ConnectWise Integrations by Bedrock Data

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This document discusses how connecting ConnectWise with marketing automation and CRM systems can fuel business growth. It provides an agenda for the discussion, introducing three speakers who will cover the following topics: integrating ConnectWise with a marketing automation system to automate lead management and provide sales visibility into marketing data; integrating ConnectWise with a CRM system to sync contacts, accounts, cases and tickets for a consistent view across systems; and integrating multiple systems like ConnectWise, a marketing automation system, and a CRM to get the most value from the technology stack through a multi-directional sync of data. The speakers provide examples and best practices for each integration topic.

Marketing

Agenda:
Fueling Growth with ConnectWise
•Speaker introductions
•3 Topics
– ConnectWise + Marketing Automation Use Case
– ConnectWise + CRM Use Case
– 3+ Systems Use Case
•Q&A
3

Today’s Speakers
AdamSeanZak
4
Topic:
ConnectWise + Marketing
Topic:
ConnectWise + CRM
Topic:
3+ Systems Use Case

ConnectWise & Marketing Automation
Integrations
Zak
5

Why marketing automation systems?
•Leverage & Grow your DB - customers & prospects
•Drive repeatable opportunity growth
•Website = center of demand generation
•Closed loop tracking of marketing
6

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
7

Example of Visibility to Marketing in ConnectWise
8

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

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
10

Why connect ConnectWise & CRMs?
12
•Different departmental needs
– Sales wants Salesforce, Service wants ConnectWise
•Consistent view across two systems
•Sales visibility to key support activities

Overview of ConnectWise & CRM Integrations
13
ACCOUNTS/ CONTACTS
CASES TICKETS
Bi-directional sync
De-duplicated by email
address
Push to CRM for sales
visibility
ACCOUNTS/ CONTACTS

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
14

Why connect multiple systems?
1+1+1 = 10
“Integrated best-of-breed marketers get
the most value from their technology
stacks.”
-Scott Brinker
16

Use Cases
•Pardot - marketing automation
•Salesforce.com - BDR for lead follow up
•ConnectWise - sales & support
17

Multi-System Integration Example
18
Multi-directional
Sync
Contacts
Accounts
BDR Qualified LeadsOpportunity data for reporting
Customer data for marketing
Marketing Qualified Leads
Tasks

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
19

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
20

Visit BedrockData.com/ConnectWise
• Integration use
cases
• Customer
success stories
• Best Practices
content
21

THANK YOU!
Adam
Adam@
SierraPacificConsulting.com
Sean
Sean.Matthews@LeftHook.co
Zak
Zak@BedrockData.com
@MoneyballMktr

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Mastering Local SEO for Service Businesses in the AI Era"" is tailored specifically for local service providers like plumbers, dentists, and others seeking to dominate their local search landscape. This session delves into leveraging AI advancements to enhance your online visibility and search rankings through the Content Factory model, designed for creating high-impact, SEO-driven content. Discover the Dollar-a-Day advertising strategy, a cost-effective approach to boost your local SEO efforts and attract more customers with minimal investment. Gain practical insights on optimizing your online presence to meet the specific needs of local service seekers, ensuring your business not only appears but stands out in local searches. This concise, action-oriented workshop is your roadmap to navigating the complexities of digital marketing in the AI age, driving more leads, conversions, and ultimately, success for your local service business. Key Takeaways: Embrace AI for Local SEO: Learn to harness the power of AI technologies to optimize your website and content for local search. Understand the pivotal role AI plays in analyzing search trends and consumer behavior, enabling you to tailor your SEO strategies to meet the specific demands of your target local audience. Leverage the Content Factory Model: Discover the step-by-step process of creating SEO-optimized content at scale. This approach ensures a steady stream of high-quality content that engages local customers and boosts your search rankings. Get an action guide on implementing this model, complete with templates and scheduling strategies to maintain a consistent online presence. Maximize ROI with Dollar-a-Day Advertising: Dive into the cost-effective Dollar-a-Day advertising strategy that amplifies your visibility in local searches without breaking the bank. Learn how to strategically allocate your budget across platforms to target potential local customers effectively. The session includes an action guide on setting up, monitoring, and optimizing your ad campaigns to ensure maximum impact with minimal investment.

