Here’s why modern B2B teams are making the switch.

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Speed to launch

Build and ship campaigns in hours, not weeks, with modern tools and flexible workflows.

image of the ai in the conversion app tailoring emails baed on personas
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Smarter lifecycle orchestration

Turn messy processes into repeatable programs with AI-assisted workflows, routing, and campaign execution.

image of a placeholder email builder
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Design-first email builder

Create beautiful, responsive, on-brand emails without a line of code.

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Native, Two-way CRM syncing

Sync contacts, companies, opporunities, and custom object fields with a fully configurable sync so marketing and sales always operate on the same source of truth.

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Unified marketing data layer

Turn warehouse events and CRM fields into dynamic audiences and automation without stitching tools together.

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Pay for what you use

Only pay for your marketable contacts at a standard rate. No hidden limits. No dynamic bills.

CUSTOMERS

Trusted by the best MarOps teams

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“With Conversion, we built a campaign we’re genuinely proud of. Fast to launch, easy to maintain, and better performing than anything we ran before.”

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CUSTOMERS

Trusted by the best

Video preview
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"Conversion plays a key role in how we run persona-based campaigns at scale. We use it to enrich, segment, and personalize every touchpoint more efficiently than we ever could with Hubspot. We use it to enrich, segment, and personalize every touchpoint more efficiently than we ever could with Hubspot."

Read Case Study
Video preview
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“With Conversion, we built a campaign we’re genuinely proud of. Fast to launch, easy to maintain, and better performing than anything we ran before.”

Read Case Study
Video preview
image of a person providing a testimonial

"Conversion plays a key role in how we run persona-based campaigns at scale."

Read Case Study

Templates for absolutely anything

From lifecycle emails to outbound nurture to product launches.
 Browse our full library of plug-and-play templates.

Built for modern enterprises

Create faster. Stay aligned. Scale with confidence. Conversion gives every team the power to automate, personalize, and grow.

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Enterprise Compliance

Give your team enterprise-grade control: granular permissions, comprehensive audit trails, SOC 2 Type II compliance, SSO, SCIM, and premium support.

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Custom Data Models

Bring in data from custom objects, CRMs, event signals, and warehouse. Power GTM automations that adapt to any model — free trials, usage-based billing, or sales-led onboarding.

image showing a search bar in which you can search for multiple dynamic filters within the conversion app
Asset Organization

Organize all your marketing activities with Conversion campaigns, bi-directionally sync to SFDC for reporting, and implement global tokens to scale your campaigns.

integrations

One-Click Integrations. Infinite Potential.

Conversion integrates seamlessly with your CRM, data warehouse, CDP, ad tools, and analytics to turn siloed data into coordinated, AI-powered campaigns.

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Relevant resources

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Marketing Operations

Marketo vs Salesforce Marketing Cloud: Complete 2026 Comparison

February 12, 2026
00 Minute Read

Marketo vs Salesforce Marketing Cloud: Complete 2026 Comparison

Choosing between Marketo and Salesforce Marketing Cloud is one of those decisions that shapes your marketing operations for years. Get it wrong, and you're stuck with workarounds, brittle integrations, and campaigns that take twice as long to launch.

The platforms solve fundamentally different problems despite both carrying the "marketing automation" label. This comparison breaks down where each platform excels, what they actually cost, and how to decide which fits your team's specific requirements.

What is Marketo Engage and how does it work

Marketo Engage and Salesforce Marketing Cloud are both enterprise marketing automation platforms in a market projected to reach $16.81 billion by 2032, though they solve different problems for different types of businesses. Marketo is generally superior for B2B marketing, focusing on complex lead nurturing and sales alignment. Salesforce Marketing Cloud excels in B2C scenarios with multi-channel customer journeys and high-volume personalized messaging.

Adobe acquired Marketo in 2018, so you'll often see it called Adobe Marketo Engage. The platform runs on a centralized lead database, meaning every contact lives in one place. This makes segmentation straightforward compared to more complex data architectures.

