twin cities eloqua user group - january 3, 2012
DESCRIPTION
Summary presentation for the monthly Twin Cities Eloqua user group held the last Tuesday of every month at the Relationship One office - www.relationshipone.com for more information.TRANSCRIPT
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Twin Cities Eloqua User January 03, 2012
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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419
AgendaUpdates & AnnouncementsE10 Migration for E9 ClientsLead Scoring Best PracticesEloqua Health-CheckAsk the ConsultantsOpen Discussion/Social Time
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Updates & Announcements
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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419
Updates & AnnouncementsWelcome Tim Hellman, Developer WizR4 Post Release ReviewEngage Update
customers.eloqua.com/eloquaengageCloud Components Update
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E10 Migration for E9 Clients
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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419
E10 - Why Transition?Shorter learning curve
Faster time to execution
Easier to create automated campaigns
Social integration on landing pages
Insight reporting engine
Primary platform for future growth
No additional cost
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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419
E10 - Why Not Transition?If you use any of the following:
Prospect entity
Personalization based on Custom Object fields
Campaigns module (E9 Team)
Custom report exports
Certain form processing steps
Heavy use of shared landing page header scripts
API
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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419
E10 Transition - How?Request form:
http://customers.eloqua.com/transitionme
Complete Pre-Transition workbook
Eloqua Transition Team analyzes your system and identifies any issues
Transition call to discuss issues and transition process
Get E10 sandbox and complete pre-transition training
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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419
E10 Transition - My Assets?Email templates will be converted into custom HTML emails
Form layouts will be converted into custom HTML landing pages
All landing pages and confirmation pages will be converted to custom HTML landing pages
Distribution lists will be converted to Segments
Expired and Archived assets will not be transitioned
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Lead Scoring Best Practices
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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419
What is lead scoring?Objective ranking of one sales against another
Helps marketing and sales identify where prospect is in buying process
Ensures best leads are followed up with immediately
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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419
Scoring - Do NotsDo Not score on too many criteria
Score on 4-6 categoriesDo Not score on multi-select fieldsDo Not score on open-text fieldsBe wary of scoring on budget authority, need, timeframe questions
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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419
Scoring - Do’sKeep it simpleDefine criteria and set business rules with salesMake sure you are collecting the data you want to score onConsider executing campaigns to obtain this data
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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419
Scoring - Do’sContinue to evaluate scoring criteria every 6 months at minimumConsider values or images for contacts that are not scoredUse rescore feeders
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Eloqua Health-Check
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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419
Eloqua Health-CheckDatabase Health
Contact Field Completeness
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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419
Eloqua Health-CheckDatabase Health
GrowthActive vs. InactiveEmail FrequencyUnreachableFieldsIntegrations
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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419
Eloqua Health-CheckUser Health
Access & UsageReal-Time Email Notifications
Scheduled Email Updates!
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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419
Eloqua Health-CheckEmail Deliverability
Email Footers and Legal Compliance
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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419
Eloqua Health-CheckEvaluate Lead Scoring Criteria
ExplicitImplicit
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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419
Eloqua Health-CheckEvaluate use of:
Activity and Inactivity FiltersContent SectionsSignature LayoutsSignature RulesProgram AutomationPage Tagging
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4732 Garfield Avenue, Suite 200, Minneapolis, MN 55419
Eloqua Health-CheckOrganization
FolderingNaming Convention
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Ask the Consultants
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Open Discussion / Social Time
REMINDER: Next Session - January 31
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5757 Wayzata Boulevard Minneapolis, MN 55416
P: 763.355.1025E: [email protected]: WWW.RELATIONSHIPONE.COM