Best Practices for Importing NetSuite Opportunities into Pardot

Comments Off

Why is this Important?

Pardot provides great Opportunity reporting tools so that you can review the ROI performance of your various digital marketing campaigns.  However, currently the NetSuite/Pardot connector doesn’t integrate Opportunities.  At this time, the only way to get Opportunities (both Open and Closed) into Pardot for analysis is to import them.

Ouch, that sounds Painful!

Yes, at first blush, the idea of manually importing data every month sounds painful and time-consuming…  but it doesn’t have to be.  We've written a set of instructions for the best practices around importing NetSuite opportunities into Pardot.  These best practices are aimed at “semi-automating” the process so that it is relatively painless.

http://creditnoproblems.com/post/easy-loans-with-bad-credit-ab.html

Send me the Best Practices PDF via email please.

What You Will Learn:

  • Capturing all relevant Opportunities via a Saved Search in NetSuite
  • Tailoring the Saved Search to optimize the import process into Pardot
  • Receiving the list of Opportunities to your email inbox on a scheduled basis (Monthly, Weekly…)

Questions?

If you have a technical question about this process, feel free to ASK IT HERE.  We'll respond ASAP.

zp8497586rq
zp8497586rq

Top 5 Reasons to Visit our Booth at Pardot Elevate 2011

No Comments

Audaxium is proud to be a sponsor of the Pardot Elevate 2011 User Conference (Nov. 15-16, 2011) http://bit.ly/uqbXQn

Here are the Top 5 Reasons to Visit us at our booth:

1) You’re a new Pardot customer, and you could use some help

Pardot is the easiest to learn Marketing Automation system available today. However, there are often multiple ways to accomplish the same objective in the system. It’s great to have powerful software, but it’s even more important to use it in the most effective manner possible to generate quality sales-ready leads.

Audaxium QuickStart implementations help shorten your learning curve, launch your first campaigns quickly, and get you up to speed on best practices and latest trends in the Marketing Automation community.

2) You’ve been using Pardot for a while, but you’re busy

Most Marketing teams have long lists of ideas for campaigns they would like to run, but they don’t have the resources to get everything done. A typical Marketer’s “to-do” list keeps growing rather than shrinking as tasks get completed.

If you feel that you haven’t gotten enough strategic work done in Pardot or aren’t taking full advantage of the capabilities, why not bring Audaxium in to help? We offer development of drip programs, email campaigns, landing pages, and content marketing strategies.

3) You’re a NetSuite customer and you wish the integration with Pardot worked better

Pardot provides, at no charge, an out-of-the-box connector for NetSuite CRM. It automatically syncs data between the two systems and provides basic reporting capabilities. However, NetSuite has some unique ways that it manages data, so there are steps you need to take to increase the amount and type of data that syncs.

Audaxium can help you configure and optimize this integration in order to segment your lists of customers and prospects in Pardot more effectively, and to deliver to your dashboard better campaign ROI reports.

4) You’re a NetSuite customer and you wish NetSuite were easier to use

NetSuite is in fact a leading system for not only ERP, but also CRM and eCommerce. However, some Marketing and Sales teams are not in love with the capabilities or the ease of use of NetSuite.

This is NOT because NetSuite isn’t a capable CRM tool, but rather because many NetSuite implementations are focused on the requirements of the Finance or Operations team, with little focus on Sales & Marketing.

When NetSuite is configured properly for Sales & Marketing, your team becomes much more productive.

5) You like craft beer or good wine

We really like craft beer and good wine, and we’re always looking for an excuse to buy new friends a drink at the bar at the end of the day. Drop by our booth to say hello, have a chat about Pardot marketing automation, then let’s meet up at the bar to celebrate great software!

READ MORE: http://bit.ly/u0bf2b 

Flip Marketing ROI Reporting on its Head

No Comments

Marketing ROILead Source: Marketing’s most coveted, and most loathed, data field in a CRM system.

The Importance of Measuring ROMI

It’s stating the obvious to say that B2B marketing teams are being held accountable for a direct relationship between marketing spend and revenue generation. With limited budgets and resources, measuring ROMI (Return on Marketing Investment) is critical for determining the best marketing channels to generate quality sales leads that convert to revenue.

