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SaaS Provider Handbook - MuleSoft

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<strong>SaaS</strong> <strong>Provider</strong> <strong>Handbook</strong>: Step 1<br />

Application<br />

Type<br />

Common Customer<br />

Business Processes<br />

Common Customer<br />

Integration Challenges<br />

Marketing<br />

Automation<br />

Identify market opportunities<br />

Drive awareness and<br />

engagement with prospects<br />

Build pipeline for sales<br />

Accelerate the sales cycle<br />

Aggregate buyer research data<br />

from multiple survey sources<br />

Connect marketing and social<br />

media and collaboration tools<br />

Connect google Adwords, email<br />

marketing and inbound<br />

marketing, event marketing,<br />

fundraising activity responses to<br />

Marketing Automation platform<br />

Synchronize leads within<br />

demand generation tools with<br />

CRM systems in batch or<br />

real-time<br />

CRM<br />

Reach new prospects<br />

Create closed loop follow up<br />

process for leads<br />

Provide a single place for<br />

tracking opportunity data<br />

Analyze pipeline to quickly<br />

identify bottlenecks in<br />

sales cycle.<br />

Migrate data from legacy CRM<br />

systems (one time, batch or<br />

real-time)<br />

Synchronize product catalog with<br />

<br />

Connect lead database to sales<br />

campaigns<br />

Streamline contract signing and<br />

negotiation<br />

Convert opportunities won to<br />

orders and invoices<br />

Import invoice/ payment info from<br />

<br />

sales<br />

Connect direct sales CRM to<br />

renewal platforms<br />

Gather data from marketing and<br />

CRM platforms to analyze<br />

customer buying process, time<br />

and conversion rates by stage<br />

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