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              Resp...
Linux Foundation• Nonprofit consortium that  promotes use of the Linux  Operating System.• Lean staff.• High levels of pro...
List Synchronization   Pardot               SugarCRMSegmentation               Target Lists    Lists
Workflow AutomationPardot Form   SugarCRMSubmission     Activities
Lead and Contact SynceCommerce               SugarCRM  EventRegistration               Leads and   Pardot                C...
Transcend Capital• Business model depends on  efficient demand generation.• Pardot critical to customer  acquisition proce...
Transcend Customer AcquistionOnline   Public    Application   AccountDemand   Landing   Process       Set-up andGen      P...
Transcend System Architecture   Public                Pardot  Web Site                              Penson                ...
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
Pardot Elevate 2011: How an Integrated CRM & Marketing Automation System have Driven the Healthcare, Finance, & Non-Profit...
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Pardot Elevate 2011: How an Integrated CRM & Marketing Automation System have Driven the Healthcare, Finance, & Non-Profit Industries

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Combining SugarCRM with Pardot's Marketing Automation software proves to be a driving force for companies of varying industries and sizes. Epicom's President, Bill Harrison, will discuss three customers in the non-profit, healthcare, and finance industry that deployed both SugarCRM and Pardot. With a tight integration between marketing automation and a flexible customer relationship management system, these companies have accelerated their sales and improved business processes. Come see how Pardot is successfully used for donations, sponsorships, B2B healthcare campaigns, and financial marketing.

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Pardot Elevate 2011: How an Integrated CRM & Marketing Automation System have Driven the Healthcare, Finance, & Non-Profit Industries

  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

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