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ANALYSEDETERMINEDESIGNCREATEENABLEOPTIMISEMARK ETO TO CRMINTEGRAT IONeffectively bridging the gap between salesand marketingMONETISE
Effectively bridging the gap between sales andmarketing, this technical service ensures consistency,alignment, clarity and the potential for improved results– regardless of the specifications of your existingsystem. Seamlessly integrating Marketo and your CRM,you’ll benefit from accurately mapped data which willallow greater visibility for both departments whileenriching the CRM data with activities and behaviours.Before any work commences we will establish the size and total cost of the project,giving you a global view of what’s required to integrate Marketo and your CRM.From here, the production of a technical blueprint will outline the project in detailand provide business justification as to the viability of the implementation.THE TRANSFORMATIONAL LIFECYCLEWhat makes us so successful with the Marketo platform is our unique sevenstep methodology. This provides a proven structure which effectively maps thetransformational lifecycle – from pre-implementation through to post go-live – givingyou and your team confidence that at every stage you’re following a robust modelwhich will lead to success.ANALYSECurrent needs.Future needs.Business EUse Cases.Requirements.Func onali es.Future statesuccess factorsand me-lines.Buildarchitecture,train and test.Train, onboard,and embed.Influence,report,support.Converta en oninto revenue.1. Analyse – before you even consider5. Enable - we’ll begin the training,the role out of Marketo, we needrunning enablement programmesto assess your current and futureand test the revised processes toneeds and business drivers.make sure the new technology is2. Determine – what are yourfunctional and non-functionalfully embedded.6. Optimise – here we’ll support yourrequirements? What will really movebusiness to make the most of theyour organisation forward?valuable data you’re collating. With3. Design – a detailed roadmap willprovide a focal point for effectiveproject progression and ensureall stakeholders are aware of theirresponsibilities.4. Create – we’ll build the newtechnology architecture andintegrate this with existing systems.our Influence Report you can learnhow your customers interact withyour brand – across all channels.7. Monetise – insight is one thing.Converting it into attention andrevenue is quite another. We’llsupport you in making more ofyour data and utilising it to informbusiness and sales strategy.
HOW IT WORKSStep oneA data mapping workshop will build a mapping document of the fieldsrequired for integration. As part of this process your team will learnabout risk, compliance, unsubscribe flow and preferences - all key whenintegrating data sources.Step twoCareful field mapping will ensure the consistency of data objects andaccurate communication of data between systems. We will recommendquality control that will enable data to correctly sync between the Marketoplatform and your CRM.Step threeAlignment is key to maximise effectiveness utilising the new technology.We will provide expert support to your IT, CRM and marketing teams,equipping them with the essential understanding to use the Marketo to itsmaximum effect.Step fourUsing the mapping document, Bluprint tests ‘field to field’ to ensure thedata is passed as intended. For robustness, up to 10 use cases are testedon-site for one day.Step fiveAt this point the fundamental groundwork is now complete. This is thecritical initial sign off phase where we will report on progress and giveyou the opportunity to assess the development in a sandbox testingenvironment and ensure it is in keeping with your needs.Step sixAfter integrating Marketo and your CRM in a live environment, rigoroustesting of all integrated fields will take place alongside system performancechecks. Thorough User Acceptance Testing (UAT) and scenario based testingare all undertaken while maintaining close communication with you.Step sevenOnce the robust testing phase is complete and you are completely satisfiedwith the performance of the integration, we will hand over your marketingecosystem and provide an induction as to functionality and usability.
ENHANCEMENTSBeyond the core Marketo and CRM integration, Bluprint offers a series ofenhancements which can be mapped to specific business requirements.These include:§§ Additional plug-ins such as WordPress and other Content ManagementSystems and Bluprint’s GDPR Consent Manager to you to increase yourwebsite conversions, nurture your subscribers and esnure compliance.§§ Lifecycle development & workshops – better understand how tohandle the routing and lifecycle of leads through your ecosystem, thenuse routing models to send to the correct salesperson based on anagreed logic.§§ Preference centre - ensure your campaigns are fully compliant bytailoring your customer experience on an individual level.WHY INTEGRATE MARKETO WITHYOUR CRM?§§ Keep data up to date across both platforms and in real time- allowing you and your company to make fast, effective andinformed decisions to ensure maximum impact.§§ Enrich CRM data with activities and behaviours - ensuring thatyour salespeople have a clear picture, not only into the customerprofile but also into their behavioural activity.§§ Help sales - understand which contacts contribute to opportunitieswith a simple analyzer displayed inside your CRM tool.As a Marketo Gold Partner, Bluprint provides a single point of contactfor the end-to-end delivery of your Marketo project. From licensesand services through to training and support, you can be assured of aseamless implementation - whatever the scale or timeframe.To learn more about our Marketo to CRM Integration services or forfurther information on our outcome-based services, please contact uson 44 (0) 844 822 3936 to speak to one of our experts.
ABOUT BLUPRINTABOUT MARKETOBluprint is one of the world’s leading authorities inMartech, Salestech and Data use. Our purpose is tomake marketers excel in their technology and data useacross the globe. We want you to pull every ounce ofvalue out of your investments and change the veryheart of your business. We empower you to face thereality of your modern customer and make outstandingreturns because we want you to be the hero in the end.Marketo helps companies master the art andscience of digital marketing to engage customersand prospects. Marketo delivers software that helpsmarketing understand its target audience, engagethem as individuals on their terms, measure the impactof their marketing efforts, and manage the team forsuccess.Results are your top priority. Martech and datamust help you do your job better, every single day.It all should be maximising efficiency, showing youactionable insight into your audiences and providingsolid ground for your team to get creative on.We help organisations;§§ Power up their data so they can act on it§§ Build analytics they can trust§§ Align sales and marketing departments§§ Master omni-channel marketing§§ Test and optimise their customer experienceVenturing out from our headquarters in the UK andoffices in the US, Switzerland and the Middle East, ourreach truly is global. Our dedicated teams of strategicconsultants and certified technicians will focus ontransforming your people, processes, technology,data and content, so you’re ready to face this rapidlychanging world, fast.YOUR REGIONAL CONTACTSLee HackettUK and Ireland, Americase leehackett@thisisbluprint.comt 44 (0) 844 822 3936m 44 (0) 797 045 8116Urs BlickenstorferContinental Europe, Middle East, Asiae ursblickenstorfer@thisisbluprint.comt 41 (0) 44 545 87 81m 41 (0) 79 247 42 51t 44 (0) 844 822 3936e info@thisisbluprint.comw thisisbluprint.com
To learn more about our Marketo to CRM Integration services or for further information on our outcome-based services, please contact us on 44 (0) 844 822 3936 to speak to one of our experts. ENHANCEMENTS Beyond the core Marketo and CRM integration, Bluprint offers a series of enhancements which can be mapped to specific business requirements.
