This live webinar demonstrates how using an integrated customer acquisition solution can help to close the loop between marketing and sales. We show you examples of how this process has worked for other companies, giving them a better understanding as to where their leads are coming from and how to best spend their marketing dollars for the highest return. - See more at: https://www.osscube.com/webinar/sales-and-marketing-together-at-last#sthash.ZT2dsELD.dpuf
2. Our Speakers
Amit Yougesh Tugnait
Project Manager
OSSCube
John Bernard
Executive Vice President
OSSCube
3. • Missing revenue targets
• Losing customers to competition
• Running over budget
• Cost of sales too high
• Teams working in silos
Barriers to Success
4. • Marketing and sales doing their own thing
• Poor lead quality
• Low conversion rates
• Lack of follow up
• Low Sales Productivity
• Two sales reps calling the same prospect
Symptoms
10. Sugar 7 - Next Generation CRM
• Enterprise ready – IBM case study
• Recognized by Gartner as a Visionary Leader
• Fastest growing CRM solution
11. Sugar7 - Next Generation CRM
INNOVATION FLEXIBILITY VALUE
• Modern and immersive user experience
• Consistent interface across all devices
• Integrated collaboration tools to break down silos
• Single pane of glass to provide 360° view
12. Sugar7 - Next Generation CRM
INNOVATION FLEXIBILITY VALUE
• Broadest range of deployment options on-premise or cloud
• Easily integrates with 3rd party data sources
• Most highly customizable platform based on open technologies
• Seamlessly scales with the needs of your business
13. INNOVATION FLEXIBILITY VALUE
• Simple, predictable pricing with no hidden fees or forced upgrades
• Industry’s most innovative, robust CRM at an affordable price
• Fuses the simplicity, mobility and social aspects of a consumer app
for all customer-facing employees
• Reduce TCO by 50% or more!
Sugar7 - Next Generation CRM
14. 2008 2009 2010 2011 2012
2013
2014
2015
Act-On
founded
to create new
technology that
helps marketers
drive business.
Beta customers
give market validation.
Engineers write lots of
code fueled by spicy
food and beer.
Commercial
traction
with over 100
customers. Venture
capitalists invest
Fastest growing
company
in marketing
automation with over
500 customers.
Wins Rising Star Award
in Oregon.
Over 1,000 customers
and over 100 employees.
Acclaimed
by Forbes, Inc. 500
and Deloitte 500.
Almost 2,000
customers and over
200 employees.
Recognized as leader
by Forrester Research
Wins Inc. 500 and
Deloitte 500 awards again.
Over 3,000 customers
and 400 employees.
Act-On Marketing Automation
15. Act-On Marketing Automation
• Stay engaged with your audience!
• All-In-One Integrated Marketing Suite
‒ Helping marketers to tie inbound, outbound and
nurturing programs together for greater ROMI
‒ Create, manage, and report on multi-channel
marketing programs
E-mail, web, mobile and social
• Out of the box SugarCRM integration
• Monthly contract – no long term commitment
16. How?
Act-On Marketing Automation
• Email
‒ Personalized, relevant and on any device
• Forms & LP
‒ Optimize to capture
• Website Prospector
‒ From anonymous to known
• Events
‒ Webinars
‒ Trade shows
17. Nearly two centuries of helping businesses build their relationship platform
• The world’s largest commercial database
‒ 30,000 data sources
‒ 5 million updates per day
• One of the largest, most accurate
contact databases
(Dun & Bradstreet NetProspex)
‒ More than 240 million company records
‒ Our patented DUNSRight™ data quality
process
Dun & Bradstreet
18. Missing, incomplete, or outdated
information
Fresh and complete information
Limited or no company research
Company research, industry
research, and talking points
Not enough new prospects
Find new prospects and upsell
current customers
25%
Sales
Opportunity
Growth
19%
Higher team
Attainment of
Sales Quota
33%
Shorter Sales
Cycle
23%
Sales
Production
Boost
21%
Increase in
CRM
Adoption
Dun & Bradstreet
Results:
20. The Problem
• Company is growing rapidly
• Applications are not scalable or integrated
• Technology platform was not available to
support business growth initiatives
21. The Journey
• Migrated to SugarCRM and Act-On
‒ From Zoho and HubSpot
‒ Integrated Survey Gizmo
‒ Integrated web forms
‒ Utilizing D&B for data validation
• Developing portal for extracting value from data
and P2P communication
• Scalable and seamless integration
23. The Results
• Extensible technology platform to support
business growth
• Increased productivity
• Able to launch new practice area
‒ Monetizing data
24. What Can We Do for You?
Modernization
Mobilization
eCommerce
Big Data &
Analytics
Cloud
27. The Problem
• Decentralized software solutions prevented
integration of marketing and sales
• Specific issue for marketing with crm
• Specific issue for sales and customer value
• Specific issue for data source enrichment
[figure showing many disjoint applications, CRM,
marketing, data warehouse, ERP, survey, web]
28. A Complete Customer Acquisition and Retention
Solution
Seamlessly integrate best-of-breed applications
• Marketing automation – Act-On
• Customer relationship management – SugarCRM
• Data quality and enrichment – Dun and Bradstreet
• Other 3rd party applications
The Solution
29. A Complete Customer Acquisition and Retention
Solution
Seamlessly integrate best-of-breed applications
• Act-on out of the box integration with SugarCRM 7.5
Professional
30. Increase Total Customer Value
• Complete customer acquisition and retention
solution
• Seamlessly integrate best of breed applications
‒ CRM – SugarCRM
‒ Marketing Automation – Act-On
‒ Content Management - Drupal
• Dynamically adapts content to audience
‒ Improved conversion rates
‒ Shorter sales cycles
32. A Complete Customer Acquisition and Retention
Solution
Seamlessly integrate best-of-breed applications
• Customer Relationship management – SugarCRM
• Marketing automation – Act-On
• Data quality and enrichment – Dun and Bradstreet
• Web content management
• Enterprise resource planning (ERP)
• Other 3rd party applications and tools
Increase Total Customer Value
33. Notional ArchitectureAct-On
A Complete Customer Acquisition and Retention
Solution
• Transparent pricing
• Easy to use
• Seamless integration with tools you already us
• Faster productivity