How to Connect Pardot to Any CRM Without a Single Line of Code
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Pardot & Salesforce is a powerful sales & marketing software pairing. But not all Pardot customers use Salesforce. And if you use Pardot with another CRM, it's no longer offering a native connector option. What do you do? With this walk-through, you'll learn: -Why Pardot has dropped their native connectors -What are your options? -How you can connect Pardot to any third party CRM without a line of code -Typical use cases for a Pardot-CRM Integration
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How to Connect Pardot to Any CRM Without a Single Line of Code
- 1. How to connect Pardot to any CRM Thursday March 16, 2017 without a single line of code
- 2. Hi! I’m Zak.
- 3. Agenda •Introductions •Update on Pardot native connectors •Approaches to consider for integration •Use cases & best practices •Q&A
- 4. Today’s Speakers Zak Pines VP Marketing Casey Cheshire Founder & CAO
- 5. Update on Pardot CRM connectors As of summer 2017, only connector supported will be Pardot-Salesforce. Why? •Focus – Core marketing automation product – Salesforce integration •Connectors to third party CRMs are not easy – Need continuous development – Need ongoing support
- 7. Integration Platform: Bedrock Data •Tailor built for marketing-CRM integrations •Pre-built Pardot connectors to 25+ CRMs •Configure data mappings & workflows with no code •Enable use cases for mktg & sales teams
- 8. Use Case 1: Automated Lead Management & Delivery
- 9. Use Case 1: Automated Lead Management & Delivery Automated lead delivery marketing ---> sales Getting to a lead within one hour: 10x more likely to contact, 6x more likely to qualify 9 Source: InsideSales.com Lead Response Management Study
- 10. Use Case 2: Sales Visibility •Standard CRM interface •No third party plugin or new interface to learn •Present key Pardot data: Lead Score, Lead Grade, Campaign, Last Pardot Activity
- 11. Use Case 3: Targeting CRM Database via Pardot •Target leads for nurturing •Target customer database •Customer scoring •Trigger campaigns
- 12. Use Case 4: Full Funnel Analytics via Pardot
- 13. How the Integration Works CONTACTS/LEADS ACCOUNTS/ COMPANIES OPPORTUNITIES MQLs (once qualified) Lead created by sales Opportunities sync to enable full funnel analytics Populated in Pardot (smart lists & workflows)
- 14. Top Three Tips Ensure process takes into account sales will enter leads too Get key Pardot intelligence to sales – and train them how to utilize it to close more deals. Closed loop lead to opportunity reporting is powerful
- 15. Resources: BedrockData.com/Pardot •Connectors •Use Cases •Pardot Integrations eBook •Articles
- 16. Implementation
- 17. What is your preferred next step? •I’d like to schedule a call with a specialist •I’d like to see a demo •I’d like to share this with others on my team •No next steps at this time
- 19. Thank you! Zak Pines zak@bedrockdata.com @MoneyballMktr Casey Cheshire casey@cheshireimpact.com @CaseyChesh