Top Banner
Strategic Solutions | Innovative Consulting | Rapid Results
12

CRM and Oracle Eloqua Best Practices: Integration Road Mapping (OpenWorld 2014)

May 24, 2015

Download

Technology

eVerge Group

Oracle Marketing Cloud offers many opportunities to leverage the information managed in CRM for marketing campaigns. This data is integral to creating effective marketing campaigns and driving quality leads to sales for action. Because not all CRM data should be moved to the Oracle Eloqua platform, how should a customer define and prioritize the movement of this valuable information? The answer depends on its level of marketing maturity and the core campaigns it wishes to execute. Campaigns that are acquisition-based, for example, may only need to push data to CRM for action. On the other hand, retention and up-sell campaigns rely on the valuable customer data managed in CRM.
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Page 1: CRM and Oracle Eloqua Best Practices: Integration Road Mapping (OpenWorld 2014)

Strategic Solutions | Innovative Consulting | Rapid Results

Page 2: CRM and Oracle Eloqua Best Practices: Integration Road Mapping (OpenWorld 2014)

CRM and Oracle Eloqua Best Practices: Integration Road Mapping

Jim Sibley Director CX – CRM & Marketing Automation eVerge Group [email protected]

Page 3: CRM and Oracle Eloqua Best Practices: Integration Road Mapping (OpenWorld 2014)

Who Are We?

Business Transformation Leaders

IT Leaders Marketing Leaders Business Leaders

Page 4: CRM and Oracle Eloqua Best Practices: Integration Road Mapping (OpenWorld 2014)

What Are We Solving?

Sales Service Customer

Experience

Do More with

Less

Value

Horsepower

Information

Communications

Automation

Information

Branding

Responsiveness

Consistency

Automation

Data Integrity

Integration

Page 5: CRM and Oracle Eloqua Best Practices: Integration Road Mapping (OpenWorld 2014)

Business Transformation

Sales Marketing Service

High lead conversion

Rapid lead conversion

New logo acquisition

Communication

Responsiveness

Analysis

Targeting

Retention

Improved social

Experience

Growth

Page 6: CRM and Oracle Eloqua Best Practices: Integration Road Mapping (OpenWorld 2014)

What Must Integration with Eloqua Do for My Enterprise

Unified Customer Experience

Engaging Customer Communications

Internal Communications

Collect and Communicate

Drive Sales and Awareness

Page 7: CRM and Oracle Eloqua Best Practices: Integration Road Mapping (OpenWorld 2014)

How Do We Begin?

Page 8: CRM and Oracle Eloqua Best Practices: Integration Road Mapping (OpenWorld 2014)

Tools for My Business Transformation Journey

Customer Connect: Organizing Your Project Team for Small Cloud Projects. Sept. 16, 2014. Jim Lange.

Start with business transformation

Articulate the customer experience

Determine your customer needs (internal and external)

Define the data

Data sources | Owners | Quality | Sequencing | Mastering | Make it actionable | Align it for analysis

Page 9: CRM and Oracle Eloqua Best Practices: Integration Road Mapping (OpenWorld 2014)

Success Criteria Your internal customers are asking for more

Your analytics show the needle moving in the right direction

Your data is improving

You are able to rapidly pivot

Customer Connect: Organizing Your Project Team for Small Cloud Projects. Sept. 16, 2014. Jim Lange.

What will Success Look Like?

Page 10: CRM and Oracle Eloqua Best Practices: Integration Road Mapping (OpenWorld 2014)

Your team has years of experience implementing CRM

You know the business and technical skills needed

……and you have them

You don’t mind a longer implementation

…..and your team doesn’t have a ‘Day Job’

Immediately add years of experience to your team

Add horsepower by augmenting your team and their

skills

Triangulate between your customers, your team and

your partner

Map your journey

Do I Need a Partner?

You can do it alone if….

But a partner provides benefits . . .

Page 11: CRM and Oracle Eloqua Best Practices: Integration Road Mapping (OpenWorld 2014)

Oracle Platinum Partner

Awarded to fewer than 5% of Oracle partners

Granted in recognition of eVerge Group’s:

Level of expertise

Customer satisfaction

History of successful Oracle implementations

Page 12: CRM and Oracle Eloqua Best Practices: Integration Road Mapping (OpenWorld 2014)

CRM and Oracle Eloqua Best Practices: Integration Road Mapping

Jim Sibley Director CX – CRM & Marketing Automation eVerge Group [email protected]

Be a Transformation Leader !