Unlock the power of Marketo with Riva CRM Integration Aldo Zanoni, CEO Derek Bond, Riva for Marketo Product Manager

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 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).”

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)

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

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

Where does Riva fit?

Supported Systems

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?

Lead and account default field mappings Marketo CRM Lead/Account Default Field Mappings Salutation FirstName MiddleName LastName Title Address City State Country PostalCode Phone MobilePhone Fax Department DateofBirth Company BillingStreet BillingCity BillingState BillingCountry BillingPostalCode MainPhone 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

Opportunity default field mappings Marketo CRM 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

Additional Marketo lead/account custom field mappings CRM account_type awards behaviorScore contactrole CrmAccount_Id CRM_Id crm_type demographicScore EditUrl emailSystem email_system_type leadOwnerEmail 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

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 behaviorScore and behaviorScore Activity History from Marketo to CRM

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 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

Marketo Sales Insights 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 Workflow and campaigns Contact us Download form Create opportunity Download form Opportunity Workflow and campaigns Register for Riva Cloud Email received Marketing campaigns

Demonstration

Questions?

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