Marketo started as an email-first platform and that DNA still shows. The core strength is behavioral tracking and lead scoring—watching what prospects do, assigning points based on engagement, and handing off qualified leads to sales at the right moment. Additional channels like SMS and push notifications exist, though they typically cost extra.

  • Core function: Email automation and lead nurturing for B2B sales cycles
  • Data model: Single centralized lead database
  • Primary strength: Native Salesforce CRM integration and sales alignment
  • Ownership: Part of Adobe Experience Cloud since 2018

What is Salesforce Marketing Cloud

Salesforce Marketing Cloud (often called SFMC) takes a fundamentally different approach. Rather than focusing on lead nurturing for long sales cycles, SFMC was built for orchestrating customer journeys across multiple channels at once.

The platform stores customer data in Data Extensions, which are essentially flexible database tables you query using SQL. This architecture handles high-volume data well, though it demands more technical expertise than Marketo's simpler lead database.

Journey Builder sits at the heart of SFMC. It lets marketers create visual workflows spanning email, mobile push, SMS, social advertising, and web personalization. For B2C companies sending millions of messages daily, this multi-channel orchestration matters.

  • Core function: Multi-channel customer journeys across email, mobile, social, and web
  • Data model: Flexible Data Extensions requiring SQL knowledge
  • Primary strength: Scalability for high-volume personalized messaging
  • Ecosystem: Deep integration with Salesforce CDP and CRM products

Marketo vs Salesforce Marketing Cloud quick comparison

The core difference comes down to use case. Marketo excels at B2B lead nurturing with simpler setup. SFMC excels at B2C multi-channel orchestration with more complexity.

Criteria Marketo Engage Salesforce Marketing Cloud
Best for B2B with long sales cycles B2C with high-volume messaging
Data model Centralized lead database Data Extensions (SQL-based)
Ease of use Moderate learning curve Steep learning curve
Primary channels Email-centric True multi-channel
CRM integration Native SFDC sync Native Salesforce ecosystem

Who uses Marketo

Marketo fits B2B companies where deals take weeks or months to close and multiple stakeholders influence buying decisions. The platform's lead scoring and nurturing capabilities become valuable when you're tracking engagement over time rather than driving immediate conversions.

Account-based marketing programs work particularly well in Marketo. The platform tracks engagement across multiple contacts within a single account and helps coordinate outreach accordingly. Teams already running Salesforce CRM benefit from Marketo's native bidirectional sync, which keeps lead and contact data consistent between systems.

Common use cases include lead scoring for MQL handoff, drip nurture campaigns, webinar follow-up automation, and sales alert workflows.

Who uses Salesforce Marketing Cloud

SFMC makes sense for B2C or B2B2C companies with high message volumes and genuine multi-channel requirements. If you're sending transactional emails, mobile push notifications, and SMS messages as part of coordinated customer journeys, SFMC provides native support for all of these.

The platform rewards technical investment. Organizations with dedicated SFMC administrators who can write SQL queries and AMPscript (Salesforce's scripting language for dynamic content) get significantly more value than teams expecting a purely drag-and-drop experience.

Retail, e-commerce, financial services, and travel companies frequently choose SFMC for its ability to personalize at scale.

How Marketo and Salesforce Marketing Cloud features compare

Campaign automation and workflow capabilities

Marketo's Smart Campaigns use trigger-based logic. When a lead takes an action, the system responds automatically. You define triggers, filters, and flow steps in a visual interface. This works well for B2B scenarios where you're responding to specific behaviors like form submissions or email clicks.

SFMC's Journey Builder visualizes the entire customer journey as a canvas instead. You map out decision splits, wait steps, and channel touchpoints across days or weeks. For complex B2C journeys with multiple branches, this visual orchestration is powerful.

Email design and multi-channel messaging

Both platforms offer drag-and-drop email builders, though neither feels particularly modern. Marketo remains email-centric, and adding SMS or push requires additional modules and costs.

