NetSuite Special Integration Issues
Summary – NetSuite Special
Integration Issues
Segmentation, personalization and lead generation
all start with the right d...
Eloqua-to-NetSuite
Special Integration Considerations
4Bridge Integration Engine
1. Must compensate for tight
controls over data flow.
a. Forms in Eloqua cannot feed
NetSuite incompatible information
b. ...
1. Must compensate for tight
controls over data flow.
2. Unusual CRM Data Structure
 Customer Table holds multiple types
...
1. Must compensate for tight controls over data flow.
2. Unusual CRM Data Structure
3. API Requires Special Handling
Uniqu...
Questions? Call us at 888-Eloqua4 (888-356-7824)
NetSuiteToEloqua@4ThoughtMarketing.com
4Bridge Architecture
Scheduler Mapper Alerts Data
Driven
Eloqua based
Integration
Engine results in
high efficiency
AND fl...
4Bridge Architecture
Scheduler Mapper Alerts Data
Driven
Data driven structure
makes ongoing
modification &
maintenance si...
4Bridge Architecture
Scheduler Mapper Alerts Data
Driven
Alerts enable
proactive monitoring
for both client and
4Thought M...
4Bridge Architecture
Scheduler Mapper Alerts Data
Driven
Simple to maintain
and modify with drag
and drop mapper
Connector...
Scheduler Mapper Alerts Data
Driven
Flexible multi-job
scheduler allows
multiple integrations
to run simultaneously
Connec...
4Bridge Architecture
Scheduler Mapper Alerts Data
Driven
ConnectorLayerEngineLayerEloquaAPI
Are your integration needs unique?
Our 4Bridge Integration Engine can handle it!
4Thought Marketing: CRM integrations for three years
– Dozens of Integrations
– Many different CRM solutions
– We found so...
Benefits of 4Bridge as a product rather than as a hard-coded solution
– You get all the best functionality
– User interfac...
Data
Structures
Logic
Features
4Bridge understands NetSuite’s
special features
4Bridge works with customers of type
“indiv...
4Bridge Job Scheduler: Set up when data moves
• Set it to run; change the schedule, view history, delete a schedule
Eloqua Engage:
Send Eloqua Emails from Within NetSuite
Prospect Profiler:
Track Digital Body Language within NetSuite
Prospect Profiler:
Track Digital Body Language within NetSuite
Integration Appreciation
Since our CRM / Marketing Automation
integration is so mission-critical to our
organization, we w...
Integration Appreciation
Since our CRM / Marketing Automation
integration is so mission-critical to our
organization, we w...
Integration Appreciation
“We worked with 4Thought Marketing
to set up our initial Eloqua to NetSuite
integration as well a...
Integration Appreciation
“We worked with 4Thought Marketing
to set up our initial Eloqua to NetSuite
integration as well a...
• Microsoft .Net Framework 4.0
• Microsoft SQL Server 2008 R2
• 1 GB RAM minimum (2 GB recommended)
• Microsoft Windows XP...
• Configuration: Either a Business to Business (B2B) or Business to Consumer (B2C) integration
• Either a single corporati...
• Both B2B and B2C configurations.
• Needs Analysis, Coordination and business rule setup for more than one department or
...
Eloqua Integrations with CRMs via 4Bridge™
Questions? Call us at 888-Eloqua4 (888-356-7824)
NetSuiteToEloqua@4ThoughtMarketing.com
Net suite special issues
Net suite special issues
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Net suite special issues

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There are several special concerns to consider when integrating your Oracle Marketing Cloud/Eloqua and NetSuite, systems. This video covers the most common of those and how to address them.

