A discussion on fueling growth with ConnectWise, marketing automation, and CRM systems.

1. Fueling Growth
Wednesday
March 1, 2017
By Coupling ConnectWise with Marketing Automation & CRM Systems
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2. Hi! I’m Zak.
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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
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4. Today’s Speakers
AdamSeanZak
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Topic:
ConnectWise + Marketing
Topic:
ConnectWise + CRM
Topic:
3+ Systems Use Case

5. ConnectWise & Marketing Automation
Integrations
Zak
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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
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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
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8. Example of Visibility to Marketing in ConnectWise
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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
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11. ConnectWise & CRM integrations
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Sean

12. Why connect ConnectWise & CRMs?
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•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
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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
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15. Multi-System Integrations
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Adam

16. Why connect multiple systems?
1+1+1 = 10
“Integrated best-of-breed marketers get
the most value from their technology
stacks.”
-Scott Brinker
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17. Use Cases
•Pardot - marketing automation
•Salesforce.com - BDR for lead follow up
•ConnectWise - sales & support
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18. Multi-System Integration Example
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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
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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
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21. Visit BedrockData.com/ConnectWise
• Integration use
cases
• Customer
success stories
• Best Practices
content
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22. Questions
&
Discussion
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23. THANK YOU!
Adam
Adam@
SierraPacificConsulting.com
Sean
Sean.Matthews@LeftHook.co
Zak
Zak@BedrockData.com
@MoneyballMktr