RingLead CPO, Michael Farrington, and CEO Donato Diorio take you through RingLead and the ways to manage your leads and contacts in Salesforce in a way that ensures clean, quality data.
2. Clean, Protect, and Enhance Company Data
RingLead provides a complete data quality solution
for CRM, Marketing Automation, and Data Services
● End-to-end data quality solution
● Cloud based
● Emphasis on ease of use
● First certified Salesforce ISV partner - 2004
● Key industry partnerships:
4. Our Partners
PartnersPlatforms
CRM and Related Software Marketing Automation
Consulting FirmsStrategic Partners
Long standing relationships with key industry players.
5. The Problem
Example 1: Duplicate records
A record is imported from a tradeshow list, created manually
via a sales user, and created again via web form submission.
Now this user exists in the CRM three times.
List Import
Manual Entry
Web Form
6. The Problem
Example 2: Non-standard records
There are a variety of ways for employees to type in job titles,
which makes precise database segmentation impossible. For
example, here are variations on the same job title and state
information.
Joe Smith Brian Cooperman Wendy Black
Dir. of Marketing Director, Marketing Mktg Director
New York N.Y. ny
7. The Problem
Example 3: Incomplete records
When sales teams, customer success
teams and other employees do not have
access to a complete record, they waste
time looking in external systems and on
the internet in search of that contact
information. This results in over 30% of
an employees time(1) being wasted on
contact research.
(1) According to Sirius Decisions
8. The Problem
Example 4: Inaccurate/Outdated records
Contact data changes as people change jobs, are hired, fired
or promoted. Wrong phone numbers, email addresses and
job titles can linger in a database if left unchecked.
21% of a B2B sales reps’ time
is consumed doing research.
Sources: CIO Insights,
Forrester Research,
CustomerThink, Dun &
Bradstreet)
9. Consequences of Dirty Data
Business Report Card
Forecasting D
Customer Service F
Sales Efficiency C-
Productivity D-
Client Renewals D
CRM User Adoption F
10. Data Quality Does Matter
Source: Sirius Decisions - The Impact of Bad Data on Demand Creation
Prevent Correct Do Nothing
The Cost of Handling a CRM Record
● $1 prevent a bad record from
entering a CRM system
● $10 to correct the record after it is
entered
● $100 if nothing is done, as the
ramifications of the mistakes are
felt over and over again
11. The Solution: RingLead
Clean existing data
in CRM and
marketing
automation
systems
Ensure data
remains clean when
entering the
system.
Enhance records
with additional
company and
contact data.
12. Rethink Manual Entry...
Unique Entry
● First and only as-you-type duplicate prevention application
● Customize the algorithm
● www.UniqueEntry.com
Contact Capture
● Enter data via copy and paste from websites, email signatures
and more
● Does the thinking for you AND checks for duplicates
● bit.ly/Contact Capture