Connecting Zoho Crm to Marketing Automation
Download as PPTX, PDF2 likes314 views
The document discusses the integration of Zoho CRM with marketing automation, highlighting a case study from Joho to illustrate the benefits of this integration. Key points include the two-part strategy for maximizing engagement and growing the database, the use cases for targeted marketing, and the results achieved through expert-level integration with Bedrock Data. The session concludes with an invitation for the audience to engage further with the speakers and resources.
Connecting Zoho Crm to Marketing Automation
- 1. Connecting Zoho CRM to Marketing Automation Tuesday July 18, 2017
- 2. Today’s Speakers Aaron Kerzner Head of Partnerships Bill Goulet Co-Owner & SVP, Business Solutions
- 3. Agenda JOHO’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
- 4. 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
- 5. How We Did It: Bedrock Data pre-built integration Zoho custom fields for segmenting JOHO’s database
- 6. How We Did It: Bedrock Data pre-built integration HubSpot SmartLists
- 7. How We Did It: Bedrock Data pre-built integration Bedrock Data Mapping
- 8. 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
- 9. Zoho + Marketing 4 Critical Use Cases
- 10. 1.Deliver Leads to Sales
- 13. 4. Full Funnel Analytics
- 14. How it Works - Bi Directional Integration CONTACTS COMPANIES OPPORTUNITIES ACTIVITIES Leads & Contacts Accounts Potentials Tasks
- 15. 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
- 16. • Customer Stories • Expert Guides • How To Videos • Infographics • Power User Series www.BedrockData.com/Resources
- 17. THANK YOU! Feel free to email me: aaron@bedrockdata.com