Creation of lead in using eloqua lead scoring program

Hi all

I did some major programs before scoring, but never made integration with SFDC, so my questions can be really stupid, please bear with me on this

We have a lead score and lead program stimulating. Our lead scoring program updates the standard Eloqua (lead score, lead rate fields) fields.

My questions are

  1. I need to create fields for score of lead and scoring in SFDC and synchronize?
  2. Eloqua automatically create/update an advance for a contact when it hits the site / sends a form?
  3. I want to send only hot prospects and hot leads to sales, how do I achieve it?
  4. How can I assign a new track to a seller?
  5. I have to specify a due date for the hot wire in Eloqua in a separate field and synchronize that by dint of sale? (All the hot wires must be contacted within 24 hours?)

Thanks for your help.

Kind regards

Rama

Hi Arnaud

(1) is not necessary. If you want, you can, but there is no requirement. The only requirements from default to create a leader in SFDC are the last name and company. All other fields are optional in a standard installation. This may be different for your instance of SFDC. That said, I recommend you to create these fields as they shed a lot of value to people outside of commercialization (including sale).

(2) it is possible, but not by default. You can run the integration rules in your form, or you can add calls create lead to an internal event. I would not recommend this because you will be generally overwhelmed with cords honor.

(3) you can do this making sure son pass through your lead scoring program before being pushed to update CRM program. You can use a decision rule to filter any person who does not meet your criteria of rating of which is considered to be a leader 'in hot.

(4) you would use in SFDC assignment rules to achieve this. You cannot trigger attribution rules SPECIFIC with Eloqua, only the default allocation rule. However, you can have your specific attribution rules configured to search for specific data from Eloqua, as a salesman, or the owner or something like that.

(5) you can, but this is not necessary. Really, any system you build around that is running on the wires of hot in SFDC should really be built in SFDC, using a combination of trigger rules and Workflow. Trying to 'too' on the Eloqua side leads generally to a system that is unbearable and not easily editable. For something such as CRM integration, you want to do this either fluid as possible, because most peoples requirements change often (it of to say, sales don't like the quality of the leads (refine the scoring criteria), they want to see threads with X type activities, X seller should get is more driven, etc.). Ensure that you use the functions of each system causes the process more bearable and editable, which means generally on a 50/50 sharing of what happens in Eloqua and what is happening in SFDC.

If you are not familiar with the integration in Eloqua area, I highly recommend indulging with Eloqua Professional Services, or with one of our partner organizations, or even hire a consultant who knows very well the process (best to ask your account manager for references If you follow this path!). Integration is one of the most difficult concepts in Eloqua, and it's really one of the things thing that really pays dividends to have implemented correctly from the beginning. An incorrect configuration of the integration of CRM can really destroy the integrity of the data of your Eloqua database and your CRM system.

Tags: Marketers

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