Bedrock Data Customer Blog

Bedrock Data Updates Pardot Connector with Opportunities and Custom Fields

Posted by Zak Pines on May 2, 2017 3:36:18 PM

With continued increase in customer demand for Pardot-CRM integrations, we released several enhancements to our Pardot connector.

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Topics: Pardot

How do I do closed loop reporting in HubSpot, really?

Posted by Zak Pines on Apr 11, 2017 5:19:00 PM

Closed loop reporting is a key value proposition of HubSpot. HubSpot users, like all modern marketers, are looking to connect marketing activities to the follow-on sales results including opportunities, pipeline and closed won deals.

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Updated Bedrock Data Privacy Policy

Posted by Zak Pines on Apr 10, 2017 4:24:40 PM

Bedrock Data is committed to protecting the privacy of our users. As of today -- April 10, 2017 -- we have updated our privacy policy and you can always view the most up-to-date privacy policy here on our website. Read More

Topics: Product

Making HubSpot marketing data visible in your CRM

Posted by Zak Pines on Mar 22, 2017 5:11:09 PM

A question we often get from HubSpot customers is: “What are my options for making HubSpot marketing data visible in my existing CRM?”

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Topics: HubSpot

How to Setup a Process to Track Campaigns in HubSpot with your CRM System

Posted by Luke Owen on Mar 9, 2017 9:04:09 PM

 

Campaigns are a key element to a marketer's tool belt.

It's not surprising that we're often asked: Can Bedrock Data sync campaign information from HubSpot to a CRM?

This is a great question.

The challenge is that HubSpot's Campaign Tool doesn't keep track of campaigns at the contact level.

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Topics: HubSpot, Workflows, crm-systems

The best way to connect HubSpot & Cvent and get the most out of both systems

Posted by Zak Pines on Mar 8, 2017 9:59:25 AM

Managing disconnected marketing automation and event systems is a real headache for marketers.  When you manage the two systems separately:

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Topics: HubSpot, hubspot cvent integrations, cvent

Change Management Best Practices For your Bedrock Integration

Posted by Luke Owen on Mar 7, 2017 7:05:38 PM

Once your Bedrock integration is set up, sit back, relax, and let the automated data syncing do its job.

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Topics: Best Practices

Coordinating Your Event Marketing & Marketing Automation Just Got a Whole Lot Easier

Posted by Zak Pines on Feb 24, 2017 4:26:59 AM

Event marketing and marketing automation are two critical components of an effective demand generation strategy.

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Topics: HubSpot, netsuite, Marketo, Zoho, Pardot, Salesforce, microsoft-dynamics, SugarCRM, cvent

How to manage lead follow up with task assignment through HubSpot

Posted by Zak Pines on Feb 17, 2017 9:39:42 AM

Coordination between marketing programs and sales/SDR follow-up is often the difference between low converstion rates and high converstion rates - which has follow-on impact on opportunities, pipeline and revenue. 

Tasks/activities are a good way to manage coordination between teams and ensure the sales or SDR team has a complete clarity on what to do and when. 

One of our customers recently came to us wanting to set this up: once a lead becomes marketing qualified in HubSpot, they wanted to assign a task to the account owner in a connected CRM system. In their case, it was Pipedrive, although this could be applied to any CRM including Microsoft Dynamics, NetSuite, Zoho CRM, SugarCRM or HubSpot CRM.

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Topics: HubSpot CRM Integration

How to Keep Record Owners in Sync Using Bedrock Data

Posted by Luke Owen on Feb 10, 2017 2:36:17 PM

 
Knowing who owns a lead is one of the more important bits of data that both marketing and sales teams are looking to keep in sync across sales and marketing systems.
 
From a marketer's perspective, this helps you build out segmentation so that you can personalize your messaging and be seen as a unified group versus a siloed organization. From a sales perspective, having your owner information shared with marketing opens up the possibility for marketing to keep you abreast of when your most valuable leads are re-engaging with your website or are converting on that new white paper download. 
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