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

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

3. Riva’s mandate
“Deliver the world’s best server-side integration platform
for CRM, 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).”

4. 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)

5. 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

6. 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

7. Where does Riva fit?

8. Supported Systems

9. Riva for Marketo advantages
No client or server software to install
Support for additional leading CRMs
Support for 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

10. What does Riva sync?

11. 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

12. 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

13. Additional Marketo lead/account custom field mappings
CRM
account_type
awards
behaviorScore
contactrole
CrmAccount_Id
CRM_Id
crm_type
demographicScore
EditUrl
System
_system_type
leadOwner
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

14. 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

15. 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

16. 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

17. Kicking it up a notch with Riva Insight

18. 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
s sent …

19. Demo Interactions Workflow and campaigns Contact us Download form
Create opportunity
Download form
Opportunity
Workflow and campaigns
Register for Riva Cloud
received
Marketing campaigns

20. Demonstration

21. Questions?

22. For more information, visit www.rivacrmintegration.com
(Request a demo, datasheets, slide decks, screenshots, videos, Knowledge Base, free 15-day trial)
Aldo Zanoni -
Derek Bond -
Call