Download - Connecting Zoho Crm to Marketing Automation
Connecting Zoho CRM to Marketing Automation
TuesdayJuly 18, 2017
Today’s Speakers
Aaron Kerzner
Head of Partnerships
Bill Goulet
Co-Owner & SVP, Business
Solutions
AgendaJOHO’s story
•Why Zoho + Marketing Automation?
•How JOHO Did It
•Results
Bedrock Data: Connect Zoho to Marketing (no code)
•4 Critical Use Cases
•How it Works
•Q&A
Why Zoho + Marketing Automation?
• Background
• 2-part strategy to drive JOHO marketing
– Maximize engagement with our Zoho database
– Grow more top of funnel database
• Key to doing so: Marketing Automation integration
• Integration had to be expert-level, complete - and at the same time not complex, no coding
How We Did It:Bedrock Data pre-built integration
Zoho custom fields for segmenting JOHO’s database
How We Did It:Bedrock Data pre-built integration
HubSpot SmartLists
How We Did It:Bedrock Data pre-built integration
Bedrock Data Mapping
Our Results:
• The right sales & marketing infrastructure to scale
– Fully segmented, actionable marketing database
• A lead-to-revenue engine
– Qualified leads move directly to CRM
– Visibility to marketing data in CRM
– CRM data loops back to marketing systems
Zoho + Marketing 4 Critical Use Cases
1.Deliver Leads to Sales
2. Sales Visibility
3. Targeted Marketing
4. Full Funnel Analytics
How it Works - Bi Directional Integration
CONTACTS
COMPANIES
OPPORTUNITIES
ACTIVITIES
Leads & Contacts
Accounts
Potentials
Tasks
What is your perspective on a Zoho & marketing automation integration?
I’d like to....
• Talk to an expert about getting started
• Learn more about what’s possible
• Schedule a follow-up demo
• Share this with other colleagues
• No next steps at this time
Audience Question
• Customer Stories
• Expert Guides
• How To Videos
• Infographics
• Power User Series
www.BedrockData.com/Resources
THANK YOU!
Feel free to email me: [email protected]