fueling growth by coupling connectwise with marketing automation & crm systems
TRANSCRIPT
Fueling Growth
WednesdayMarch 1, 2017
By Coupling ConnectWise with Marketing Automation & CRM Systems
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Hi! I’m Zak.
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Agenda: Fueling Growth with ConnectWise
•Speaker introductions•3 Topics– ConnectWise + Marketing Automation Use Case– ConnectWise + CRM Use Case– 3+ Systems Use Case•Q&A
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Today’s Speakers
AdamSeanZak
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Topic: ConnectWise + Marketing
Topic: ConnectWise + CRM
Topic: 3+ Systems Use Case
ConnectWise & Marketing Automation Integrations
Zak
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Why marketing automation systems?
•Leverage & Grow your DB - customers & prospects•Drive repeatable opportunity growth •Website = center of demand generation•Closed loop tracking of marketing
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Why connect ConnectWise & marketing automation systems?
•Automated lead management & delivery•Sales team visibility to key marketing data•Targeting your database •Closed loop reporting on marketing
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Example of Visibility to Marketing in ConnectWise
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Overview of Marketing Automation - ConnectWise Integration
CONTACTS/LEADS
OPPORTUNITIES
CONTACTS & ACCOUNTS
Marketing Qualified
Leads created by sales
Opportunities sync for full funnel analytics
For targeting via marketing automation
CONTACTS
OPPORTUNITIES
CONTACTS & ACCOUNTS
ConnectWise-Marketing IntegrationsTop Three Tips
Ensure process takes into account sales reps
entering leads in ConnectWise
Get key lead intelligence to sales – not too much though!
Score your customers to identify upsell
opportunities
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ConnectWise & CRM integrations
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Sean
Why connect ConnectWise & CRMs?
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•Different departmental needs– Sales wants Salesforce, Service wants ConnectWise
•Consistent view across two systems •Sales visibility to key support activities
Overview of ConnectWise & CRM Integrations
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ACCOUNTS/ CONTACTS
CASES TICKETS
Bi-directional sync
De-duplicated by email address
Push to CRM for sales visibility
ACCOUNTS/ CONTACTS
ConnectWise & CRM integrations Top Three Tips
Embrace best of breed! Use support & service data to inform sales & marketing campaigns
Use support data to identify customer
advocates
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Multi-System Integrations
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Adam
Why connect multiple systems?
1+1+1 = 10
“Integrated best-of-breed marketers get the most value from their technology
stacks.”
-Scott Brinker
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Use Cases
•Pardot - marketing automation •Salesforce.com - BDR for lead follow up•ConnectWise - sales & support
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Multi-System Integration Example
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Multi-directional Sync
ContactsAccounts BDR Qualified LeadsOpportunity data for reporting
Customer data for marketing
Marketing Qualified LeadsTasks
Multi-System IntegrationTop Three Tips
Clearly define the process for your
marketing & sales engine
Manage by the numbers
(you’ll have the visibility!)
Use tasks to drive the process
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Which of these topics would you like to have follow-up around?
•ConnectWise & HubSpot•ConnectWise & other Marketing Automations•ConnectWise & Salesforce•ConnectWise & other CRMs•No follow up at this time
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Visit BedrockData.com/ConnectWise
• Integration use cases
• Customer success stories
• Best Practices content
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Questions&
Discussion
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