SFMC includes multi-channel capabilities at higher pricing tiers. Mobile Studio handles push and SMS natively, while Advertising Studio connects to social platforms. If you genuinely need channels beyond email, SFMC provides them without bolting on separate tools. However, neither are noted for their email editor.

Lead scoring and qualification

Lead scoring is where Marketo shines. The platform was built around scoring leads based on demographic fit and behavioral engagement, then routing qualified leads to sales—critical given only 27% of leads sent to sales are actually qualified.

You can create scoring models that decay over time and respond to specific actions.

SFMC can implement scoring through Einstein AI or custom development, but it's not a core strength. B2C companies typically care less about lead qualification and more about customer lifetime value and engagement metrics.

Segmentation and audience building

Marketo's Smart Lists use a visual query builder with AND/OR logic. Most marketers can create segments without technical help, though complex queries sometimes hit performance limits.

SFMC's segmentation runs on SQL queries against Data Extensions. This approach is more powerful and flexible, but it requires someone who can write SQL. For teams without that expertise, basic segmentation in Email Studio works, though you'll miss the platform's full capabilities.

How much does Marketo cost vs Salesforce Marketing Cloud

Neither platform publishes transparent pricing, and both require conversations with sales teams. The pricing models differ significantly, though.

Marketo prices primarily on database size - the number of contacts you're marketing to. Tiers include Growth, Select, Prime, and Ultimate, with features unlocking at higher levels. Additional channels and advanced analytics require add-on purchases.

SFMC uses modular pricing based on which capabilities you select. Email Studio, Mobile Studio, Journey Builder, and Advertising Studio each carry separate costs. Entry prices tend to be higher than Marketo, though you get more channel flexibility at upper tiers.

Hidden costs catch many teams off guard on both platforms:

  • Implementation services: Professional setup and configuration
  • Training: Getting teams productive on complex platforms
  • Add-on channels: SMS, push, and advanced features beyond base packages
  • API call overages: Charges for exceeding integration limits
  • Third-party integrations: Tools to fill reporting and analytics gaps

Ease of use and implementation complexity

Marketo is generally easier to set up and manage, while SFMC is more complex to learn but more powerful for data handling. This trade-off appears consistently across user feedback.

Marketo implementations typically take 8-12 weeks for basic setup, assuming clean CRM data. The interface feels dated but functional, and most marketing operations professionals become productive within a few weeks of training.

SFMC implementations often stretch to 3-6 months, particularly when data architecture requires planning. The platform demands upfront decisions about Data Extension structure that are difficult to change later. Teams without SQL expertise often hire consultants or dedicated administrators.

Marketo to Salesforce CRM and data integration

Marketo's native Salesforce integration is a genuine strength. The bidirectional sync runs every few minutes, keeping lead and contact records consistent between systems. Field mapping is configurable, and most standard use cases work without custom development.

That said, sync conflicts happen. When the same record updates in both systems simultaneously, merge logic doesn't always behave as expected. Marketing operations teams spend meaningful time troubleshooting sync issues.

SFMC connects to Salesforce CRM through Marketing Cloud Connect. Since both products are Salesforce-owned, the integration is native, though it still requires configuration and has different sync patterns than Marketo's approach.

Where both platforms struggle is connecting to data warehouses and product usage data. Modern B2B companies often want to segment based on product signals—feature adoption, usage patterns, billing status—that live in Snowflake or BigQuery rather than the CRM. Neither Marketo nor SFMC handles this natively, which leads to brittle sync architectures and duplicated data. Platforms like Conversion address this gap with native warehouse sync and a unified contact model designed for B2B complexity.

When to choose Marketo over Salesforce Marketing Cloud

Marketo makes sense when your primary use case is B2B lead generation and nurturing. If you're running account-based marketing programs, want sophisticated lead scoring, and prioritize tight sales alignment, Marketo delivers on those requirements.

Teams with limited technical resources also benefit from Marketo's more accessible interface. You don't need SQL expertise to build segments or create campaigns, though marketing operations knowledge certainly helps.

