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CONTACT RECORDS                                                                                              DATA INTEGRATION                                                                             EMAILS
                                    250 fields, multiple field types (text, single select,                                                       List upload; Form integration; Open API integration                                          Email development; Template library; HTML and plain text;
                                    checkbox, multi-select).                                                                                     for data import/export (CRM, custom connectors);                                             Activity driven content; Email deliverability optimization;            WEB PAGES
                                                                                                                                                 Automated data import engine (secure FTP).                                                   A/B testing; Competitor domain excludes; Bounceback                    Platform created/hosted pages; Template library; External website
                                                                            TECHNICAL PROFILES
CONTACT PROFILES                                                            Understand web visitors technical profile (browser used,                                                                                                          capture and management; List management; Deployment                    tracking integration; Personal URL (PURLs); Embedded forms;

Track “Digital Body Language” history: web page click-stream,                                                                                                                                                                                 (one-off, batch or campaign/form triggered).                           Content substitution; Content hosting.
                                                                            IP address, Country/State/ZIP/Longitude and Latitude                                  DATA QUALITY PROGRAMS
form submissions, email interactions (opens, clicks), referring
                                                                            from IP).                                                                             De-duplication; Normalization; Cleansing.                                                                                                                                       MULTI-CHANNEL CAPABILITIES
URL source, search engine/search phrase used, and high-value
                                                                                                                                                                                                                                                                            PERSONALIZATION                                                       Integrated, multi-channel marketing: email, web,
content/asset interactions.
                                                                                                                                                                                                                                                                            In emails (field merge, activity driven content, sales                direct mail, fax, RSS feeds, SMS, trigger outbound
                                                               SEGMENTATION
                                                                                                                                                                                                                                                                            signature rules); In web pages (field merges, content                 calls (live or automated voice messaging).
                                                               Contact groups; Filters (field-based, activity-based
                                                                                                                                                                                                                                                                            substitution) and page alternates (URL redirects based
                                                               and inactivity based).
                                                                                                                                                                                                                                                                            on data lookup); In forms (field pre-population).
                                                                                                                                                               EVENT MANAGEMENT
                                                                                                                                                               Manage event waitlists, session registration and cancellation processes; Automated
                                                                                                                                                               pre-defined reminders and follow-up action steps; Manage multiple session events
                                                                                                                                                               from a single registration form, including multiple locations or time slots.
PREFERENCE MANAGEMENT
Email opt-in subscription management; Email opt-out                            Manage Contacts                                                                                                                                                                                  Manage Campaigns                                                 FORM PROCESSING
compliance (global or campaign level); Web tracking                                                                                                                                                                                                                                                                                              Platform created/hosted forms; Template library;
consent compliance.                                                                                                                                                                                                                                                                                                                              External form integration; Field validation; Automated
                                                                                                                                                                                                                                                                                                                                                 field processing steps (send email to submitter,
                                                                                                                                                                                                                                                                                                                                                 send notification email, add to automated campaign/


                                                                                                                                                                   THE POWER OF                                                                                                           CAMPAIGN AUTOMATION                                    program, redirect to website, refer-a-friend etc);

                                                                                                                                                                                                                                                                                          Design, build and maintain automated                   Progressive profiling; Form field pre-population.




                                                                                                                                                    MARKETING
                                                                                                                                                                                                                                                                                          rules-based marketing campaigns. Visualize
                                                     CAMPAIGN ANALYTICS
                                                     Report on the performance of campaigns. Drill-down
                                                                                                                                                                                                                                                                                          the campaign workflow, build segments,                  NURTURING
WEB ANALYTICS
                                                                                                                                                                                                                                                                                          incorporate campaign assets, define decision            Coordinate and automate multi-step, multi-track
Understand web visitor activity on                   to explore and compare individual asset performance,
                                                                                                                                                                                                                                                                                          rules and trigger resulting actions based on            campaigns that drip out staged communications
                                                     like effectiveness by email and groups of emails (opens




