unleash the power: marketo & microsoft dynamics integrations
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Using a Specialized Integration Platform for your Marketo & Dynamics CRM Integration
Customer/Partner logo
Paul WilsonSolutions Architect, Perkuto
Zak PinesVP Marketing, Bedrock Data
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Agenda
1. Limitations of Native Connector [recap from last session]2. 7 Reasons to use a specialized platform for Marketo-Dynamics3. Q&A / Discussion
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Zak
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Quick Recap of Last Session
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Limitations of Native Marketo-Dynamics Connector 1. No data de-duplication from Dynamics into Marketo for new Marketo leads
2. No workflow management
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3. GUIDs are a scramble of characters (not lookup values)
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7 Reasons to Use a Specialized Integration Platform
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#1 Microsoft uses a 3rd party integration for their Marketo-Dynamics connection!
In Microsofts case they have built a custom integration Thats not necessarily the answer! (too costly)
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#2 Seamless multi-directional sync handles new records in BOTH directions
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Does the record exist in Marketo?
YES NO
New Lead or Contact Sales Prospecting Inbound Call Referral New Contact at Account
No Duplicates | No Workarounds
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#3 Pushing interesting moments as closed tasks to Dynamics
Completed tasks in Dynamics No plug-in/separate interface Report on data via Dynamics
Marketo - Dynamics Integration
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#4 Work with lookup field values in Dynamics
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Work with data in Marketo using real world names
A character scrambleVS.
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#5 Manage workflows without involving CRM admin
Data-Driven Triggers
Convert leads Add to lists
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#6 Managing multiple / mixed instances
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Mixed environments Multi geos or biz units Acquisitions Specialized CRM for
BDRs & Sales teams
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#7 Full-time dedicated support around data integration
Continuous development releases Focused development Immediate support
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Specialized Integration Provider Marketing Automation Provider
Competing for scarce development resources Infrequent updates Competing for support resources
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Recap - Integration Platform Win-Win for Marketo & Dynamics AdminsFor Marketo Admins:
Work with lookup field values (e.g. business unit), not long ID values
Stronger confidence in no dupes Manage workflows without needing CRM
admin Manage multiple instance or mixed
environments Focussed support & development around
integration
For Dynamics Admins:
Avoid marketing data clutter forced by a full sync (excess leads in CRM)
Interesting moments as closed tasks opens up CRM reporting/analytics
Manage multiple instance or mixed environments
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Visit Bedrock Data Marketo-Dynamics Webpage
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www.bedrockdata.com/marketo/marketo-and-dynamics-integrations
http://www.bedrockdata.com/marketo/marketo-and-dynamics-integrationshttp://www.bedrockdata.com/marketo/marketo-and-dynamics-integrations
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What are your preferred next steps?[Poll]
A) Id like to have a conversation about improving my Marketo-Dynamics connection
B) Im interested in scheduling a 1:1 Demo of Bedrock Data to achieve whats been discussed today
C) Id like to attend a March webinar and get a deeper dive demo of Bedrock Data then
D) No next steps at this time
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DiscussionQ&A
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w perkuto.com
fb.com/perkuto
twitter.com/perkuto
Thank you!Zak Pines
VP, Marketing, Bedrock [email protected]
Paul WilsonSolutions Architect, [email protected]