Remove & Prevent Duplicates in Marketo & Salesforce with RingLead

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This presentation gives an overview of how the RingLead Webhooks integration prevents duplicates in Marketo and Salesforce.com. For more information, visit the Marketo integration page on our …

This presentation gives an overview of how the RingLead Webhooks integration prevents duplicates in Marketo and Salesforce.com. For more information, visit the Marketo integration page on our website: ringlead.com/marketo-integration

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  • 1. Overview of the RingLead Webhooks Integration for Marketo s
  • 2. RingLead has been a Salesforce ISV Partner since 2004, and has helped to solve the data quality problems of large corporations as well as small businesses across the globe.
  • 3. Duplicate Removal & Prevention Normalization Data Enrichment Unique Web-to-Lead Unique Upload Diver Data Shield Profiler Company Search Contact Capture Unique Entry Data Cleanse Complete Data Quality Suite We offer a full suite of data quality applications.
  • 4. The Problem with Web Form Data This Fortune 1000 firm would have had 71% of web form submissions created as duplicates in Salesforce had they not been RingLead customers.
  • 5. Why RingLead + Marketo? Marketo uses e-mail address as the unique identifier. Why is that a problem for Marketo users? don@sterling-cooper.com d.draper@sterling-cooper.com don.draper8@gmail.com To Marketo, these are three different records. To RingLead, this is one record.
  • 6. Why RingLead + Marketo? Relying on Marketo’s standard deduplication functionality, which matches duplicates based on exact-match email address alone, has the potential to allow many duplicate Leads/Contacts into Salesforce & Marketo. Today’s marketing landscape includes multiple data entry points which are tied to various prospect touch-points, including whitepaper downloads, free trial signup pages, contest entry forms and more.
  • 7. Why RingLead + Marketo?
  • 8. Why are Duplicates in Marketo a Problem? 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 have been 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. 21 18
  • 9. For more, read Three Ways that Duplicates Affect Your Marketing Metrics on the RingLead blog. Decreased Open Rates Using the same scenario as before, you will be sending emails to both of these records, joe@ABCompany.com and joe. prospect2@gmail.com. It’s likely that an email open will register with only one of these records since Joe Prospect will probably only open one of these emails. Why are Duplicates in Marketo a Problem?
  • 10. For more, read Three Ways that Duplicates Affect Your Marketing Metrics on the RingLead blog. Increased Cost of Marketo A key component of your Marketo license is based on the size of your database; in other words, duplicates are piling up in your Marketo database and costing you money! Why are Duplicates in Marketo a Problem? $ $ $$
  • 11. The RingLead Integration The Only Solution That Can Remove and Prevent Duplicates in BOTH Salesforce and Marketo! ● Easy initial setup in RingLead and Marketo ● Easily integrate into global program or local programs via Marketo webhooks ● Free with RingLead Unique Web-to-Lead Subscription
  • 12. Duplicate Removal Program With the RingLead integration for Marketo, you can send all possible duplicates through the RingLead webhook and merge all possible duplicate records quickly and easily, all leveraging our built-in duplicate detection algorithm. To get started, create a new List.
  • 13. Duplicate Removal Program Create a new program in Marketo where the Smart List Trigger is Added to List and the List Name is set to the one that you created in the previous step. The only Flow step should be to call the RingLead Web-to-Lead webhook. Smart List Flow Choose the Added to List trigger that you Post to the RingLead Web-to-Lead webhook and RingLead will merge the records in question according to your settings.
  • 14. Duplicate Removal Program Now add all of the Possible Duplicates to your newly created List.
  • 15. Duplicate Prevention Program By creating a RingLead Processing program in Marketo, all Leads will flow through the RingLead webhook when they are created. Web Form List Import API
  • 16. How the Integration Works
  • 17. Flexible Merge Options ● Find existing Contacts to append. ● Find an existing Account and attach a new Contact. ● Find existing Leads to append. ● Create a new Lead record only as last resort. ● Set Update Options on a Field-by-Field Basis
  • 18. *A one-time setup fee may apply Get Started! Speak with someone from our team to set up a free trial or to schedule a demo.