Bill Harrison's 2011 Pardot Conference Presentation

665 views
587 views

Published on

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

Published in: Technology, Business
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
665
On SlideShare
0
From Embeds
0
Number of Embeds
19
Actions
Shares
0
Downloads
4
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide

Bill Harrison's 2011 Pardot Conference Presentation

  1. 1. How an Integrated CRM & MarketingAutomation System have Driven the Healthcare, Finance, & Non-Profit Industries
  2. 2. Case Studies College student heath information systems Non-Profit Foundation Retail Brokerage
  3. 3. Medicat• New marketing function.• Need to share information between Pardot and CRM .• Campaign visibility in CRM.
  4. 4. CRM - Pardot Integration NewslettersSugarCRMLeads and Pardot Auto- Contacts Responders Customer Retention Webex
  5. 5. Linux Foundation• Nonprofit consortium that promotes use of the Linux Operating System.• Lean staff.• High levels of process automation.
  6. 6. List Synchronization Pardot SugarCRMSegmentation Target Lists Lists
  7. 7. Workflow AutomationPardot Form SugarCRMSubmission Activities
  8. 8. Lead and Contact SynceCommerce SugarCRM EventRegistration Leads and Pardot ContactsLinux Users
  9. 9. 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.
  10. 10. Transcend Customer AcquistionOnline Public Application AccountDemand Landing Process Set-up andGen Page Confirm Pardot
  11. 11. Transcend System Architecture Public Pardot Web Site Penson Financial CustomerSelf-Service SugarCRM Portal Reporting Terrorist and Terrorist Watch List Analytics Watch List
  12. 12. Common ThemesProcess automationToo much data, not enough intelligenceReporting and analytics
  13. 13. RecommendationsStart small, improve incrementallyThink about reporting requirements earlyExperimentHave Fun - Plant a Tree!
  14. 14. Questions?Bill HarrisonPresident – Epicom Corporationbill@epicom.comwww.epicom.com512.501.1502

×