Twin Cities Eloqua User Group - January 3, 2012

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Summary presentation for the monthly Twin Cities Eloqua user group held the last Tuesday of every month at the Relationship One office - www.relationshipone.com for more information.

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Twin Cities Eloqua User Group - January 3, 2012

  1. 1. Twin Cities Eloqua UserJanuary 03, 2012
  2. 2. Agenda Updates & Announcements E10 Migration for E9 Clients Lead Scoring Best Practices Eloqua Health-Check Ask the Consultants Open Discussion/Social Time...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN .... 55419
  3. 3. Updates & Announcements
  4. 4. Updates & Announcements Welcome Tim Hellman, Developer Wiz R4 Post Release Review Engage Update customers.eloqua.com/eloquaengage Cloud Components Update...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN .... 55419
  5. 5. E10 Migration for E9 Clients
  6. 6. E10 - Why Transition? Shorter learning curve Faster time to execution Easier to create automated campaigns Social integration on landing pages Insight reporting engine Primary platform for future growth No additional cost...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN .... 55419
  7. 7. E10 - Why Not Transition? If you use any of the following: Prospect entity Personalization based on Custom Object fields Campaigns module (E9 Team) Custom report exports Certain form processing steps Heavy use of shared landing page header scripts API...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN .... 55419
  8. 8. E10 Transition - How? Request form: http://customers.eloqua.com/transitionme Complete Pre-Transition workbook Eloqua Transition Team analyzes your system and identifies any issues Transition call to discuss issues and transition process Get E10 sandbox and complete pre-transition training...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN .... 55419
  9. 9. E10 Transition - My Assets? Email templates will be converted into custom HTML emails Form layouts will be converted into custom HTML landing pages All landing pages and confirmation pages will be converted to custom HTML landing pages Distribution lists will be converted to Segments Expired and Archived assets will not be transitioned...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN .... 55419
  10. 10. Lead Scoring Best Practices
  11. 11. What is lead scoring? Objective ranking of one sales against another Helps marketing and sales identify where prospect is in buying process Ensures best leads are followed up with immediately...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN .... 55419
  12. 12. Scoring - Do Nots Do Not score on too many criteria Score on 4-6 categories Do Not score on multi-select fields Do Not score on open-text fields Be wary of scoring on budget authority, need, timeframe questions...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN .... 55419
  13. 13. Scoring - Do’s Keep it simple Define criteria and set business rules with sales Make sure you are collecting the data you want to score on Consider executing campaigns to obtain this data...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN .... 55419
  14. 14. Scoring - Do’s Continue to evaluate scoring criteria every 6 months at minimum Consider values or images for contacts that are not scored Use rescore feeders...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN .... 55419
  15. 15. Eloqua Health-Check
  16. 16. Eloqua Health-Check Database Health Contact Field Completeness...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN .... 55419
  17. 17. Eloqua Health-Check Database Health Growth Active vs. Inactive Email Frequency Unreachable Fields Integrations...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN .... 55419
  18. 18. Eloqua Health-Check User Health Access & Usage Real-Time Email Notifications ! Scheduled Email Updates !...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN .... 55419
  19. 19. Eloqua Health-Check Email Deliverability ! Email Footers and Legal Compliance...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN .... 55419
  20. 20. Eloqua Health-Check Evaluate Lead Scoring Criteria Explicit Implicit...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN .... 55419
  21. 21. Eloqua Health-Check Evaluate use of: Activity and Inactivity Filters Content Sections Signature Layouts Signature Rules Program Automation Page Tagging...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN .... 55419
  22. 22. Eloqua Health-Check Organization Foldering Naming Convention...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN .... 55419
  23. 23. Ask the Consultants
  24. 24. Open Discussion / Social TimeREMINDER: Next Session - January 31
  25. 25. 5757 Wayzata BoulevardMinneapolis, MN 55416P: 763.355.1025E: INFO@RELATIONSHIPONE.COMW: WWW.RELATIONSHIPONE.COM

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