Fernandez explained that Marketo helps companies both big and small build more profitable relationships with their customers by combining multiple channels, like web, email and social, into a single platform. He said by coordinating these disparate channels, companies can market more effectively and build more meaningful relationships. When asked about the recent acquisition of ExactTarget ( ET) by Salesforce.com ( CRM), Fernandez said that Marketo has grown up in a very competitive marketplace and he plans to continue effectively competing against ExactTarget's offerings. Turning to the company's profitability, Fernandez said that like many cloud companies, Marketo is focused on growth and won't concern itself much with profitability for the near future. Finally, when asked whether marketing on Facebook ( FB) actually works for customers, Fernandez said absolutely. He noted that many of Marketo's use Facebook to build campaigns and help spread their image and have had great success. Cramer said that despite not being profitable, Marketo is an interesting story.
No Huddle Offense
In his "No Huddle Offense" segment, Cramer asked the question, is McDonald's out-innovating Apple ( AAPL)? McDonald's was able to wow investors by posting better-than-expected same-store sales thanks to a host of menu changes that appear to be working. Meanwhile, Apple, a stock Cramer owns for his charitable trust, Action Alerts PLUS , announced only incremental positives at its developers conference today, nothing that would prompt analysts to revise estimates to the upside. Cramer said he's repeatedly asked about Apple, and has told investors that even special companies like Apple still trade on earnings per share, which is why surprise announcements like McDonald's hold more weight than expected ones from Apple. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC