Learn the key data flows necessary for an integration between Eloqua and a CRM system. What tables, what types of fields and which direction the data should flow are all covered, along with security considerations and more.

1. Basic CRM integrations

2. Basic CRM Integrations
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 CRM integration.
CRM data typically forms the core of your Eloqua marketing data, so making sure the
the bi-directional information flows is smooth and easy is essential to effective
marketing and lead generation.

3. CRM Accounts, Contacts and Leads
Eloqua “Digital Body Language”
Eloqua Campaign Results
Website activity (search, clicks)
Email opens and click-throughs
Form submissions
Eloqua Accounts, Contacts and Leads
Flow into CRM, Provide Follow-up Activities for Salespeople
Bidirectional -Basic

4. • We do more than Basic Integrations!
• Advanced Integrations are not only possible, they’re
routine.
• Opps, Products, and Orders
• Closed Loop Reporting
• One Eloqua->Two CRMs
• Two Eloqua’s -> One CRM
• Security & Data Separation Issues due to Acquisitions
• Data Warehouses, MDM, Analytics, Ecommerce

5. • Uses Eloqua Standard (and industry standard)
HTTPS connection for information transfer.
• Same as Your Standard Connection to Eloqua
• Same as Banking Industry
• The 4Bridge Integration stores no contact information.
No database of contact records exists.
• Possible to IP Whitelist the Connection
Security -Technology

6. • Our Infrastructure vendors are all SAS70/SSAE16
compliant
• Been vetted by some of the most secure companies in
the world.
• Human Engineering considered. More detailed security
policies available at Trust.4ThoughtMarketing.com
Security -Human

7. 4Bridge Architecture
Scheduler Mapper Alerts Data
Driven
Eloqua based
Integration
Engine results in
high efficiency
AND flexibility.
Connector
LayerConnectorLayerEngineLayerEloquaAPI

8. 4Bridge Architecture
Scheduler Mapper Alerts Data
Driven
Data driven structure
makes ongoing
modification &
maintenance simple.
Connector
LayerConnectorLayerEngineLayerEloquaAPI

9. 4Bridge Architecture
Scheduler Mapper Alerts Data
Driven
Alerts enable
proactive monitoring
for both client and
4Thought Marketing
Connector
LayerConnectorLayerEngineLayerEloquaAPI

10. 4Bridge Architecture
Scheduler Mapper Alerts Data
Driven
Simple to maintain
and modify with drag
and drop mapper
Connector
LayerConnectorLayerEngineLayerEloquaAPI

11. Scheduler Mapper Alerts Data
Driven
Flexible multi-job
scheduler allows
multiple integrations
to run simultaneously
Connector
LayerConnectorLayerEngineLayerEloquaAPI
4Bridge Architecture

12. 4Bridge Architecture
Scheduler Mapper Alerts Data
Driven
ConnectorLayerEngineLayerEloquaAPI

13. Send Eloqua Emails from Within Your CRM

14. Track Digital Body Language with Prospect Profiler

15. Track Digital Body Language with Prospect Profiler

16. * And Sage, Velocify, MS SQL Server, Oracle DB, Etc.
Want Specifics on YOUR CRM?

17. 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 CRM 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 / CRM integration ran smoothly from
almost the minute we turned it on.
Dave Anderson
Director Marketing
Daptiv Corporation

18. Integration Appreciation
“We worked with 4Thought Marketing
to set up our initial Eloqua integration
as well as our Closed Loop Reporting
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

19. • Microsoft .Net Framework 4.0
• Microsoft SQL Server 2008 R2
• 1 GB RAM minimum (2 GB recommended)
• Microsoft Windows XP (Windows Server 2008 recommended)

20. • 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

21. • 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!

22. Advanced Integrations are not only possible,
they’re routine.
 Opps, Products, and Orders
 Closed Loop Reporting
 Custom Tables
 One Eloqua->Two CRMs
 Two Eloqua’s -> One CRM
 Security & Data Separation Issues due to Acquisitions
 Data Warehouses, MDM, Analytics, Ecommerce
More than Basic Integrations!

23. Eloqua Integrations with CRMs via 4Bridge™

24. Questions? Call us at 888-Eloqua4 (888-356-7824)
EloquaIntegrations@4ThoughtMarketing.com

25. Questions? Call us at 888-Eloqua4 (888-356-7824)
NetSuiteToEloqua@4ThoughtMarketing.com