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Twin Cities Eloqua User Group - May 31, 2011
 

Twin Cities Eloqua User Group - May 31, 2011

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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.

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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  • Email and Web Activity (limited view)\nEloqua Contact Activity Overview\nEmail Notification Request\n\n
  • Email and Web Activity (limited view)\nEloqua Contact Activity Overview\nEmail Notification Request\n\n
  • Goal to educate sales on tools:SFDC Visibility\nEmail Notifications\nEmail Updates \n\nUsed Eloqua’s tracking metrics to target messages based on engagement. Direct Mail included cover letter from CMO, copy of their own web activity over past 4 months and guide. Also included mini computer stress reliever that said “Wondering what your prospects are researching online? Use your Eloqua tools!”\n\nCall-to-Action: Visit Form to request email update or visitor notification\n
  • Intro to Lead Scoring - Why McGladrey is using Lead Scoring and what it can do Podcast\nHow it Works\nGetting the Most out of Lead Scoring - Next Steps and Reporting\nLead Scoring Image in SFDC\n
  • Intro to Lead Scoring - Why McGladrey is using Lead Scoring and what it can do Podcast\nHow it Works\nGetting the Most out of Lead Scoring - Next Steps and Reporting\nLead Scoring Image in SFDC\n
  • Intro to Lead Scoring - Why McGladrey is using Lead Scoring and what it can do Podcast\nHow it Works\nGetting the Most out of Lead Scoring - Next Steps and Reporting\nLead Scoring Image in SFDC\n
  • Intro to Lead Scoring - Why McGladrey is using Lead Scoring and what it can do Podcast\nHow it Works\nGetting the Most out of Lead Scoring - Next Steps and Reporting\nLead Scoring Image in SFDC\n
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Twin Cities Eloqua User Group - May 31, 2011 Twin Cities Eloqua User Group - May 31, 2011 Presentation Transcript

  • Twin Cities Eloqua User GroupMay 31, 2011
  • Agenda Eloqua Updates & Announcements Case Study: Implementing Eloqua in a Distributed Organization Eloqua Partner Spotlight: Demandbase Eloqua Feature Spotlight: Search Campaigns Ask the Consultants Open Discussion / Social Time...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Eloqua Updates EU Privacy Policy Changes 19 of the 27 EU countries missed the May 25 deadline for implementing the amendments (The Register) 4 Things You Can Do: Add opt-out language to privacy policy Add tracking language to forms footer Add link to opt-out form in email footers Add opt-out link/form to corporate website...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Case Study: Implementing Eloqua in a Distributed Organization
  • Structure 8,9,&07;$<$ =30&3,>?$ :)3,0)&*$ ",.6&$ !(--5)67&()9$ 1,2$ @6),$(A$B596),99$ "&0C,)>$CorporateMarketing !()3,)3$ :).5930?$ "&0C,)>$ 452*67$8,*&()9$ %&()&*$+,-&).$ !"#$ /,),0&()$ !"#"$%#$& "()#*(& Local +,-".&!"(/*0#$& 1%(*-),(& Marketing !"(/*0#$& !"#"$*(2& 333& x 18...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Naming ConventionMcGladrey: Eloqua Naming Convention GuideUpdated 9.14.10In Use 9.1.10Eloqua Users should follow the established Naming Convention to ease their search for saved entities within the Eloqua system. Eloqua Entity-Target Region-User Market Circle-Target Industry-MonthYear-Brief DescriptionEXAMPLESName: EM-NT-XX-RE-0810-Obama White PaperEmail-National-Not Applicable to a Market Circle-Real Estate-August 2010-Obama White PaperName: FM-East-NW-MWD-0910- Profit Sharing Webcast RegistrationForm-East Region-Northwest Market Circle-Manufacturing and Wholesale Distribution-September 2010-Profit Sharing Webcast RegistrationName: DL-West-SP-IC-1110-Tax Legislation AlertDistribution List-West Region-Southern Plains-Internal Communication-November 2010-Tax Legislation Alert...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Roles & Responsibilities National Demand Generation Structure Maintenance / Governance Reporting Brand and Legal Compliance Best Practice Compliance Training, Advising, Educating Eloqua Partners CRM Awareness...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Roles & Responsibilities Power Users “McGladrey” Certi ed Trainers Implementers Reporters Community Partner...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Roles & Responsibilities Basic Users Campaign Management Reporting Sales Users Emailed Report / Visitor Noti cation Signature In uencers Web Team SFDC Strategy and Governance Committee...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • User Enablement - Launch Remote All Marketing Meeting In-Person Custom Training for Power Users Web Seminars...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • User Enablement - Ongoing Resources National Demand Generation Local Power User Recorded Web Seminars User Live Meeting / Call Forum Weekly Email Update Monthly Report Fiscal Year Report & Awards...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • User Enablement - Ongoing New User Program...