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CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. 
@scribesoft 
7 Obstacles to Integrating Marketing Data 
Peter Chase 
@PeterRChase 
EVP and Founder, Scribe Software 
Daniel Lynton 
@DLynton 
CEO and Founder, LyntonWeb
CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. 
@scribesoft 
Housekeeping 
• 
Presentation is approximately 50 minutes followed by Q&A. 
• 
VOIP is enabled. Phone lines are muted. 
• 
Widgets at the bottom of the screen. 
− 
If you have audio difficulties, click on the media player or 
− 
Learn more about our Speakers in the Speaker Bio 
− 
Use the “Q&A” area to submit your questions 
− 
Contribute to the discussion on Twitter —@scribesoft#7Obstacles—Let us know we’re #awesome! 
− 
You can download additional resources in the resource folder 
• 
A recorded version of the webinar will be sent following the webinar.
CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. 
@scribesoft 
Data Integration: Reliable, Scalable, Flexible 
• 
Established market leader 
• 
Leader in Microsoft Dynamics Integration 
• 
Cloud, premise and hybrid solutions 
Trusted Partner 
• 
12,000 customers 
• 
1,200 partners 
• 
Global reach 
Key Offerings 
• 
Scribe Insight:Front Office, Back Office, Enterprise Ready 
• 
Scribe Online: Integration Platform for Partners. Solutions for Customers
CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. 
@scribesoft 
• 
Marketing and Technology Agency –Founded 1999 
• 
HubSpotand Scribe Partner 
• 
Hundreds of CRM integrations over the past three years. 
• 
Headquartered in Houston TX 
’Inbound Marketing is Our Passion.’ 
-Said Everyone @ LyntonWeb
CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. 
@scribesoft 
Agenda 
The Role of Integrated Data in Marketing 
The 7 Obstacles to Integrating Marketing Data 
Wrap Up and Q&A
CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. 
@scribesoft 
The Role of Integrated Data in Marketing
CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. 
@scribesoft 
• 
Rise above the noise 
• 
Buyers engage brands later 
• 
Know your prospect 
• 
Targeted, aware, personalized 
From Impressions 
To Involvement
CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. 
@scribesoft 
• 
ERP, CRM, Marketing, Social, other 
• 
Data design drives need to be surgical 
• 
Synchronize Attributedata 
• 
Capture and share Interactiondata 
• 
Aggregate and analyze Resultsdata 
Breaking Down 
Customer Data Silos
CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. 
@scribesoft 
The 7 Obstacles to Integrating Marketing Data
CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. 
@scribesoft 
Obstacle #1 
Divergent Data Models 
• 
Flat vs. Normal vs. Hierarchical 
• 
1:N or N:1 relationship common 
• 
Industry can lead to complex CRM relationship models 
• 
Logically map before you start
CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. 
@scribesoft 
Obstacle #2 
Data Quality 
• 
Completeness or accuracy of data elements in the record 
• 
Missing or bad data 
• 
Destroys effectiveness of application 
• 
Assess a sample of your data 
• 
Leverage tools in integration design
CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. 
@scribesoft 
• 
Technically part of Data Quality 
• 
Cost money and make you look bad 
• 
Destroy user adoption 
• 
Utilize advanced matching services 
• 
Address at all entry points with standardized, consistent approach 
Obstacle #3 
Duplicates
CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. 
@scribesoft 
• 
Strip out the noise 
• 
Too much data destroys productivity 
• 
Cloud computing/storage costs issue 
• 
Start with the end, prioritize key fields to drive ROI, strip away everything else 
Obstacle #4 
Data Relevance
CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. 
@scribesoft 
Obstacle #5 
Performance 
• 
The right data to the right person at the right TIME 
• 
Latency versus throughput 
• 
Utilize change/event data capture 
• 
Utilize bulk & parallel processing
CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. 
@scribesoft 
Obstacle #6 
Rate of Change 
• 
Innovate, don’t imitate 
• 
Rigid solutions lock you in 
• 
Change in applications and process inevitable 
• 
Utilize open and flexible integration platform
CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. 
@scribesoft 
Obstacle #7 
IT Dependence 
• 
Access and credentials 
• 
Availability of programmer resources 
• 
Utilize cloud GUI based integration platform
CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. 
