Basic integrations
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This document discusses basic CRM integrations with Eloqua marketing automation. It explains that CRM data forms the core of marketing data in Eloqua and ensuring bi-directional data flows between the systems is essential. It also provides details on the types of data that can be integrated such as leads, contacts, accounts and marketing activity data. The document then discusses the 4Bridge integration platform and how it provides a flexible way to schedule integrations and monitor them.
Basic integrations
- 2. Basic CRM Integrations Segmentation, personalization and lead generation all start with the right data moving in and out of your Marketing Automation system. Getting leads to your sales force fast is the first priority of a CRM integration. CRM data typically forms the core of your Eloqua marketing data, so making sure the the bi-directional information flows is smooth and easy is essential to effective marketing and lead generation.
- 3. CRM Accounts, Contacts and Leads Eloqua “Digital Body Language” Eloqua Campaign Results Website activity (search, clicks) Email opens and click-throughs Form submissions Eloqua Accounts, Contacts and Leads Flow into CRM, Provide Follow-up Activities for Salespeople Bidirectional -Basic
- 4. • We do more than Basic Integrations! • Advanced Integrations are not only possible, they’re routine. • Opps, Products, and Orders • Closed Loop Reporting • One Eloqua->Two CRMs • Two Eloqua’s -> One CRM • Security & Data Separation Issues due to Acquisitions • Data Warehouses, MDM, Analytics, Ecommerce
- 5. • Uses Eloqua Standard (and industry standard) HTTPS connection for information transfer. • Same as Your Standard Connection to Eloqua • Same as Banking Industry • The 4Bridge Integration stores no contact information. No database of contact records exists. • Possible to IP Whitelist the Connection Security -Technology
- 6. • Our Infrastructure vendors are all SAS70/SSAE16 compliant • Been vetted by some of the most secure companies in the world. • Human Engineering considered. More detailed security policies available at Trust.4ThoughtMarketing.com Security -Human
- 7. 4Bridge Architecture Scheduler Mapper Alerts Data Driven Eloqua based Integration Engine results in high efficiency AND flexibility. Connector LayerConnectorLayerEngineLayerEloquaAPI
- 8. 4Bridge Architecture Scheduler Mapper Alerts Data Driven Data driven structure makes ongoing modification & maintenance simple. Connector LayerConnectorLayerEngineLayerEloquaAPI
- 9. 4Bridge Architecture Scheduler Mapper Alerts Data Driven Alerts enable proactive monitoring for both client and 4Thought Marketing Connector LayerConnectorLayerEngineLayerEloquaAPI
- 10. 4Bridge Architecture Scheduler Mapper Alerts Data Driven Simple to maintain and modify with drag and drop mapper Connector LayerConnectorLayerEngineLayerEloquaAPI
- 11. Scheduler Mapper Alerts Data Driven Flexible multi-job scheduler allows multiple integrations to run simultaneously Connector LayerConnectorLayerEngineLayerEloquaAPI 4Bridge Architecture
- 12. 4Bridge Architecture Scheduler Mapper Alerts Data Driven ConnectorLayerEngineLayerEloquaAPI
- 13. Send Eloqua Emails from Within Your CRM
- 14. Track Digital Body Language with Prospect Profiler
- 15. Track Digital Body Language with Prospect Profiler
- 16. * And Sage, Velocify, MS SQL Server, Oracle DB, Etc. Want Specifics on YOUR CRM?
- 17. Integration Appreciation Since our CRM / Marketing Automation integration is so mission-critical to our organization, we wanted to be certain to work with people who know CRM and how to integrate with it. In 4Thought Marketing we found real integration “pros,” equally adept at both the high-level strategic perspective, and technical decisions. They were easy to work with, had a clear, sensible process, and our Eloqua / CRM integration ran smoothly from almost the minute we turned it on. Dave Anderson Director Marketing Daptiv Corporation
- 18. Integration Appreciation “We worked with 4Thought Marketing to set up our initial Eloqua integration as well as our Closed Loop Reporting integration. Our experience, from start to finish, has been wonderful. From the initial project kick-off call, to the final review of deliverables, we have been 100% satisfied with 4Thought Marketing and their ability to help us close the reporting loop.” Nikki Vaughn Business Systems Analyst Snagajob
- 19. • Microsoft .Net Framework 4.0 • Microsoft SQL Server 2008 R2 • 1 GB RAM minimum (2 GB recommended) • Microsoft Windows XP (Windows Server 2008 recommended)
- 20. • Configuration: Either a Business to Business (B2B) or Business to Consumer (B2C) integration • Either a single corporation or a single department. • Bidirectional integration of Eloqua Contact and NetSuite Contact Records • Bidirectional Integration of Eloqua companies and NetSuite Customer Records. • Integration of Eloqua Activity records to NetSuite Tasks • Integration of deleted records from NetSuite into Eloqua • Records will get the CRM ID blanked out in Eloqua association • Does not include: • Deletion of records in Eloqua (as per Eloqua best practices) • Management of records inactivated in NetSuite • Creation of campaign responses (association of responses to NetSuite campaigns) in NetSuite
- 21. • Both B2B and B2C configurations. • Needs Analysis, Coordination and business rule setup for more than one department or corporation. • NetSuite Select lists integration (Setup and maintain the few Select lists necessary, manually). • Integration of NetSuite Campaigns to Eloqua Campaigns and back. (Association/linking to NetSuite campaigns is provided see above)). • Opportunity Integration. • Custom field integration for activities or campaign responses. • Product or Sales History Integration • Additional standard and custom fields beyond the quantity provided. • Control and/or tracking of Lead Scoring or Nurturing programs. • Integration of other entities or custom records. • Custom Development work within NetSuite. • Filtering sets of data during integration based on NetSuite data. • Any required Needs Analysis process of more than 8 hours. • Late changes to the Needs Requirements or Design after those stages have been completed. • Any additional items not listed in the “included” section!
- 22. Advanced Integrations are not only possible, they’re routine. Opps, Products, and Orders Closed Loop Reporting Custom Tables One Eloqua->Two CRMs Two Eloqua’s -> One CRM Security & Data Separation Issues due to Acquisitions Data Warehouses, MDM, Analytics, Ecommerce More than Basic Integrations!
- 23. Eloqua Integrations with CRMs via 4Bridge™
- 24. Questions? Call us at 888-Eloqua4 (888-356-7824) [email protected]
- 25. Questions? Call us at 888-Eloqua4 (888-356-7824) [email protected]