Home » Solutions » AI Engagement Summary

Transform engagement into sales intelligence

STRATEGIC PARTNERSHIP, EXCEPTIONAL EXECUTION

IRIS software logo
Allianz - JTF
FIL JTF
Sumo Logic JTF
Hootsuite JTF

THE CHALLENGE

Generic lead context = missed opportunities

  • Lead scoring tells you who’s most engaged, but not what they care about
  • Marketing are struggling to provide meaningful context on lead handover to sales teams
  • Sales teams waste time researching what each lead has engaged with when it exists already!
  • And, valuable engagement data stays trapped in Marketo, invisible to sales

The result? Your quality leads get disappointing conversations and conversion rates because sales teams lack the insights they need for personalised outreach.

SALES INSIGHTS THAT HELP SELL

Intelligent engagement analysis

Sales don’t care about each prospect’s interaction patterns across all marketing touchpoints. But they love getting rich contextual intelligence that drives more fluid conversions and reduces time to proposal.

  • Customizable engagement
    Smart weighting system based on your specific business priorities, products or sales plays.
  • Smart topic capture
    Self-service flow step integration for gathering engagement topics, values and services.
  • Gold mine summaries
    Real-time processing of prospect interactions across website, videos, social and campaigns.

CASE STUDY

How JTF (yes, us!) reduced time to proposal

We developed the AI Engagement Summary product to optimize our own lead management process. It was so successful we replaced our BDR function and decided to offer it to our clients!

45%

reduction in lead administration time

25%

higher conversion rates on processed leads

100%

relevant conversations and insights

DRIVE REVENUE GROWTH

Bridge the marketing and sales gap

With the only engagement intelligence solution purpose-built for Marketo Engage, you can finally be sure that sales will see your leads as top-quality and not bottom shelf.

  • Seamless CRM Integration
    Intelligence flows directly from Marketo to Salesforce, so your sales team gets up-to-date intel without switching systems.
  • Adaptive learning system
    AI continuously refines its understanding of each prospect, regenerating summaries as new engagement data arrives.
  • Worry-free service
    We handle data analysis and optimization and maintenance. You just see the results.

BUILT BY MARKETO EXPERTS

Part of our advanced product suite

JTF’s AI Engagement Summary works even better when combined with our other solutions. Build solid data foundations, optimize journeys and improve lead follow up with our comprehensive product suite.


Continuous database optimization that improves deliverability and reduces waste through automated clean-up.

Learn more >


Deliver emails when individual recipients are most likely to engage with precision timing.

Learn More >



For engagement insights that make sense for sales, and automated lead follow up.

Learn More >

Looking to drive impact?

Frequently asked questions

How does JTF’s AI Engagement Summary work?

We analyze your prospects’ engagement patterns across all marketing touchpoints in Marketo using self-service flow steps. Each positive interaction triggers data capture (clicks, views, timestamps) which our AI analyzes to create contextual intelligence summaries that syncs directly to Salesforce.

What makes this different from lead scoring?

Traditional lead scoring tells you who’s engaged, but not what they care about. JTF’s AI Engagement Summary goes deeper to identify specific interests, content preferences, and engagement patterns that help sales teams personalize their outreach for higher conversion rates.

Does AI Engagement Summary use personally identifiable information?

No, we do not use any PII when creating engagement summaries. For all of JTF’s products we utilise only the Person ID or Lead ID as the unique identifier, ensuring complete privacy compliance.

How often do the summaries update?

The system continuously learns from new engagement data. We regenerate summaries every 5-10 interactions (configurable based on your needs) and take previous summaries into account. We retain the last 50-75 activities per prospect, also configurable per client.

How long does it take to set up JTF’s AI Engagement Summary?

Implementation typically takes 2-3 weeks depending on your existing Marketo configuration. We’ll work with you to configure the engagement weighting system and integrate the summary fields into your sales workflows.