Whether or not you might be planning an preliminary CRM integration with Oracle Eloqua or enhancing the performance of an present one, you will need to have a baseline understanding of what’s accessible inside platform. Upon getting this understanding, you may decide what, if any, enhancements are wanted.
Begin with the fundamentals:
- What integration choices are native to Eloqua?
- What are your group’s integration necessities?
- What’s the resolution: all inside Eloqua, all third-party app(s), a hybrid, or customized?
- What are the funds and timeline constraints?
Native CRM Integrations
Eloqua natively integrates with a number of CRM methods together with Oracle CX Gross sales (previously Oracle Gross sales Cloud), Microsoft Dynamics and Salesforce. (For extra info on the native integrations and variations supported, view the Eloqua CRM Integration Documentation). Because of this you haven’t any extra subscription prices to combine with these methods, past your Eloqua license.
Salesforce and Oracle CX Gross sales at the moment are app-based integrations. Among the many enhancements are a quicker speed-to-lead and an easier person interface.
Whereas a local integration will possible deal with your core wants, it is not uncommon to increase that performance by means of purposes, both Oracle-provided or third-party. There are innumerable apps accessible. Some apps are free and others are subscription-based. For instance, you may configure marketing campaign response guidelines for a CRM integration in Eloqua, however you may also want an app such because the Relationship One External Activity Generator which helps you to leverage Customized Object knowledge to generate exterior marketing campaign responses.
Information Import and Export – SFTP
In case your CRM isn’t natively supported in Eloqua, chances are you’ll think about establishing an SSH File Switch Protocol (SFTP) server to automate the trade of information. Inside Eloqua you may schedule the import of information from, and export to, an SFTP server. Whereas it doesn’t have the breadth of performance of a CRM integration, it has a number of advantages together with ease of configuration, versatility throughout methods, and inexpensiveness (it’s free). The challenges usually confronted with this technique is the procurement of an SFTP website and automating the info trade between CRM to the SFTP server.
Information import/export doesn’t should be the entire resolution. You could want a hybrid of processes. For instance, the export is restricted to as soon as every day which is a showstopper for many purchasers. That is when it’s useful to search for extra purposes that will present enhanced performance. For instance, Relationship One has two SFTP apps that remedy for the lead creation delay:
- SFTP Exporter. Export Eloqua data to a safe file server hourly, intra-day, every day, or weekly. (Free)
- SFTP Tools. Export Eloqua data to a safe file server in real-time. (Subscription Payment)
The fitting options can combine seamlessly to create a single environment friendly course of.
Enhancing with Apps and the API
In case you are not in a position to combine your CRM utilizing Eloqua core performance, there are a lot of options accessible. For instance, Relationship One provides the Netsuite CRM Connector app. It’s easy to put in and configure.
In case you are seeking to create a bi-directional sync utilizing the API or a third-party app, do your homework. What are your necessities? What are your particular use circumstances? Will the app your investigating present a whole resolution? What’s the price of the app (to construct and to take care of)? Who’s the seller?
In the end, your best choice could also be to have a customized API resolution constructed by your group or a associate. In fact, then you’re looking at a longer-term challenge and probably bigger funds.
Eloqua has at all times been a strong platform. Because the market has exploded with apps, there are a mess of choices to reinforce performance and streamline integrations. In fact, the fact may be restricted by timelines and budgets. Nonetheless, with clear necessities, strong analysis and a little bit of creativity, chances are you’ll simply discover precisely what you want. You probably have questions relating to your integration, we at Relationship One are at all times here to help.
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