Fueling Growth by Coupling NetSuite with Marketing Systems

WednesdayAugust 9, 2017

Hi! I’m Zak.

Agenda

• Why NetSuite + Marketing Automation

• Case Study: Revenue River

• Key Use Cases

• Tips, Tricks & Best Practices

• Q&A

Today’s Speakers

Amanda Zak

Why NetSuite + Marketing Automation

Marketing & Sales

Drive Growth

Why NetSuite + Marketing Automation

• Leverage & grow your database - customers & prospects

• Drive repeatable opportunity growth

• Website = center of demand generation

• Closed loop tracking of marketing

Why NetSuite + Marketing Automation

• Better coordinate sales & marketing outreach

• Manage marketing programs

–Lead nurturing | ABM | Customer upsell

•Implement marketing personalization

• Better track marketing investments to sales results

Case Study

Amanda

Why Marketing Automation

•Drive marketing programs to pipeline, $

•Get more from database & grow database

•Track marketing investments to sales outcomes

Flexibility to Choose

10

Key use cases for NetSuite + Marketing

Deliver leads to sales

Visibility for sales reps

Targeted marketing

Closed loop reporting

Ensure leads move smoothly without manual work

Get reps key info on prospects & customers, in a format easy for them

Make your marketing more effective with targeted messages & offers

Tie sales outcomes (new customers, revenue) back to marketing

1 2

3 4

How the Integration Works

CONTACTS/LEADS

OPPORTUNITIES

CONTACTS & ACCOUNTS

MQLs (once qualified)

Lead created by sales

Opportunities sync to enable closed loop

reporting

Populated in marketing systems (smart lists)

Sales Rep

Visibility

Closed Loop Reporting in HubSpot

NetSuite IntegrationsTop Three Tips

Understand your NetSuite required

fields (Companies,

Opportunities)

Understand your lead type

(Individual or Company)

Understand relationships (e.g. ownership at the

company, not contact level)

NetSuite IntegrationsThree Lead Type Flows

Lead → Prospect → Customer

Company Company Company

(with contacts)

Individual Company

(upon conversion)

Company

(with contacts)

Individual Individual Individual

#1

#2

#3

• Talk to an expert about getting started • Learn more about what’s possible• Schedule a demo• Share this with other colleagues • None

What are your next steps?

Visit BedrockData.com/Resources

• Videos

• Case Studies

• Best Practices Content

• Integration Pairings

Q&A

Amanda Zak

THANK YOU!

Feel free to email me: zak@bedrockdata.com