Connecting Zoho CRM to Marketing Automation

TuesdayJuly 18, 2017

Today’s Speakers

Aaron Kerzner

Head of Partnerships

Bill Goulet

Co-Owner & SVP, Business

Solutions

AgendaJOHO’s story

•Why Zoho + Marketing Automation?

•How JOHO Did It

•Results

Bedrock Data: Connect Zoho to Marketing (no code)

•4 Critical Use Cases

•How it Works

•Q&A

Why Zoho + Marketing Automation?

• Background

• 2-part strategy to drive JOHO marketing

– Maximize engagement with our Zoho database

– Grow more top of funnel database

• Key to doing so: Marketing Automation integration

• Integration had to be expert-level, complete - and at the same time not complex, no coding

How We Did It:Bedrock Data pre-built integration

Zoho custom fields for segmenting JOHO’s database

How We Did It:Bedrock Data pre-built integration

HubSpot SmartLists

How We Did It:Bedrock Data pre-built integration

Bedrock Data Mapping

Our Results:

• The right sales & marketing infrastructure to scale

– Fully segmented, actionable marketing database

• A lead-to-revenue engine

– Qualified leads move directly to CRM

– Visibility to marketing data in CRM

– CRM data loops back to marketing systems

Zoho + Marketing 4 Critical Use Cases

1.Deliver Leads to Sales

2. Sales Visibility

3. Targeted Marketing

4. Full Funnel Analytics

How it Works - Bi Directional Integration

CONTACTS

COMPANIES

OPPORTUNITIES

ACTIVITIES

Leads & Contacts

Accounts

Potentials

Tasks

What is your perspective on a Zoho & marketing automation integration?

I’d like to....

• Talk to an expert about getting started

• Learn more about what’s possible

• Schedule a follow-up demo

• Share this with other colleagues

• No next steps at this time

Audience Question

• Customer Stories

• Expert Guides

• How To Videos

• Infographics

• Power User Series

www.BedrockData.com/Resources

THANK YOU!

Feel free to email me: aaron@bedrockdata.com