                                                                                                                                                   AUTOMATION
platform hosted pages and externally
                                                                                                                                                                                                                                                                                          activity or inactivity.                                 over time. Common triggers: browsing behavior,
hosted pages. Out-of-the-box reports:                and CTRs, bouncebacks, unsubscribes), form conversions,
                                                     high-value content views. Further break down data                                                                                                                                                                                                                                            form-submission, event attendance, segment-
# of website visitors; Most popular
                                                     by other views (i.e. by region, by industry, by role).                                                                                                                                                                                                                                       membership, product/region/role/industry,
pages and time spent; Page navigations;
                                                                                                                                                                                                                                                                                                                                                  calendar date, buying-cycle or lead qualification
Top entry/exit pages; Leading referrers
                                                                                                                                                                                                                                                                                                                                                  stage, triggered by external system (i.e. CRM).
(i.e. social media, blogs), search engines
and keywords used; Unknown visitors
by company.                                                                                                                                                                                                                                                                    Manage Leads
                                                                                        Measure Impact
                                                                                                                                                                              CRM INTEGRATION
                                                                                                                                                                              Bi-directional synchronization – real-time data push to                                                                                           LEAD SCORING
 DATABASE HEALTH                                                                                                                                                              CRM and scheduled automated data pulls; Real-time                                                                                                 Score leads based on 2 factors: 1. Ideal customer fit (explicit contact
 Diagnose the health of your marketing database (i.e.                                                                                                                         push of behavioral activity into CRM system’s lead and                          LEAD ASSIGNMENT                                                   data) and 2. Engagement level (implicit behavioral data); Assess
 % growth) and understand distribution across key fields                       DASHBOARDS & DRILL-DOWNS                                                                       contact record; CRM Campaign association; Trigger                               Assign leads to salespeople based on geography,                   recency of activity and frequency of activity to inflate or degrade
 and values (i.e. lead source, region, lead stage, role).                      Access quick insight into all of your marketing                                                CRM assignment rule routing and notifications.                                  industry, product interest, or other business rules.              score; Apply lead score thresholds to send sales-ready leads to CRM;
                                                                               activities through visual dashboards. Instantly                                                                                                                                Use lead assignment to further customize marketing                Trigger actions based on lead score (i.e. add to program).
                                                                               drill down to the details.                                                 SALES ENABLEMENT                                                                                    communications using sales signature rules.
                                                                                                                                                          Access to full behavioral activity history (from the CRM lead
                                                                                                        REPORT DELIVERY
                                                                                                                                                          and contact records and from add-on tools like Eloqua’s
                                                                                                        Schedule regular delivery of important                                                                                                                                               LEAD SOURCE TRACKING
                                                                                                                                                          Prospect Profiler and Eloqua Discover); Ability to trigger marketing
                                           STANDARD & CUSTOM REPORTS                                    reports and dashboards right to                                                                                                                                                      Track multiple lead sources – (i.e. both Original Lead
                                                                                                                                                          programs from within CRM system; Real-time web activity alerts
                                           Choose from pre-built reports and dashboards or              marketing and sales team’s inboxes.                                                                                                                                                  Source and Most Recent Lead Source); Track referring
                                                                                                                                                          to assigned salesperson; Outlook plug-ins leverage email templates
                                           custom build your own with the data you need.                                                                                                                                                                                                     source; Use query strings to track marketing channels.
                                                                                                                                                          and tracking capabilities.

                                                                                                                                                                                                                                                                                                                                                                                                 QUARRY.COM




 Marketing Automation Platform Mind Map
 Today, Marketing Automation Platforms are quickly becoming must-haves for marketing success. These platforms offer broad features                                                                                                                                                                            Quarry Integrated Communications is a pioneer in creating meaningful customer
                                                                                                                                                                                                                                                                                                              experiences that convert branding into buying. Quarry was among the first marketing
 and deep functionality and, at first glance, can appear complex and overwhelming. In an effort to fast-track your journey of discovery,
                                                                                                                                                                                                                                                                                                              agencies to become a Certified Agency Partner with Eloqua, the category-defining
 we’ve taken our years of Marketing Automation experience and insight and distilled our knowledge into this Mind Map.                                                                                                                                                                                         marketing automation leader. If you want to experience the combination of Eloqua’s
                                                                                                                                                                                                                                                                                                              powerful engine, fueled by Quarry’s impactful creative, engaging content, execution
                                                                                                                                                                                                                                                                                                              know-how and strategic advice, email Richard Hill at rhill@quarry.com
 There are four main components to a Marketing Automation Platform. They are the ability for marketers to: Manage Contacts, Manage
 Campaigns, Manage Leads and Measure Impact. Each of these components contains up to three subcomponents, and often each                                                                                                                                                                                      © Copyright 2011 Quarry Integrated Communications Inc.

 subcomponent groups several related parts.

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Marketing Automation Mind Map Quarry