Existing Salesforce CRM investments pair naturally with Marketo's native sync. While SFMC also integrates with Salesforce, Marketo's bidirectional sync is more mature for B2B lead and contact workflows.

When to choose Salesforce Marketing Cloud over Marketo

SFMC wins when you need true multi-channel orchestration at scale. B2C companies sending millions of messages across email, SMS, push, and social advertising benefit from having these channels unified in a single platform.

Organizations already invested in the Salesforce ecosystem—particularly those using Data Cloud, Commerce Cloud, or Service Cloud—get deeper integration benefits from staying within the family.

If you have technical resources available and complex personalization requirements, SFMC's flexibility rewards the investment. AMPscript and SQL-based segmentation enable use cases that Marketo simply can't match.

Modern alternative for B2B teams: Conversion

Marketo and Salesforce Marketing Cloud were built before warehouse-first GTM stacks became normal. Today, a lot of the data that actually matters lives outside the MAP: product usage in Snowflake or BigQuery, billing state in Stripe, enrichment vendors, intent tools, and custom objects in Salesforce.

Conversion is built for that reality.

Instead of treating your CRM as the only source of truth, Conversion unifies Salesforce data with warehouse and product signals in a flexible data model, then lets MarOps teams orchestrate campaigns and workflows on top of that unified layer. You get two-way CRM sync, native data warehouse sync, and campaign orchestration that does not depend on brittle middleware or one-off pipelines. The result is faster segmentation, cleaner data governance, and lifecycle automation that can actually react to product and revenue signals.

Use Conversion when your team needs B2B-grade orchestration across CRM + warehouse data, not just email execution.

Book a demo to see how Conversion approaches these challenges with native warehouse sync and a data model built for modern B2B complexity.

FAQs about Marketo and Salesforce Marketing Cloud

Is Salesforce sunsetting Marketing Cloud?

No. Salesforce continues investing in Marketing Cloud, with Marketing and Commerce Cloud generating $5.28 billion in FY2025 revenue. They've consolidated branding by renaming Pardot to Marketing Cloud Account Engagement. The core SFMC platform remains actively developed.

What is Marketo now called after the Adobe acquisition?

Adobe Marketo Engage is the official name following Adobe's 2018 acquisition. The platform is part of Adobe Experience Cloud alongside other marketing and analytics products.

Can Marketo integrate with Salesforce CRM natively?

Yes. Marketo's native bidirectional Salesforce sync is one of its core strengths, automatically synchronizing lead and contact data between the two platforms every few minutes.

What are the main competitors to Marketo and Salesforce Marketing Cloud?

Key competitors include HubSpot, Pardot (Marketing Cloud Account Engagement), Customer.io, Iterable, and Braze. For B2B teams wanting native warehouse integration and unified CRM data, Conversion offers a modern alternative built specifically for these requirements.

Marketing Operations

Marketo vs Salesforce Marketing Cloud: Complete 2026 Comparison

February 18, 2026
00 Minute Read

Marketo vs Salesforce Marketing Cloud: Complete 2026 Comparison

Choosing between Marketo and Salesforce Marketing Cloud is one of those decisions that shapes your marketing operations for years. Get it wrong, and you're stuck with workarounds, brittle integrations, and campaigns that take twice as long to launch.

The platforms solve fundamentally different problems despite both carrying the "marketing automation" label. This comparison breaks down where each platform excels, what they actually cost, and how to decide which fits your team's specific requirements.

What is Marketo Engage and how does it work

Marketo Engage and Salesforce Marketing Cloud are both enterprise marketing automation platforms in a market projected to reach $16.81 billion by 2032, though they solve different problems for different types of businesses. Marketo is generally superior for B2B marketing, focusing on complex lead nurturing and sales alignment. Salesforce Marketing Cloud excels in B2C scenarios with multi-channel customer journeys and high-volume personalized messaging.

