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4 Answers
Hi Chris,
Someone from our support team will reach out to you personally. In the meantime, here's a broad answer (courtesy of a colleague):
"The first step would be to have a Support Agent enable Integration in your Eloqua instance. In SFDC, you would have to create an account for purposes of Integration with Eloqua and populate these log-in credentials into Eloqua. You can then start creating external calls to push data into SFDC and scheduled autosynchs that will pull data from SFDC. By the way, all this (and more) is configured and set-up for our clients during Smart Start."
- Joe Chernov / @jchernov / Eloqua
Here is a good “Getting Started” Guide that offers various jump off points into more detailed information.
https://support.eloqua.com/View.jsp?procId=52969ac2b94598b2a33f2d792bfe57ce
That article is publically available.
- Jill Rowley / @jill.rowley / Eloqua
PS: Having a little trouble reaching you, Chris, via email. Shoot me a note at Joe.Chernov (at) eloqua.com and I'll get you in touch with the right folks here. In the meantime, this article may help: https://support.eloqua.com/View.jsp?procId=52969ac2b94598b2a33f2d792bfe57ce
-Joe
You shouldn't have to. All major Marketing Automation companies and their agents will set up the basic relationship with a CRM as part of the installation.
Making the best use of that link is quite another thing, however. There is a big difference between interface and integrate. There are several important human issues here. Where do you want the CRM to take over? There are massive benefits in letting both sales and marketing see the marketing funnel, rather than having a rigid "handover to sales" type of arrangement. Sales can see where leads are going off the boil, what intelligence has been gained from nurturing etc. (which could give them the sales intro which makes them stand out) and collaborate with marketing on when a lead is ready for closer contact. A lot of the clever intelligence is lost in the handover to CRM.
My suggestion is set things up so that both sales and marketing are using the MA solution for prospecting and only in the later stages of the pre-sales work should it go to CRM. That may mean more seats on the MA solution though.
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