enhance crm with integrated data to drive strategic decisions · 1 data source salesforce original...
TRANSCRIPT
v
Enhance CRM with integrated
data to drive strategic decisions
RigDig
+
2randallreilly.com
Data Integration RigDig
CRM Pain Points
Data can be overwhelming
Measuring ROI can be difficult
Not enough time or resources
randallreilly.com3
Data Integration RigDigRigDig
Benefits of Integrating Data
Keeps all your account data in one centralized location
Enhances the records you have with new information
Adds segmentation for CRM or Marketing Automation search and reports
Helps prioritize and pre-qualify leads
Enables custom analytics internally
4randallreilly.com
Data Integration RigDig
What is Data Integration?
RigDig
This process unifies your CRM information with verified RigDig data by leveraging:
Monthly Data Feeds With over 150+ available data elements
to enhance your current records, qualify new leads to be added to CRM,
and analyze market behaviors.
URL links to RigDig Prospect ProfilesCompare entities that matched to your
CRM against newly discovered prospects in RigDig to uncover inspection activity, brand
preference, and much more.
Data Blend Account Matching Match your CRM accounts to
RigDig entities to enable all other integration services.
5randallreilly.com
Data Integration RigDig
How Does it Work?Our data integration solutions unify with:
+ any CRM that you can import data into
RigDig
6randallreilly.com
Data Integration RigDig
How Does it Work?
RigDig
Your Data
Data feeds and data blend results are delivered via a secure FTP site.
FTP Server
7randallreilly.com
Data Integration RigDig
We provide easy-to-follow steps of how to integrate the RigDig Prospect Profile links into your CRM. Follow the steps below to create your organization’s unique formula field as a URL link to RigDig Prospect Profiles.
1
2
3
Retrieve the RRID matched to your record/account.RRID is our unique ID specific to each entity/prospect’s USDOT.
Retrieve your organization’s unique Partner Key, provided by Randall-Reilly.
Create the URL.Include RRID, and Partner Key, preceded by https://prod.rigdigbi.com/Report/Index/
Example:Partner Key: xxxxxxxxxxxxxRRID: 1127995Final URL: https://prod.rigdigbi.com/Report/Index/?rrid=1127995&partnerkey=xxxxxxxxxxxxx
How to Integrate
RigDig
STEP
STEP
STEP
8randallreilly.com
Data Integration RigDig
Baseline Data Blend
RigDig
This first step is crucial to making the rest of the integration work. The addresses in your source data are reviewed to ensure they are sufficient for the post office to deliver before any matching is attempted. Once completed, your source data is blended
with RigDig data using our proprietary matching algorithm to match your customers and/or prospects to RigDig fleets.
Enhanced Source File
Name Example Comments
1 Data Source Salesforce Original source (e.g. CRM, Salesforce, Pardot, HubSpot, etc.)
2 Record ID A1576 This is the unique identifier from your system (e.g. CRM) to map matched RigDig data back into your system.
3 Company 1 Fred’s Trucking Any extraneous data should be parsed out of the field. Ex: Attn.
4 Company 2 Fred’s Trucking LLC Extra company name fields such as Doing Business As.
5 First Name Fred
6 Last Name Thompson
7 Address 1 1509 Main Street Contains address information only.
8 Address 2 PO Box 529 Contains address information only.
9 City Gopher
10 State IN
11 Zip 28270 Ensure leading zeros are not dropped.
12 Country USA Used to separate US and Non-US records.
13 Phone (419) 935-5356 Phone number is a key field used in the matching algorithms.
14 Email [email protected] Email domain are used in the matching algorithms.
15 Source D-U-N-S 261050481 Ensure leading zeros are not dropped.
16 Source USDOT 126453 Ensure leading zeros are not dropped
* Source RigDig RRID
28047 Any already matched RRIDs in your system.
Table 1: Recommended Fields for Your Source File
You submit: We append:
Field Description
Appendedfor Non-
Subscribers
1 Matched RRID The matched Randall-Reilly ID (RRID) unique ID representing a single entity. X
2 Match Weight Flag Source and confidence of the Matched BUYID, see Table 2. X
3 Delivery Point ValidationA flag will be appended indicating if your source record was Delivery Point Validated and/or if the address record was updated.
