If you missed our webinar today, no problem! Here’s the recorded version.
On this webinar, we reviewed the challenges that duplicates can cause for marketers, and how professional marketers and Salesforce admins can overcome this data quality hurdle.
Marketers vs Duplicates: How You Can Win
Michael Farrington: Hello everybody, Michael Farrington of RingLead here. My clock is showing six minutes after which is ample time to let folks join. Thank you so much for joining us today. We are talking about Marketers Versus Duplicates: How You Can Win.
This session is being recorded if you had to step away for any moment you can come back and see the recording along with all of our other Webinars on our YouTube channel and we’re going to get started. Let me just actually address an excellent question that came in just a minute ago asking if we had a hashtag. It is a little bit long, I apologize but if you want to get in the conversation as we’re presenting or afterwards on Twitter you can use hashtag #MarketersVSDupes and you see that now showing up on your screen there.
Okay, so let’s go ahead and get into the – let me do a little check there and make sure I can flip the slide. Yep, okay, everything looks good so like I said, my name is Michael Farrington. I am the chief product officer here at RingLead. I’m also the founder of Qandor which makes administrative tools on the AppExchange.
I’m joined by Steve Lehr. This is awesome – I do a lot of Webinars and every once in a while I’m able to get Steve to participate as well. Our founder, obviously a very busy man but he’s such an interesting guy to talk to and he’s been around obviously since the beginning and knows just so much about duplicates and I’ve just learned a lot from him and I’m happy that he’s here and that you can learn from him as well.
So a little bit about RingLead, I think most of you on the call know a bit about RingLead but I’m just going to go through here a little bit and give you a little bit of our standard slides that give some background on the company and I’m going to position it in such a way that highlights more of how we help marketers.
So RingLead applications remove and prevent duplicate leads, contacts and accounts in Salesforce. That’s the most succinct way that I’ve thought of to-date on how to explain what RingLead does and, of course, as soon as I came up with that statement now we actually have – we’re adding to our suit of products all the time and now we’ve partnered with a company called Broadlook. I’ll talk a little bit more about that at the end of the presentation but it’s going to cause me to have to rethink that statement there because we’re doing a lot more than just duplicates now.
The first Salesforce certified partner and so this was back when Salesforce had just started certifying partners. They just started their certification program and we were the first partner to go through that and we’ve got some other bullet points there that I’ll actually talk about on other slides.
So, I’m proud to say that we do work with a lot of very well-respected company’s, well respected Salesforce.com customers use our products. I’m just putting a few of them here showing that we have a rich history of serving the Salesforce community.
And did that click go through? There we go. Okay, so now marketers versus duplicates. So what’s the problem with dirty data? Dirty data costs you money so it’s actually said by serious decisions. It could be upwards of $100 per dirty or duplicate record which is quite serious. It just takes up one little blurb here on this slide but if you look at that research it is quite astounding so it’s just money, right? It’s really the first thing.
It affects moral, dirty data is frustration for sales and inefficiency in the marketing. Basically if you think about it there’s a lot of the blame game going on when it comes to duplicates or any problems with your data so I myself, for example, was a system administrator at a large technology company for many years and basically what would happen is those system administrators they “You might say that they own the database.” But then a lot of times nobody really wants to take ownership of the data itself. So they might be the ones who go out and they find the tools that might clean up the database but it’s only if they’re in lock-step with those other departments like sales and marketing that anything is going to actually get done because a system admin is not going to know which records to merge or they’re not going to say, you know, but they might not be the ones trying to run a report that shows how well your leads are converting, for example, whereas the marketers are – that’s absolutely what they care about. That might be the number one thing that you care about depending on your metrics and your particular organization but lead conversation in that reporting is going to be totally skewed if you have dirty data.
Your data decays, right, for eight million people change jobs each year resulting in contact information incorrect – that, again, kind of touches on the Broadlook solutions that we’re going to, that I’ll just, mention at the end of the presentation.
And there is no built-in solution so all of those partner – the marketing companies, the logos that you saw there on our opening slides as well as CRM itself, so right in Salesforce, there’s no built-in solution. So, that’s what we’ve been focused on and getting back to that finger pointing the blame game, you know, there are tools out there that are a little more difficult to use than ours and we focus on just being easy, being in the Cloud.