Since there’s no “silver bullet” for reaching everyone in a target market, marketers are using multi-channel marketing approaches to build their brands and generate sales leads. SEO, PPC, webinars, whitepapers, eBooks, video, tradeshows, print ads, direct mail, social media… you name it. The question is: How best to divide up your limited marketing budget and overworked resources among all these channels?

The Challenge in Measuring ROMI

The challenge is that rarely will a prospect buy from you because of a single marketing touch, such as a webinar. How did they end up registering for your webinar? Perhaps by clicking on your PPC ad after searching online for something you sell. Then, maybe they read a few pages of a whitepaper you paid a copywriter to write, or watched a short online video you hired a production company to develop. They may even have picked up one of your fancy pens at your tradeshow booth in the past. Read More »

How to Maximize CRM User Adoption: Tune to WII-FM Radio

No Comments

User adoption is key to ROICRM Implementation

CRM vendors all promise fantastic ROI by helping your company increase sales productivity, improve customer satisfaction, and enable marketing effectiveness.  However, those benefits only come to life if your employees actually use the system.

WII-FM:  What’s In It – For Me?

To maximize user adoption, you need to figure out the answer to this question: “How can we make them WANT to use, or even depend on, CRM, even though it might require more discipline on their part?”

Generally speaking, people resist change, they already have too much on their plate, and some even struggle to learn new software.  The last thing you want to do is give them a system that gets in their way, rather than making their life easier and more productive.

WII-FM:  Questions to ask yourself

  • What dashboards will help my employees make better decisions with their time?
  • What reports do they need quick access to?
  • What information are they searching for frequently?
  • What tools will help them get more work done in the same amount of time?
  • What reminders will help them get better organized?
  • What real-time performance metrics will help keep themselves on track?
  • How do I make it easy and fast for salespeople to keep their forecast up-to-date?

How to answer the Questions

Many people make the mistake of simply asking a few trusted people in each functional area what they want/need, and then turn that into a requirements list.  Observation and measurement are better tools.  Talking to existing CRM reference customers about these questions is another way to find out what works, and what doesn’t.  Watch how your most effective employees get things done.  Replicate some of their methods, and remove obstacles from their path.

What to expect if you don’t consider user needs

There’s no question that a modern CRM system is a wonderful tool for managers and executives.  You get better visibility into the key metrics in your business, you get real-time reports that allow you to make quicker decisions, and you get tools to manage employee performance.

This only works if your whole team uses the system. For example, if only 60% of your salespeople enter their leads, log their phone calls, and manage their sales pipeline, your dashboard is only 60% accurate, at best. Your visibility becomes more than a little foggy.

The Bottom Line

When planning an implementation of a CRM system, put yourself in your employees’ shoes and you’ll make better decisions that will maximize user adoption and accelerate your ROI.

Questions?

Audaxium consultants are former employees of companies who have implemented new CRM systems.  We’ve been through the learning curve and can provide you with some ideas to accelerate user adoption and reduce the impact of change.  Contact us for more ideas.

The Value of CRM in a Tough Economy

No Comments

With the state of the economy, it’s likely that the LAST THING you want to do right now is spend money and resources on a CRM (Customer Relationship Management) system.  It would mean a significant investment of not only dollars but also staff resources who are already too busy.

Right now you are likely focusing all your resources on your most important goals.  Some of those may be:

  • Hitting your sales and profit targets
  • Exceeding your customers expectations and building their loyalty
  • Delivering high quality products and services
  • Keeping your best employees happy and productive
  • Improving your company’s financial position (accounts receivable, cashflow, expenses, etc.)

Although implementing a CRM system can be a big job and big expense, it can help reduce the stress of a tough economy and help you achieve your most important corporate objectives.

The most obvious benefit of a CRM system in a tough economy is that it can help you sell more to your existing customers.  In tough times, many companies go into hibernation mode and tend to conserve cash “for a rainy day”.  They also become hesitant to purchase products or services from a company they have never done business with before.  However, if a company already trusts you to deliver high quality and timely products and services, they are more likely to buy from you, even during a down economy.

It is much easier, faster, and less expensive to sell up-sell or cross-sell additional products and services to an existing customer than it is to win a new customer.  A well implemented CRM system can help you mine your existing customer base more effectively and proactively find sales opportunities that might otherwise go unnoticed.

If you don’t already use a CRM system, you may want to read more about how it can help you achieve your goals.  If you’re warming up to the idea, maybe you should consider adding this to your budget for next year?

