marketo presentation deck

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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?

don@sterling-cooper.comd.draper@sterling-cooper.comdon.draper8@gmail.com

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, joe.prospect2@gmail.com. Those Lead Scoring points should havebeen associated with the original record in the system, joe@ABCompany.com.

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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