fueling growth by coupling connectwise with marketing automation & crm systems

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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THANK YOU!

AdamAdam@

SierraPacificConsulting.com

SeanSean.Matthews@LeftHook.co

ZakZak@BedrockData.com

@MoneyballMktr