how to connect pardot to any crm without a single line of code
TRANSCRIPT
How to connect Pardot to any CRM
ThursdayMarch 16, 2017
without a single line of code
Hi! I’m Zak.
Agenda
•Introductions•Update on Pardot native connectors•Approaches to consider for integration•Use cases & best practices•Q&A
Today’s Speakers
Zak PinesVP Marketing
Casey Cheshire Founder & CAO
Update on Pardot CRM connectorsAs of summer 2017, only connector supported will be Pardot-Salesforce. Why?•Focus
– Core marketing automation product – Salesforce integration
•Connectors to third party CRMs are not easy– Need continuous development – Need ongoing support
Options to consider
●●
Integration Platform: Bedrock Data
•Tailor built for marketing-CRM integrations
•Pre-built Pardot connectors to 25+ CRMs
•Configure data mappings & workflows with no code
•Enable use cases for mktg & sales teams
Use Case 1: Automated Lead Management & Delivery
Use Case 1: Automated Lead Management & Delivery
Automated lead delivery marketing ---> sales
Getting to a lead within one hour: 10x more likely to contact, 6x more likely
to qualify
9
Source: InsideSales.com Lead Response Management Study
Use Case 2: Sales Visibility
•Standard CRM interface•No third party plugin or new interface to learn
•Present key Pardot data: Lead Score, Lead Grade, Campaign, Last Pardot Activity
Use Case 3: Targeting CRM Database via Pardot
•Target leads for nurturing•Target customer database•Customer scoring •Trigger campaigns
Use Case 4: Full Funnel Analytics via Pardot
How the Integration Works
CONTACTS/LEADS
ACCOUNTS/COMPANIES
OPPORTUNITIES
MQLs (once qualified)
Lead created by sales
Opportunities sync to enable full funnel
analytics
Populated in Pardot (smart lists & workflows)
Top Three Tips
Ensure process takes into account sales will
enter leads too
Get key Pardot intelligence to sales – and train them how to utilize it to close more
deals.
Closed loop lead to opportunity reporting
is powerful
Resources: BedrockData.com/Pardot•Connectors•Use Cases•Pardot Integrations eBook
•Articles
Implementation
What is your preferred next step?
•I’d like to schedule a call with a specialist•I’d like to see a demo•I’d like to share this with others on my team•No next steps at this time
Questions&
Discussion
