Combining SugarCRM with Pardot's Marketing Automation software proves to be a driving force for companies of varying industries and sizes. Epicom's President, Bill Harrison, will discuss three customers in the non-profit, healthcare, and finance industry that deployed both SugarCRM and Pardot. With a tight integration between marketing automation and a flexible customer relationship management system, these companies have accelerated their sales and improved business processes. Come see how Pardot is successfully used for donations, sponsorships, B2B healthcare campaigns, and financial marketing.

1. How an Integrated CRM & Marketing
Automation System have Driven the
Healthcare, Finance, & Non-Profit
Industries

3. Case Studies
College student heath
information systems
Non-Profit Foundation
Retail Brokerage

4. Medicat
• New marketing function.
• Need to share information
between Pardot and CRM .
• Campaign visibility in CRM.

5. CRM - Pardot Integration
Newsletters
SugarCRM
Leads and Pardot Auto-
Contacts Responders
Customer
Retention
Webex

6. Linux Foundation
• Nonprofit consortium that
promotes use of the Linux
Operating System.
• Lean staff.
• High levels of process
automation.

7. List Synchronization
Pardot
SugarCRM
Segmentation
Target Lists
Lists

8. Workflow Automation
Pardot Form SugarCRM
Submission Activities

9. Lead and Contact Sync
eCommerce
SugarCRM
Event
Registration
Leads and Pardot
Contacts
Linux Users

10. Transcend Capital
• Business model depends on
efficient demand generation.
• Pardot critical to customer
acquisition process.
• Approximately 12 separate
forms required for new
account set-up.

11. Transcend Customer Acquistion
Online Public Application Account
Demand Landing Process Set-up and
Gen Page Confirm
Pardot

12. Transcend System Architecture
Public
Pardot
Web Site
Penson
Financial
Customer
Self-Service SugarCRM
Portal
Reporting
Terrorist
and Terrorist
Watch List
Analytics Watch List

13. Common Themes
Process automation
Too much data, not enough intelligence
Reporting and analytics

14. Recommendations
Start small, improve incrementally
Think about reporting requirements early
Experiment
Have Fun - Plant a Tree!

15. Questions?
Bill Harrison
President – Epicom Corporation
bill@epicom.com
www.epicom.com
512.501.1502