Adobe acquired Marketo in 2018, so you'll often see it called Adobe Marketo Engage. The platform runs on a centralized lead database, meaning every contact lives in one place. This makes segmentation straightforward compared to more complex data architectures.

Marketo started as an email-first platform and that DNA still shows. The core strength is behavioral tracking and lead scoring—watching what prospects do, assigning points based on engagement, and handing off qualified leads to sales at the right moment. Additional channels like SMS and push notifications exist, though they typically cost extra.

  • Core function: Email automation and lead nurturing for B2B sales cycles
  • Data model: Single centralized lead database
  • Primary strength: Native Salesforce CRM integration and sales alignment
  • Ownership: Part of Adobe Experience Cloud since 2018

What is Salesforce Marketing Cloud

Salesforce Marketing Cloud (often called SFMC) takes a fundamentally different approach. Rather than focusing on lead nurturing for long sales cycles, SFMC was built for orchestrating customer journeys across multiple channels at once.

The platform stores customer data in Data Extensions, which are essentially flexible database tables you query using SQL. This architecture handles high-volume data well, though it demands more technical expertise than Marketo's simpler lead database.

Journey Builder sits at the heart of SFMC. It lets marketers create visual workflows spanning email, mobile push, SMS, social advertising, and web personalization. For B2C companies sending millions of messages daily, this multi-channel orchestration matters.

  • Core function: Multi-channel customer journeys across email, mobile, social, and web
  • Data model: Flexible Data Extensions requiring SQL knowledge
  • Primary strength: Scalability for high-volume personalized messaging
  • Ecosystem: Deep integration with Salesforce CDP and CRM products

Marketo vs Salesforce Marketing Cloud quick comparison

The core difference comes down to use case. Marketo excels at B2B lead nurturing with simpler setup. SFMC excels at B2C multi-channel orchestration with more complexity.

Criteria Marketo Engage Salesforce Marketing Cloud
Best for B2B with long sales cycles B2C with high-volume messaging
Data model Centralized lead database Data Extensions (SQL-based)
Ease of use Moderate learning curve Steep learning curve
Primary channels Email-centric True multi-channel
CRM integration Native SFDC sync Native Salesforce ecosystem

Who uses Marketo

Marketo fits B2B companies where deals take weeks or months to close and multiple stakeholders influence buying decisions. The platform's lead scoring and nurturing capabilities become valuable when you're tracking engagement over time rather than driving immediate conversions.

Account-based marketing programs work particularly well in Marketo. The platform tracks engagement across multiple contacts within a single account and helps coordinate outreach accordingly. Teams already running Salesforce CRM benefit from Marketo's native bidirectional sync, which keeps lead and contact data consistent between systems.

Common use cases include lead scoring for MQL handoff, drip nurture campaigns, webinar follow-up automation, and sales alert workflows.

Who uses Salesforce Marketing Cloud

SFMC makes sense for B2C or B2B2C companies with high message volumes and genuine multi-channel requirements. If you're sending transactional emails, mobile push notifications, and SMS messages as part of coordinated customer journeys, SFMC provides native support for all of these.

The platform rewards technical investment. Organizations with dedicated SFMC administrators who can write SQL queries and AMPscript (Salesforce's scripting language for dynamic content) get significantly more value than teams expecting a purely drag-and-drop experience.

Retail, e-commerce, financial services, and travel companies frequently choose SFMC for its ability to personalize at scale.

How Marketo and Salesforce Marketing Cloud features compare

Campaign automation and workflow capabilities

Marketo's Smart Campaigns use trigger-based logic. When a lead takes an action, the system responds automatically. You define triggers, filters, and flow steps in a visual interface. This works well for B2B scenarios where you're responding to specific behaviors like form submissions or email clicks.

SFMC's Journey Builder visualizes the entire customer journey as a canvas instead. You map out decision splits, wait steps, and channel touchpoints across days or weeks. For complex B2C journeys with multiple branches, this visual orchestration is powerful.

Email design and multi-channel messaging

Both platforms offer drag-and-drop email builders, though neither feels particularly modern. Marketo remains email-centric, and adding SMS or push requires additional modules and costs.