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • User Enablement - Ongoing New User Program Hello Colleague, Thank you for your interest in leveraging Eloqua to improve your teams marketing efforts. Eloqua gives unprecedented visibility into individuals behavior, activity and interest. Eloqua tightly links all outbound direct marketing activity – including email and direct mail – with trackable Web assets like corporate websites, web forms and dynamic landing pages. It applies event- triggered marketing automation to turn manual tasks into efficient processes. Eloqua makes marketing – particularly demand generation – a science that can be measured, optimized and understood. There are several required steps to complete in order to gain access to the system. The first step is to complete the New User Form which will allow us to create a New User Account for you. Upon submission you will receive information regarding next steps. We look forward to your success in Eloqua. Thank you, Ranee Volkers Director, National Demand Generation 612.629.9045 Erin Campbell Marketing Specialist, National Demand Generation. . . . . . . . . . .612.629.9094 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ............. 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Sales Enablement On-Boarding Monthly Calls Monthly Reporting...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Sales Enablement ‣ SFDC Visibility...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Individual Web Activity Reporting Sales Enablement Contact and lead activity such as form submissions, email click-throughs, Web site visits, and unsubscribe events, are visible in Salesforce.com. Summaries of this information can be found in the Activity History section of a lead ‣ or contact record. This information is meant to provide a general picture of the prospect’s or client’s online engagement with us. SFDC VisibilityCreated by National Demand GenerationLast Updated 05/18/2010 Page 1 ...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Individual Web Activity Reporting ! time, date and the specific Web site URL that a prospect or client visited on our Web site Sales Enablement Contact and lead activity such as form submissions, email click-throughs, Web site visits, and unsubscribe events, are visible in Salesforce.com. Summaries of this information can be found in the Activity History section of a lead ‣ ! time, date and link to to provide general picture of the prospect’s or client’s online or contact record. This information is meant a visual ofathe specific email that a prospect or client received, opened or clicked on engagement with us. ! time, date and link to the specific form submission that a prospect or client completed for an event registration or white paper download SFDC VisibilityCreated by National Demand GenerationLast Updated 05/18/2010 Page 1 ...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Sales Enablement ‣ Eloqua - What’s in it for sales?...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Sales Enablement ‣ Eloqua - What’s in it for sales? Click Through Email 2 Click Through Email 1 Wait 1 Week Email? Wait 1 Week Email? Direct Mail 3 No No Yes Yes Direct Mail 1 Direct Mail 2...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Sales Enablement...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Sales Enablement ‣ Lead Scoring Series...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Sales Enablement ‣ Lead Scoring Series All prospects are not created equal Additional Resources Are you spinning your wheels on unqualified leads? McGladreys lead scoring program helps you Video: Introduction to Eloqua rank prospects according to their buying interest allowing you to maximize productivity and increase win rates. Video: See how Lead Scoring Gets the Best Over the next several weeks you will receive emails containing training podcasts created to empower you to Leads to Sales leverage lead scoring. You are responsible for reviewing and understanding all the information provided. Contact: National Demand Generation Podcast 1: Introduction to Lead Scoring includes: an explanation of why we need lead scoring, a description of lead scoring and what to expect next in the launch series....................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Sales Enablement ‣ Lead Scoring Series All prospects are not created equal Additional Resources Are you spinning your wheels on unqualified leads? McGladreys lead scoring program helps you Video: Introduction to Eloqua rank prospects according to their buying interest allowing you to maximize productivity and increase win rates. Video: See how Lead Scoring Gets the Best Over the next several weeks you will receive emails containing training podcasts created to empower you to Leads to Sales leverage lead scoring. You are responsible for reviewing and understanding all the information provided. Contact: National Demand Generation Podcast 1: Introduction to Lead Scoring includes: Learn to talk like a duck Lead Scoring Podcasts an explanation of why we need lead scoring, If it walks like a duck and talks like a duck, is it really the same old duck? It turns out that targeting prospects based on demographic data alone isnt all that its quacked-up to be. In an online world, a Podcast #1: Introduction to Lead Scoring a description of lead scoring and prospects digital behavior is as important as who they are. Podcast #2: How it Works what to expect next in the launch series. McGladreys lead scoring program helps you rank prospects according to their buying interest allowing you to maximize productivity and increase win rates. Lead Scoring Decks You received the first podcast of the launch series: Introduction to Lead Scoring. Podcast 2: How it Feel free to download the PowerPoint Works defines: presentations that were used in the Lead Scoring Launch Series podcasts. Please view the presentation as a slideshow to see complete animation. who is scored Additional Resources how theyre scored Video: Introduction to Eloqua Video: See how Lead Scoring Gets the Best where to see their score Leads to Sales Contact: National Demand Generation...