three integration implementation options
TRANSCRIPT
Three Implementation Integration Options
Summary – three implementation integration options
Segmentation, personalization and lead generation all start with the
right data moving in and out of your Marketing Automation system. – A Customer Led Implementation– A Tactical Integration– Strategic Integration– About the stages of all three process and what are the services we provide.
CRM data typically forms the core of your Eloqua marketing data, so making sure the bi-directional information flows is smooth and easy is
essential to effective marketing and lead generation.
Strategic IntegrationTactical Integration
Customer Led
1 2 3
Three Implementation Options:
Webex MappingHelp as Needed
Advanced Tables:CDOs, Custom Tables, Products,
Opportunities, Bi-Directional Campaigns, etc.
Customer Led10 Hours
Included
Three Implementation Options:
Three Implementation Options:
Webex MappingHelp as Needed
Data: Set-up, Clean-up Requirements, Select List Help
CRM CRM UI Modification Design Telesales Territory Definition Lead Assignment
Oracle/Eloqua Forms & Imports Campaign Tracking & ROI Flows Program Builder & Campaign Canvas Data Washing Machine
Advanced Tables:CDOs, Custom Tables, Products,
Opportunities, Bi-Directional Campaigns, etc.
Needs Analysis, Project Management, Best Practices, Std Campaign Tracking, Design Document, Testing, UAT
Assistance, Launch Support
Customer Led10 Hours
Strategy Funnel Definition Marketing/Sales Alignment Process Definition Data Steward Training
Not Included
Webex MappingHelp as Needed
Advanced Tables:CDOs, Custom Tables, Products,
Opportunities, Bi-Directional Campaigns, etc.
Customer Led10 Hours
• Minimal, Basic• For Customers with Extensive
Experience In:• Integration • Project Management• Eloqua Specifics• CRM Specifics
Three Implementation Options:
Webex MappingHelp as Needed
Advanced Tables:CDOs, Custom Tables, Products,
Opportunities, Bi-Directional Campaigns, etc.
Tactical Integration
Needs Analysis, Project Management, Best Practices, Std Campaign Tracking, Design Document, Testing, Sales Tools Setup, UAT Assistance, Launch Support
Customer Led 36 Hours10 Hours
Three Implementation Options:
Webex MappingHelp as Needed
Advanced Tables:CDOs, Custom Tables, Products,
Opportunities, Bi-Directional Campaigns, etc.
Tactical Integration
Needs Analysis, Project Management, Best Practices, Std Campaign Tracking, Design Document, Testing, Sales Tools Setup, UAT Assistance, Launch Support
Customer Led 36 Hours10 Hours
• Most Common• Strategic Items
are often picked up before or after
• Eloqua & CRM Experience Helpful
Three Implementation Options:
Tactical Vs Strategic Comparison
Tactical Integration36 Hours
Eloqua NetSuiteCRM
Tactical: Database to
Database
Vs…
Strategic Integration
Tactical Integration36 Hours
72 Hours
Eloqua NetSuiteCRM
Tactical: Database to
Database
Vs…
CRM Funnel Definition Sales Processes CRM UI Modification Design Telesales Territory Definition Lead Assignment
Strategic Integration: Business Process to Business Process
Oracle/Eloqua Segmentation Goals Forms & Imports Nurturing Campaign ROI Flows Program Builder Campaign Canvas Data Washing Machine
Tactical Vs Strategic Comparison
Mapping
Help as Needed
Data: Set-up, Clean-up Requirements, Select List Help
Strategic Integration
CRM CRM UI Modification Design Telesales Territory Definition Lead Assignment
Oracle/Eloqua Forms & Imports Campaign Tracking & ROI Flows Program Builder & Campaign Canvas Data Washing Machine
Tactical Integration
Needs Analysis, Project Management, Best Practices, Std Campaign Tracking, Design Document, Testing, UAT
Assistance, Launch Support
Customer Led 36 Hours10 Hours
72 Hours
Strategy Funnel Definition Marketing/Sales Alignment Process Definition Data Steward Training
Three Implementation Options:
Eloqua Integrations with CRMs via 4Bridge™
Questions? Call us at 888-Eloqua4 (888-356-7824) [email protected]
Basic CRM Integration
NetSuite Special Integration Considerations
What to do Next?Oracle Eloqua Marketing
Cloud
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