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Page 1: Enhance CRM with integrated data to drive strategic decisions · 1 Data Source Salesforce Original source (e.g. CRM, Salesforce, Pardot, HubSpot, etc.) 2 Record ID A1576 This is the

v

Enhance CRM with integrated

data to drive strategic decisions

RigDig

+

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2randallreilly.com

Data Integration RigDig

CRM Pain Points

Data can be overwhelming

Measuring ROI can be difficult

Not enough time or resources

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Data Integration RigDigRigDig

Benefits of Integrating Data

Keeps all your account data in one centralized location

Enhances the records you have with new information

Adds segmentation for CRM or Marketing Automation search and reports

Helps prioritize and pre-qualify leads

Enables custom analytics internally

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Data Integration RigDig

What is Data Integration?

RigDig

This process unifies your CRM information with verified RigDig data by leveraging:

Monthly Data Feeds With over 150+ available data elements

to enhance your current records, qualify new leads to be added to CRM,

and analyze market behaviors.

URL links to RigDig Prospect ProfilesCompare entities that matched to your

CRM against newly discovered prospects in RigDig to uncover inspection activity, brand

preference, and much more.

Data Blend Account Matching Match your CRM accounts to

RigDig entities to enable all other integration services.

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Data Integration RigDig

How Does it Work?Our data integration solutions unify with:

+ any CRM that you can import data into

RigDig

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Data Integration RigDig

How Does it Work?

RigDig

Your Data

Data feeds and data blend results are delivered via a secure FTP site.

FTP Server

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Data Integration RigDig

We provide easy-to-follow steps of how to integrate the RigDig Prospect Profile links into your CRM. Follow the steps below to create your organization’s unique formula field as a URL link to RigDig Prospect Profiles.

1

2

3

Retrieve the RRID matched to your record/account.RRID is our unique ID specific to each entity/prospect’s USDOT.

Retrieve your organization’s unique Partner Key, provided by Randall-Reilly.

Create the URL.Include RRID, and Partner Key, preceded by https://prod.rigdigbi.com/Report/Index/

Example:Partner Key: xxxxxxxxxxxxxRRID: 1127995Final URL: https://prod.rigdigbi.com/Report/Index/?rrid=1127995&partnerkey=xxxxxxxxxxxxx

How to Integrate

RigDig

STEP

STEP

STEP

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Data Integration RigDig

Baseline Data Blend

RigDig

This first step is crucial to making the rest of the integration work. The addresses in your source data are reviewed to ensure they are sufficient for the post office to deliver before any matching is attempted. Once completed, your source data is blended

with RigDig data using our proprietary matching algorithm to match your customers and/or prospects to RigDig fleets.

Enhanced Source File

Name Example Comments

1 Data Source Salesforce Original source (e.g. CRM, Salesforce, Pardot, HubSpot, etc.)

2 Record ID A1576 This is the unique identifier from your system (e.g. CRM) to map matched RigDig data back into your system.

3 Company 1 Fred’s Trucking Any extraneous data should be parsed out of the field. Ex: Attn.

4 Company 2 Fred’s Trucking LLC Extra company name fields such as Doing Business As.

5 First Name Fred

6 Last Name Thompson

7 Address 1 1509 Main Street Contains address information only.

8 Address 2 PO Box 529 Contains address information only.

9 City Gopher

10 State IN

11 Zip 28270 Ensure leading zeros are not dropped.

12 Country USA Used to separate US and Non-US records.

13 Phone (419) 935-5356 Phone number is a key field used in the matching algorithms.

14 Email [email protected] Email domain are used in the matching algorithms.

15 Source D-U-N-S 261050481 Ensure leading zeros are not dropped.

16 Source USDOT 126453 Ensure leading zeros are not dropped

* Source RigDig RRID

28047 Any already matched RRIDs in your system.

Table 1: Recommended Fields for Your Source File

You submit: We append:

Field Description

Appendedfor Non-

Subscribers

1 Matched RRID The matched Randall-Reilly ID (RRID) unique ID representing a single entity. X

2 Match Weight Flag Source and confidence of the Matched BUYID, see Table 2. X

3 Delivery Point ValidationA flag will be appended indicating if your source record was Delivery Point Validated and/or if the address record was updated.