I actually forgot about this slide here so just to pain the picture a little bit more is that a lot of times those other tools that I was just mentioning, you know, they go for the low-hanging fruit which is that maybe sometimes it’s easy to match on email address only, for example, but in the real world you have people coming at you from multiple directions. You have somebody comes in, and in this example, for a free trial and then they also download a whitepaper and bringing those two together, you know, you’re basically up a creek with no paddle if you don’t have a matching email address and it happens a to more than you would think
I mean, I remember working in a large enterprise that was constantly acquiring other companies and being acquired itself. You know, emails change a lot. People might change their name after a marriage. There’s a lot more examples; people using a Gmail account like we have here and so that’s what we’ve excelled in over the years is coming up with these algorithms to seek out those duplicate records and to be able to merge them regardless of the email.
And finally I just – actually here’s just another illustration of the email problem that I was talking to. So here we go, so this side is just simply stating that our whole bread and butter has been – we want to be easy to use and we want to be in the Cloud and it’s funny because that’s a formula that our competitors don’t follow and yet it was spelled out basically by Marc Benioff in many a keynote at Dreamforce that this is how you win and this is what customers want. They want it to be easy to use and they want it to be in the Cloud and so that’s what we offer and so I do apologize for all of that. We kind of got through the formality of those slides and now we’re going to get into the fun stuff and I’m actually going to pass it off to Steve Lehr in just a moment but I did want to mention just quickly here that, again, if you’re not familiar with our product, our lineup of products, you can look here and see that they really fall into three categories. So first is diagnosing your problems to see how bad your duplicate situation is and Dupe Dive is a free application that does that, it gives you a dashboard and a lot of intelligence points on your duplicate situation and it focuses on leads, right, which, you know, again, pertains to marketing typically more so than the other objects in Salesforce, duplicate removal so we have data cleanse obviously we go through and your existing duplicates can be merged together and then duplicate prevention.
So once you have your data clean you want to keep it that way and these apps in particular have been loved by marketers over the years so unique upload allows you – it’s basically like a data loader but instead of just pumping those records into Salesforce each one of the records is going to be – it’s going to be checked against your existing data to make sure that it’s unique and then unique entry is a manual entry duplicate prevention tool and unique Web delete which was actually the first application that we went to market with many years ago is going to make sure that when people submit a form from your Web site that it’s unique meaning that instead of just passing that Web delete form straight into Salesforce it kind of acts as like a gatekeeper and it’s going to make sure that it’s unique.
And these apps, in particular, you need to upload in unique Web delete, I know, over the years have just been – the marketers who try them out definitely rave about them.
So, at any rate I definitely feel like I sound like a salesman right now so I’m going to shut my mouth and I’m going to introduce Steve Lehr our Founder.
Steve might be on mute. Are you with us Steve? He’s – sorry about that folks, a little bit of technical difficulties here passing the mic. Let me try – Steve, I’m going to try muting you and then un-muting you through the controls here in the GoToMeeting.
Steve Lehr: Okay, I think I’m here.
Michael Farrington: Did that work? Okay, sorry about that folks we had a little glitch in the GoTo Webinar software there but – all right, Steve, glad to have you with us.
Steve Lehr: I’m glad to be here and I’m actually glad I had a few extra seconds because I was working on that algebraic equation that you had up earlier and I think I just about got the X but if there were only a de-dupe button on your calculator, that would be what we want and fortunately we’ve got that for Salesforce and these other partners that we’re working with.
Mike, I want to just touch briefly about these applications because I want to give you – because I know that you’re humble about this but that Dupe Dive is such an awesome app and I really want everybody on this phone to understand that that’s a great tool to get started. Like Mike said, it only shows the leads but if you don’t have leads you’re still having duplicate problems.
So we’ll help you determine the scope of the problem and because – I’m saying that because it’s so important to get a snapshot of what it’s like before RingLead comes in and makes your life much easier that way you can be a champion and really, you know, show off that ROI and what you’ve done because what you’ll want to do is – now, we’ve got it in this order where we diagnosis it and that, app, by the way, it’s just the great, the graphics and everything will really help you identify the problem and prove how valuable it is to de-dupe and prevent duplicates.