Pillar-Based Marketing Master Class - Ryan Brock

DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions

In this humorous and data-heavy Master Class, join us in a joyous celebration of life honoring the long list of SEO tactics and concepts we lost this year. Remember fondly the beautiful time you shared with defunct ideas like link building, keyword cannibalization, search volume as a value indicator, and even our most cherished of friends: the funnel. Make peace with their loss as you embrace a new paradigm for organic content: Pillar-Based Marketing. Along the way, discover that the results that old SEO and all its trappings brought you weren’t really very good at all, actually. In this respectful and life-affirming service—erm, session—join Ryan Brock (Chief Solution Officer at DemandJump and author of Pillar-Based Marketing: A Data-Driven Methodology for SEO and Content that Actually Works) and leave with: • Clear and compelling evidence that most legacy SEO metrics and tactics have slim to no impact on SEO outcomes • A major mindset shift that eliminates most of the metrics and tactics associated with SEO in favor of a single metric that defines and drives organic ranking success • Practical, step-by-step methodology for choosing SEO pillar topics and publishing content quickly that ranks fast

Top digital marketing institutein noida

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DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions

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AI Driven Emotional Recognition in Digital Ads - Tarun Gupta

DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions

This session will aim to comprehensively review the current state of artificial intelligence techniques for emotional recognition and their potential applications in optimizing digital advertising strategies. Key studies developing AI models for multimodal emotion recognition from videos, images, and neurophysiological signals were analyzed to build content for this session. The session delves deeper into the current challenges, opportunities to help realize the full benefits of emotion AI for personalized digital marketing.

Influencer Marketing Master Class - Alexis Andreasik

DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions

Empowering Influencers: The New Center of Brand-Consumer Dynamics In the current market landscape, establishing genuine connections with consumers is crucial. This presentation, "Empowering Influencers: The New Center of Brand-Consumer Dynamics," explores how influencers have become pivotal in shaping brand-consumer relationships. We will examine the strategic use of influencers to create authentic, engaging narratives that resonate deeply with target audiences, driving success in the evolved purchase funnel.

Data-Driven Personalization - Build a Competitive Advantage by Knowing Your C...

DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions

SEO in the AI Era - Trust, Quality and Content Discovery - Andy Crestodina

DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions

We’ve entered a new era in digital. Search and AI are colliding, in more ways than one. And they all have major implications for marketers. • SEOs now use AI to optimize content. • Google now uses AI to generate answers. • Users are skipping search completely. They can now use AI to get answers. So AI has changed everything …or maybe not. Our audience hasn’t changed. Their information needs haven’t changed. Their perception of quality hasn’t changed. In reality, the most important things haven’t changed at all. In this session, you’ll learn the impact of AI. And you’ll learn ways that AI can make us better at the classic challenges: getting discovered, connecting through content and staying top of mind with the people who matter most. We’ll use timely tools to rebuild timeless foundations. We’ll do better basics, but with the most advanced techniques. Andy will share a set of frameworks, prompts and techniques for better digital basics, using the latest tools of today. And in the end, Andy will consider - in a brief glimpse - what might be the biggest change of all, and how to expand your footprint in the new digital landscape. Key Takeaways: How to use AI to optimize your content How to find topics that algorithms love How to get AI to mention your content and your brand

Mastering Your Online Visibility - Fernando Angulo

DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions

Unlock the secrets to enhancing your digital presence with our masterclass on mastering online visibility. Learn actionable strategies to boost your brand, optimize your social media, and leverage SEO. Transform your online footprint into a powerful tool for growth and engagement. Key Takeaways: 1. Effective techniques to increase your brand's visibility across various online platforms. 2. Strategies for optimizing social media profiles and content to maximize reach and engagement. 3. Insights into leveraging SEO best practices to improve search engine rankings and drive organic traffic.

PickUp_conversational AI_Capex, Inc._20240611

Shuntaro Kogame

Global Growth Starts With Translation - How To Unlock Global Markets - Tim Kirby

DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions

Did you know that while 50% of content on the internet is in English, English only makes up 26% of the world’s spoken language? And yet 87% of customers won’t buy from an English only website. Uncover the immense potential of communicating with customers in their own language and learn how translation holds the key to unlocking global growth. Join Smartling CEO, Bryan Murphy, as he reveals how translation software can streamline the translation process and seamlessly integrate into your martech stack for optimal efficiency. And that's not all – he’ll also share some inspiring success stories and practical tips that will turbocharge your multilingual marketing efforts! Key takeaways: 1. The growth potential of reaching customers in their native language 2. Tips to streamline translation with software and integrations to your tech stack 3. Success stories from companies that have increased lead generation, doubled revenue, and more with translation

