CRM And MarTech Integration: A Key Element to Your Firm's Growth

1. / Adaptive MarTech and Solutions to Enhance Professional Services Business Models
MARKETING SERIES: ROADMAP TO RELATIONSHIP-
BUILDING SUCCESS FOR PROFESSIONAL SERVICES
CRM and
MarTech
integration:
A key element to your
firm’s growth
Leverage Your Existing CRM by
Centralizing Your MarTech Stack to
Create High-Impact Client Experiences
CHAPTER ONE

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CHAPTER ONE: CRM AND MARTECH INTEGRATION
Your CRM: A Goldmine of
Untapped Potential
91% of businesses with more than 10 employees use CRM software to track, manage and
analyze interactions at every touchpoint of the customer journey1.
And yet, up to 69% of CRM projects fail to meet their goals2.
Why? Because without integration, a CRM is a data wasteland.
What it looks like:
• Mountains of spreadsheets
• List after list of unqualified leads
• No actionable insights into client needs
• Just another piece of admin filling your hectic schedule
And all this time, under the surface: An untapped goldmine of marketing data that is just
waiting to be used!
69% of marketers believe MarTech helps them excel at their jobs3.
But only 3% feel they get full value out of their MarTech tools4.
To maximise the potential of your
campaigns, leverage your existing
CRM data as a foundation for your
MarTech stack. Because when it
comes down to basics, your client
base counts.
1 Source: Agile CRM
2 Source: Harvard Business Review
3 Source: State of Marketing Technology 2017
4 Source: State of Marketing Technology 2017

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MARKETING SERIES: ROADMAP TO RELATIONSHIP-BUILDING SUCCESS FOR PROFESSIONAL SERVICES FROM
75% of global responders indicate that they will want to interact with a real person more
as technology improves3
.
35% of marketers say providing an integrated customer experience is a top priority2
33% of customers will pay more to receive a higher level of service1
.
Client relationships are your firm’s
greatest asset
As a professional services marketer, you are in the business
of building relationships. Your practitioners deliver tailored
solutions that are 1-1, not one-size-fits-all.
Your growth relies on:
• Referrals
• Cross-Selling
• Nurturing Clients
That is why your marketing needs
to deliver the star treatment. You
need 1-1 quality service, always.
As your firm scales, face-to-face
networking and working lunches
will not always cut it.
But you can keep your client
experience personal by building it
on real data and delivering
tailored campaigns.
1
1 Source: Treasure Data
2 Source: Genesys
3 Source: PwC

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CHAPTER ONE: CRM AND MARTECH INTEGRATION
To stay front of mind while your
organization grows, you must:
• Build trust
• Create a personalized client experience
• Check in with clients, leads, and event attendees
• Keep your content and offers relevant
• Make clients feel valued
• Understand their needs
• Show them you care
That is where CRM Integration comes in with tailored insights and personalized client
experiences. And because your MarTech stack is built on real-time data, it evolves with
your organization.
Clients are not the only ones who benefit from a centralized approach. Integrating your
MarTech stack with your CRM also comes with benefits for your organization:
• More referrals and word-of-mouth clients
• More returning clients
• More cross-selling opportunities
• More relevant leads
• Higher engagement with content
Not to mention more time on your hands to look after meaningful projects.

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MARKETING SERIES: ROADMAP TO RELATIONSHIP-BUILDING SUCCESS FOR PROFESSIONAL SERVICES FROM
92% of contacts sharing data online cite data security and privacy as a concern4
.
57% of responders do not trust companies to use their data responsibly3
.
41% of marketers admit they do not fully understand both the law or best
practice around the use of contacts’ personal data2
.
To cover all the bases,
you need all hands on deck.
Feel like you are always on one side of the table?
When CRM joins forces with your marketing tools, you can share valuable insights with sales,
business development and finance teams so everyone stays in the loop.
But what about
compliance?
When your marketing software integrates with your
CRM, you gain agency over the data you collect and
reduce the risks of human error.
Compliance becomes a seamless part of all your
marketing workflows — and not just an afterthought.
1
1 Source: Salesforce, 2017
2 Source: https://www.hubspot.com/marketing-statistics
3 Source: CIM
4 Source: CIM
“High performing companies are happier with the level of collaboration
between their marketing team and other departments.1.”

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CHAPTER ONE: CRM AND MARTECH INTEGRATION
With the right integrations, CRM
becomes a tool, not a headache.
Best of all, there is no need to rip up the foundations and start over. You already have first-
party data sitting on the side-lines. Maximising the CRM you already have means you can
start marketing to the right people at the right time.
See what you can achieve with CRM Integration:
Centralize your MarTech stack
with an integrated platform that
adapts to your business needs
and see growth in:
• Revenue
• Quality leads
• Client Satisfaction
• Conversion rates
• The time you must focus on
needle-moving projects1
1 Source: Adestra
Deliver personalized
client experiences
Go from stats to names and faces.
Check in with the right people,
nurture top customers, and notice
cross-selling opportunities as
they arise.
Maximize existing
client data
Use client data to understand client
needs, segment audience and deliver
relevant content at every touchpoint
of the journey.
Reduce
compliance risks
Seamlessly integrate internal and
external compliance guidelines
throughout your
marketing campaigns.
Collaborate
across teams
Share valuable insights with sales,
business development and finance
teams so everyone stays in the loop.
Play to your strengths and focus
meaningful projects
Excel at your job by automating data
entry, streamlining your workflows,
and focusing on the big picture.
Future-proof your
organization’s growth
Deliver 1-1 quality service on a larger
scale with solutions that grow with
your organization.
68% of marketers say increased customer engagement is a benefit of marketing automation1

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MARKETING SERIES: ROADMAP TO RELATIONSHIP-BUILDING SUCCESS FOR PROFESSIONAL SERVICES FROM
Here is Where We Come In
Concep is a leading MarTech and
solutions partner trusted by
professional services firms worldwide.
We invest in CRM integration because
we care about client relationships.
Our marketing suite enables your organisation to
reach its full potential without adding extra steps to
your schedule. By integrating with your CRM, you can
create cohesive client experiences and onboarding
strategies based on relevant real-time data.
The Concep marketing suite currently integrates with
global CRM leaders such as: InterAction, Intapp
OnePlace, Microsoft Dynamics 365, Legal360,
DealCloud, Peppermint and Salesforce.
Book a free consultation call with one of our
consultants to maximize your firm’s potential.

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CHAPTER ONE: CRM AND MARTECH INTEGRATION
Strategy . Technology . Integration
Adaptive Martech And Solutions to Enhance
Professional Services Business Models
www.concep.com | London . New York . Sydney | connect@concep.com | +44 (0)20 7952 4700