ANALYSE DETERMINE DESIGN CREATE ENABLE OPTIMISE MONETISE MARKETO TO CRM INTEGRATION

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1 ANALYSE DETERMINE DESIGN CREATE ENABLE OPTIMISE MONETISE MARKETO TO CRM INTEGRATION effectively bridging the gap between sales and marketing

2 Effectively bridging the gap between sales and marketing, this technical service ensures consistency, alignment, clarity and the potential for improved results regardless of the specifications of your existing system. Seamlessly integrating Marketo and your CRM, you ll benefit from accurately mapped data which will allow greater visibility for both departments while enriching 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 detail and provide business justification as to the viability of the implementation. THE TRANSFORMATIONAL LIFECYCLE What makes us so successful with the Marketo platform is our unique sevenstep methodology. This provides a proven structure which effectively maps the transformational lifecycle from pre-implementation through to post go-live giving you and your team confidence that at every stage you re following a robust model which will lead to success. ANALYSE Current needs. Future needs. Business drivers. DETERMINE Use Cases. Requirements. Func onali es. DESIGN Future state success factors and me-lines. CREATE Build architecture, train and test. ENABLE Train, onboard, and embed. OPTIMISE Influence, report, support. MONETISE Convert a en on into revenue. 1. Analyse before you even consider the role out of Marketo, we need to assess your current and future needs and business drivers. 2. Determine what are your functional and non-functional requirements? What will really move your organisation forward? 3. Design a detailed roadmap will provide a focal point for effective project progression and ensure all stakeholders are aware of their responsibilities. 4. Create we ll build the new technology architecture and integrate this with existing systems. 5. Enable - we ll begin the training, running enablement programmes and test the revised processes to make sure the new technology is fully embedded. 6. Optimise here we ll support your business to make the most of the valuable data you re collating. With our Influence Report you can learn how your customers interact with your brand across all channels. 7. Monetise insight is one thing. Converting it into attention and revenue is quite another. We ll support you in making more of your data and utilising it to inform business and sales strategy.

3 HOW IT WORKS Step one A data mapping workshop will build a mapping document of the fields required for integration. As part of this process your team will learn about risk, compliance, unsubscribe flow and preferences - all key when integrating data sources. Step two Careful field mapping will ensure the consistency of data objects and accurate communication of data between systems. We will recommend quality control that will enable data to correctly sync between the Marketo platform and your CRM. Step three Alignment 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 its maximum effect. Step four Using the mapping document, Bluprint tests field to field to ensure the data is passed as intended. For robustness, up to 10 use cases are tested on-site for one day. Step five At this point the fundamental groundwork is now complete. This is the critical initial sign off phase where we will report on progress and give you the opportunity to assess the development in a sandbox testing environment and ensure it is in keeping with your needs. Step six After integrating Marketo and your CRM in a live environment, rigorous testing of all integrated fields will take place alongside system performance checks. Thorough User Acceptance Testing (UAT) and scenario based testing are all undertaken while maintaining close communication with you. Step seven Once the robust testing phase is complete and you are completely satisfied with the performance of the integration, we will hand over your marketing ecosystem and provide an induction as to functionality and usability.

4 ENHANCEMENTS Beyond the core Marketo and CRM integration, Bluprint offers a series of enhancements which can be mapped to specific business requirements. These include: Additional plug-ins such as WordPress and other Content Management Systems and Bluprint s GDPR Consent Manager to you to increase your website conversions, nurture your subscribers and esnure compliance. Lifecycle development & workshops better understand how to handle the routing and lifecycle of leads through your ecosystem, then use routing models to send to the correct salesperson based on an agreed logic. Preference centre - ensure your campaigns are fully compliant by tailoring your customer experience on an individual level. WHY INTEGRATE MARKETO WITH YOUR CRM? Keep data up to date across both platforms and in real time - allowing you and your company to make fast, effective and informed decisions to ensure maximum impact. Enrich CRM data with activities and behaviours - ensuring that your salespeople have a clear picture, not only into the customer profile but also into their behavioural activity. Help sales - understand which contacts contribute to opportunities with a simple analyzer displayed inside your CRM tool. As a Marketo Gold Partner, Bluprint provides a single point of contact for the end-to-end delivery of your Marketo project. From licenses and services through to training and support, you can be assured of a seamless implementation - whatever the scale or timeframe. 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) to speak to one of our experts.

5 ABOUT BLUPRINT Bluprint is one of the world s leading authorities in Martech, Salestech and Data use. Our purpose is to make marketers excel in their technology and data use across the globe. We want you to pull every ounce of value out of your investments and change the very heart of your business. We empower you to face the reality of your modern customer and make outstanding returns because we want you to be the hero in the end. ABOUT MARKETO Marketo helps companies master the art and science of digital marketing to engage customers and prospects. Marketo delivers software that helps marketing understand its target audience, engage them as individuals on their terms, measure the impact of their marketing efforts, and manage the team for success. Results are your top priority. Martech and data must help you do your job better, every single day. It all should be maximising efficiency, showing you actionable insight into your audiences and providing solid 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 experience Venturing out from our headquarters in the UK and offices in the US, Switzerland and the Middle East, our reach truly is global. Our dedicated teams of strategic consultants and certified technicians will focus on transforming your people, processes, technology, data and content, so you re ready to face this rapidly changing world, fast. YOUR REGIONAL CONTACTS Lee Hackett UK and Ireland, Americas e leehackett@thisisbluprint.com t +44 (0) m +44 (0) Urs Blickenstorfer Continental Europe, Middle East, Asia e ursblickenstorfer@thisisbluprint.com t +41 (0) m +41 (0) t +44 (0) e info@thisisbluprint.com w thisisbluprint.com