Using Marketing Automation and a CRM to Complete an IT Rollout in Five Days

Transcript

1. © JAMF Software, LLC Using Marketing Automation and a CRM to complete an IT Rollout in Five days 11:30 - 12:15 PM UP NEXT
3. © JAMF Software, LLC Skylar Damiano IT Specialist ActiveCampaign @sdamiano on MacAdmins Slack 275x275 head shot
4. © JAMF Software, LLC Using Marketing Automation and a CRM in IT Presentation agenda: What is a CRM and email marketing? What does it mean for your IT department? The challenge: Roll out Okta SSO, quickly. How? What's next?
5. © JAMF Software, LLC CRM and Marketing Automation What does this have to do with IT? CRM = Customer Relationship Manager. Your workplaces clients are your customer! Marketing Automation. Right message, right time, with data.
6. © JAMF Software, LLC CRM Examples : Tasks
7. © JAMF Software, LLC CRM Examples : Pipeline Tracking
8. © JAMF Software, LLC CRM and Marketing Automation CXA = Customer Experience Automation The purpose is to automate the communications and interactions that you can, and add in human touch when necessary. 

9. © JAMF Software, LLC Marketing Automation
10. © JAMF Software, LLC Challenge: Roll out. SSO and Endpoint Management: SOC 2 Achievement. Organizational maturity. Lean and efficient IT team. Modern solutions for modern organizations.
11. © JAMF Software, LLC Challenge: Roll out. There is a few weeks of prep time! You will need to establish your expected SSO workflows. Establish a plan for what live SSO looks like. Testing!
12. © JAMF Software, LLC Our Approach : HR Driven IAM HR systems tend to be the source of truth on an employees attributes. Let your HR system take the lead on who should have access to what, and when they should have access.
13. © JAMF Software, LLC Image or video dimensions 1080 px 525 px AC Auto & CRM Okta Namely App access given by Namely attributes User Activation Communication and Action
14. © JAMF Software, LLC Communicate and Track Send your communications automatically using marketing automation. Track your users behavior using the CRM.
15. © JAMF Software, LLC What does this look like? Tools and Automations
 Namely as an HR source of truth. Okta as our SSO provider. ActiveCampaign as our CRM and email automation platform. Zapier as our connection tool. Jamf Pro.
16. © JAMF Software, LLC Image or video dimensions 1080 px 525 px AC Auto & CRM User Activation Communication and Action User is reminded to activate until action is complete Zapier Update Attributes from Okta to AC CRM Update activation status based off of Okta API Logs Jamf Pro Logs for additional information in CRM and Contact Information
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23. © JAMF Software, LLC Let's Start the Communication Flow
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31. © JAMF Software, LLC Let's Get Off The Crazy Ride!
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36. © JAMF Software, LLC How can we take this information further? Effective communication led to 100% compliant action of the present user base in 5 days. For SOC 2 readiness, we still need to manage our fleet. This is where Jamf comes in.
37. © JAMF Software, LLC How can we take this information further? Use another marketing automation to encourage your users to enroll in Jamf. Track completion in the CRM. Reward your user for participation.
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45. © JAMF Software, LLC Great! But what else? How can we leverage all of this information and continue to maintain the fleet? Custom fields can be set to import employee information. Import JSS computer ID number. Target communications to JSS ID's.
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48. © JAMF Software, LLC Something to consider Zapier and the JSS web hook feature may not be the most efficient way to get this information in to Zapier. This information was inputted in to Zapier on the computer check in webhook. This can be costly in Zapier.
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50. © JAMF Software, LLC What to do with this field Let's communicate to our users that they are not on Mojave, and that it is available for them in Self Service.
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56. © JAMF Software, LLC What did we learn? Your IT user base is your customer base. Enticing communication will lead to action from the end users. You can easily track the human aspect of your projects by using a customer relationship manager. You can automate most follow up emails. Consider all of your building blocks, and get creative.
57. © JAMF Software, LLC What challenges may you face? You will need a good understanding of your tools built in integrations. You will need to know how to build your own integrations when necessary. You may need to work around technical limitations of either your tool or knowledge of the tool.
58. © JAMF Software, LLC What will you gain? A better use and understanding of your project. An increased understanding of how platforms integrate and work together. Trust of your user base. Technical understanding. A sense of accomplishment.
59. © JAMF Software, LLC Thank You!
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62. © JAMF Software, LLC Thank you for listening! Give us feedback by completing the 2-question session survey in the JNUC 2019 app. UP NEXT /jamf: A Slack App to Simplify Mac Lookups and Troubleshooting 1:30 - 2:15 PM