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How Agencies can Disrupt
System Integrators
1
& integrate clients’
sales & marketing data
better than ever
Hi! I’m Zak.
2
Agenda
•Why is data integration a problem
for your clients
•Key reasons to integrate
•How can you (agencies) disrupt this
•What an agency offering looks like
3
Marketing & Sales Systems
are Exploding
4Source: ChiefMarTec.com
And they’re disconnected
No Account
Based
Marketing
or Sales
Missing Data
Duplicate
Records
No Single
View of the
Customer
Lack of
Departmental
Alignment
(Marketing,
Sales, Others)
Poor Customer
Experience
5
Siloed Data Set
Integration Has Traditionally Been IT Driven
6
Integration is Ripe for Disruption by Agencies
More effective & happier clients
Better aligned with their sales teams
Will spend more $ on your services 7
How we can partner to disrupt the industry
• What are the top use cases for sales
& marketing systems integration?
• What does an agency offering look
like?
• What will it do for your clients?
8
Who is Bedrock Data
• Connect, clean & sync across
systems
• 50+ connectors
• Multi-directional integrations
• No code
• For marketers, ops
9
What This Means
Marketers get their systems integrated
• Without dev costs
• Without IT resources
Marketers can now manage their integrations
• Make updates as business rules change
• Not stuck in an IT queue
10
Why Integrate Your Sales &
Marketing Systems
11
The Big Reason Above All the
Reasons:
Better Sales & Marketing Alignment
12
Reason #1
Automated lead delivery
marketing ---> sales
Getting to a lead within
one hour: 10x more likely
to contact, 6x more likely
to qualify
13
Source: InsideSales.com Lead Response Management Study
Reason #2
Give sales visibility to all
prospect interactions
14
Reason #3
Effective CRM database
targeting
• Lead nurturing
• Customer
segmentation
• Customer
scoring
15
Reason #4
Full funnel analytics
across marketing &
sales systems
Lead→ Marketing
Qualified →
Opportunity→ Win
16
Reason #5
Better Customer Experience
• Consistent data across
departments
• No duplicate data
• Accurate view of customers
• Less errors in marketing to
prospects & customers
17
Agency Service Offering
>> No Code Sales & Marketing Integrations <<
18
Connect Your Sales & Marketing Systems
Without Code
Better Align Your Marketing & Sales Teams:
• Automate lead management & delivery
• Give sales team full visibility
• Improve targeting to CRM database
• Full funnel analytics on marketing investments
• Unify data across multiple systems & departments
19
Why It’s So Key for Customers
Marketers are loved by sales teams (& execs)
when they:
• Deliver leads in timely fashion
• Give sales clear visibility
• Measure closed loop effectiveness of marketing
activities
20
Disrupt this space with us
Bedrock Data + Agency Approach Old School Approach
● No code ● IT intensive
● Rapid on-boarding ● Long wait times
● Tailor designed for marketers ● Complex
● Rapid configuration to standard,
proven use cases
● Need to “figure out” what you
want
● Happy customers ● Frustrated customers
21
Next Steps
22
● Let’s talk about partnering
○ Contact our Partner Manager Aaron Kerzner, aaron@bedrockdata.com
or 401-465-3128
○ or visit www.BedrockData.com/Partners
● Let’s disrupt this space and make some $ together
○ Agencies share in revenue in every referral
THANK YOU
Zak Pines
zak@bedrockdata.com
@MoneyballMktr
23

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How Agencies are Disrupting System Integrators [HubSpot Digital Day 2017]

  • 1. How Agencies can Disrupt System Integrators 1 & integrate clients’ sales & marketing data better than ever
  • 3. Agenda •Why is data integration a problem for your clients •Key reasons to integrate •How can you (agencies) disrupt this •What an agency offering looks like 3
  • 4. Marketing & Sales Systems are Exploding 4Source: ChiefMarTec.com
  • 5. And they’re disconnected No Account Based Marketing or Sales Missing Data Duplicate Records No Single View of the Customer Lack of Departmental Alignment (Marketing, Sales, Others) Poor Customer Experience 5 Siloed Data Set
  • 6. Integration Has Traditionally Been IT Driven 6
  • 7. Integration is Ripe for Disruption by Agencies More effective & happier clients Better aligned with their sales teams Will spend more $ on your services 7
  • 8. How we can partner to disrupt the industry • What are the top use cases for sales & marketing systems integration? • What does an agency offering look like? • What will it do for your clients? 8
  • 9. Who is Bedrock Data • Connect, clean & sync across systems • 50+ connectors • Multi-directional integrations • No code • For marketers, ops 9
  • 10. What This Means Marketers get their systems integrated • Without dev costs • Without IT resources Marketers can now manage their integrations • Make updates as business rules change • Not stuck in an IT queue 10
  • 11. Why Integrate Your Sales & Marketing Systems 11
  • 12. The Big Reason Above All the Reasons: Better Sales & Marketing Alignment 12
  • 13. Reason #1 Automated lead delivery marketing ---> sales Getting to a lead within one hour: 10x more likely to contact, 6x more likely to qualify 13 Source: InsideSales.com Lead Response Management Study
  • 14. Reason #2 Give sales visibility to all prospect interactions 14
  • 15. Reason #3 Effective CRM database targeting • Lead nurturing • Customer segmentation • Customer scoring 15
  • 16. Reason #4 Full funnel analytics across marketing & sales systems Lead→ Marketing Qualified → Opportunity→ Win 16
  • 17. Reason #5 Better Customer Experience • Consistent data across departments • No duplicate data • Accurate view of customers • Less errors in marketing to prospects & customers 17
  • 18. Agency Service Offering >> No Code Sales & Marketing Integrations << 18
  • 19. Connect Your Sales & Marketing Systems Without Code Better Align Your Marketing & Sales Teams: • Automate lead management & delivery • Give sales team full visibility • Improve targeting to CRM database • Full funnel analytics on marketing investments • Unify data across multiple systems & departments 19
  • 20. Why It’s So Key for Customers Marketers are loved by sales teams (& execs) when they: • Deliver leads in timely fashion • Give sales clear visibility • Measure closed loop effectiveness of marketing activities 20
  • 21. Disrupt this space with us Bedrock Data + Agency Approach Old School Approach ● No code ● IT intensive ● Rapid on-boarding ● Long wait times ● Tailor designed for marketers ● Complex ● Rapid configuration to standard, proven use cases ● Need to “figure out” what you want ● Happy customers ● Frustrated customers 21
  • 22. Next Steps 22 ● Let’s talk about partnering ○ Contact our Partner Manager Aaron Kerzner, aaron@bedrockdata.com or 401-465-3128 ○ or visit www.BedrockData.com/Partners ● Let’s disrupt this space and make some $ together ○ Agencies share in revenue in every referral