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"Top 6 Apps for Sales"
Welcome
Customer Roadmap Forum Q2 2013
Steve Lehr
Founder, RingLead
Michael Farrington
Chief Product Officer, RingLead
Founder, Qandor
Gregg Thaler
Chief Revenue Officer, RingLead
Forum Objectives
●Update our customers on the latest news
●Provide visibility into product roadmap
●Gather feedback and guidance on the direction of our
applications and the company
●Promote collaboration
●Encourage questions
Agenda
●Product Upgrades
○ Unique Entry 2.0
○ Data Cleanse Upgrade
○ Marketo Integration
●Partnership with Broadlook Technologies
●New Products
○ Profiler
○ CRM Shield
○ Contact Capture
●The Future of RingLead
Unique Entry 2.0
Seeks and displays possible duplicates as-you-type.
● Support for Professional & Group Editions
● Accounts Searched when entering Leads
● Person Account Support
● "Fast Typer" Fix
● Select fields to display in warning box
● More...
Enhancem
ents
Data Cleanse Upgrade
Identify & merge existing duplicates in Salesforce
● Upgraded User Interface
● Database Size Limitations
● Prepared to add your new feature(s)
Near Future
● Custom Logic
● New Master Record Selections
● Automated Global Merge
Enhancem
ents
Marketo Integration
Prevent duplicates in Salesforce AND Marketo!
● Simple Setup
● Now prevents duplicates in Marketo
Enhancem
ents
More info available at RingLead.com/Marketo
Enhancem
ents
Enhancem
ents
+
New
Products
your data
♥
Introducing the CRM Data Suite
Now Available in Private Beta
New
Products
Free!
Introducing the CRM Data Suite
Now Available in Private Beta
Interested in joining the private beta?
Email gregg@ringlead.com or let us know in the poll.
New
Products
Outlook-Salesforce Connector
Prevent duplicates when syncing Outlook & Salesforce
Email sales@ringlead.com if you would like to join the
private beta
Roadm
ap

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RingLead Customer Forum Q2 2013

  • 1. "Top 6 Apps for Sales" Welcome Customer Roadmap Forum Q2 2013
  • 2. Steve Lehr Founder, RingLead Michael Farrington Chief Product Officer, RingLead Founder, Qandor Gregg Thaler Chief Revenue Officer, RingLead
  • 3. Forum Objectives ●Update our customers on the latest news ●Provide visibility into product roadmap ●Gather feedback and guidance on the direction of our applications and the company ●Promote collaboration ●Encourage questions
  • 4. Agenda ●Product Upgrades ○ Unique Entry 2.0 ○ Data Cleanse Upgrade ○ Marketo Integration ●Partnership with Broadlook Technologies ●New Products ○ Profiler ○ CRM Shield ○ Contact Capture ●The Future of RingLead
  • 5. Unique Entry 2.0 Seeks and displays possible duplicates as-you-type. ● Support for Professional & Group Editions ● Accounts Searched when entering Leads ● Person Account Support ● "Fast Typer" Fix ● Select fields to display in warning box ● More... Enhancem ents
  • 6. Data Cleanse Upgrade Identify & merge existing duplicates in Salesforce ● Upgraded User Interface ● Database Size Limitations ● Prepared to add your new feature(s) Near Future ● Custom Logic ● New Master Record Selections ● Automated Global Merge Enhancem ents
  • 7. Marketo Integration Prevent duplicates in Salesforce AND Marketo! ● Simple Setup ● Now prevents duplicates in Marketo Enhancem ents
  • 8. More info available at RingLead.com/Marketo Enhancem ents Enhancem ents
  • 10. Introducing the CRM Data Suite Now Available in Private Beta New Products Free!
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