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Sales Enablement ‣ Lead Scoring Series All prospects are not created equal Additional Resources Are you spinning your wheels on unqualified leads? McGladreys lead scoring program helps you Video: Introduction to Eloqua rank prospects according to their buying interest allowing you to maximize productivity and increase win rates. Video: See how Lead Scoring Gets the Best Over the next several weeks you will receive emails containing training podcasts created to empower you to Leads to Sales leverage lead scoring. You are responsible for reviewing and understanding all the information provided. Contact: National Demand Generation Podcast 1: Introduction to Lead Scoring includes: Learn to talk like a duck Lead Scoring Podcasts an explanation of why we need lead scoring, If it walks like a duck and talks like a duck, is it really the same old duck? It turns out that targeting prospects based on demographic data alone isnt all that its quacked-up to be. In an online world, a Podcast #1: Introduction to Lead Scoring a description of lead scoring and prospects digital behavior is as important as who they are. Podcast #2: How it Works what to expect next in the launch series. McGladreys lead scoring program helps you rank prospects according to their buying interest allowing you to maximize productivity and increase win rates. Lead Scoring Decks You received the first podcast of the launch series: Introduction to Lead Scoring. Podcast 2: How it Feel free to download the PowerPoint Predict Your Success Works defines: presentations that were used in the Lead Scoring Launch Series podcasts. Please view the Lead Scoring Podcasts presentation as a slideshow to see complete Now that you know what Lead Scoring is, you may be asking how to best leverage the program. animation. who is scored Podcast #1: Introduction to Lead Scoring National Demand Generation has set Resources to be emailed to you every Monday listing the contacts and Additional up a report Podcast #2: How it Works how theyre scored leads with a Lead Score reflecting a 1, 2 or 3 and for which you are the record owner. These individuals are showing buying behavior.Video: Introduction to Eloqua Lead Scoring Decks Video: See how Lead Scoring Gets the Best Recommended next steps: Leads to Sales Feel free to download the PowerPoint where to see their score presentations that were used in the Lead Scoring Contact: National Demand Generation Launch Series podcasts. Please view the Dedicate time to review this weekly report. presentation as a slideshow to see complete animation. Research the prospects online behavior using the Eloqua Activity Additional Resources Overview report linked at the top of their lead or contact record in SFDC. Look for emails they have clicked through, Web pages they Video: Introduction to Eloqua have visited and events for which they have registered. Video: See how Lead Scoring Gets the Best Decide if the engagement behavior warrants a sales call. If yes, Leads to Sales use their digital body behavior for a more relevant conversation. If no, work with your marketing team to further nurture the prospect Contact: National Demand Generation...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Results Collaboration De-Duplication Visibility METRICS!...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Eloqua Partner Spotlight: Demandbase
  • Eloqua Feature Spotlight: Search Campaigns
  • Eloqua Feature Spotlight: Search Four Methods For Tracking Search Campaigns Speci c Landing Page URL - Search & Banners Query String Parameter - Search and Banners Referring Page URL - Banners Only Campaigns Module Integration (Eloqua Team)...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Eloqua Feature Spotlight: Search...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Eloqua Feature Spotlight: Search Search Campaigns - Option 1: Speci c Landing Page URL Ad Group: “Get Started 1” http://www.mysite.com/lp1 Ad Group: “Get Started 2” http://www.mysite.com/lp2 Search Campaigns - Option 2: Query String Parameter Ad Group: “Get Started 1” http://www.mysite.com/gcid=gs1 Ad Group: “Get Started 2” http://www.mysite.com/gcid=gs2...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Eloqua Feature Spotlight: Search...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Eloqua Feature Spotlight: Search...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Eloqua Feature Spotlight: Search...................................................................................................................................................................... 4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419 .... P: 763.355.1025 | E: info@relationshipone.com
  • Ask the Consultants
  • Open Discussion / Social TimeREMINDER: Next Session - June 28
  • 4732 GARFIELD AVENUESUITE 200MINNEAPOLIS, MN 55419P: 763.355.1025E: INFO@RELATIONSHIPONE.COMW: WWW.RELATIONSHIPONE.COM