how to manage your leads & contacts in salesforce
TRANSCRIPT
Manage Your Leads and Contacts in Salesforce
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:
Our Clients
Technology HealthcareFinancial Services Professional Other
Our PartnersPa
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CRM and Related Software Marketing Automation
Consulting FirmsStrategic Partners
Long standing relationships with key industry players.
The Problem
Example 1: Duplicate recordsA 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
The Problem
Example 2: Non-standard recordsThere 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 BlackDir. of Marketing Director, Marketing Mktg Director
New York N.Y. ny
The Problem
Example 3: Incomplete recordsWhen 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
The Problem
Example 4: Inaccurate/Outdated recordsContact data changes as people change jobs, are hired, fired or promoted.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)
Consequences of Dirty Data
Business Report Card
Forecasting D
Customer Service F
Sales Efficiency C-
Productivity D-
Client Renewals D
CRM User Adoption F
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
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.
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
Contact
Michael FarringtonChief Product [email protected]@michaelforce
Donato DiorioChief Executive [email protected]@idonato
@ringlead
/company/ringlead-inc.
/ringleadinc