How to Connect Pardot to Any CRM Without a Single Line of Code

•

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Pardot & Salesforce is a powerful sales & marketing software pairing. But not all Pardot customers use Salesforce. And if you use Pardot with another CRM, it's no longer offering a native connector option. What do you do? With this walk-through, you'll learn: -Why Pardot has dropped their native connectors -What are your options? -How you can connect Pardot to any third party CRM without a line of code -Typical use cases for a Pardot-CRM Integration

Marketing

How to connect Pardot to any CRM
Thursday
March 16, 2017
without a single line of code

Agenda
•Introductions
•Update on Pardot native connectors
•Approaches to consider for integration
•Use cases & best practices
•Q&A

Today’s Speakers
Zak Pines
VP Marketing
Casey Cheshire
Founder & CAO

Update on Pardot CRM connectors
As of summer 2017, only connector supported will be
Pardot-Salesforce. Why?
•Focus
– Core marketing automation product
– Salesforce integration
•Connectors to third party CRMs are not easy
– Need continuous development
– Need ongoing support

Integration Platform: Bedrock Data
•Tailor built for marketing-CRM
integrations
•Pre-built Pardot connectors to
25+ CRMs
•Configure data mappings &
workflows with no code
•Enable use cases for mktg & sales
teams

Use Case 1: Automated Lead Management & Delivery

Use Case 1: Automated Lead Management & Delivery
Automated lead delivery
marketing ---> sales
Getting to a lead within
one hour: 10x more likely
to contact, 6x more likely
to qualify
9
Source: InsideSales.com Lead Response Management Study

Use Case 2: Sales Visibility
•Standard CRM interface
•No third party plugin or
new interface to learn
•Present key Pardot data:
Lead Score, Lead Grade,
Campaign, Last Pardot
Activity

Use Case 3: Targeting CRM Database via Pardot
•Target leads for nurturing
•Target customer database
•Customer scoring
•Trigger campaigns

Use Case 4: Full Funnel Analytics via Pardot

How the Integration Works
CONTACTS/LEADS
ACCOUNTS/
COMPANIES
OPPORTUNITIES
MQLs (once qualified)
Lead created by sales
Opportunities sync to
enable full funnel
analytics
Populated in Pardot
(smart lists &
workflows)

Top Three Tips
Ensure process takes
into account sales will
enter leads too
Get key Pardot
intelligence to sales –
and train them how to
utilize it to close more
deals.
Closed loop lead to
opportunity reporting
is powerful

Resources: BedrockData.com/Pardot
•Connectors
•Use Cases
•Pardot Integrations
eBook
•Articles

What is your preferred next step?
•I’d like to schedule a call with a specialist
•I’d like to see a demo
•I’d like to share this with others on my team
•No next steps at this time

Thank you!
Zak Pines
zak@bedrockdata.com
@MoneyballMktr
Casey Cheshire
casey@cheshireimpact.com
@CaseyChesh

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How to Connect Pardot to Any CRM Without a Single Line of Code

1. How to connect Pardot to any CRM Thursday March 16, 2017 without a single line of code

2. Hi! I’m Zak.

3. Agenda •Introductions •Update on Pardot native connectors •Approaches to consider for integration •Use cases & best practices •Q&A

4. Today’s Speakers Zak Pines VP Marketing Casey Cheshire Founder & CAO

5. Update on Pardot CRM connectors As of summer 2017, only connector supported will be Pardot-Salesforce. Why? •Focus – Core marketing automation product – Salesforce integration •Connectors to third party CRMs are not easy – Need continuous development – Need ongoing support

6. Options to consider ● ●

7. Integration Platform: Bedrock Data •Tailor built for marketing-CRM integrations •Pre-built Pardot connectors to 25+ CRMs •Configure data mappings & workflows with no code •Enable use cases for mktg & sales teams

8. Use Case 1: Automated Lead Management & Delivery

9. Use Case 1: Automated Lead Management & Delivery Automated lead delivery marketing ---> sales Getting to a lead within one hour: 10x more likely to contact, 6x more likely to qualify 9 Source: InsideSales.com Lead Response Management Study

10. Use Case 2: Sales Visibility •Standard CRM interface •No third party plugin or new interface to learn •Present key Pardot data: Lead Score, Lead Grade, Campaign, Last Pardot Activity

11. Use Case 3: Targeting CRM Database via Pardot •Target leads for nurturing •Target customer database •Customer scoring •Trigger campaigns

12. Use Case 4: Full Funnel Analytics via Pardot

13. How the Integration Works CONTACTS/LEADS ACCOUNTS/ COMPANIES OPPORTUNITIES MQLs (once qualified) Lead created by sales Opportunities sync to enable full funnel analytics Populated in Pardot (smart lists & workflows)

14. Top Three Tips Ensure process takes into account sales will enter leads too Get key Pardot intelligence to sales – and train them how to utilize it to close more deals. Closed loop lead to opportunity reporting is powerful

15. Resources: BedrockData.com/Pardot •Connectors •Use Cases •Pardot Integrations eBook •Articles

16. Implementation

17. What is your preferred next step? •I’d like to schedule a call with a specialist •I’d like to see a demo •I’d like to share this with others on my team •No next steps at this time

18. Questions & Discussion

19. Thank you! Zak Pines zak@bedrockdata.com @MoneyballMktr Casey Cheshire casey@cheshireimpact.com @CaseyChesh

How to Connect Pardot to Any CRM Without a Single Line of Code

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