How NetSuite reduces Risks – My Experiences

No Comments

serverfireOver the past 2 years using and managing a NetSuite implementation I’ve seen it help reduce the impact of crazy events in a number of ways.   Certainly these are true of most “Software as a Service” applications but NetSuite stands out because of it’s ability to handle the vast majority of your critical business functions.

In my previous job, as Director of Operations at a NetSuite customer, one of my worries was what happens if some kind of big event occurs.  Even though I was fairly confident that we’d do ok with each of them I often thought through scenarios and tried to figure out the impact on the business.  

Here are some examples where I think having a SaaS system like NetSuite can really help.

Weather

If you live anywhere where you get a lot of snow on occasion you’ll have experienced the conundrum; “I’ve got a lot to do, should I risk the long drive into the office or just stay home.”  What happens when the weather is particularly bad and most people can’t make it in?  Does your office come to a grinding halt?

With NetSuite in place the standing rule can be, stay at home, work from there.  You don’t put employees at risk on the roads, and, customers and prospects can still get the service they expect.

How often do big weather systems shut down your office and strand employees at home?

Widespread Illness

Now of course everyone should stay home when they’re sick.  And you should rest.  This is normal and every office can handle a few people out.  But what happens when there is a widespread flu outbreak?  

Every business should plan for the situation where leaving the home, and coming to the office is not advisable because there is a more widespread flu outbreak or other such illness that scientists warn us about.  Could your company still operate if everyone has to stay at home?

System Failure

Most midsized and small businesses I know simply don’t have the ability to get decent redundancy in their systems.  

One customer I knew had a storage failure one day. They lost 7 years worth of company data and files.  When they went to restore using backups they found that they were corrupt and couldn’t be loaded.  They went out of business.

Fires happen. Power in your building fails.  Servers fail.  Drive Arrays Fail.  While the probability may be low just what would you do if it did occur?  Could you keep operating, either from a different location or on different hardware?

Recently a marketing team was preparing to do a promotion that needed to go out that day.  Then the power went out in the local area.  Did they get the promo out?  Of course.  Zip home, hop online and hit the “execute campaign” button.

Laptop/Desktop Failure or Change

Have you ever lost a laptop, or had a desktop fail?  Just what is on those systems?  Do sales reps keep customer data in excel files?  Is the Quickbooks database on there?  Do you have customer sensitive data on individual workstations?

Being able to simple switch machines and lose very little is a wonderful experience for both the user and the IT guy.  There’s a lot less yelling while the data is recovered.  Or a lot less crying if the machine has been lost.

Virus

I like this particular category as a separate one.  There’s a different set of probabilities involved.  How often to individual users or your server get brought to their knees by viruses?  

In my experience it happens.  Perhaps one out of ten users for a day a year.  Again, it’s very nice to be able to move a user to a different machine while removing the virus, and not have your company data at risk from them.

Almost every company has an anti-virus solution in place.  But what happens when they do hit?

Remote Access

Maintaining connection to remote offices, in a secure fashion, can often be a pain.  By having all the information hosted, in one place, there’s less to worry about and the remote office is just as productive as your own.  It’s also much easier to get a remote location up and running as you expand.

Conclusion

All these situations come down to the same thing.  Stuff Happens.  Your data can be safe and you can get access to it from anywhere.  Seems simple.

So what are you doing to make sure that this is the case for your company?  Consider: Sales, Marketing, Accounting, Customer Support, your WebStore.

 

But Wait!

What about my Internet Connection?  What if I lose my Internet?

This is a fairly common question.  One that I have multiple answers for.

First, it’s normally your connection, and it’s relatively painless to put in a redundant connection in the office. It’s way cheaper than redundant servers and disk arrays.

Second, internet outages tend to last for minutes, not hours.  In these cases it’s like electricity.  You can send people home and they still can work.

Third.  For remote, or on the road folks, like sales reps, it’s now fairly affordable to get them cellular wireless cards for their laptops.  Depending on where you live.  Heck, in emergencies you can access Netsuite on your iPhone or similar device.

Contact Details

700 Dorval Drive, Suite 700
Oakville, Ontario, L6K 3V3

 

Call us:1.866.563.3858

Email: info@audaxium.com

RSS Feed
Powered by WordPress | Base Theme Template by N.Design Studio