Enhance CRM with integrated data to drive strategic decisions + - PowerPoint PPT Presentation

RigDig Enhance CRM with integrated data to drive strategic decisions +

Data Integration RigDig CRM Pain Points Data can Not enough time Measuring ROI be overwhelming or resources can be diffjcult randallreilly.com 2

Data Integration RigDig RigDig Benefjts of Integrating Data Enhances the records you Helps prioritize and Enables custom have with new information pre-qualify leads analytics internally Adds segmentation for CRM or Keeps all your account data in Marketing Automation search and reports one centralized location 3 randallreilly.com

Data Integration RigDig RigDig What is Data Integration? This process unifjes your CRM information with verifjed RigDig data by leveraging: Data Blend Account Matching URL links to RigDig Prospect Profjles Monthly Data Feeds Match your CRM accounts to Dive into a prospect’s equipment activity With over 150+ available data elements RigDig entities to enable all other with easy access to RigDig Prospect Profjle to enhance your current records, integration services. Reports from CRM, without logging into qualify new leads to be added to CRM, RigDig in another window. and analyze market behaviors. randallreilly.com 4

Data Integration RigDig RigDig How Does it Work? Our data integration solutions unify with: + any CRM that you can import data into randallreilly.com 5

Data Integration RigDig RigDig Baseline Data Blend Enhanced Source File This fjrst step is crucial to making the rest of the integration work. The addresses in your source data are reviewed to ensure they are suffjcient for the post offjce to deliver before any matching is attempted. Once completed, your source data is blended with RigDig data using our proprietary matching algorithm to match your customers and/or prospects to RigDig fmeets. You submit: We append: Name Example Comments Field Description 1 Data Source Salesforce Original source (e.g. CRM, Salesforce, Pardot, HubSpot, etc.) Matched RRID The matched Randall-Reilly ID (RRID) unique ID representing a single entity. 1 This is the unique identifier from your system (e.g. CRM) to 2 Record ID A1576 map matched RigDig data back into your system. Match Weight Flag Source and confidence of the Matched BUYID, see Table 2. 2 Any extraneous data should be parsed out of the field. Ex: A flag will be appended indicating if your source record was Delivery Point 3 Company 1 Fred’s Trucking Delivery Point Validation 3 Attn. Validated and/or if the address record was updated. Number assigned by the Federal Motor Carrier Safety Administration (FMCSA) 4 Company 2 Fred’s Trucking LLC Extra company name fields such as Doing Business As. USDOT 4 to a census record. 5 First Name Fred Company Name Entity's legal business name. 5 6 Last Name Thompson Doing Business As A trade name under which the entity may operate ("DBA"). 6 7 Address 1 1509 Main Street Contains address information only. 7 Phy Address Entity's physical street address. 8 Address 2 PO Box 529 Contains address information only. 9 City Gopher Phy City Entity's physical city. 8 10 State IN Phy State Entity's physical state. 9 Phy ZIP Entity's physical ZIP code. 11 Zip 28270 Ensure leading zeros are not dropped. 10 Phy Country Entity’s physical country. 11 12 Country USA Used to separate US and Non-US records. Entity Phone Entity’s principal place of business telephone number. 12 Phone number is a key field used in the matching 13 Phone (419) 935-5356 algorithms. Additional telephone number for the entity's principal place of business (if Alternate Entity Phone 13 available). 14 Email fthompson@fredtrk.com Email domain are used in the matching algorithms. Operating Segment The entity's estimated operating segment. 14 15 Source D-U-N-S 261050481 Ensure leading zeros are not dropped. D-U-N-S Number Dun & Bradstreet's ("D&B") unique identifier. 15 16 Source USDOT 126453 Ensure leading zeros are not dropped Est. Power Units Estimated total power units operated by the entity. 16 Source RigDig Numeric value for the average model age of all distinct valid Class 3-8 VINs, * 28047 Any already matched RRIDs in your system. Avg Model Age 18 RRID associated with the entity, in the last rolling 24 months. Flag indicating if an entity has been identified by RigDig as active and still in Table 1: Recommended Fields for Your Source File RigDig Active Flag 19 business. randallreilly.com 6

Data Integration RigDig RigDig Baseline Data Blend Market Opportunity Analysis The Distinct RigDig Entities identifjed by your Data Blend are distributed against multiple RigDig segments such as estimated fmeet size, operating segment, average model age, and more. The resulting Excel pivot table allows you to compare RigDig entities that matched to your CRM and new prospects in RigDig. Estimated fmeet range + Identify gaps in the market Texas randallreilly.com 7

Data Integration RigDig RigDig How Does it Work? Data feeds and data blend results are delivered via a secure FTP site. Your Data FTP Server randallreilly.com 8

RigDig Data Integration RigDig How to Integrate We provide easy-to-follow steps of how to integrate the RigDig Prospect Profjle links into your CRM. Follow the steps below to create your organization’s unique formula fjeld as a URL link to RigDig Prospect Profjles. STEP 1 Retrieve the RRID matched to your record/account. RRID is our unique ID specifjc to each entity/prospect’s USDOT. STEP Retrieve your organization’s unique Partner Key, provided by Randall-Reilly. 2 STEP Create the URL. 3 Include RRID, and Partner Key, preceded by https://prod.rigdigbi.com/Report/Index/ Example: Partner Key : xxxxxxxxxxxxx RRID : 1127995 Final URL : https://prod.rigdigbi.com/Report/Index/?rrid=1127995&partnerkey=xxxxxxxxxxxxx randallreilly.com 9

RigDig Data Integration RigDig Entity Scorecard Data Feed This powerful dataset includes up-to-date insights on active entities as defjned by RigDig’s analysts. You can integrate pre-built insights into your CRM or Marketing Automation Tools and join to other datasets to perform advanced analytics. Integrate 150+ available data elements Qualify and add new leads to your CRM Power data visualization to analyze entities in the market randallreilly.com 10

Data Integration RigDig Your CRM and RigDig Combined Your CRM Platform Prospect Profjle Reports Custom RigDig Fields URL Link (111) 222-3333 POSTS ASSISTANT NOTES ONENOTE ACTIVITIES RigDig Contact Smoor; CRM Mail; James Rice RIGDIG DATA FIELDS client Success-Totango RRID 123456 Joe Sales RigDig URL url.randallreilly.com/123456 Smoor; CRM Mail; Operating Segment Private Fleet Estimated Fleet Size 1-5 Vehicles (111) 222-3333 Average Age of Fleet 17.5 Years Maintenance Violation Pain Point Joe Sales Med Joe Sales randallreilly.com 11

Data Integration RigDig RigDig Data Integration Packages Ad Hoc Starter Standard Baseline Data Blend Data Blend *Up-to 50K CRM Records Data Blend Maintenance - Quarterly Monthly Data Integration Prospect Profjle Link - RigDig Entity Scorecard - Not included Ad Hoc $1,250 - - 24 Month List Price - $370 $875 - $422 $927 12 Month Up-charge List Price *Add increments of 50K CRM records for $100/month per increment randallreilly.com 12

Randall-Reilly is the leading B2B data company in trucking, construction and other industrial markets. Their proprietary data, with equipment-level intelligence, builds exclusive market insights and drives exceptional outcomes. More than 4,400 clients in sales, marketing, and recruiting utilize Randall-Reilly’s data-driven platforms, services, and media to reach their audiences. Headquartered in Tuscaloosa, Alabama, the company also has offjces in Charlotte, North Carolina, Anniston, Alabama and Draper, Utah. Your audience is here.