WebinarGeek x Salesforce Integration Architecture

Project overview

Client WebinarGeek
Industry IT
Duration 4-6 Weeks

The Challenge

WebinarGeek is a fast-growing webinar SaaS platform looking to expand its partner network by building integrations with leading CRMs. Originally, the WebinarGeek team wanted to integrate the Marketing Cloud Account Engagement (MCAE) marketing automation tool directly. After careful discovery, the MarTech Do team recommended focusing on Salesforce CRM integration and utilizing campaign management operation best practices.

The Solution

After the discovery phase of understanding how WebinarGeek data architecture is built, our team moved on to providing recommendations on architecture design and best practices for marketing and operations teams.

Campaign Object Utilization
We recommended utilizing campaign object for segmentation and webinar attendance tracking. This included creating campaign records directly from the WebinarGeek platform and updating the required fields.

Webinar Attendees
Contacts and leads are tracked as campaign members in campaigns created per webinar. You can see people who (1) Registered, (2) Unregistered, (3) No-shows, or (4) Watched the webinar on demand. This allowed marketing teams to do zero work on managing attendee information between two platforms, focusing on marketing segmentation and campaign operations.

Webinar Engagement Data
Viewer actions and engagement, such as poll responses, call-to-actions, questions, and evaluation forms, are created as events in Salesforce.

The Results

MarTech Do architected a solution for Salesforce and SaaS marketing tool.
Utilized best campaign management practices for marketing teams.
Included campaign influence recommendations in integration architecture.
The solution is scalable for Salesforce B2B & B2C Marketing Clouds.

SaaS companies that need to architect MarTech integration with Salesforce and/or Hubspot ecosystems

Value a partner with marketing & sales operations experience
Need a trusted advisor in Salesforce and/or Hubspot CRMs
Have a fast roadmap delivery

Duration

4-6 Weeks

Depending on integration architecture and complexities

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Testimonials

Partnering with MarTech Do has been a game-changer for us. As a startup, we needed a dependable outsourced RevOps team that could understand our unique business and processes, and guide us in implementing best practices. MarTech Do has been strategic, highly responsive, and truly a pleasure to work with.

Carol Mendelsohn

VP of Marketing at First Resonance

Stan and the entire team at MarTech Do were excellent partners. They took the time to understand our needs upfront and also worked closely with us throughout the project to ensure they were always moving in the right direction.

We ended up with exactly what we needed, on time and on budget. Stan is my first call for any meaningful Salesforce projects.

Aaron Shapiro

President at R.O. Writer

I have worked with the team for over two years and have had nothing but positive experiences with every team member. Both from the quality of the talent and the caliber of the strategic recommendations, I could not recommend Stan and team anymore for your marketing needs.

Michelle J White

Vice President of Marketing at Qventus

We hired MarTech Do to help onboarding of the MCAE platform, we are a small manufacturing business and primarily work with B2B. We needed a consultant to not only help with the onboarding but also train us so we could manage the platform ourselves – minimizing the learning curve of the program. MarTech Do team did just that, I was extremely impressed with their organizational structure for the training program.

Everything was communicated promptly and very professional. We continue to work with MarTech Do when we have small questions or mini projects – he is our go to with any MCAE questions.

Skylar Hall

VP of Marketing & Customer Relationships at AIMCO Global

We partnered with MarTech.do to improve our Account Engagement Campaigns and streamline lead monitoring transitioning from spreadsheet reporting to automated, lead- and sales-focused dashboards.

Stan and Alessia were thoughtful, flexible, and easy to work with — especially as our needs evolved throughout the project.

They helped bring better structure and understanding to our campaigns and made Salesforce native dashboards more useful and efficient.

In addition to technical expertise, they were able to provide related insight to Industry best practices from their extensive experience.

We’d happily recommend them to teams looking to level up their marketing and sales alignment within Salesforce.

Laura Mower

Vice President of Finance

Working with MarTech Do and Stan’s team has been a great experience. I am a repeat client of theirs (2 times) and I trust their strategic expertise and oversight when it comes to marketing automation processes and lead generation optimizations. You won’t be disappointed with their attention to detail and high quality of customer service.