4 things your Marketing Automation Platforms should be doing (but probably aren’t)
Mina Saleeb, Global Director of Marketing Automation The majority of businesses now use marketing automation – 76%, according to recent research – but it can...
Customer retention has never mattered more – or been more misunderstood. Despite all the talk of customer lifetime value, most organizations still treat retention as an afterthought: a quick follow-up email after churn, a discount in the hope of winning them back, or a support call once disengagement is obvious.
But retention doesn’t start when its time to renew or get the next SOW signed. It starts the moment they become your customer. You need a methodology that allows your organization to be proactive, react before something bubbles up to the service. You need systems that anticipate, react instantly and scale empathy and relevance across every post-sale interaction.
This is where the integration of Adobe Marketo and Workfront, enabled by Workfront Fusion, quietly but powerfully reshapes how organizations manage loyalty. It’s not just about campaign execution; it’s about creating an operational backbone for retention itself.
Retention today isn’t about post-sale check-ins. It’s about continuous engagement and bringing value to the customer. The moment a customer completes onboarding, signs a renewal, or flags a concern, their experience must adapt accordingly. That requires orchestration, not just communication.
Marketo provides the behavioral logic and engagement engine. Workfront governs the processes, approvals, and tasks that bring campaigns to life. And together, through automation, they enable retention strategies that are timely, relevant, and frictionless.
One of the most compelling features of a Workfront-Marketo integration is its ability to turn operational signals into marketing actions.
With Fusion, task and project status updates can automatically trigger personalized nurture campaigns in Marketo. For example, when a customer implementation project is flagged as “at-risk” in Workfront, a targeted re-engagement sequence can deploy immediately, no manual handoff, no delay, just responsive, contextual messaging. As a counter point when a project is flagged “green”, a similar sequence can be fired off to validate the perception.
This is retention at its smartest: identifying issues before they escalate, engaging customers before they disengage and proactively engaging when a client is happy
Retention campaigns aren’t just about timing – they’re about quality. Approvals matter. With Adobe Workfront acting as the content production hub, marketing teams can enforce governance without slowing down delivery.
Once a retention asset, whether created in Adobe Firefly, Adobe GenStudio, or another tool, is reviewed and approved in Workfront, Fusion can trigger its release via a Marketo campaign. This ensures that only vetted, brand-safe materials go live. It builds confidence in execution and keeps retention flows aligned with compliance and quality standards.
The result? A closed-loop retention engine, where planning, production, approval, and activation happen in sync.
Automation doesn’t remove the need for insight, it amplifies it. The real power of the Workfront-Marketo integration lies in its ability to unify operational and engagement metrics, giving teams a 360° view of their retention performance.
With both systems connected, teams can monitor:
This visibility allows teams to not only react faster but to continuously evolve retention strategies based on real-time performance.
There’s a persistent myth that automation strips marketing of its human touch. But the opposite is true. Manual processes delay relevance. Automation, done right, delivers it – with consistency, care, and context.
A triggered campaign based on project status isn’t impersonal, it’s empathetic. An approved nurture flow launching the moment content is ready isn’t robotic, it’s responsive. This kind of automation respects the customer’s time, signals, and preferences, while freeing teams to focus on higher-value strategy.
Retention doesn’t belong in a silo. And it certainly doesn’t belong at the end of the journey. The brands that win are building intentional, integrated systems for keeping customers engaged and successful across every touchpoint.
Marketo and Workfront, when connected, don’t just make retention easier, they make it smarter, faster, and more aligned with real customer needs.
Because in today’s market, loyalty isn’t earned once. It’s re-earned every day. And the best way to do that is to automate. Not just with intelligence, but with purpose.