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.

1. Twin Cities Eloqua User Group
March 26, 2013

2. today’s agenda
start end
Intros Why & What How Q&A

3. the first step is admitting it...
My name is Frank.
‣ Name I have a data
‣ Organization problem.
‣ Eloqua Customer for how long
‣ What you hope to gain from this training

4. why should I care?
‣ Reputation

5. why should I care?
‣ Segmentation

6. why should I care?
‣ Lead Scoring

7. why should I care?
‣ Reporting Minnesota
Brrrr...
Land
of
10,000
Lakes
MN
Cold
Country
The
state
that
fired
Tubby
Smith
Minn
Minesota

8. 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

9. 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

10. 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

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

12. 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

13. 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

14. 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)

15. 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/

16. outbound solutions
‣ CRM Integration Program
‣ Validate data is complete and in correct format
EXAMPLE
CRM
UPDATE
PROGRAM

17. step 4: implement strategy

18. Q&A

19. ZoomInfo Offer
‣ 1,000 free contacts through the Eloqua Cloud Connector
OR
‣ A free append of 1,000 records with ZoomInfo
OR
‣ A free validation of 5,000 records with ZoomInfo
OR
‣ 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 Sco.
Li.rell
database
Sales
Manager
‣ # of new contacts that belong to like-Accounts in
database 781.693.7540
scoU.liUrell@zoominfo.com

20. NetProspex Offer
‣ 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
hUp://content.netprospex.com/eloqua-­‐netprospex/

21. Open Discussion / Social Time
REMINDER: Next Session - April 30

22. 8009 34th Avenue South, Suite 300
Minneapolis, MN 55425
P: 763.355.1025
E: info@relationshipone.com
W: www.relationshipone.com