SLIDE 1
Enhance CRM with integrated data to drive strategic decisions
RigDig
2 randallreilly.com
Data Integration RigDig
CRM Pain Points
Data can be overwhelming Measuring ROI can be diffjcult Not enough time
- r resources
Enhance CRM with integrated data to drive strategic decisions + - - PowerPoint PPT Presentation
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
SLIDE 2
SLIDE 3
randallreilly.com 3
Data Integration RigDig RigDig
Benefjts of Integrating Data
Keeps all your account data in
- ne centralized location
Enhances the records you have with new information Adds segmentation for CRM or Marketing Automation search and reports Helps prioritize and pre-qualify leads Enables custom analytics internally
SLIDE 4
4 randallreilly.com
Data Integration RigDig
What is Data Integration?
RigDig This process unifjes your CRM information with verifjed RigDig data by leveraging:
Monthly Data Feeds
With over 150+ available data elements to enhance your current records, qualify new leads to be added to CRM, and analyze market behaviors.
URL links to RigDig Prospect Profjles
Dive into a prospect’s equipment activity with easy access to RigDig Prospect Profjle Reports from CRM, without logging into RigDig in another window.
Data Blend Account Matching
Match your CRM accounts to RigDig entities to enable all other integration services.
SLIDE 5
5 randallreilly.com
Data Integration RigDig
How Does it Work?
Our data integration solutions unify with:
+ any CRM that you can import data into
RigDig
SLIDE 6
6 randallreilly.com
Data Integration RigDig
Baseline Data Blend
RigDig
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.
Enhanced Source File
Name Example Comments 1 Data Source Salesforce Original source (e.g. CRM, Salesforce, Pardot, HubSpot, etc.) 2 Record ID A1576 This is the unique identifier from your system (e.g. CRM) to map matched RigDig data back into your system. 3 Company 1 Fred’s Trucking Any extraneous data should be parsed out of the field. Ex: Attn. 4 Company 2 Fred’s Trucking LLC Extra company name fields such as Doing Business As. 5 First Name Fred 6 Last Name Thompson 7 Address 1 1509 Main Street Contains address information only. 8 Address 2 PO Box 529 Contains address information only. 9 City Gopher 10 State IN 11 Zip 28270 Ensure leading zeros are not dropped. 12 Country USA Used to separate US and Non-US records. 13 Phone (419) 935-5356 Phone number is a key field used in the matching algorithms. 14 Email fthompson@fredtrk.com Email domain are used in the matching algorithms. 15 Source D-U-N-S 261050481 Ensure leading zeros are not dropped. 16 Source USDOT 126453 Ensure leading zeros are not dropped * Source RigDig RRID 28047 Any already matched RRIDs in your system.
Table 1: Recommended Fields for Your Source FileYou submit: We append:
Field Description 1 Matched RRID The matched Randall-Reilly ID (RRID) unique ID representing a single entity. 2 Match Weight Flag Source and confidence of the Matched BUYID, see Table 2. 3 Delivery Point Validation A flag will be appended indicating if your source record was Delivery Point Validated and/or if the address record was updated. 4 USDOT Number assigned by the Federal Motor Carrier Safety Administration (FMCSA) to a census record. 5 Company Name Entity's legal business name. 6 Doing Business As A trade name under which the entity may operate ("DBA"). 7 Phy Address Entity's physical street address. 8 Phy City Entity's physical city. 9 Phy State Entity's physical state. 10 Phy ZIP Entity's physical ZIP code. 11 Phy Country Entity’s physical country. 12 Entity Phone Entity’s principal place of business telephone number. 13 Alternate Entity Phone Additional telephone number for the entity's principal place of business (if available). 14 Operating Segment The entity's estimated operating segment. 15 D-U-N-S Number Dun & Bradstreet's ("D&B") unique identifier. 16- Est. Power Units
SLIDE 7
7 randallreilly.com
Data Integration RigDig
Baseline Data Blend
RigDig
The Distinct RigDig Entities identifjed by your Data Blend are distributed against multiple RigDig segments such as estimated fmeet size,
- perating 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.
Texas Estimated fmeet range Identify gaps in the market
+
Market Opportunity Analysis
SLIDE 8
8 randallreilly.com
Data Integration RigDig
How Does it Work?
RigDig Your Data Data feeds and data blend results are delivered via a secure FTP site.
FTP Server
SLIDE 9
9 randallreilly.com
Data Integration RigDig
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.
1 2 3
Retrieve the RRID matched to your record/account.
RRID is our unique ID specifjc to each entity/prospect’s USDOT.
Retrieve your organization’s unique Partner Key, provided by Randall-Reilly. Create the URL.
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
How to Integrate
RigDig STEP STEP STEP
SLIDE 10
10 randallreilly.com
Data Integration RigDig
Entity Scorecard Data Feed
RigDig
Qualify and add new leads to your CRM Power data visualization to analyze entities in the market Integrate 150+ available data elements
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.
SLIDE 11
11 randallreilly.com
Data Integration RigDig
Your CRM and RigDig Combined
Your CRM Platform
Custom RigDig Fields
Prospect Profjle Reports
URL Link
(111) 222-3333 (111) 222-3333 RigDig Contact James Rice RIGDIG DATA FIELDS RRID 123456 RigDig URL url.randallreilly.com/123456 Operating Segment Private Fleet Estimated Fleet Size 1-5 Vehicles Average Age of Fleet 17.5 Years Maintenance Violation Pain Point Med Smoor; CRM Mail; Smoor; CRM Mail; Joe Sales Joe Sales Joe Sales client Success-Totango POSTS ASSISTANT ONENOTE NOTES ACTIVITIES SLIDE 12
12 randallreilly.com
Data Integration RigDig RigDig
Data Integration Packages
Ad Hoc Starter Standard Data Blend
Baseline 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
12 Month Up-charge List Price
- $422
$927
*Add increments of 50K CRM records for $100/month per increment
SLIDE 13
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.