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Case Study: GrabCad
技术
- 应用基础设施与中间件 - 数据交换与集成
- 应用基础设施与中间件 - API 集成与管理
适用行业
- Software
- Professional Service
适用功能
- 销售与市场营销
- 商业运营
服务
- 系统集成
- 培训
挑战
GrabCad implemented Marketo a few months prior to its initial sync to Salesforce. The initial sync from Salesforce.com to Marketo created a slew of duplicates in Marketo, creating a 2:1 ratio of Marketo records to records in Salesforce. Therefore there were two duplicates in Marketo, and one matching Salesforce.com record. Prior to the sync, the record in Marketo was not associated with a Salesforce ID. The duplicate record created by the sync had an associated Salesforce ID. GrabCad had to decide whether they would manually review and merge each group of duplicates or choose RingLead to do a one time clean up and ensure future duplicate prevention via the RingLead Web-to-Lead integration for Marketo.
关于客户
GrabCad is a company that provides a platform for engineers to share their CAD models and collaborate on projects. The company had implemented Marketo, a marketing automation software, to enhance their lead generation and marketing efforts. However, they faced significant challenges with data duplication when syncing Marketo with Salesforce.com, their customer relationship management (CRM) system. This issue led to inefficiencies and complications in their marketing and sales processes, necessitating a robust solution to manage and clean up their data.
解决方案
Using RingLead, GrabCad cleaned up all duplicate Marketo records within two hours. With help from RingLead’s customer success team, GrabCad seamlessly deduped Marketo and ensured future data quality with the RingLead/Marketo integration. RingLead's Web-to-Lead integration for Marketo was instrumental in preventing future duplicates. The integration allowed for real-time deduplication and data quality management, ensuring that new leads were accurately captured and managed without creating duplicates. This solution not only addressed the immediate issue of duplicate records but also provided a sustainable approach to maintaining data integrity in the long term.
运营影响
数量效益
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