LITE 2015 - Do More With Integrations
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This document discusses integrations with Administrate and provides examples. It summarizes the IMAP, MailChimp, and Salesforce integrations. For Salesforce, it explains how customer records from Administrate can be linked to Salesforce for long term customer relationship building. It then demonstrates how the Salesforce opportunities system works with Administrate's CRM. Finally, it solicits feedback on future integrations.
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LITE 2015 - Do More With Integrations
- 2. Agenda 1. Why do we support integrations? 2. IMAP Integration 3. MailChimp Integration 4. SalesForce Integration 5. What’s next?
- 4. Vision
- 5. 3rd Party Integrations IMAP Integra,on
- 7. MailChimp Integration • Email Marketing Software • Design email templates and newsletters • Designed for bulk • Link your Administrate marketing lists • Analyse your results
- 8. Sales Opportunities Integration • Help manage your Sales Opportunities • Increase pipeline generation • Reduce sales cycles • Improve win rates
- 9. SalesForce and Administrate • ForgeRock • 2 major product lines • Support subscriptions • Services (Training) • Customer records in SF • Long term customer relationship building • Marketing • Billing • ADM • Run the training business • Want ADM to know about existing customers • No one system can run the training business & subscription model • Customer Success
- 10. How the Sales Opportunities System and CRM Work Together Let’s do a demo!
- 11. Customer Success “If a customer talks to our subscription sales team or our training team we already know if they are customers of ours, and what they are doing.” Kevin Streater - ForgeRock
- 13. What’s Next?
- 14. Review 1. What are Integrations? 2. Why do I need one? 3. What 3rd Party integrations do Administrate currently support? 4. What’s next? 5. Register Interest