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 Wilson Solutions Architect, Perkuto Zak Pines VP Marketing, Bedrock Data

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Page 1: Unleash the Power: Marketo & Microsoft Dynamics Integrations

Using a Specialized Integration Platform for your Marketo & Dynamics CRM Integration

Customer/Partner logo

Paul WilsonSolutions Architect, Perkuto

Zak PinesVP Marketing, Bedrock Data

Page 2: Unleash the Power: Marketo & Microsoft Dynamics Integrations

GoToWebinar Navigation

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Page 3: Unleash the Power: Marketo & Microsoft Dynamics Integrations

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

Page 4: Unleash the Power: Marketo & Microsoft Dynamics Integrations

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Quick Recap of Last Session

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Page 5: Unleash the Power: Marketo & Microsoft Dynamics Integrations

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)

Page 6: Unleash the Power: Marketo & Microsoft Dynamics Integrations

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7 Reasons to Use a Specialized Integration Platform

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Page 7: Unleash the Power: Marketo & Microsoft Dynamics Integrations

#1 Microsoft uses a 3rd party integration for their Marketo-Dynamics connection!

In Microsoft’s case they have built a custom integration That’s not necessarily the answer! (too costly)

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Page 8: Unleash the Power: Marketo & Microsoft Dynamics Integrations

#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

Page 9: Unleash the Power: Marketo & Microsoft Dynamics Integrations

#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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Page 10: Unleash the Power: Marketo & Microsoft Dynamics Integrations

#4 Work with lookup field values in Dynamics

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Work with data in Marketo using “real world” names

A character scrambleVS.

Page 11: Unleash the Power: Marketo & Microsoft Dynamics Integrations

#5 Manage workflows without involving CRM admin

Data-Driven Triggers

● Convert leads● Add to lists

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Page 12: Unleash the Power: Marketo & Microsoft Dynamics Integrations

#6 Managing multiple / mixed instances

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● Mixed environments● Multi geo’s or biz units● Acquisitions● Specialized CRM for

BDRs & Sales teams

Page 13: Unleash the Power: Marketo & Microsoft Dynamics Integrations

#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

Page 14: Unleash the Power: Marketo & Microsoft Dynamics Integrations

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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Page 15: Unleash the Power: Marketo & Microsoft Dynamics Integrations

Visit Bedrock Data Marketo-Dynamics Webpage

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www.bedrockdata.com/marketo/marketo-and-dynamics-integrations

Page 16: Unleash the Power: Marketo & Microsoft Dynamics Integrations

What are your preferred next steps?[Poll]

A) I’d like to have a conversation about improving my Marketo-Dynamics connection

B) I’m interested in scheduling a 1:1 Demo of Bedrock Data to achieve what’s been discussed today

C) I’d 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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Page 17: Unleash the Power: Marketo & Microsoft Dynamics Integrations

DiscussionQ&A

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Page 18: Unleash the Power: Marketo & Microsoft Dynamics Integrations

@ [email protected]

w perkuto.com

fb.com/perkuto

twitter.com/perkuto

Thank you!Zak Pines

VP, Marketing, Bedrock [email protected]

Paul WilsonSolutions Architect, [email protected]