And so we’ve got this next two things; duplicate removal before duplicate prevention but oftentimes I find myself suggesting that people stop the bleeding and prevent the duplicates from coming in while then they can manage merging of the duplicates and cleaning up the database because everyday that goes by they’ll be less – no duplicates coming in.
So you kin of want to put a cap on that and stop the bleeding and make sure that no more duplicates are coming in.
So this data cleanse app we’ve done a lot of upgrades recently. I’m just loving how it’s so easy to use and so if you’re not on the beta please ask us to put you on beta. It’s just an awesome tool. Unique upload and unique entry they’re just rock solid. They’ve always been so good. It’s so easy to upload a list now you just set the settings, save a template and then three clicks you’re – if you upload a list once a week three clicks you’re done every week.
Unique entry, it’s amazing. You’re in Salesforce you’ve just got to see it. I don’t know if we’ve got time now. These guys have told me that I can only show you one app and so I’m going to be very selective. I’m going to talk about unique Web-to-Lead but that application has been around for a while and now it’s involved in so many different areas. We’re integrating it with all of those partners that we showed you before and I’m going to take one of those, Marketo and I understand that not all of you may be using Marketo as your marketing automation but I want to talk about that one because it’s sort of a dream come true for me in RingLead since we not only are preventing the duplicates in Salesforce we’re now preventing the duplicates in Marketo.
So we’re working on doing that with the other marketing automations as well but most of the time you’ve got everything synced over from (unintelligible) 14:49 or to Salesforce. If you don’t we’ve still got a solution. This one is just real easy to use. Let me go to the next slide here. Okay, so – this is a big diagram but I’ll just quickly go through it and then show you how easy it is to set up.
So if you look from the left to the right we’ve got a new person coming in to Marketo. Now let’s say I’m in Marketo from a year ago and then today I submit another Web form or somehow get into Marketo as a duplicate. If it’s got two it’s going to send to RingLead and RingLead’s going to check Salesforce and find that year-old record of me and then instead of creating a duplicate it will not create one in Salesforce. However, instead it will go back to Marketo and merge that year-old Marketo prospect with the one that was created today by me.
So, I just want to reiterate that this is just Marketo. We do integrations with all of these other partners and you can learn more about it on RingLead.com/integration; just some pretty good insight.
Okay, give me just a second here. There we go. Okay, so I’ve logged into RingLead here and selected the Web-Lead application and at the bottom you can see all the partner integrations. It’s pretty much the same for all of them similar to this where we need to establish a connection, it will give the credentials for Marketo. Once the connections verified you then have a setup process and this is a Webhook if you’re familiar with Marketo and this is just basically a workflow step that is going to submit all of the – whenever a new lead is created in Marketo so it makes it really easy to (unintelligible) 16:44. You’ve got some configuration options. You’re create a custom feel, this custom feel is called RingLead status and it’s going to be used in a flow that will tell Marketo it’s okay for you to create a new lead in Salesforce. Since we’ve already prevented a duplicate and merged them in Marketo, Marketo can then just create the new lead as your normal processes are, you know, if you want to have some sort of validation, lead scoring, you know, once they’re qualified then you send them over to Salesforce and so that’s where it is.
When a lead is created you go through the Webhook and the other campaign is here for that RingLead status is set to true and then go ahead and send it on to Salesforce.
So that’s the Marketo integration. It is very similar for the others, you know, it’s just important to note that with Marketo we’re now preventing the duplicates in Marketo as well and Salesforce.
So I’d love to talk about the others. I don’t know if we’ve got enough time to go through each one of them today but if you want to see any of those or any of the other applications, the data cleanse upgrade, unique upload for the list, the unique entry for manually entering into Salesforce, they’re amazing apps but I do highly recommend that you do the Dupe Dive first so that you can – a month from now you can look like a superstar when this stuff is all clean and people are getting reports that are more valid.
So, Mike, I think that’s all I had for this.
Michael Farrington: Yeah, that’s awesome stuff. I was just actually tweeting about that and having fun reading the other tweaks on the screen there. #MarketersVSDupes, again, is the hashtag if you want to get in the conversation on Twitter. That’s exciting stuff! So that’s – I mean, the Webhook’s as soon as we came out I guess RingLead was just all over that and it was just really, really cool what you can do now between RingLead and Marketo.
