How an Integrated CRM & Marketing Automation System have Driven the Healthcare,

Finance, & Non-Profit Industries

Retail Brokerage

Non-Profit Foundation

College student heath information systems

Case Studies

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.

SugarCRM Target Lists

List Synchronization

Pardot Segmentatio

n Lists

SugarCRM Activities

Workflow Automation

Pardot Form Submission

SugarCRM Leads and Contacts

Linux Users

Lead and Contact Sync

Pardot

eCommerce

Event Registrati

on

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

Common Themes

Process automation

Too much data, not enough intelligence

Reporting and analytics

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