ConnectWise Integrations by Bedrock Data
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This document discusses how connecting ConnectWise with marketing automation and CRM systems can fuel business growth. It provides an agenda for the discussion, introducing three speakers who will cover the following topics: integrating ConnectWise with a marketing automation system to automate lead management and provide sales visibility into marketing data; integrating ConnectWise with a CRM system to sync contacts, accounts, cases and tickets for a consistent view across systems; and integrating multiple systems like ConnectWise, a marketing automation system, and a CRM to get the most value from the technology stack through a multi-directional sync of data. The speakers provide examples and best practices for each integration topic.
ConnectWise Integrations by Bedrock Data
- 1. Fueling Growth Wednesday March 1, 2017 By Coupling ConnectWise with Marketing Automation & CRM Systems 1
- 3. Agenda: Fueling Growth with ConnectWise •Speaker introductions •3 Topics – ConnectWise + Marketing Automation Use Case – ConnectWise + CRM Use Case – 3+ Systems Use Case •Q&A 3
- 4. Today’s Speakers AdamSeanZak 4 Topic: ConnectWise + Marketing Topic: ConnectWise + CRM Topic: 3+ Systems Use Case
- 5. ConnectWise & Marketing Automation Integrations Zak 5
- 6. Why marketing automation systems? •Leverage & Grow your DB - customers & prospects •Drive repeatable opportunity growth •Website = center of demand generation •Closed loop tracking of marketing 6
- 7. 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 7
- 8. Example of Visibility to Marketing in ConnectWise 8
- 9. 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
- 10. ConnectWise-Marketing Integrations Top 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 10
- 11. ConnectWise & CRM integrations 11 Sean
- 12. Why connect ConnectWise & CRMs? 12 •Different departmental needs – Sales wants Salesforce, Service wants ConnectWise •Consistent view across two systems •Sales visibility to key support activities
- 13. Overview of ConnectWise & CRM Integrations 13 ACCOUNTS/ CONTACTS CASES TICKETS Bi-directional sync De-duplicated by email address Push to CRM for sales visibility ACCOUNTS/ CONTACTS
- 14. 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 14
- 16. Why connect multiple systems? 1+1+1 = 10 “Integrated best-of-breed marketers get the most value from their technology stacks.” -Scott Brinker 16
- 17. Use Cases •Pardot - marketing automation •Salesforce.com - BDR for lead follow up •ConnectWise - sales & support 17
- 18. Multi-System Integration Example 18 Multi-directional Sync Contacts Accounts BDR Qualified LeadsOpportunity data for reporting Customer data for marketing Marketing Qualified Leads Tasks
- 19. Multi-System Integration Top 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 19
- 20. 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 20
- 21. Visit BedrockData.com/ConnectWise • Integration use cases • Customer success stories • Best Practices content 21