Bill Harrison's 2011 Pardot Conference Presentation
Post on 20-Aug-2015
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How an Integrated CRM & Marketing Automation System have Driven the Healthcare,
Finance, & Non-Profit Industries
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.
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
Recommendations
Start small, improve incrementally
Think about reporting requirements early
Experiment
Have Fun - Plant a Tree!
Questions?
Bill HarrisonPresident – Epicom Corporationbill@epicom.comwww.epicom.com512.501.1502
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