Unlock the power of Marketo with - PowerPoint Presentation

Slide1

Unlock the power of Marketo with Riva CRM Integration

Aldo Zanoni, CEO

Derek Bond, Riva for

Marketo Product ManagerSlide2

Let’s get started …

Riva’s mandate since 2008

Riva CRM integration review

Unlock the power of Riva for Marketo

Demonstration Q & A Slide3

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, GroupWise, Mobile).” Slide4

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.

Riva is trusted by 1,200+ customers…

(Our largest Riva Cloud customer uses Riva to sync 28,000 users’ calendars)Slide5

Riva unlocks the power of CRMs

The Promise of CRM

Customer-facing Teams

Increase in revenue

Increase in pipeline

Increase in win rate

Grow Customer Engagement

CustomersSlide6

Riva unlocks the power of Marketo

The Promise of Marketo

Customer-facing Teams

Marketing automation

Customer engagement marketing

Real-time personalization

Marketing management

CustomersSlide7

Where does Riva fit? Slide8

Supported SystemsSlide9

Riva for Marketo advantagesNo 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 optionsSync Marketo Activity History, Lists, Success, Interesting Moments, and Campaign Activity between Marketo and CRMSync “unsubscribed” leads to CRMCan be bi-directionalSlide10

What does Riva sync?Slide11

Lead and account default field mappings

Lead/Account Default Field Mappings

Salutation

FirstName

MiddleNameLastNameTitleAddressCityStateCountryPostalCodePhoneMobilePhoneFaxDepartment

DateofBirthCompanyBillingStreet

BillingCityBillingStateBillingCountry

BillingPostalCodeMainPhone

Contact/Account Default Field Mappings

Salutation

FirstName

MiddleName

LastName

Title

Home StreetAddress

Home City

Home StateProvince

Home Country

Home ZipPostal

HomePhone

MobilePhone

Fax

Department

Birthday

OrganizationName

Office StreetAddress

Office City

Office StateProvince

Office Country

Office ZipPostal

Office Phone

Marketo

CRMSlide12

Opportunity default field mappings

Amount

CloseDate

CompanyId

Description

ExpectedRevenue

FiscalQuarter

FiscalYear

ForecastCategoryName

IsClosed

IsWon

LastActivityDate

LeadSource

Name

NextStep

Probability

Stage

Type

Amount

CloseDate

CompanyId

Description

ExpectedRevenue

FiscalQuarter

FiscalYear

ForecastCategoryName

IsClosed

IsWon

LastActivityDate

LeadSource

Name

NextStep

Probability

Stage

Type

Marketo

CRMSlide13

Additional Marketo lead/account custom field mappings

account_type

awards

behaviorScore

contactrole

CrmAccount_Id

CRM_Id

crm_typedemographicScore

EditUrlemailSystememail_system_typeleadOwnerEmail

lead_source

mailoutCustomText

mailoutNotes

serviceControl

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 behaviorScore and behaviorScore

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

Marketo

CRMSlide14

Automated custom field mappingsRiva 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 behaviorScore and behaviorScore Activity History from Marketo to CRMSlide15

Marketo Smart Campaigns = CRM CampaignsAllows 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-directionalSlide16

The cool stuffUse 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 synchronizationUse inferred data from Marketo to populate missing CRM dataInfer country from city or stateInfer city based on IP addressSlide17

Kicking it up a notch with Riva InsightSlide18

Riva Insight - one-click to CRM relevance

Related Account and

Contact

Information

Related CRM data

Interactions

Opportunities

Cases

Quotes

Projects

Custom

fields

Custom

objects

Page Visits

Click Links

E-mails

sent

…

Marketo Sales InsightsSlide19

Demo InteractionsContact us

Create opportunity

Download form

Opportunity

Workflow and campaignsRegister for Riva CloudEmail receivedMarketing campaignsSlide20

DemonstrationSlide21

Questions?Slide22

For

more information,

visit

www.rivacrmintegration.com

(Request a demo, datasheets, slide decks, screenshots, videos, Knowledge Base, free 15-day trial)Call 408.675.5015Derek Bond - bond@rivacrmintegration.com

Aldo Zanoni - aldo@rivacrmintegration.com