So the – I did want to say now that we have the data enhancement slide up here so I kind of hinted at it a couple of times earlier in the presentation but we have some really exciting stuff going on here at RingLead and what’s happened is – and this really has not gone out – there’s no press release, there’s really no big announcements yet, we’re just kind of in beta, it’s just very hush, hush and so everyone who is listening now is getting the inside scoop that a company called Broadlook has been dominating the data technology space really outside of Salesforce and in a way with products that are really just mind-boggling how they work like the profiler, their flagship product it gets, what they call, just-in-time contact data as well as company information and it does it in a way that really the best way for me to describe it is that they are doing for company and contact information what Google did for Web sites.
Like really just putting it at your fingertips and like you watch this stuff work and it’s like magic. There’s a lot of intelligent guys over there at Broadlook and RingLead has partnered with them, an exclusive partnership, to help bring their technology into the Salesforce world and it really – Broadlook is going to be something you hear a lot at Dream Force I’m sure they’re going to be the new cool kid at Dream Force is the way that I’ve been explaining it and so I wanted to give the heads up but that’s going to be a great tool for marketers and a great tool for a lot of departments but, you know, particularly marketers that are finding duplicates are going to be interested in this as well because once you have your data unique you’re also going to want to augment it or enhance it and so look for these products in the near future.
Let me go ahead and if I can switch to the next first control there – yeah, okay. So finally stay connected. We wanted to let you know that you can ask any questions now through the consol and if we have, get, the answer we can answer that in a – there we go. Yeah, go ahead and submit your questions through the control panel on the right and we’ll look through those questions if we have an answer for you on the spot we can answer some live here. If not, if we need to do a little bit of homework before getting back to you then we might start the conversation in the LinkedIn group. It’s definitely something that you should do is look for our LinkedIn group. You can find that by going to RingLead.com/LinkedIn and we’ve got a bunch of other avenues that you can talk to us so if you’re talking on Twitter right now you can follow us @ RingLead and you can follow myself personally @michaelforce. Find us on Facebook, YouTube, InstaGram, Quora, we’re out there and right now I’m not sure Joe if you wanted to un-mute yourself or Steve, anyone wants to tackle any questions we’ll start a little bit of Q&A here.
Steve Lehr: Yeah, Michael there was a good question about if a lead comes into, for example Marketo, with a Gmail address or a different email, how do we preserve that email address?
There are many options in RingLead. One of my favorite features is the field action, so for example in my example that I gave earlier I’m in Salesforce or Marketo from a year ago and as a, maybe, my first initial last name and then I come in with first name.last name or something like that or even my personal Gmail.
You can configure it so that it will always overwrite or only update a blank, a lot of other options but by default we’ll keep the original email address and archive the new one coming in.
Okay, another question from data cleanse, so to clean up all those duplicates, you know, when you first become a RingLead partner, or customer, it’s good to clean up all of the duplicates in Salesforce and once you do that and it doesn’t become a problem anymore.
That tool will allow you to select master record rule settings and one of them, my favorite, is the ability to make the master record the oldest record, meaning the first one, and then all of the fields using from the current, the most recent duplicate. If I have five records in there, we want to keep maybe the lead source and the master record from the first one and – but use all of the current title, phone number fields from the most recent and by the way, in Salesforce you’re going to do the same mergence that you do within the interface where it will merge all the opportunities with the accounts, all the related lists, all the activities, the campaign association, all of those will be merged.
Oh, sorry Mike, I was going to take that next one. Do you have any data on how many duplicates are submitted via Web form on average? And the answer depends but we have found a good range. One of our largest customers Fortune 1000 gives it 80%, 80% of the Web form submissions were duplicate!
Typically it’s going to depend, it’s going to be as low as 10%, usually between 10 and 40 but it really all depends on the nature of your data and how good your data is and that’s why it’s so important for that data enhancement partnership with Broadlook that we talked about, we can do a better job if you’ve got, for example, the URL in the account, we can do a better job of de-duping that.
Michael Farrington: So Steve, there’s one here that I saw in the list and it’s about the – so you just showed how for the first time ever folks can prevent duplicates in Marketo which is pretty awesome. I’m trying to tweet this and get the word out because people are – it’s huge and so there’s a question on that, it was how much does the Marketo integration cost?