  • 1. CONTACT RECORDS DATA INTEGRATION EMAILS 250 fields, multiple field types (text, single select, List upload; Form integration; Open API integration Email development; Template library; HTML and plain text; checkbox, multi-select). for data import/export (CRM, custom connectors); Activity driven content; Email deliverability optimization; WEB PAGES Automated data import engine (secure FTP). A/B testing; Competitor domain excludes; Bounceback Platform created/hosted pages; Template library; External website TECHNICAL PROFILES CONTACT PROFILES Understand web visitors technical profile (browser used, capture and management; List management; Deployment tracking integration; Personal URL (PURLs); Embedded forms; Track “Digital Body Language” history: web page click-stream, (one-off, batch or campaign/form triggered). Content substitution; Content hosting. IP address, Country/State/ZIP/Longitude and Latitude DATA QUALITY PROGRAMS form submissions, email interactions (opens, clicks), referring from IP). De-duplication; Normalization; Cleansing. MULTI-CHANNEL CAPABILITIES URL source, search engine/search phrase used, and high-value PERSONALIZATION Integrated, multi-channel marketing: email, web, content/asset interactions. In emails (field merge, activity driven content, sales direct mail, fax, RSS feeds, SMS, trigger outbound SEGMENTATION signature rules); In web pages (field merges, content calls (live or automated voice messaging). Contact groups; Filters (field-based, activity-based substitution) and page alternates (URL redirects based and inactivity based). on data lookup); In forms (field pre-population). EVENT MANAGEMENT Manage event waitlists, session registration and cancellation processes; Automated pre-defined reminders and follow-up action steps; Manage multiple session events from a single registration form, including multiple locations or time slots. PREFERENCE MANAGEMENT Email opt-in subscription management; Email opt-out Manage Contacts Manage Campaigns FORM PROCESSING compliance (global or campaign level); Web tracking Platform created/hosted forms; Template library; consent compliance. External form integration; Field validation; Automated field processing steps (send email to submitter, send notification email, add to automated campaign/ THE POWER OF CAMPAIGN AUTOMATION program, redirect to website, refer-a-friend etc); Design, build and maintain automated Progressive profiling; Form field pre-population. MARKETING rules-based marketing campaigns. Visualize CAMPAIGN ANALYTICS Report on the performance of campaigns. Drill-down the campaign workflow, build segments, NURTURING WEB ANALYTICS incorporate campaign assets, define decision Coordinate and automate multi-step, multi-track Understand web visitor activity on to explore and compare individual asset performance, rules and trigger resulting actions based on campaigns that drip out staged communications like effectiveness by email and groups of emails (opens AUTOMATION platform hosted pages and externally activity or inactivity. over time. Common triggers: browsing behavior, hosted pages. Out-of-the-box reports: and CTRs, bouncebacks, unsubscribes), form conversions, high-value content views. Further break down data form-submission, event attendance, segment- # of website visitors; Most popular by other views (i.e. by region, by industry, by role). membership, product/region/role/industry, pages and time spent; Page navigations; calendar date, buying-cycle or lead qualification Top entry/exit pages; Leading referrers stage, triggered by external system (i.e. CRM). (i.e. social media, blogs), search engines and keywords used; Unknown visitors by company. Manage Leads Measure Impact CRM INTEGRATION Bi-directional synchronization – real-time data push to LEAD SCORING DATABASE HEALTH CRM and scheduled automated data pulls; Real-time Score leads based on 2 factors: 1. Ideal customer fit (explicit contact Diagnose the health of your marketing database (i.e. push of behavioral activity into CRM system’s lead and LEAD ASSIGNMENT data) and 2. Engagement level (implicit behavioral data); Assess % growth) and understand distribution across key fields DASHBOARDS & DRILL-DOWNS contact record; CRM Campaign association; Trigger Assign leads to salespeople based on geography, recency of activity and frequency of activity to inflate or degrade and values (i.e. lead source, region, lead stage, role). Access quick insight into all of your marketing CRM assignment rule routing and notifications. industry, product interest, or other business rules. score; Apply lead score thresholds to send sales-ready leads to CRM; activities through visual dashboards. Instantly Use lead assignment to further customize marketing Trigger actions based on lead score (i.e. add to program). drill down to the details. SALES ENABLEMENT communications using sales signature rules. Access to full behavioral activity history (from the CRM lead REPORT DELIVERY and contact records and from add-on tools like Eloqua’s Schedule regular delivery of important LEAD SOURCE TRACKING Prospect Profiler and Eloqua Discover); Ability to trigger marketing STANDARD & CUSTOM REPORTS reports and dashboards right to Track multiple lead sources – (i.e. both Original Lead programs from within CRM system; Real-time web activity alerts Choose from pre-built reports and dashboards or marketing and sales team’s inboxes. Source and Most Recent Lead Source); Track referring to assigned salesperson; Outlook plug-ins leverage email templates custom build your own with the data you need. source; Use query strings to track marketing channels. and tracking capabilities. QUARRY.COM Marketing Automation Platform Mind Map Today, Marketing Automation Platforms are quickly becoming must-haves for marketing success. These platforms offer broad features Quarry Integrated Communications is a pioneer in creating meaningful customer experiences that convert branding into buying. Quarry was among the first marketing and deep functionality and, at first glance, can appear complex and overwhelming. In an effort to fast-track your journey of discovery, agencies to become a Certified Agency Partner with Eloqua, the category-defining we’ve taken our years of Marketing Automation experience and insight and distilled our knowledge into this Mind Map. marketing automation leader. If you want to experience the combination of Eloqua’s powerful engine, fueled by Quarry’s impactful creative, engaging content, execution know-how and strategic advice, email Richard Hill at rhill@quarry.com There are four main components to a Marketing Automation Platform. They are the ability for marketers to: Manage Contacts, Manage Campaigns, Manage Leads and Measure Impact. Each of these components contains up to three subcomponents, and often each © Copyright 2011 Quarry Integrated Communications Inc. subcomponent groups several related parts.