v

Enhance CRM with integrated

data to drive strategic decisions

EDA

+

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Data Integration EDA

CRM Pain Points

Data can be overwhelming

Measuring ROI can be difficult

Not enough time or resources

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Data Integration EDAEDA

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 EDA

What is Data Integration?

EDA

This process unifies your CRM information with verified EDA 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 EDA Prospect ProfilesDive into a prospect’s finance activity with

easy access to EDA Prospect Profile Reports from CRM, without logging into EDA in

another window.

Data Blend Account Matching Match your CRM accounts to

EDA entities to enable all other integration services.

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Data Integration EDA

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

+ any CRM that you can import data into

EDA

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Data Integration EDA

Baseline Data Blend

EDA

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 EDA data using our proprietary matching algorithm to match your customers and/or prospects to EDA entities.

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 fthompson@fredtrk.com 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:

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Data Integration EDA

Baseline Data Blend

EDA

The Distinct EDA Entities identified by your Data Blend are distributed against multiple EDA buyer segmentations, such as units financed, new vs. used preferences, estimated equipment value, and SICs. The resulting Excel pivot table allows you to compare EDA entities that

matched to your CRM and new prospects in EDA.

Identify gaps in the market

+

Market Opportunity Analysis

Percentage of ‘New’ financed

equipment

Agriculture Industry

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Data Integration EDA

How Does it Work?

EDA

Your Data

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

FTP Server

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Data Integration EDA

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

1

2

3

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

Retrieve your unique Organization Token, provided by Randall-Reilly.

Create the URL.Include BuyID, and Token, preceded by https://prod.EDAbi.com/Report/Index/

Example:Organization Token: 1234567989abcdefghijklmnopqrstuvwxyzBuyID: J547699Final URL: https://online.edadata.com/ProspectProfile/ProspectProfileByBuyId?buyid=J547699&token=1234567989abcdefghijklmnopqrstuvwxyz

How to Integrate

EDA

STEP

STEP

STEP

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Data Integration EDA

Entity Scorecard Data Feed

EDA

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 EDA’s analysts. You can integrate pre-built insights into your CRM or Marketing Automation Tools and leverage for a data-driven approach to strategy and execution.

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Data Integration EDA

(111) 222-3333

(111) 222-3333

EDA Contact James Rice

EDA DATA FIELDS

EDA BuyID 123456

EDA URL url.randallreilly.com/123456

Primary Equipment Industry Construction

Construction Units Financed Group 5-9 Units

New vs Used Eqt Preference 50-75% Used

Compact Construction Units (Last 60 Mo) 2

Smoor; CRM Mail;

Smoor; CRM Mail;

Joe Sales

Joe Sales

Joe Sales

client Success-Totango

POSTS ASSISTANT ONENOTENOTESACTIVITIES

Your CRM and EDA CombinedYour CRM Platform

Custom EDA Fields Prospect Profile Reports

URL Link

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Data Integration EDA

UCC Transaction Data Feed

EDA

Includes EDA’s 52 standard fields

First file includes historic records, each subsequent file will include net

new records only

As records are by equipment, one BuyID may have multiple records in

one file if multiple units are financed.

Delivered as a .csv file daily, weekly, or monthly

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Data Integration EDAEDA

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 -

EDA Entity Scorecard - Not included

EDA UCC Transaction Data Feed $50 Add-on

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

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.