SFMC includes multi-channel capabilities at higher pricing tiers. Mobile Studio handles push and SMS natively, while Advertising Studio connects to social platforms. If you genuinely need channels beyond email, SFMC provides them without bolting on separate tools. However, neither are noted for their email editor.

Lead scoring and qualification

Lead scoring is where Marketo shines. The platform was built around scoring leads based on demographic fit and behavioral engagement, then routing qualified leads to sales—critical given only 27% of leads sent to sales are actually qualified.

You can create scoring models that decay over time and respond to specific actions.

SFMC can implement scoring through Einstein AI or custom development, but it's not a core strength. B2C companies typically care less about lead qualification and more about customer lifetime value and engagement metrics.

Segmentation and audience building

Marketo's Smart Lists use a visual query builder with AND/OR logic. Most marketers can create segments without technical help, though complex queries sometimes hit performance limits.

SFMC's segmentation runs on SQL queries against Data Extensions. This approach is more powerful and flexible, but it requires someone who can write SQL. For teams without that expertise, basic segmentation in Email Studio works, though you'll miss the platform's full capabilities.

How much does Marketo cost vs Salesforce Marketing Cloud

Neither platform publishes transparent pricing, and both require conversations with sales teams. The pricing models differ significantly, though.

Marketo prices primarily on database size - the number of contacts you're marketing to. Tiers include Growth, Select, Prime, and Ultimate, with features unlocking at higher levels. Additional channels and advanced analytics require add-on purchases.

SFMC uses modular pricing based on which capabilities you select. Email Studio, Mobile Studio, Journey Builder, and Advertising Studio each carry separate costs. Entry prices tend to be higher than Marketo, though you get more channel flexibility at upper tiers.

Hidden costs catch many teams off guard on both platforms:

  • Implementation services: Professional setup and configuration
  • Training: Getting teams productive on complex platforms
  • Add-on channels: SMS, push, and advanced features beyond base packages
  • API call overages: Charges for exceeding integration limits
  • Third-party integrations: Tools to fill reporting and analytics gaps

Ease of use and implementation complexity

Marketo is generally easier to set up and manage, while SFMC is more complex to learn but more powerful for data handling. This trade-off appears consistently across user feedback.

Marketo implementations typically take 8-12 weeks for basic setup, assuming clean CRM data. The interface feels dated but functional, and most marketing operations professionals become productive within a few weeks of training.

SFMC implementations often stretch to 3-6 months, particularly when data architecture requires planning. The platform demands upfront decisions about Data Extension structure that are difficult to change later. Teams without SQL expertise often hire consultants or dedicated administrators.

Marketo to Salesforce CRM and data integration

Marketo's native Salesforce integration is a genuine strength. The bidirectional sync runs every few minutes, keeping lead and contact records consistent between systems. Field mapping is configurable, and most standard use cases work without custom development.

That said, sync conflicts happen. When the same record updates in both systems simultaneously, merge logic doesn't always behave as expected. Marketing operations teams spend meaningful time troubleshooting sync issues.

SFMC connects to Salesforce CRM through Marketing Cloud Connect. Since both products are Salesforce-owned, the integration is native, though it still requires configuration and has different sync patterns than Marketo's approach.

Where both platforms struggle is connecting to data warehouses and product usage data. Modern B2B companies often want to segment based on product signals—feature adoption, usage patterns, billing status—that live in Snowflake or BigQuery rather than the CRM. Neither Marketo nor SFMC handles this natively, which leads to brittle sync architectures and duplicated data. Platforms like Conversion address this gap with native warehouse sync and a unified contact model designed for B2B complexity.

When to choose Marketo over Salesforce Marketing Cloud

Marketo makes sense when your primary use case is B2B lead generation and nurturing. If you're running account-based marketing programs, want sophisticated lead scoring, and prioritize tight sales alignment, Marketo delivers on those requirements.