Steve Lehr: Yeah, that depends on large your Salesforce is, it really depends. It’s cheap it’ll be a lot cheaper than dealing with the problem, that’s for sure.
Michael Farrington: And if there – so you’re talking about the cost of unique Web delete I guess?
Steve Lehr: Right, that uses the integration with all of those marketing automation partners, all of them are using the Web delete application.
Michael Farrington: Okay included – like included in the cost of unique Web delete?
Steve Lehr: Right. Included, right. There’s no more additional cost in integration. In fact, it’s usually – you know, you guys will be doing that just entering your credentials going through a 30-second integration.
Michael Farrington: Is… That’s cool.
Steve Lehr: So the file is just a database. Profiler is just a database but that database is the Internet so it actually looks real-time into the Internet and provides up-to-date information, the most up-to-date information. It is an amazing application.
Here’s I’ve used other de-dupe tools but have missed duplicates because my logic scenarios were not right. Do you have to do this with data cleanse? That’s a great question! RingLead is built on automating the logic so we have found and learned from years of doing this and millions of records and feedback from our customers on how to make sure that we simplify the logic and it’s built in, you don’t have to do anything where we are 100% sure that we’re not mismatching.
So depending on the fields, if you only have first name, last name and company you can’t be sure that that’s the same person that we already have. So in those cases they might slip through.
The more fields that you have on your list, the more fields that you enter into Salesforce, the more fields on your Web forms, the better job RingLead can do and what we’re finding is it’s in the high 90’s, 97 percentile of duplicates are automatically prevented.
I – one special note. Hold on, data cleanse. I just want to know, I love this feature, it’s coming out of data and it’s the ability to do custom logic filters. For example, you might want to automate, clean up, all of the duplicate email addresses so in the custom logic for data cleanse to de-dupe, to merge all of the duplicates in Salesforce you could select to have email and it must match and then within minuets you’re going to be cleaning up all of your duplicate email addresses.
Do you have that ability on all kinds of fields; record type field if you don’t want to show them, if they’re two different record types you have that ability as well in most options with standard and custom fields.
Michael Farrington: So we have a lot of good questions coming in here. Here’s one I can start and then Steve you can add to it if you want but what is the main difference or how do you compare against CRM Fusion functionality?
Steve Lehr: There’s a lot of different ways. I guess the most obvious is that CRM Fusion does offer desktop software and I’m not sure the last time I checked actually it was only for PCs and so it’s kind of a large cumbersome tool and it takes quiet a while to get the hang of. In a previous life I actually was a user and I have a computer engineering degree and I consider myself to be pretty technical, I’m a developer, and I really didn’t even have the time to spend learning the in’s and out’s. We actually hired someone else and I kind of offloaded it on to them because it was that cumbersome.
Michael Farrington: So that’s probably the most obvious is that we’re easy to use and we’re in the Cloud. Further from that CRM Fusion, not to totally throw them under the bus, their tools serve an excellent purpose which is there are a lot of tools for mass updating your data or seeking out certain types of data by certain filters; a lot of admin functionalities that the functionality in CRM Fusion that has nothing to do with duplicates, right, because it’s kind of like a Swiss Army knife in sorts in that it does have some duplicate functionality but everything else, really, I would say the stuff that helps admin’s to manipulate data in other ways it can be very helpful and I think it’s very well received by a lot of – the more techy admin’s who are into that sort of thing.
But the duplicate – when it comes to the duplicate functionality that our products compete against, that’s what we focus on is ease of use, affordability and making it in the Cloud and really just something that we want to make it less clicks, less pain, less hassle, less training. So I’d say that’s the main difference. I don’t know if you had anything to add Steve but…
Steve Lehr: Yeah, we have a huge document on the benefits but you pretty much covered everything. I think at this point it gets into your needs and so if you are looking at different applications let us know, let us know that you’re looking at those so we can give you a real clear picture on why it’s better for RingLead.
Michael Farrington: Yeah and one more point actually is that we’re – if you’ve noticed a lot of our products are in the – actually Steve we could probably go back to our – let me go back to our product page just for one second to make sure that something is clear.