X

4 USDOTNumber assigned by the Federal Motor Carrier Safety Administration (FMCSA) to a census record.

5 Company Name Entity's legal business name.

6 Doing Business As A trade name under which the entity may operate ("DBA").

7 Phy Address Entity's physical street address.

8 Phy City Entity's physical city.

9 Phy State Entity's physical state.

10 Phy ZIP Entity's physical ZIP code.

11 Phy Country Entity’s physical country.

12 Entity Phone Entity’s principal place of business telephone number.

13 Alternate Entity Phone Additional telephone number for the entity's principal place of business (if available).

14 Operating Segment The entity's estimated operating segment. X

15 D-U-N-S Number Dun & Bradstreet's ("D&B") unique identifier. X

16 Est. Power Units Estimated total power units operated by the entity. X

18 Avg Model AgeNumeric value for the average model age of all distinct valid Class 3-8 VINs, associated with the entity, in the last rolling 24 months.

X

19 RigDig Active FlagFlag indicating if an entity has been identified by RigDig as active and still in business.

X

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Data Integration RigDig

Baseline Data Blend

RigDig

The Distinct RigDig Entities identified by your Data Blend are distributed against multiple RigDig segments such as estimated fleet size, operating segment, average model age, and more. The resulting Excel pivot table allows you to compare RigDig entities that matched to

your CRM and new prospects in RigDig.

Texas

Estimated fleet range

Identify gaps in the market

+

Market Opportunity Analysis

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Data Integration RigDig

Your CRM and RigDig CombinedYour CRM Platform

Custom RigDig Fields Prospect Profile Reports

URL Link

(111) 222-3333

(111) 222-3333

RigDig Contact James Rice

RIGDIG DATA FIELDS

RRID 123456

RigDig URL url.randallreilly.com/123456

Operating Segment Private Fleet

Estimated Fleet Size 1-5 Vehicles

Average Age of Fleet 17.5 Years

Maintenance Violation Pain Point Med

Smoor; CRM Mail;

Smoor; CRM Mail;

Joe Sales

Joe Sales

Joe Sales

client Success-Totango

POSTS ASSISTANT ONENOTENOTESACTIVITIES

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Data Integration RigDig

Entity Scorecard Data Feed

RigDig

Qualify and add new leads to your CRM

Power data visualization to analyze entities in

the market

Integrate 150+ available data elements

This powerful dataset includes up-to-date insights on active entities as defined by RigDig’s analysts. You can integrate pre-built insights into your CRM or Marketing Automation Tools and join to other datasets to perform advanced analytics.

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Data Integration RigDigRigDig

Data Integration PackagesAd Hoc Starter Standard

Dat

a Bl

end Baseline Data Blend

*Up-to 50K CRM Records

Data Blend Maintenance -Quarterly Monthly

Dat

a In

tegr

atio

n

Prospect Profile Link -

RigDig Entity Scorecard - Not included

Ad Hoc $1,250 - -

24 Month List Price - $370 $875

12 Month Up-charge List Price - $422 $927

*Add increments of 50K CRM records for $100/month per increment

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Randall-Reilly is the leading B2B data company in trucking, construction and other industrial markets. Their proprietary data, with equipment-level intelligence, builds

exclusive market insights and drives exceptional outcomes. More than 4,400 clients in sales, marketing, and recruiting utilize Randall-Reilly’s data-driven platforms, services, and media to reach their audiences. Headquartered in Tuscaloosa, Alabama, the company also

has offices in Charlotte, North Carolina, Anniston, Alabama and Draper, Utah.

Your audience is here.