Teams with limited technical resources also benefit from Marketo's more accessible interface. You don't need SQL expertise to build segments or create campaigns, though marketing operations knowledge certainly helps.

Existing Salesforce CRM investments pair naturally with Marketo's native sync. While SFMC also integrates with Salesforce, Marketo's bidirectional sync is more mature for B2B lead and contact workflows.

When to choose Salesforce Marketing Cloud over Marketo

SFMC wins when you need true multi-channel orchestration at scale. B2C companies sending millions of messages across email, SMS, push, and social advertising benefit from having these channels unified in a single platform.

Organizations already invested in the Salesforce ecosystem—particularly those using Data Cloud, Commerce Cloud, or Service Cloud—get deeper integration benefits from staying within the family.

If you have technical resources available and complex personalization requirements, SFMC's flexibility rewards the investment. AMPscript and SQL-based segmentation enable use cases that Marketo simply can't match.

Modern alternative for B2B teams: Conversion

Marketo and Salesforce Marketing Cloud were built before warehouse-first GTM stacks became normal. Today, a lot of the data that actually matters lives outside the MAP: product usage in Snowflake or BigQuery, billing state in Stripe, enrichment vendors, intent tools, and custom objects in Salesforce.

Conversion is built for that reality.

Instead of treating your CRM as the only source of truth, Conversion unifies Salesforce data with warehouse and product signals in a flexible data model, then lets MarOps teams orchestrate campaigns and workflows on top of that unified layer. You get two-way CRM sync, native data warehouse sync, and campaign orchestration that does not depend on brittle middleware or one-off pipelines. The result is faster segmentation, cleaner data governance, and lifecycle automation that can actually react to product and revenue signals.

Use Conversion when your team needs B2B-grade orchestration across CRM + warehouse data, not just email execution.

Book a demo to see how Conversion approaches these challenges with native warehouse sync and a data model built for modern B2B complexity.

FAQs about Marketo and Salesforce Marketing Cloud

Is Salesforce sunsetting Marketing Cloud?

No. Salesforce continues investing in Marketing Cloud, with Marketing and Commerce Cloud generating $5.28 billion in FY2025 revenue. They've consolidated branding by renaming Pardot to Marketing Cloud Account Engagement. The core SFMC platform remains actively developed.

What is Marketo now called after the Adobe acquisition?

Adobe Marketo Engage is the official name following Adobe's 2018 acquisition. The platform is part of Adobe Experience Cloud alongside other marketing and analytics products.

Can Marketo integrate with Salesforce CRM natively?

Yes. Marketo's native bidirectional Salesforce sync is one of its core strengths, automatically synchronizing lead and contact data between the two platforms every few minutes.

What are the main competitors to Marketo and Salesforce Marketing Cloud?

Key competitors include HubSpot, Pardot (Marketing Cloud Account Engagement), Customer.io, Iterable, and Braze. For B2B teams wanting native warehouse integration and unified CRM data, Conversion offers a modern alternative built specifically for these requirements.

Use Cases

Inbound Lead Scoring & Enrichment

November 23, 2025
00 Minute Read

Introduction

As your business scales, managing inbound volume quickly becomes a frustrating challenge. Legacy MAP such as Marketo, Pardot, or Hubspot also introduce operational complexities – fragmented data, manual upkeep, and rigid workflows that prevent your team from scaling. 

Your CRM may be getting crowded with spam/low-intent leads, AEs are getting the wrong/low-quality leads, data is missing, and people are falling off forms. 

Marketing teams at Adaptive, MyOutdesk, and Hockeystack have set up AI-native inbound marketing funnels on Conversion that scales with them:

  • Form Creation
  • Spam Check
  • Data Enrichment
  • Lead Scoring
  • Lead Routing

For this workflow, you’ll need a form that’s either built in Conversion or hooked into Conversion via iframe.

Trigger

Most inbound workflows start by triggering off a form submission. You can simply set this up in Conversion by selecting an Engagement -> Form Submission for your trigger. You can choose multiple forms using the OR operator if you have multiple forms hosted throughout your website. 