I’m going to click all the way back here – oh, there it was, I think I missed it. So, looking at our products you can see that we have one product for diagnosing your duplicate problem. We have our – what might be called our flagship product for – in data cleanse, is our powerful engine for removing duplicates but our focus is in prevention. So you see we have three different (asks) there in the prevention category and that’s because we’re a much more proactive approach to your duplicate problem meaning that we prevent duplicates rather than wait until they’re created and then go and try and hunt them down.
We have ways to prevent all methods of entries of so manual entry, uploading lists whether they come from the list whether if they come from the Web so we’ve got you covered and that’s really the name of our game is prevention. So that’s probably what I should have started off saying is that’s the biggest difference.
So we had another question here Steve, does the de-dupe work for contacts in Salesforce or all new leads? And the question to that, or the answer to that, is that it works for accounts, contacts and leads and, you know, obviously the duplicate prevention is the same except for unique Web-to-Lead obviously only works on leads.
Steve Lehr: Well hold on – no, no. Unique Web-to-Lead works on leads, contacts and accounts as well. We can even create – if we – Web form submission comes in and there’s an existing account but no contact an the person coming in would normally be created as a lead, completely disassociated with the account. We cannot only create the contact in that matching account but we could also, for your reporting, create a lead, convert it and create the contact. So you’d have that lead conversion tracking for your reports.
The only tool here that is for leads is that Dupe Dive and we’re just analyzing the duplicate lead problem that you have. If you want to research your contacts we can help with that. In fact, we can give you a trial of that data cleanse which will run a report and show you all possible duplicate contact accounts or leads.
Michael Farrington: And Steve I don’t know if – I know I’m kind of putting you on the spot here but if you wanted to bring up the configuration screen for Web Delete that might kind of help clear up the – because like what you said is you just hit on an important distinction is that even though a Web form is taking in a lead it’s going to compare it against other types of records or accounts, contacts and leads and it might take one of many different actions depending on how you have your configuration set up.
So that was just a thought if we wanted to, if we’re able to, bring that up that might be helpful.
Steve Lehr: Sure, yeah. Let’s see if you can see my screen now we’ve logged in and using the Web Delete tab; lots of different options here whether you want to search for accounts, contacts, leads, we can match by unique identifier for online registrations. Some options for adjusting the logic are large corporations, sometimes want to allow duplicates for different divisions or product entries so here I think we’ll go to a field action, it’s one of my favorite parts.
What I’m not showing you is the ability to do notifications both creating (tact) and sale triggering Salesforce notifications, auto-responses, all of that stuff could be configured. There are literally dozes of features in here that we can go through with you and show you how to set up RingLead to match your leads.
This here is the field action so my example is always for the title. I don’t want to overwrite it. If I come in on a Web form and my titles changed there’s a good chance I’m going to put their correct title in so I want to overwrite that field.
My next favorite is the lead scoring so I don’t now if this one has it but, yeah, here we’ve scored – we can increment it so if you have a lead score on one Web form for registering for a Webinar and another for whitepaper you can assign a point value to those and increment a lead, the lead score fields, every time.
So if I fill out the Webinar that’s two forms and I fill out the whitepaper that’s one point. In Salesforce I may have three points on my lead or contact field.
Michael Farrington: We have one question here; does RingLead have any lead routing tools specifically for partner portal users?
The answer to RingLead having those tools is no. The – what I would tell you though is that there’s actually a really cool app out there called EZAssign and if you search the AppExchange you should find it there but we’ve actually used it a little bit here at RingLead and so far it’s working out really well. It’s a very powerful assignment engine. It’s basically like your lead assignment rules in Salesforce but on steroids and it does a lot of, you know, really fancy highly requested things that people have said like if a lead sits for a while, for example, it might reassign it to someone else, things like that.
So it’s the letter E, the letter Z and assign. I would search the AppExchange for that.
Okay – yeah, there was a question here that’s probably good to clear up that way we can talk about, first, what people get in a free trial and then also a little bit about Dupe Dive.
The question was, did I hear Steve correctly, RingLead can provide a free analysis of all our duplicate contact records? If so, what fields does the report show and so basically the first thing is, I don’t know if you’re referring to Dupe Dive our free application that will give you like a dashboard of how your, what your, duplicate situation is like. That product is going to work for contacts later this year but it currently only works for leads. So if that was the question that’s the answer for you.
