Webinar featuring Bill Goulet a Zoho & Bedrock Data customer & Aaron Kerzner - on pairing Zoho CRM with marketing automation to drive growth

1. Connecting Zoho CRM to Marketing Automation
Tuesday
July 18, 2017

2. Today’s Speakers
Aaron Kerzner
Head of Partnerships
Bill Goulet
Co-Owner & SVP, Business
Solutions

3. Agenda
JOHO’s story
•Why Zoho + Marketing Automation?
•How JOHO Did It
•Results
Bedrock Data: Connect Zoho to Marketing (no code)
•4 Critical Use Cases
•How it Works
•Q&A

4. Why Zoho + Marketing Automation?
• Background
• 2-part strategy to drive JOHO marketing
– Maximize engagement with our Zoho database
– Grow more top of funnel database
• Key to doing so: Marketing Automation integration
• Integration had to be expert-level, complete - and at

5. How We Did It:
Bedrock Data pre-built integration
Zoho custom fields for segmenting JOHO’s database

6. How We Did It:
Bedrock Data pre-built integration
HubSpot SmartLists

7. How We Did It:
Bedrock Data pre-built integration
Bedrock Data Mapping

8. Our Results:
• The right sales & marketing infrastructure to scale
– Fully segmented, actionable marketing database
• A lead-to-revenue engine
– Qualified leads move directly to CRM
– Visibility to marketing data in CRM
– CRM data loops back to marketing systems

9. Zoho + Marketing
4 Critical Use Cases

10. 1.Deliver Leads to Sales

11. 2. Sales Visibility

12. 3. Targeted Marketing

13. 4. Full Funnel Analytics

14. How it Works - Bi Directional Integration
CONTACTS
COMPANIES
OPPORTUNITIES
ACTIVITIES
Leads &
Contacts
Accounts
Potentials
Tasks

15. What is your perspective on a Zoho & marketing
automation integration?
I’d like to....
• Talk to an expert about getting started
• Learn more about what’s possible
• Schedule a follow-up demo
• Share this with other colleagues
• No next steps at this time
Audience Question

16. • Customer Stories
• Expert Guides
• How To Videos
• Infographics
• Power User Series
www.BedrockData.com/Resources

17. THANK YOU!
Feel free to email me:
aaron@bedrockdata.com