@scribesoft 
Next Steps 
• 
Get started on it tomorrow 
• 
Pick off the low hanging fruit 
• 
Build experience and momentum 
• 
Tackle the more complex high value use cases 
• 
Achieve effective integrated marketing
CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. 
@scribesoft
CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. 
@scribesoft 
Peter Chase 
peter.chase@scribesoft.com 
@PeterRChase 
Daniel Lynton 
daniel@lyntonweb.com 
@DLynton 
Download Complimentary White Paper in Resource Folder 
“The More You Know (About Customers), the More You Grow”

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7 Major Obstacles to Integrating Marketing Data

  • 1. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft 7 Obstacles to Integrating Marketing Data Peter Chase @PeterRChase EVP and Founder, Scribe Software Daniel Lynton @DLynton CEO and Founder, LyntonWeb
  • 2. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Housekeeping • Presentation is approximately 50 minutes followed by Q&A. • VOIP is enabled. Phone lines are muted. • Widgets at the bottom of the screen. − If you have audio difficulties, click on the media player or − Learn more about our Speakers in the Speaker Bio − Use the “Q&A” area to submit your questions − Contribute to the discussion on Twitter —@scribesoft#7Obstacles—Let us know we’re #awesome! − You can download additional resources in the resource folder • A recorded version of the webinar will be sent following the webinar.
  • 3. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Data Integration: Reliable, Scalable, Flexible • Established market leader • Leader in Microsoft Dynamics Integration • Cloud, premise and hybrid solutions Trusted Partner • 12,000 customers • 1,200 partners • Global reach Key Offerings • Scribe Insight:Front Office, Back Office, Enterprise Ready • Scribe Online: Integration Platform for Partners. Solutions for Customers
  • 4. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft • Marketing and Technology Agency –Founded 1999 • HubSpotand Scribe Partner • Hundreds of CRM integrations over the past three years. • Headquartered in Houston TX ’Inbound Marketing is Our Passion.’ -Said Everyone @ LyntonWeb
  • 5. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Agenda The Role of Integrated Data in Marketing The 7 Obstacles to Integrating Marketing Data Wrap Up and Q&A
  • 6. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft The Role of Integrated Data in Marketing
  • 7. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft • Rise above the noise • Buyers engage brands later • Know your prospect • Targeted, aware, personalized From Impressions To Involvement
  • 8. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft • ERP, CRM, Marketing, Social, other • Data design drives need to be surgical • Synchronize Attributedata • Capture and share Interactiondata • Aggregate and analyze Resultsdata Breaking Down Customer Data Silos
  • 9. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft The 7 Obstacles to Integrating Marketing Data
  • 10. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Obstacle #1 Divergent Data Models • Flat vs. Normal vs. Hierarchical • 1:N or N:1 relationship common • Industry can lead to complex CRM relationship models • Logically map before you start
  • 11. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Obstacle #2 Data Quality • Completeness or accuracy of data elements in the record • Missing or bad data • Destroys effectiveness of application • Assess a sample of your data • Leverage tools in integration design
  • 12. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft • Technically part of Data Quality • Cost money and make you look bad • Destroy user adoption • Utilize advanced matching services • Address at all entry points with standardized, consistent approach Obstacle #3 Duplicates
  • 13. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft • Strip out the noise • Too much data destroys productivity • Cloud computing/storage costs issue • Start with the end, prioritize key fields to drive ROI, strip away everything else Obstacle #4 Data Relevance
  • 14. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Obstacle #5 Performance • The right data to the right person at the right TIME • Latency versus throughput • Utilize change/event data capture • Utilize bulk & parallel processing
  • 15. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Obstacle #6 Rate of Change • Innovate, don’t imitate • Rigid solutions lock you in • Change in applications and process inevitable • Utilize open and flexible integration platform
  • 16. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Obstacle #7 IT Dependence • Access and credentials • Availability of programmer resources • Utilize cloud GUI based integration platform
  • 17. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Next Steps • Get started on it tomorrow • Pick off the low hanging fruit • Build experience and momentum • Tackle the more complex high value use cases • Achieve effective integrated marketing
  • 18. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft
  • 19. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Peter Chase peter.chase@scribesoft.com @PeterRChase Daniel Lynton daniel@lyntonweb.com @DLynton Download Complimentary White Paper in Resource Folder “The More You Know (About Customers), the More You Grow”