For many ConnectWise partners, your customer base represents a valuable asset to develop new revenue streams. In this presentation, Eden Penman of Looking Point will share how her sales and marketing teams drow growth within their customer base. Looking Point’s approach includes: -Leverage a marketing automation system with a complete integration alongside ConnectWise to target its customer database -Creating a content strategy aligning content topics to your upsell service offerings -Scoring customers based on how they engage with content topics -Providing visibility for accounting managers to target customers Read on for practical tips on how to drive more revenue from customer marketing programs.

1. ConnectWise Integrations Webinar
Driving Growth Through Customer Upsell Programs
May 4, 2017

2. Hi! I’m Zak.

3. Agenda
•Introductions
•Customer Upsell Marketing
•ConnectWise-Marketing Automation Integration
•Discussion / Q&A

4. Today’s Speakers
Zak Pines
VP, Marketing
Eden Penman
Head of Marketing

5. About Looking Point
• Bay Area based IT solutions provider
• Services include: Design, Implementation & Support Services for IT
Infrastructure
• ConnectWise partner since 2010

6. Revenue Growth from Existing Customers
Collaboration Digital Security Hybrid Cloud

7. Content Aligned to Upsell Offerings

8. Scoring Customers Based on Engagement

9. Scoring Customers in HubSpot

10. Visibility by Account Managers in ConnectWise

11. ConnectWise & Marketing Automation Integrations
11

12. 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

13. BONUS: PhoneBurner
13

14. Overview of Bedrock Data ConnectWise Integrations
14

15. Connect Your Systems

16. Mapping the Data
16

17. Managing Rules for Data Sync
17

18. Process: Rapid On Boarding
• Connect ConnectWise & Marketing Automation or CRM in 30 days
• Get the most out of connected systems
• Expertise in ConnectWise, marketing systems & CRMs

19. I’m interested in connecting
ConnectWise with...
•A marketing automation system like HubSpot
•A CRM system like Salesforce
•Other systems
•Nothing at this time

20. ● Use Cases
● Connectors
● ConnectWise
Integrations Guide
● Customer
Interviews
BedrockData.com/ConnectWise

21. Questions
&
Discussion

22. Thank you!
Zak
zak@bedrockdata.com
@MoneyballMktr
Eden
eden@lookingpoint.com
@edenstelladot