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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
‣ 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: [email protected]: www.relationshipone.com
