The document outlines a strategic approach to business transformation through the integration of CRM and Oracle Eloqua, emphasizing the need for a unified customer experience and effective communication. It highlights the importance of defining customer needs, data management, and the criteria for successful implementation. The document also discusses the benefits of partnering with experienced providers like Everge Group for improved results.

1. Strategic Solutions | Innovative Consulting | Rapid Results

2. CRM and Oracle Eloqua Best Practices: Integration Road Mapping
Jim Sibley
Director CX – CRM & Marketing Automation
eVerge Group
Jim.sibley@evergegroup.com

3. Who Are We?
Business Transformation Leaders
IT Leaders
Marketing Leaders
Business Leaders

4. What Are We Solving?
Sales
Service
Customer Experience
Do More with Less
Value
Horsepower
Information
Communications
Automation
Information
Branding
Responsiveness
Consistency
Automation
Data Integrity
Integration

5. Business Transformation
Sales
Marketing
Service
High lead conversion
Rapid lead conversion
New logo acquisition
Communication
Responsiveness
Analysis
Targeting
Retention
Improved social
Experience
Growth

6. What Must Integration with Eloqua Do for My Enterprise
Unified Customer Experience
Engaging Customer Communications
Internal Communications
Collect and Communicate
Drive Sales and Awareness

7. How Do We Begin?

8. Tools for My Business Transformation Journey
Customer Connect: Organizing Your Project Team for Small Cloud Projects. Sept. 16, 2014. Jim Lange.
Start with business transformation
Articulate the customer experience
Determine your customer needs (internal and external)
Define the data
Data sources | Owners | Quality | Sequencing | Mastering | Make it actionable | Align it for analysis

9. Success Criteria
Your internal customers are asking for more
Your analytics show the needle moving in the right direction
Your data is improving
You are able to rapidly pivot
Customer Connect: Organizing Your Project Team for Small Cloud Projects. Sept. 16, 2014. Jim Lange.
What will Success Look Like?

10. Your team has years of experience implementing CRM
You know the business and technical skills needed
……and you have them
You don’t mind a longer implementation
…..and your team doesn’t have a ‘Day Job’
Immediately add years of experience to your team
Add horsepower by augmenting your team and their skills
Triangulate between your customers, your team and your partner
Map your journey
Do I Need a Partner?
You can do it alone if….
But a partner provides benefits . . .

11. Oracle Platinum Partner
Awarded to fewer than 5% of Oracle partners Granted in recognition of eVerge Group’s:
Level of expertise
Customer satisfaction
History of successful Oracle implementations

12. CRM and Oracle Eloqua Best Practices: Integration Road Mapping
Jim Sibley
Director CX – CRM & Marketing Automation eVerge Group Jim.sibley@evergegroup.com
Be a Transformation Leader !