Twin Cities Eloqua User Group - March 26, 2013

Twin Cities Eloqua User GroupMarch 26, 2013

today’s agenda

start end

Why & What How Q&AIntros

the first step is admitting it...My name is Frank.

I have a data problem.

‣ Name‣ Organization‣ Eloqua Customer for how long‣ What you hope to gain from this training

why should I care?‣Reputation

why should I care?‣ Segmentation

why should I care?‣ Lead Scoring

why should I care?‣Reporting

MN

Minnesota

MinnMinesota

Cold  Country

Land  of  10,000  Lakes

The  state  that  fired  Tubby  Smith

Brrrr...

why should I care?

“An organization with a strong commitment to data quality can produce nearly 70 percent more revenue than a company with only average data quality procedures.”

- Sirius Decisions

$$$$$

what should I care about?‣ Standardization‣ data matches your standard values

‣Validation‣ complete data and formatted correctly

‣Completeness‣ adding new records or appending to existing ones

how do I begin?step  1:  iden?fy  key/priority  fields

step  2:  analyze  your  data

step  3:  research  your  op?ons

step  4:  implement  strategy

step 1: identify key/priority fields‣Considerations:‣ Segmentation‣ Lead Scoring‣ Sales Hand-Off

step 2: analyze your data‣ Fields & Views‣ View Field Population Details

‣ Insight‣ Database Health Dashboard‣ Contact Field Value‣ Contact Field Completeness

‣Data Export‣ Filters‣ Pivot Tables

step 3: research your options‣On the way into Eloqua‣ Reduce the amount of bad inbound data on forms and lists‣ Enhance data added to your database

‣ In Eloqua ‣ Clean and enhance your database through one-time use or triggered

programs‣ Append data

‣On the way out of Eloqua‣ Validate data before it is sent to other systems

inbound solutions‣Review and scrub data before uploading a list‣ List upload template

‣ Standardize select lists on forms‣Validate data on forms‣ Form validation rules‣ JS validation

‣Verify email address on forms ‣ Sureshot SafetoSend Sparkplug

‣Capture visitor data with form data‣ Eloqua‣ 3rd Party (e.g. DemandBase)

inline solutions‣ Field Values tool in Shared List‣ “Contact Washing Machine”‣ One-time or triggered program to

cleanse data‣Cloud Connectors & Cloud Components‣ http://appcloud.eloqua.com/

outbound solutions‣CRM Integration Program ‣ Validate data is complete and in correct format

EXAMPLE  CRM  UPDATE  PROGRAM

step 4: implement strategy

Q&A

‣ 1,000 free contacts through the Eloqua Cloud ConnectorOR

‣ A free append of 1,000 records with ZoomInfoOR

‣ A free validation of 5,000 records with ZoomInfoOR

‣ Free analysis of data‣ percent of valid vs. invalid emails‣ percent of data that could be completed with append‣ # of new contacts that belong to existing Accounts in

database‣ # of new contacts that belong to like-Accounts in

database

ZoomInfo Offer

Sco.  Li.rellSales  Manager781.693.7540

scoU.liUrell@zoominfo.com

‣ Starter Trial:‣ Free installation and setup‣ Up to 1,000 records matched either via form registration or

existing data append‣ Valid for 30 days after installation date

NetProspex Offer

hUp://content.netprospex.com/eloqua-­‐netprospex/

Open Discussion / Social Time

REMINDER: Next Session - April 30

8009 34th Avenue South, Suite 300Minneapolis, MN 55425

P: 763.355.1025E: info@relationshipone.comW: www.relationshipone.com