Unlock the power of Marketo with Riva CRM

  • Slides: 22
Download presentation
Unlock the power of Marketo with Riva CRM Integration Aldo Zanoni, CEO Derek Bond,

Unlock the power of Marketo with Riva CRM Integration Aldo Zanoni, CEO Derek Bond, Riva for Marketo Product Manager Call 408. 675. 5015 • Or visit rivacrmintegration. com

Let’s get started … Riva’s mandate since 2008 Riva CRM integration review Unlock the

Let’s get started … Riva’s mandate since 2008 Riva CRM integration review Unlock the power of Riva for Marketo Demonstration Q&A

Riva’s mandate “Deliver the world’s best server-side integration platform for CRM, email and related

Riva’s mandate “Deliver the world’s best server-side integration platform for CRM, email and related systems. ” “Overcome the challenges and limitations of client-side Outlook and IBM Notes plug-ins. ” “Increase CRM adoption and success through CRM integration that is more reliable, more scalable, and more secure. ” “Allow all users to benefit from reliable CRM integration (Outlook, Mac, Webmail, Citrix, IBM Notes, Gmail/Google apps, Group. Wise, Mobile). ”

Riva is trusted by 1, 200+ customers… Our customers include 35 Fortune 500 companies,

Riva is trusted by 1, 200+ customers… Our customers include 35 Fortune 500 companies, 3 of the top 5 US banks, 15 of the world’s 50 largest banks, numerous Global 1000 companies, and hundreds of small and medium-sized businesses. (Our largest Riva Cloud customer uses Riva to sync 28, 000 users’ calendars)

Riva unlocks the power of CRMs The Promise of CRM • Increase in revenue

Riva unlocks the power of CRMs The Promise of CRM • Increase in revenue • Increase in pipeline • Increase in win rate • Grow Customer Engagement Customer-facing Teams Customers

Riva unlocks the power of Marketo The Promise of Marketo • Marketing automation •

Riva unlocks the power of Marketo The Promise of Marketo • Marketing automation • Customer engagement marketing • Real-time personalization • Marketing management Customer-facing Teams Customers

Where does Riva fit?

Where does Riva fit?

Supported Systems

Supported Systems

Riva for Marketo advantages • No client or server software to install • Support

Riva for Marketo advantages • No client or server software to install • Support for additional leading CRMs • Support for email tracking to: – Marketo from Mac, web access, IBM Notes, Outlook, and all mobile devices • Advanced CRM and Marketo data sync options • Sync Marketo Activity History, Lists, Success, Interesting Moments, and Campaign Activity between Marketo and CRM • Sync “unsubscribed” leads to CRM – Can be bi-directional

What does Riva sync?

What does Riva sync?

Lead and account default field mappings Marketo Lead/Account Default Field Mappings Salutation First. Name

Lead and account default field mappings Marketo Lead/Account Default Field Mappings Salutation First. Name Middle. Name Last. Name Title Address City State Country Postal. Code Phone Mobile. Phone Fax Department Dateof. Birth Company Billing. Street Billing. City Billing. State Billing. Country Billing. Postal. Code Main. Phone CRM Contact/Account Default Field Mappings Salutation First. Name Middle. Name Last. Name Title Home Street. Address Home City Home State. Province Home Country Home Zip. Postal Home. Phone Mobile. Phone Fax Department Birthday Organization. Name Office Street. Address Office City Office State. Province Office Country Office Zip. Postal Office Phone

Opportunity default field mappings Marketo Amount Close. Date Company. Id Description Expected. Revenue Fiscal.

Opportunity default field mappings Marketo Amount Close. Date Company. Id Description Expected. Revenue Fiscal. Quarter Fiscal. Year Forecast. Category. Name Is. Closed Is. Won Last. Activity. Date Lead. Source Name Next. Step Probability Stage Type CRM Amount Close. Date Company. Id Description Expected. Revenue Fiscal. Quarter Fiscal. Year Forecast. Category. Name Is. Closed Is. Won Last. Activity. Date Lead. Source Name Next. Step Probability Stage Type

Additional Marketo lead/account custom field mappings Marketo • • • • account_type awards behavior.

Additional Marketo lead/account custom field mappings Marketo • • • • account_type awards behavior. Score contactrole Crm. Account_Id CRM_Id crm_type demographic. Score Edit. Url email. System email_system_type lead. Owner. Email lead_source mailout. Custom. Text mailout. Notes service. Control CRM • If a Marketo field is found to have a match in CRM, Riva can be configured to automatically detect the matching field name and sync the date between fields (uni-directional sync from CRM recommended, but customizable) • For example, if awards is a field on both sides, it automatically syncs • Riva pushes behavior. Score and behavior. Score Activity History From Marketo to CRM Riva • Support is being added to sync (for those CRMs that support the additional information) Activity History, campaigns, lists and program

Automated custom field mappings • Riva can be configured to match default Marketo fields

Automated custom field mappings • Riva can be configured to match default Marketo fields with CRM – Uni-directional sync recommended if CRM is master • To support custom Marketo fields, create a CRM field with the same name – Riva automatically matches the fields – Example: Create two custom fields to have Riva automatically sync behavior. Score and behavior. Score Activity History from Marketo to CRM

Marketo Smart Campaigns = CRM Campaigns • • Allows sales teams to have visibility

Marketo Smart Campaigns = CRM Campaigns • • Allows sales teams to have visibility on campaign data in CRM View, create, and manage target lists for Marketo campaigns from CRM Trigger CRM workflow when Marketo campaign lists are updated Sync “unsubscribed” leads to CRM – Can be bi-directional

The cool stuff • • Use Riva to create interactions in CRM and funnel

The cool stuff • • Use Riva to create interactions in CRM and funnel customers into specific campaigns Sync custom signature fields Use Marketo Munchkin code to create contacts and accounts in CRM Sync “Success” and “Interesting Moments” from Marketo to CRM – Configure and trigger CRM workflow based on this synchronization • Use inferred data from Marketo to populate missing CRM data – Infer country from city or state – Infer city based on IP address

Kicking it up a notch with Riva Insight

Kicking it up a notch with Riva Insight

Riva Insight - one-click to CRM relevance Related Account and Contact Information Interactions Related

Riva Insight - one-click to CRM relevance Related Account and Contact Information Interactions Related CRM data • • • Opportunities Cases Quotes Projects Custom fields Custom objects Marketo Sales Insights • • Page Visits Click Links E-mails sent …

Demo Interactions – Contact us • Create opportunity – Download form • Opportunity Workflow

Demo Interactions – Contact us • Create opportunity – Download form • Opportunity Workflow and campaigns – Register for Riva Cloud • Email received • Marketing campaigns

Demonstration Call 408. 675. 5015 • Or visit rivacrmintegration. com

Demonstration Call 408. 675. 5015 • Or visit rivacrmintegration. com

Questions?

Questions?

For more information, visit www. rivacrmintegration. com (Request a demo, datasheets, slide decks, screenshots,

For more information, visit www. rivacrmintegration. com (Request a demo, datasheets, slide decks, screenshots, videos, Knowledge Base, free 15 -day trial) Aldo Zanoni - aldo@rivacrmintegration. com Derek Bond - bond@rivacrmintegration. com Call 408. 675. 5015 • Or visit rivacrmintegration. com