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CASE STUDY

MORNINGSTAR

“RingLead allows you to save templates so that entering data from similarly formatted spreadsheets can be done very quickly and easily.”
Mark McHenry, Marketing Manager

About Morningstar

Morningstar Corporation is a world-leading supplier of solar charge controllers and inverters, with over 4 million units installed in over 100 countries. Morningstar’s products have been recognized in international solar markets as the most advanced and highest quality products available.

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Challenge

Morningstar needed a solution to upload lists of prospects from webinar registrations, trade shows, and other strategic events throughout the year.

Morningstar was spending hours scrubbing thousands of records for duplicates each time they obtained a list. This manual process caused significant challenges and delays across departments, impacting at least 10 employees in sales, marketing, and product management.

Solution

Morningstar deployed RingLead Cleanse and RingLead Duplicate Prevention to streamline its list import process and enable perimeter protection around Salesforce.

Morningstar was specifically interested in the flexibility of RingLead’s list import, including the ability to use strict or fuzzy matching logic, create and save templates for ease of use, and assign uploaded records into specific Salesforce campaigns for appropriate sales and marketing engagement

Results

Year-to-date, Morningstar prevented 10,000 contact duplicates, 2,700 lead duplicates and 869 account duplicates with RingLead.

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