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Bill Harrison's 2011 Pardot Conference Presentation
 

Bill Harrison's 2011 Pardot Conference Presentation

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How an Integrated CRM & Marketing Automation System have Driven the Healthcare, Finance, & Non-Profit Industries

How an Integrated CRM & Marketing Automation System have Driven the Healthcare, Finance, & Non-Profit Industries

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    Bill Harrison's 2011 Pardot Conference Presentation Bill Harrison's 2011 Pardot Conference Presentation Presentation Transcript

    • How an Integrated CRM & MarketingAutomation System have Driven the Healthcare, Finance, & Non-Profit Industries
    • Case Studies College student heath information systems Non-Profit Foundation Retail Brokerage
    • Medicat• New marketing function.• Need to share information between Pardot and CRM .• Campaign visibility in CRM.
    • CRM - Pardot Integration NewslettersSugarCRMLeads and Pardot Auto- Contacts Responders Customer Retention Webex
    • Linux Foundation• Nonprofit consortium that promotes use of the Linux Operating System.• Lean staff.• High levels of process automation.
    • List Synchronization Pardot SugarCRMSegmentation Target Lists Lists
    • Workflow AutomationPardot Form SugarCRMSubmission Activities
    • Lead and Contact SynceCommerce SugarCRM EventRegistration Leads and Pardot ContactsLinux Users
    • Transcend Capital• Business model depends on efficient demand generation.• Pardot critical to customer acquisition process.• Approximately 12 separate forms required for new account set-up.
    • Transcend Customer AcquistionOnline Public Application AccountDemand Landing Process Set-up andGen Page Confirm Pardot
    • Transcend System Architecture Public Pardot Web Site Penson Financial CustomerSelf-Service SugarCRM Portal Reporting Terrorist and Terrorist Watch List Analytics Watch List
    • Common ThemesProcess automationToo much data, not enough intelligenceReporting and analytics
    • RecommendationsStart small, improve incrementallyThink about reporting requirements earlyExperimentHave Fun - Plant a Tree!
    • Questions?Bill HarrisonPresident – Epicom Corporationbill@epicom.comwww.epicom.com512.501.1502