Growth Marketing in 2024 - Randy Rayess, Outgrow

DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions

Build marketing products across the customer journey to grow your business and build a relationship with your customer. For example you can build graders, calculators, quizzes, recommendations, chatbots or AR apps. Things like Hubspot's free marketing grader, Moz's site analyzer, VenturePact's mobile app cost calculator, new york times's dialect quiz, Ikea's AR app, L'Oreal's AR app and Nike's fitness apps. All of these examples are free tools that help drive engagement with your brand, build an audience and generate leads for your core business by adding value to a customer during a micro-moment. Key Takeaways: Learn how to use specific GPTs to help you Learn how to build your own marketing tools Generate marketing ideas for your business How to think through and use AI in marketing How AI changes the marketing game

Gokila digital marketing| consultant| Coimbatore

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Myself Gokila digital marketing consultant located in Coimbatore other various types of digital marketing services such as SEM SEO SMO SMM CAMPAIGNS content writing web design for all your business needs with affordable cost Digital Marketing Services | Techvolt Software : Digital Marketing is a latest method of Marketing techniques widely used across the Globe. Digital Marketing is an online marketing technique and methods used for all products and services through Search Engine and Social media advertisements. Previously the marketing techniques were used without using the internet via direct and indirect marketing strategies such as advertising through Telemarketing,Newspapers,Televisions,Posters etc. List of Services offered in Digital Marketing |Techvolt Software : Techvolt Software offers best Digital Marketing services for promoting your products and services through online platform on the below methods of Digital marketing 1. Search Engine Optimization (SEO) 2. Search Engine Marketing (SEM) 3. Social Media Optimization (SMO) 4. Social Media Marketing (SMM) 5. Campaigns Importance | Need of Digital Marketing (Online Promotions) : 1. Quick Promotions through Online 2. Generation of More leads and Business Enquiries via Search Engine and Social Media Platform 3. Latest Technology development vs Business promotions 4. Creation of Social Branding 5. Promotion with less investment Benefits Digital Marketing Services at Techvolt software : 1. Services offered with Affordable cost 2. Free Content writing 3. Free Dynamic Website design* 4. Best combo offers on website Hosting,design along with digital marketing services 5. Assured Lead Generation through Search Engine and Social Media 6. Online Maintenance Support Free Website + Digital Marketing Services Techvolt Software offers Free website design for all customer and clients who is availing the digital marketing services for a minimum period of 6 months. With Regards Gokila digital marketer Coimbatore

Yes, It's Your Fault Book Launch Webinar

Demandbase

From Blame to Gain: Achieving Sales and Marketing Alignment to Drive B2B Growth. Tired of the perpetual tug-of-war between your sales and marketing teams? Come hear Demandbase Chief Marketing Officer, Kelly Hopping and Chief Sales Officer, John Eitel discuss key insights from their new book, “Yes, It’s Your Fault! From Blame to Gain: Achieving Sales and Marketing Alignment to Drive B2B Growth.” They’ll share their no-nonsense approach to bridging the sales and marketing divide to drive true collaboration — once and for all. In this webinar, you’ll discover: The underlying dynamics fueling sales and marketing misalignment How to implement practical solutions without disrupting day-to-day operations How to cultivate a culture of collaboration and unity for long-term success How to align on metrics that matter Why it’s essential to break down technology and data silos How ABM can be a powerful unifier

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ConnectWise Integrations by Bedrock Data

1. Fueling Growth Wednesday March 1, 2017 By Coupling ConnectWise with Marketing Automation & CRM Systems 1

2. Hi! I’m Zak. 2

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 3

4. Today’s Speakers AdamSeanZak 4 Topic: ConnectWise + Marketing Topic: ConnectWise + CRM Topic: 3+ Systems Use Case

5. ConnectWise & Marketing Automation Integrations Zak 5

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 6

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 7

8. Example of Visibility to Marketing in ConnectWise 8

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 10

11. ConnectWise & CRM integrations 11 Sean

12. Why connect ConnectWise & CRMs? 12 •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 13 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 14

15. Multi-System Integrations 15 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 16

17. Use Cases •Pardot - marketing automation •Salesforce.com - BDR for lead follow up •ConnectWise - sales & support 17

18. Multi-System Integration Example 18 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 19

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 20

21. Visit BedrockData.com/ConnectWise • Integration use cases • Customer success stories • Best Practices content 21

22. Questions & Discussion 22

23. THANK YOU! Adam Adam@ SierraPacificConsulting.com Sean Sean.Matthews@LeftHook.co Zak Zak@BedrockData.com @MoneyballMktr

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