connectwise integrations: driving growth through customer upsell programs by bedrock data
TRANSCRIPT
ConnectWise Integrations WebinarDriving Growth Through Customer Upsell Programs
May 4, 2017
Hi! I’m Zak.
Agenda•Introductions•Customer Upsell Marketing •ConnectWise-Marketing Automation Integration •Discussion / Q&A
Today’s Speakers
Zak PinesVP, Marketing
Eden PenmanHead of Marketing
About Looking Point
• Bay Area based IT solutions provider• Services include: Design, Implementation & Support Services for IT
Infrastructure • ConnectWise partner since 2010
Revenue Growth from Existing Customers
Collaboration Digital Security Hybrid Cloud
Content Aligned to Upsell Offerings
Scoring Customers Based on Engagement
Scoring Customers in HubSpot
Visibility by Account Managers in ConnectWise
ConnectWise & Marketing Automation Integrations
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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
BONUS: PhoneBurner
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Overview of Bedrock Data ConnectWise Integrations
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Connect Your Systems
Mapping the Data
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Managing Rules for Data Sync
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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
I’m interested in connecting ConnectWise with...
•A marketing automation system like HubSpot•A CRM system like Salesforce•Other systems•Nothing at this time
● Use Cases● Connectors● ConnectWise
Integrations Guide● Customer
Interviews
BedrockData.com/ConnectWise
Questions&
Discussion
