marketo presentation deck
TRANSCRIPT
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Marketo Optimized
Don’t take our word for it
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“Partnering with RingLead has proved to be extremely beneficial to our Marketing
and Sales efforts. RingLead’s simple to use and effective duplicate prevention
apps helps us keep our database clean, improve sales efficiency and in turn
improve lead conversion.
The combination of RingLead and Marketo gives us a level of data quality in
marketing automation that is not possible with any other solution.”
Scott Barnett – Director, Customer Marketing
The Solution: RingLead
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Clean existing
duplicates in CRM
and marketing
automation
systems
Ensure data
remains clean and
dupe-free when
entering the
system. Enhance records
with additional
company and
contact data.
Product Overview
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Data Cleanse
• Duplicate analysis and removal
Unique Entry
• Manual entry prevention for Salesforce
Unique Upload
• List import prevention for Salesforce
Unique Web-to-Lead
• Web form prevention & Marketo Integration
Clean & Protect
Data Cleanse
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Data Cleanse analyzes your Salesforce.com database for duplicate,
missing, and unstandardized data. It also allows for quick and easy
mass deduplication of Salesforce records, including Leads, Contacts
and Accounts.
Key Features:
- Simple setup - get started in just a few clicks
- Quickly identify up to 95% of duplicate Leads, Contacts and Accounts
- All associations to related objects will be retained upon merge.
Key Take-Away:
- Merging duplicate groups in Salesforce.com will also merge the duplicate
groups in Marketo, thereby cleaning up both systems.
Unique Entry
Key Features:- As-you-type Duplicate Prevention
- Configurable Logic & Configurable Profile Security Settings
- Provides Visibility into Related Records in Salesforce.com
- Mirrors your custom Page Layouts in Salesforce
- Accessed via the standard “New” button
Key Take-Away:- Duplicates Prevented in Salesforce will Prevent the Duplicate in Marketo
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Unique Upload
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Importing of mass lists is a very common cause of duplicate records.
Unique Upload simultaneously prevents the creation of duplicate
records while uploading lists into Salesforce. Powerful options allow
you to control what happens when duplicates or related records are
found.
Key Features:
- Prevent duplicate Leads and Contacts when importing files into Salesforce.com.
- Create new Contacts in matching Accounts
- Field-specific update options include Overwrite, Do Not Update, Update if
Blank, Append, etc.
- Assign New Leads via Assignment Rules
- Add members to campaigns & update Member Status
Unique Web-to-Lead
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Duplicate records from Web-to-Lead forms are extremely common,
and have to be handled elegantly to ensure unique records without
any information loss. Unique Web-to-Lead quickly integrates with
your existing Salesforce Web-to-Lead script, processes all web form
submissions, and checks for existing Leads, Contacts and Accounts.
Key Features:
- Update existing records in Salesforce
- Automatically assign multiple tasks
- Integrates with all of the leading marketing automation applications
Marketo Duplicate Prevention
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Duplicate records entering through Marketo are especially
problematic. Utilizing Marketo Webhooks and Unique Web-to-Lead,
Marketo users can rest assured.
Key Features:
- Works regardless of how records are Created in Marketo: lists, forms, API, ect.
- Update existing records in Salesforce
- Automatically assign multiple tasks
- Increment Lead Score
- Configurable Field Actions upon duplicate prevention
Marketo Integration Case Studies
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RingLead vs. Native Marketo Prevention
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RingLead Marketo
Fuzzy Match
Prevention
Lead Score
Incrementation
Configurable Field
Action Choices
Upon Merge
Exact Email
Match Prevention
Lead Score
Fragmentation
Overwrites Field
Values Upon
Merge
Marketo uses e-mail address as the unique identifier.Why is that a problem for Marketo users?
[email protected]@[email protected]
To Marketo, these are three different records.
To RingLead, this is one record.
The Problem with Exact Email Match
The Problem with Exact Email Match
Lead Score Fragmentation
Inaccurate Lead Scoring
In the example above, the Lead Scoring points that are associated with a whitepaper download would be associated with a new lead, [email protected]. Those Lead Scoring points should havebeen associated with the original record in the system, [email protected].
This will equate to hot leads being left behind in Marketo and not being distributed to your sales reps for follow up.
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Marketo Duplicate Prevention9
Flexible Merge Options
● Set Update Options on a Field-by-Field Basis● Update if Blank● Overwrite● Prepend/Append Text Fields (ie. comments fields)● Merge Multi-Select Picklist Fields (ie. Product interest fields)● Works on Standard and Custom Fields in Salesforce
RingLead For Marketo Return on Investment
Potential Missed Monthly Revenue due to Lead Score Fragmentation
Marketo Database Size Pricing Model
Lead Routing and Sales Rep inefficiency
$75,000
Industry Recognition
“Finalist: Platform Innovators Award”
Marketo Marketing Nation Summit
Dreamforce
1st “Top App for Sales”
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Reviews average 4.8 out of 5 stars
Our ClientsTechnology Healthcare
Financial Services
Professional Other
Customer Reviews
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