Spam Check

A fundamental issue with inbound workflows comes from the amount of spam that enters through forms. Your CRM ends up getting populated with tons of records that look like ai-master-3024@wewilltakeovertheworld.com

Using a magic enrich node, you can prompt AI to filter out any emails that may look spammy by inserting the email and domain variable.

Lead Scoring Form Submissions

Right after a prospect fills out a form, you’ll want to identify how strong of a lead they are with lead scoring - one of Conversion’s most powerful features. Traditional MAPs use a point-based system to keep track of lead activities, demographic fit, and behavioral intent. 

With Conversion, you can prompt in natural language to score leads and identify who your most likely buyers are. These prospects typically deserve higher budget ad campaigns, more personalized email nurture sequences, and high-touch outreach from the sales team. 

Using a magic enrich node, you can write a prompt instructing AI to score your leads. There are 2 types of lead scoring you can do in Conversion. As a baseline in both these types, include examples of what a good lead looks like, what an average lad looks like, and what a poor lead looks like. You want to give AI as much context as possible to make informed decisions. You may have to tweak the prompt a couple of times to get it right but once it’s set up correctly, you’ll never have to touch it again!

Demographic 

For demographic lead scoring, you can pull in factors like company domain, industry, job title, seniority, and employee count to assess how good of an ICP fit the lead is. For Conversion, Directors of Marketing Operations at a 200+ employee B2B SaaS company is our perfect ICP. 

Behavioral

You can also behaviorally lead score in Conversion to assess how high-intent certain buyers are and prioritize getting them over the finish line. Instead of demographic variables, you can bring in engagement variables such as “Number of site visits”, “Form Submitted”, “Webinar attendances", “Sales Meetings Attended”, etc.

Here’s an example of a well-written prompt for lead scoring in Conversion.

Given [Job Title], [Number of Employees], [Industry], and [Company Domain], and available data from the website, assign a lead score from 1–10 (10 = highest intent/fit). Include a short rationale focused on fit for a data analytics solution.

Examples:
"Lead Score: 9 — Business Intelligence Lead at a 500-person B2B SaaS company actively hiring data engineers."
"Lead Score: 6 — Finance specialist at a medium sized nonprofit; fit is moderate due to limited scale."
"Lead Score: 10 — Director of Product at a fast-scaling consumer software company actively launching regional campaigns."
"Lead Score: 2 — Sales person at a local service business with limited digital data."

Return ONLY a number between 1 and 10.

Routing & Post-Form Submission

Now that you are effectively lead scoring your form submissions, you can perform a host of actions in Conversion. 

If a lead score is greater than a certain number, you can assign account owners in Salesforce, create tasks, enroll people in nurture sequences, or send Slack notifications. 

Use Cases

Personalized Case Study Suggester

November 23, 2025
00 Minute Read

Introduction

Sending a prospect a highly-targeted relevant case study can be one of the biggest needle movers during the marketing lifecycle. In a world where competition is continuously increasing, building social proof and trust has become a moat in itself. 

However, sending a generic case study to all your prospects is a signal that you don’t know your buyer or their needs well. 

Here’s how you can build a Case Study Suggester in Conversion using call transcript data (or general firmographic data points). 

Prerequisite

For this workflow, you’ll need a repository of case studies hosted on your website and (optional) call transcript data.

Find a customer’s biggest pain point

This step is optional in the case you don’t have call transcript data available in your CRM. If you do, we can put together a small workflow using a magic enrich node to find a customer’s biggest pain point using the call transcript.

Using an AI Snippet to suggest a case study

Now that we’ve established what a customer’s biggest pain point is, we can use Conversion’s AI snippet builder to suggest a case study. 

Simply, create a ‘snippet’ on the Snippets tab and prompt it similar to the image below. Make sure that you include a fallback and good examples for AI to have context.

Awesome! Now your case study snippet is built. You can now insert this into nurture emails in Conversion and let social proof become your moat!

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