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Net suite special issues

  1. 1. NetSuite Special Integration Issues
  2. 2. Summary – NetSuite Special Integration Issues 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 NetSuiteintegration. NetSuitedata 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.
  3. 3. Eloqua-to-NetSuite Special Integration Considerations 4Bridge Integration Engine
  4. 4. 1. Must compensate for tight controls over data flow. a. Forms in Eloqua cannot feed NetSuite incompatible information b. Imports cannot bring in incompatible information. Data Washing Machine is valuable Data management sounds easier than it is! Unique Aspects of Integrating Eloqua to Netsuite
  5. 5. 1. Must compensate for tight controls over data flow. 2. Unusual CRM Data Structure  Customer Table holds multiple types Leads are stored in Customer or Contacts Table Example options: 1. Leads are converted from Individuals to companies 2. Leads are treated as companies with contacts 3. Leads are treated as Individuals Other Data Structure Differences Unique Aspects of Integrating Eloqua to Netsuite
  6. 6. 1. Must compensate for tight controls over data flow. 2. Unusual CRM Data Structure 3. API Requires Special Handling Unique Aspects of Integrating Eloqua to Netsuite Questions? Call us at 888-Eloqua4 (888-356-7824) NetSuiteToEloqua@4ThoughtMarketing.com
  7. 7. Questions? Call us at 888-Eloqua4 (888-356-7824) NetSuiteToEloqua@4ThoughtMarketing.com
  8. 8. 4Bridge Architecture Scheduler Mapper Alerts Data Driven Eloqua based Integration Engine results in high efficiency AND flexibility. Connector Layer ConnectorLayerEngineLayerEloquaAPI
  9. 9. 4Bridge Architecture Scheduler Mapper Alerts Data Driven Data driven structure makes ongoing modification & maintenance simple. Connector Layer ConnectorLayerEngineLayerEloquaAPI
  10. 10. 4Bridge Architecture Scheduler Mapper Alerts Data Driven Alerts enable proactive monitoring for both client and 4Thought Marketing Connector Layer ConnectorLayerEngineLayerEloquaAPI
  11. 11. 4Bridge Architecture Scheduler Mapper Alerts Data Driven Simple to maintain and modify with drag and drop mapper Connector Layer ConnectorLayerEngineLayerEloquaAPI
  12. 12. Scheduler Mapper Alerts Data Driven Flexible multi-job scheduler allows multiple integrations to run simultaneously Connector Layer ConnectorLayerEngineLayerEloquaAPI 4Bridge Architecture
  13. 13. 4Bridge Architecture Scheduler Mapper Alerts Data Driven ConnectorLayerEngineLayerEloquaAPI
  14. 14. Are your integration needs unique? Our 4Bridge Integration Engine can handle it!
  15. 15. 4Thought Marketing: CRM integrations for three years – Dozens of Integrations – Many different CRM solutions – We found some common elements: • What works: “a clear, sensible process” • What doesn’t work – We distilled the best elements into a product called 4Bridge
  16. 16. Benefits of 4Bridge as a product rather than as a hard-coded solution – You get all the best functionality – User interface • Field Mapping • Scheduling – You and your IT team receive error reporting – 24/7 Monitoring by 4Thought Marketing – Security, Redundancy
  17. 17. Data Structures Logic Features 4Bridge understands NetSuite’s special features 4Bridge works with customers of type “individual” 4Bridge understands the strengths and weaknesses of the NetSuite data structure Note: You must have access to the Eloqua API in your instance of Eloqua
  18. 18. 4Bridge Job Scheduler: Set up when data moves • Set it to run; change the schedule, view history, delete a schedule
  19. 19. Eloqua Engage: Send Eloqua Emails from Within NetSuite
  20. 20. Prospect Profiler: Track Digital Body Language within NetSuite
  21. 21. Prospect Profiler: Track Digital Body Language within NetSuite
  22. 22. 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 NetSuite 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 / NetSuite integration ran smoothly from almost the minute we turned it on. Dave Anderson Director Marketing Daptiv Corporation
  23. 23. 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 NetSuite 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 / NetSuite integration ran smoothly from almost the minute we turned it on. Dave Anderson Director Marketing Daptiv Corporation
  24. 24. Integration Appreciation “We worked with 4Thought Marketing to set up our initial Eloqua to NetSuite integration as well as our Closed Loop Reporting (CLR) 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
  25. 25. Integration Appreciation “We worked with 4Thought Marketing to set up our initial Eloqua to NetSuite integration as well as our Closed Loop Reporting (CLR) 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
  26. 26. • Microsoft .Net Framework 4.0 • Microsoft SQL Server 2008 R2 • 1 GB RAM minimum (2 GB recommended) • Microsoft Windows XP (Windows Server 2008 recommended)
  27. 27. • 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
  28. 28. • 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!
  29. 29. Eloqua Integrations with CRMs via 4Bridge™
  30. 30. Questions? Call us at 888-Eloqua4 (888-356-7824) NetSuiteToEloqua@4ThoughtMarketing.com

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