Enhance CRM with integrated data to drive strategic decisions€¦ · The Distinct EDA Entities...
Transcript of Enhance CRM with integrated data to drive strategic decisions€¦ · The Distinct EDA Entities...
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Enhance CRM with integrated
data to drive strategic decisions
EDA
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Data Integration EDA
CRM Pain Points
Data can be overwhelming
Measuring ROI can be difficult
Not enough time or resources
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Data Integration EDAEDA
Benefits of Integrating Data
Keeps all your account data in one 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
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Data Integration EDA
What is Data Integration?
EDA
This process unifies your CRM information with verified EDA 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 EDA Prospect ProfilesDive into a prospect’s finance activity with
easy access to EDA Prospect Profile Reports from CRM, without logging into EDA in
another window.
Data Blend Account Matching Match your CRM accounts to
EDA entities to enable all other integration services.
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Data Integration EDA
How Does it Work?Our data integration solutions unify with:
+ any CRM that you can import data into
EDA
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Data Integration EDA
Baseline Data Blend
EDA
This first step is crucial to making the rest of the integration work. The addresses in your source data are reviewed to ensure they are sufficient for the post office to deliver before any matching is attempted. Once completed, your source data is blended
with EDA data using our proprietary matching algorithm to match your customers and/or prospects to EDA entities.
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 [email protected] 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 File
You submit: We append:
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Data Integration EDA
Baseline Data Blend
EDA
The Distinct EDA Entities identified by your Data Blend are distributed against multiple EDA buyer segmentations, such as units financed, new vs. used preferences, estimated equipment value, and SICs. The resulting Excel pivot table allows you to compare EDA entities that
matched to your CRM and new prospects in EDA.
Identify gaps in the market
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Market Opportunity Analysis
Percentage of ‘New’ financed
equipment
Agriculture Industry
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Data Integration EDA
How Does it Work?
EDA
Your Data
Data feeds and data blend results are delivered via a secure FTP site.
FTP Server
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Data Integration EDA
We provide easy-to-follow steps of how to integrate the EDA Prospect Profile links into your CRM. Follow the steps below to create your organization’s unique formula field as a URL link to EDA Prospect Profiles.
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Retrieve the BuyID matched to your record/account.BuyID is our unique ID specific to each entity/prospect’s USDOT.
Retrieve your unique Organization Token, provided by Randall-Reilly.
Create the URL.Include BuyID, and Token, preceded by https://prod.EDAbi.com/Report/Index/
Example:Organization Token: 1234567989abcdefghijklmnopqrstuvwxyzBuyID: J547699Final URL: https://online.edadata.com/ProspectProfile/ProspectProfileByBuyId?buyid=J547699&token=1234567989abcdefghijklmnopqrstuvwxyz
How to Integrate
EDA
STEP
STEP
STEP
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Data Integration EDA
Entity Scorecard Data Feed
EDA
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 defined by EDA’s analysts. You can integrate pre-built insights into your CRM or Marketing Automation Tools and leverage for a data-driven approach to strategy and execution.
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Data Integration EDA
(111) 222-3333
(111) 222-3333
EDA Contact James Rice
EDA DATA FIELDS
EDA BuyID 123456
EDA URL url.randallreilly.com/123456
Primary Equipment Industry Construction
Construction Units Financed Group 5-9 Units
New vs Used Eqt Preference 50-75% Used
Compact Construction Units (Last 60 Mo) 2
Smoor; CRM Mail;
Smoor; CRM Mail;
Joe Sales
Joe Sales
Joe Sales
client Success-Totango
POSTS ASSISTANT ONENOTENOTESACTIVITIES
Your CRM and EDA CombinedYour CRM Platform
Custom EDA Fields Prospect Profile Reports
URL Link
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Data Integration EDA
UCC Transaction Data Feed
EDA
Includes EDA’s 52 standard fields
First file includes historic records, each subsequent file will include net
new records only
As records are by equipment, one BuyID may have multiple records in
one file if multiple units are financed.
Delivered as a .csv file daily, weekly, or monthly
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Data Integration EDAEDA
Data Integration PackagesAd Hoc Starter Standard
Dat
a Bl
end Baseline Data Blend
*Up-to 50K CRM Records
Data Blend Maintenance -Quarterly Monthly
Dat
a In
tegr
atio
n Prospect Profile Link -
EDA Entity Scorecard - Not included
EDA UCC Transaction Data Feed $50 Add-on
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
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 offices in Charlotte, North Carolina, Anniston, Alabama and Draper, Utah.
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