Case Studies Strengthening Leads with Trusted Data

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	Strengthening Leads with Trusted Data

Strengthening Leads with Trusted Data

Technology Category	Analytics & Modeling - Data-as-a-Service Application Infrastructure & Middleware - Data Exchange & Integration
Applicable Industries	Professional Service Software
Applicable Functions	Business Operation Sales & Marketing
Services	Data Science Services System Integration
Challenge	Confio Software faced significant challenges in managing its growing pool of marketing leads, which contained segmented, conflicting, and duplicate data. This resulted in skewed data in reports and e-mail campaigns being inadvertently sent to existing customers due to suspect records. With the adoption of Marketo and a firmly rooted Salesforce application, Confio needed a way to unify this crucial pool of information, ensure data integrity, and fast-track its lead generation process. The Sales Development Team required full transparency between Marketo and Salesforce to maintain synchronization and data integrity. Read More
About Customer	Confio Software is a company that produces award-winning software aimed at improving the development and management of database applications. With a successful presence in the marketplace, Confio found itself dealing with the complexities of managing an expanding pool of marketing leads. The company had adopted Marketo for marketing automation and had been using Salesforce since 2004 for customer relationship management. The integration of these systems was crucial for maintaining data integrity and optimizing the lead generation process. Confio's Sales Development Team relies heavily on these tools to ensure seamless operations and effective communication with potential customers. Read More
Solution	The RingLead integration provided Confio with a comprehensive solution to unite its databases, solidify customer data, and streamline record entry. The initial clean-up of disparate databases was a daunting task, but RingLead's tools like Unique Upload and Unique Entry made the process more manageable. Before RingLead, lists were manually reviewed, updated, and copied to spreadsheets for upload into Salesforce. With RingLead, the process became automated, allowing for quicker and more accurate data entry. This integration not only improved data integrity but also significantly reduced the time required for data management tasks. Confio also leveraged the prospecting capabilities of Profiler for programmatic search of online data silos, further enhancing its lead generation process. Read More Log in to view content
Contents

Technology Category

Analytics & Modeling - Data-as-a-Service

Application Infrastructure & Middleware - Data Exchange & Integration

Applicable Industries

Professional Service

Software

Applicable Functions

Business Operation

Sales & Marketing

Services

Data Science Services

System Integration

Challenge

Confio Software faced significant challenges in managing its growing pool of marketing leads, which contained segmented, conflicting, and duplicate data. This resulted in skewed data in reports and e-mail campaigns being inadvertently sent to existing customers due to suspect records. With the adoption of Marketo and a firmly rooted Salesforce application, Confio needed a way to unify this crucial pool of information, ensure data integrity, and fast-track its lead generation process. The Sales Development Team required full transparency between Marketo and Salesforce to maintain synchronization and data integrity.

About Customer

Confio Software is a company that produces award-winning software aimed at improving the development and management of database applications. With a successful presence in the marketplace, Confio found itself dealing with the complexities of managing an expanding pool of marketing leads. The company had adopted Marketo for marketing automation and had been using Salesforce since 2004 for customer relationship management. The integration of these systems was crucial for maintaining data integrity and optimizing the lead generation process. Confio's Sales Development Team relies heavily on these tools to ensure seamless operations and effective communication with potential customers.

Solution

The RingLead integration provided Confio with a comprehensive solution to unite its databases, solidify customer data, and streamline record entry. The initial clean-up of disparate databases was a daunting task, but RingLead's tools like Unique Upload and Unique Entry made the process more manageable. Before RingLead, lists were manually reviewed, updated, and copied to spreadsheets for upload into Salesforce. With RingLead, the process became automated, allowing for quicker and more accurate data entry. This integration not only improved data integrity but also significantly reduced the time required for data management tasks. Confio also leveraged the prospecting capabilities of Profiler for programmatic search of online data silos, further enhancing its lead generation process.

Impact #1	The integration of RingLead streamlined the data entry process, reducing the time required to inventory a list of 300 leads from five to six hours to approximately 30 minutes.
Impact #2	The improved data integrity and streamlined processes allowed for quicker follow-up communications, enhancing the customer experience.
Impact #3	The Sales Development Team experienced full transparency between Marketo and Salesforce, ensuring synchronized and accurate data across both platforms.

Impact #1

The integration of RingLead streamlined the data entry process, reducing the time required to inventory a list of 300 leads from five to six hours to approximately 30 minutes.

Impact #2

The improved data integrity and streamlined processes allowed for quicker follow-up communications, enhancing the customer experience.

Impact #3

The Sales Development Team experienced full transparency between Marketo and Salesforce, ensuring synchronized and accurate data across both platforms.

Benefit #1	Time to inventory a list of 300 leads reduced from 5-6 hours to approximately 30 minutes.

Benefit #1

Time to inventory a list of 300 leads reduced from 5-6 hours to approximately 30 minutes.

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Overview

Strengthening Leads with Trusted Data

Operational Impact

Quantitative Benefit