X
4 USDOTNumber assigned by the Federal Motor Carrier Safety Administration (FMCSA) to a census record.
5 Company Name Entity's legal business name.
6 Doing Business As A trade name under which the entity may operate ("DBA").
7 Phy Address Entity's physical street address.
8 Phy City Entity's physical city.
9 Phy State Entity's physical state.
10 Phy ZIP Entity's physical ZIP code.
11 Phy Country Entity’s physical country.
12 Entity Phone Entity’s principal place of business telephone number.
13 Alternate Entity Phone Additional telephone number for the entity's principal place of business (if available).
14 Operating Segment The entity's estimated operating segment. X
15 D-U-N-S Number Dun & Bradstreet's ("D&B") unique identifier. X
16 Est. Power Units Estimated total power units operated by the entity. X
18 Avg Model AgeNumeric value for the average model age of all distinct valid Class 3-8 VINs, associated with the entity, in the last rolling 24 months.
X
19 RigDig Active FlagFlag indicating if an entity has been identified by RigDig as active and still in business.
X
9randallreilly.com
Data Integration RigDig
Baseline Data Blend
RigDig
The Distinct RigDig Entities identified by your Data Blend are distributed against multiple RigDig segments such as estimated fleet size, operating segment, average model age, and more. The resulting Excel pivot table allows you to compare RigDig entities that matched to
your CRM and new prospects in RigDig.
Texas
Estimated fleet range
Identify gaps in the market
+
Market Opportunity Analysis
10randallreilly.com
Data Integration RigDig
Your CRM and RigDig CombinedYour CRM Platform
Custom RigDig Fields Prospect Profile Reports
URL Link
(111) 222-3333
(111) 222-3333
RigDig Contact James Rice
RIGDIG DATA FIELDS
RRID 123456
RigDig URL url.randallreilly.com/123456
Operating Segment Private Fleet
Estimated Fleet Size 1-5 Vehicles
Average Age of Fleet 17.5 Years
Maintenance Violation Pain Point Med
Smoor; CRM Mail;
Smoor; CRM Mail;
Joe Sales
Joe Sales
Joe Sales
client Success-Totango
POSTS ASSISTANT ONENOTENOTESACTIVITIES
11randallreilly.com
Data Integration RigDig
Entity Scorecard Data Feed
RigDig
Qualify and add new leads to your CRM
Power data visualization to analyze entities in
the market
Integrate 150+ available data elements
This powerful dataset includes up-to-date insights on active entities as defined by RigDig’s analysts. You can integrate pre-built insights into your CRM or Marketing Automation Tools and join to other datasets to perform advanced analytics.
12randallreilly.com
Data Integration RigDigRigDig
Data Integration PackagesAd Hoc Starter Standard
Dat
a Bl
end Baseline Data Blend
*Up-to 50K CRM Records
Data Blend Maintenance -Quarterly Monthly
Dat
a In
tegr
atio
n
Prospect Profile Link -
RigDig Entity Scorecard - Not included
Ad Hoc $1,250 - -
24 Month List Price - $370 $875
12 Month Up-charge List Price - $422 $927
*Add increments of 50K CRM records for $100/month per increment
Randall-Reilly is the leading B2B data company in trucking, construction and other industrial markets. Their proprietary data, with equipment-level intelligence, builds
exclusive market insights and drives exceptional outcomes. More than 4,400 clients in sales, marketing, and recruiting utilize Randall-Reilly’s data-driven platforms, services, and media to reach their audiences. Headquartered in Tuscaloosa, Alabama, the company also
has offices in Charlotte, North Carolina, Anniston, Alabama and Draper, Utah.
Your audience is here.