5 Cool Things You Didn't Know You Could Do with Data.com APIs

Ali Sadat; Sr Director Product Management, Salesforce @alisadat in/alisadatTom Patros; Managing Partner, Red Argyle @tompatros in/tompatros

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Agenda

● Data.com and API Overview

● Use Cases and Demos

● Q&A

Data.com OverviewAli Sadat; Sr Director Product Management, Salesforce@alisadat in/alisadat

Sales Cloud: Your High Performance Engine

Sell Smarter

SellFaster

Sell from Anywhere

Data is the fuel that makes CRM go

Fuel your Sales Cloud with high quality data in 3 steps

Clean and improvethe quality of existing data1 Make adding high

quality data easy and reliable2 Use data to drive

actionable insights and strategy3

PREMIUMDeliver strategic insights and action with advanced data

PROSPECTORGrow faster and sell smarter with reliable, actionable data

The Right Data for the #1 Sales AppGet more from your Sales Cloud investment

CLEANUpdate and enrich your contact, lead, and account records with trusted data

Data.com improves processes across sales and marketing

Prospect and target new accounts

Identify cross-sell and upsell

opportunities

Discover market and customer

trends

Plan and align territories

Enrich leads for scoring and

routing

• Native and on-demand, right in Salesforce

• Automated Clean Jobs match and enrich incomplete records

• Clean Status field & Clean Button allow users to easily track and update individual records

• Detailed dashboards and reports on data health and quality

• Instant Chatter alerts for data updates

Update and enrich your contact, lead, and account records with trusted dataData.com Clean

Grow faster and sell smarter with reliable, actionable dataData.com Prospector

• Find new customers and expand relationships within accounts, right in Salesforce

• Search for accounts and decision makers, and easily filter results for the most targeted prospects

• Find new contacts within accounts from your mobile device with Data.com Get Contacts for Salesforce1

• Use Prospecting Insights to get deep information on accounts from D&B and topical industry material from Hoover’s

• Dun & Bradstreet company object on leads and accounts for improved routing, scoring, segmentation and reporting

• D-U-N-S numbers on accounts create corporate linkages for easier tracking and record management

• Additional SIC/NAICs identifiers for advanced segmentation and strategic selling

• Prioritize and pre-screen prospects and customers based on Delinquency Risk indicator

• Additional Prospecting Insights content with deeper financial and industry information

Deliver strategic insights and action with advanced dataPremium Edition (Clean and Prospector)

API OverviewAli Sadat; Sr Director Product Management, Salesforce@alisadat in/alisadat

The Flexibility

The Right Data, Anywhere You Need It

• Customize the Salesforce UI

• Create your own UI

• Introduce new logic with great data

• Integrate with other Salesforce apps

• Create your own mobile feature

Search API

Match API

The PossibilitiesGo beyond “out of the box”

• Data.com Clean within sales console• Search Data.com before create• Auto-add contacts upon account import• Selective automated cleaning• On-demand automated cleaning• Custom object integration• Mobile apps• …

Data.com API Availability by Product

Prospector Clean

API Datacloud Object Corporate Premium Corporate Premium

SearchContact

Company

DnBCompany

PurchaseContact

Company

MatchContact

Company

DUNSRight

5 Cool API Use CasesAli Sadat; Sr Director Product Management, Salesforce@alisadat in/alisadat

Tom Patros; Managing Partner, Red Argyle@tompatros in/tompatros

Adding Contacts to Account

Prospect and target new accounts

• Auto-add 1-3 key Contacts to Accounts on create

- Trigger or Manual Button- Contact Title or Level/Dept filter (e.g. VP IT)

• Add 1-2 Contacts to Existing Account List (filtered)

- Custom VF page to select/filter list of Accounts- Contact Title or Level/Dept filter (e.g. VP IT)

Use Cases

Don’t let Sales Reps start with an ‘empty’ record.

● Automatically link Parent / Child Accounts to create Account Hierarchy

- On Account Create, lookup Parent- If in not Account Obj, import Parent- Add Parent Id to Account Record

Import and Link Account Family Members

Identify cross-sell and upsell

opportunities

Use Cases

Visual Account Hierarchy.

Cleaning Leads using Minimal Information

Enrich leads for scoring and

routing

• Manual: Match Me

- “Search By Matching”- Start with a minimum set of fields, make iterative mods

to locate matches

• Automated: Auto-Clean

- Develop a “Best Guess” Algorithm- Execute whenever Leads are created matching minimal

“Best Guess”

Lower accuracy is better than 0% clean with 10-100K Leads.

Use Cases

Contact: Marketing Searches

Prospect and target new accounts

• Use the Search and Purchasing API to perform larger-scale searches for Contacts, purchase those records, and import them into Salesforce for campaign / marketing purposes...

• Build a Campaign with Data.com Contacts

- Search API supports larger-scale search for Companies and Contacts

- Purchasing API allows Contacts to be pulled into Salesforce en masse

- APIs mitigate “repurchasing” existing Contacts- Actions can be completed relative to a SF Campaign

Prospect directly through the Data.com API!

Use Cases

Appending HQ Information to Branch Locations

Plan and align territories

1. When Location=Branch, Lookup Parent and append DUNS, Employee, and Revenue

2. Add Key Contacts for the Account- Using Search API w/above Company Id and customer filter

on Title and/or Dept/Level

Use Cases

Account Information at Desired Level.

The PossibilitiesGo beyond “out of the box”

• Data.com Clean within sales console• Search Data.com before create• Auto-add contacts upon account import• Selective automated cleaning• On-demand automated cleaning• Custom object integration• Mobile apps• …

Data.com API Resources

● Developer Reference Documentation

● Lead Company Append Example

● Get inspiration from App Showcase

Q&AAli Sadat; Sr Director Product Management, Salesforce@alisadat in/alisadat

Tom Patros; Managing Partner, Red Argyle@tompatros in/tompatros

Join the Data community. data.com/success

Thank you