Eloqua & Salesforce Integration for Computer Software Firm
Please find under a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.
Introductory information
Please draw your organisation.
We are an IT [information technology] labor treatment preparer. We labor mainly mid- to large-sized companies athwart all verticals. We',ve been almost for more than 20 years. Our headquarters is in Paris, but we have locations extend throughout the United States and Southern Europe.
What are your position and responsibilities?
I am the global marketing operations ruler. I am responsible for managing the Eloqua database and the Eloqua campaign execution. I work with all the marketing field rulers in executing their email campaigns out of Eloqua. I',m also responsible for the Eloqua goods, including emails and forms.
I also handle and work on the uprightness of our email database, with regard to database cleansing. We use Salesforce as our CRM [client relationship treatment] method, so I make sure that all the integration is there for the campaign treatment and that data flows from Eloqua into Salesforce seamlessly. I',m also the Salesforce administrator. I do a lot of reporting in Salesforce – a lot of dashboards for all our countries.
Desired goal
What business challenge were you trying to address with 4Thought Marketing?
I',m new to the organisation as of January, but we have had Eloqua for almost four years. We',ve probably had at smallest five different users or administrators for Eloqua. Marketing operations – the role I obey in right now – did not exist preceding to my arrival, so the administrator of Eloqua was basically a part-time job for someone. But, the turnover in that position was high so changes were made and processes were changed, and they weren',t fully 100 percent careful.
Nothing was degoodd, none of our processes were well-degoodd, so when I came in as a new Eloqua user, we didn',t have any documentation and nothing was working 100 percent according to program. When we would have an occurrence, I would upload the contacts into Eloqua and only half of their data would successfully migrate into Salesforce, when they all needed to go over. Our forms were not showing the correct picklists, the picklists were not mapped correctly, and there were varying picklists between Eloqua and Salesforce, so the integration was flawed and our program createer within Eloqua was flawed. The total shape was off.
I reached out to 4Thought owing I knew I needed someone with deep expertise and apprehension of Eloqua',s program createer to investigation the issues and find out what the missing pieces were so we could resolve them. Eloqua would then be careful and clean data would be passed to our sales reps in our sales team. There wasn',t a lot of trust here in Eloqua precedently I began. It seemed to lack uprightness, and most nation here felt lack of trust that it was the right tool for us. But that',s slowly commencement to change. A lot of that has to do with the work of 4Thought Marketing.
Provided solution
Please draw the aim of their involvement in detail.
They',ve done a total review of the program createer. They created a conquer exclude list for us, and then added that to the program createer for automatic exclusion, which saved me and others a lot of time so that we didn',t have to displace our competitors. They went through an complete review of our field mapping and identified fields that were not mapped correctly in Salesforce, and we fixed those issues. Because I',m the Salesforce administrator, I was able to establish that, so we worked on that unitedly.
They made shape changes so that there were no duplicates being created. One of the major issues we had was with our occurrence uploads – whether it was a webinar or a face-to-face occurrence. When anyone would do an upload, duplicates were being created in Salesforce. There was no check to see if there was an existing archives in Salesforce. They made changes to the shape to proccurrence duplicate archivess from being created. That was a huge advancement.
They also helped better our data condition, and this has to do with data uprightness. They validated the country and state fields. They created a data washing machine that cleaned and standardized the existing data. Any new data that',s being pushed through goes through the data washing machine to make sure that seething is clean and organized. For sample, we had four different ways of describing that you were in the United States. We had ",United States,", ",US,", ",USA,", and ",United States of America.", As a result, if you wanted to pull a section for your email that says, ",I want to email seeone in the US,", you had to add all four of those country codes. That is a good sample of standardizing and validating our country and state fields. Again, they identified and fixed the inconsistency with the picklists, and that has been huge.
Just lately, they helped me with a WebEx cloud connector integration. WebEx is sumd with Eloqua, but it',s not as single as pushing one button and seething just pursues nicely. It is so sumd, sophisticated, and complicated. It',s one of those things that once you get it set up, you can just clone it and do it yourself the next time, but to set it up there are 25 pliant steps. If you don',t mark this checkbox, if you don',t unite that campaign, if you don',t link see pliant thing … Every pliant step requires apprehension of what to do at each step to sum and properly match the WebEx occurrence with the Eloqua campaign, so that emails flow through, and Eloqua knows who',s registered, who listens and who doesn',t listen.
It',s all based on that integration, which sends out the corresponding reminder emails according to the registration report, sends out the ",Thank you for listening", or ",Sorry you missed the webinar", messages. That',s all based on the integration. That was a huge precedingity for us owing we just began a new global webinar series. We had to rely on the expertise of 4Thought Marketing to set it up. Now that it',s set up, the automation is such a timesaver – it',s veritably added a level of sophistication to our processes and to the end-users.
How did you come to work with 4Thought Marketing?
Our U.S. general ruler, who began right behind I did, had worked with 4Thought in a preceding life and suggested them to me. I reflection it was an rare name and so, for some reason, I recollected it. When I went to the Eloqua conversation – their Modern Marketing Experience conversation in Las Vegas a couple months ago – I walked into the vendor showcase area, and they were the leading booth there. I reflection, ",Oh, 4Thought Marketing.", I walked up to their booth and introduced myself. Right precedently that, one of their principals had introduced himself. He didn',t know who I was and when he said, ",I',m from 4Thought Marketing,", I said, ",I recollect your name.", I ponder it was all kind of meant to be, with them randomly coming up to me, and me being at that conversation.
Could you prepare a perception of the size of this start in financial provisions?
We',ve spent almost $25,000 working with 4Thought Marketing.
What is the terminal result of working with ?
The most late project was completed just last week [August 2015].
Results achieved
Could you share any statistics, metrics or other feedback from this engagement?
I don',t have any statistics or metrics. There were words of encouragement at the corporate level, as they',re terminally starting to see the value of Eloqua, and they',re terminally getting some trust in our database. At that level, they don',t get into the details, so as far as them knowledge what it takes to sum WebEx with Eloqua. They couldn',t veritably care less, as long as the emails are sent out properly, the WebEx instructions are correct, and the organisation is branded correctly.
But, the database is huge, so I',m constantly getting copied on emails that are from higher than me – ruler and over – that talk almost the work that we',re doing in Eloqua and how we now have data uprightness, how we',ve never had that precedently, and that we need to last on this path of making sure our data is clean and that things are being standardized. It',s just pliant pieces of feedback like that, but no stats that I can cite.
What distinguishes 4Thought Marketing from other preparers?
I do esteem their willingness to help. I feel like the nation who I',ve worked with veritably care almost the condition of the work that they',re providing for me, and I love that. Coming into this job and not shrewd Eloqua, and having a ton of things on my plate, having nation like that is veritably amazing. They',ve been pretty much a lifesaver for me. They have given me their Skype address, so we adjoin on Skype, which is awesome when you want just a fast reply to something. They are always readily useful.
If 4Thought Marketing doesn',t know something, they investigation it and come back to me. They pursue up, they',re answering, and they',re responsible – they',ve never missed a deadline. We had a firm deadline for this webinar WebEx cloud connector integration project, and they met the deadline. One of the nation on the project went over and over to meet that deadline. I just feel like I',m a precedingity for them. I know I',m not the only client that they have, but I don',t feel that way. I feel like I am their number one precedingity. Every time I talk with them, see time I',m on the phone, they give me so much trust.
In hindsight, are there areas in which they could better, or things you might do differently?
Not that I can ponder of. I',m so green in this right now. Maybe ask me that question in a year. Right now, I',m quiet in the ",Oh, they',re so amazing", trifle.
