Fueling Growth by Connecting NetSuite with Marketing Systems
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NetSuite is a great system for managing a business. Driving growth though requires integrated marketing systems. Learn about approach for connecting NetSuite to marketing to fuel growth with these best practices, tips & tricks.
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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.
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Fueling Growth by Connecting NetSuite with Marketing Systems
- 1. Fueling Growth by Coupling NetSuite with Marketing Systems Wednesday August 9, 2017
- 2. Hi! I’m Zak.
- 3. Agenda • Why NetSuite + Marketing Automation • Case Study: Revenue River • Key Use Cases • Tips, Tricks & Best Practices • Q&A
- 5. Why NetSuite + Marketing Automation Marketing & Sales Drive Growth
- 6. Why NetSuite + Marketing Automation • Leverage & grow your database - customers & prospects • Drive repeatable opportunity growth • Website = center of demand generation • Closed loop tracking of marketing
- 7. Why NetSuite + Marketing Automation • Better coordinate sales & marketing outreach • Manage marketing programs –Lead nurturing | ABM | Customer upsell •Implement marketing personalization • Better track marketing investments to sales results
- 9. Why Marketing Automation •Drive marketing programs to pipeline, $ •Get more from database & grow database •Track marketing investments to sales outcomes
- 11. Key use cases for NetSuite + Marketing Deliver leads to sales Visibility for sales reps Targeted marketing Closed loop reporting Ensure leads move smoothly without manual work Get reps key info on prospects & customers, in a format easy for them Make your marketing more effective with targeted messages & offers Tie sales outcomes (new customers, revenue) back to marketing 1 2 3 4
- 12. How the Integration Works CONTACTS/LEADS OPPORTUNITIES CONTACTS & ACCOUNTS MQLs (once qualified) Lead created by sales Opportunities sync to enable closed loop reporting Populated in marketing systems (smart lists)
- 14. Closed Loop Reporting in HubSpot
- 15. NetSuite Integrations Top Three Tips Understand your NetSuite required fields (Companies, Opportunities) Understand your lead type (Individual or Company) Understand relationships (e.g. ownership at the company, not contact level)
- 16. NetSuite Integrations Three Lead Type Flows Lead → Prospect → Customer Company Company Company (with contacts) Individual Company (upon conversion) Company (with contacts) Individual Individual Individual #1 #2 #3
- 17. • Talk to an expert about getting started • Learn more about what’s possible • Schedule a demo • Share this with other colleagues • None What are your next steps?
- 18. Visit BedrockData.com/Resources • Videos • Case Studies • Best Practices Content • Integration Pairings
- 19. Q&A Amanda Zak
- 20. THANK YOU! Feel free to email me: zak@bedrockdata.com