Steve Lehr: Yeah, we can also – Michael, what I think I was referring to was when data cleanse, you can get a trial of data cleanse and run a report and you can see in this blue box it will kind of give you a snapshot of how many dupes you have an in the trial you can even merge some of them.
Michael Farrington: Yep. Okay, so I hopefully that answers the question, yeah A through C, it’s about 10 to 15% of your records.
Steve Lehr: Well (currently) we’ll show them all now. Yeah, now we’re showing them all.
Michael Farrington: Oh we are, we’re showing them, but you can’t merge. Okay, okay, cool. Good to know see that’s why I have you on this Webinar Steve so you can educate me.
Steve Lehr: Well, while we’re waiting for the next question to be routed I just wanted to show everybody this. This is where you set up your data cleanse report of possible duplicates and somebody’s asking about custom logic. I was talking about it but, let’s see, what was my example, a record type? Let’s see if I can set that. So record types ignore the same – how about if you want only to show the duplicates that are in the same country? It’s that easy! You want to see some fields on your report, just drag them in there and then – so this is the report. That’s the tool to clean up all of the duplicates. Unfortunately our existing customers don’t get to use that application very much because they don’t have any duplicates. They’d use the next tool.
Michael Farrington: Oh here’s one that I actually missed a little higher up Steve. How do you notify a (rep) if a duplicate comes in?
Steve Lehr: That’s a good question. There are many different options. I’m trying to think of – probably the best way is to have a different template depending on if RingLead finds a matching contact, creates a new contact, finds a matching lead or creates a new lead. You can actually have four different templates to notify the owner of the lead or contact and that’s another thing you the question might also include is that – who’s the owner of the new contact and existing account? By default we’re going to set that to the account owner.
For new leads we can have it go through your assignment rules in Salesforce, either your active assignment rule or even a hidden inactive assignment rule just for RingLead or somebody or Web forms.
We can also change the owner of a lead, reroute it through the assignment rules. You have all kinds of options. For email we can trade tasks with an email notification to the task. I know there’s one more I just can’t think of it.
Michael Farrington: A question here, after implementing RingLead will we be able to completely rid ourselves of dupes? What percentage of the database should we shoot for?
So, that’s an excellent question. I guess at the end of the day there’s no silver bullet so to speak but I guess talking about your percentage of dupes and how thorough a solution might get rid of your dupes basically other tools that might be out there or I know that there are some simple like let’s say email only matching for example in Data.com is one where as records are coming in it will do like an email only.
If you were doing email only, your percentage is going to be – you know, it’s going to be better but the percentage is going to be pretty low. With RingLead in place you properly go through your data cleansing and you get your prevention products in place. We typically say we’ll remove or prevent 95 to 99% of your duplicates; very few, it obviously depends how big your database is but there are very, very few duplicates which means that with a percentage of removal and prevention that high your reports, like I was talking about before like your lead conversion reports or just simple reports of how many customers do we have are going to be far more accurate.
So, I don’t know Steve if you wanted to add to that?
Steve Lehr: Yeah, I think you pretty much covered it. Yeah, it just all depends. We could certainly help you with that but, you know, roughly 97% are automatically de-duped.
The more fields you have the better we can do. We’ve got a question, how do I buy your apps today? Email sales@ RingLead.com, that’s the best way to get started. You can also go to the AppExchange and yeah, you know, if we have a minute that’s something that I wanted to show, the listing on the AppExchange.
All of our apps are available on the AppExchange.
Michael Farrington: I think the questions have slowed down a little bit there if anyone has any last minute questions you can get them in. I might see it come in and then if we didn’t get to your question we may have to either reach out to you individually or we may start the conversation on like a LinkedIn group or something like that but let me – yeah, okay so again on Twitter if you’ve got any final remarks let us know how we did, how you liked the presentation. You can do that through Twitter, use the #MarketersVSDupes. It’s Marketers V-S Dupes otherwise you can find us on Facebook, LinkedIn, everything. We can actually bring up that last slide again, Steve, if you wanted to but appreciate everyone’s participation today, it’s a great Webinar I think. You guys had a lot of great questions which I know I was anticipating and I cut out – I carved out about half of our time for Q&A which it looked like that was a good idea so thank you all for those great questions.
Steve, thanks a lot for being here and we will see everybody next time!