How an Integrated CRM & Marketing Automation System have Driven the Healthcare,
Finance, & Non-Profit Industries
Retail Brokerage
Non-Profit Foundation
College student heath information systems
Case Studies
Medicat
• New marketing function.
• Need to share
information between
Pardot and CRM .
• Campaign visibility in
CRM.
SugarCRM Leads and Contacts
Customer Retention
CRM - Pardot Integration
Pardot
Newsletters
Auto-Responde
rs
Webex
Linux Foundation
• Nonprofit consortium that
promotes use of the Linux
Operating System.
• Lean staff.
• High levels of process
automation.
SugarCRM Target Lists
List Synchronization
Pardot Segmentatio
n Lists
SugarCRM Activities
Workflow Automation
Pardot Form Submission
SugarCRM Leads and Contacts
Linux Users
Lead and Contact Sync
Pardot
eCommerce
Event Registrati
on
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.
Online Demand Gen
Public Landing Page
Application Process
Account Set-up and Confirm
Pardot
Transcend Customer Acquistion
Terrorist Watch
List
Reporting and
Analytics
SugarCRM
Terrorist Watch
List
Penson Financial
Customer Self-
Service Portal
Transcend System Architecture
PardotPublic Web Site
Common Themes
Process automation
Too much data, not enough intelligence
Reporting and analytics
Recommendations
Start small, improve incrementally
Think about reporting requirements early
Experiment
Have Fun - Plant a Tree!
