Whether or not you might be planning an preliminary CRM integration with Oracle Eloqua or enhancing the performance of an present one, it is very important have a baseline understanding of what’s accessible inside platform. After you have this understanding, you possibly can 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 finances 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). Which means you don’t have any further subscription prices to combine with these methods, past your Eloqua license.
Salesforce and Oracle CX Gross sales are actually app-based integrations. Among the many enhancements are a sooner speed-to-lead and a less complicated person interface.
Whereas a local integration will probably deal with your core wants, it is not uncommon to increase that performance by means of functions, both Oracle-provided or third-party. There are innumerable apps accessible. Some apps are free and others are subscription-based. For instance, you possibly can configure marketing campaign response guidelines for a CRM integration in Eloqua, however you may additionally want an app such because the Relationship One External Activity Generator which helps you to leverage Customized Object information to generate exterior marketing campaign responses.
Information Import and Export – SFTP
In case your CRM shouldn’t be natively supported in Eloqua, you could take into account establishing an SSH File Switch Protocol (SFTP) server to automate the alternate of information. Inside Eloqua you possibly can 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 sometimes confronted with this methodology is the procurement of an SFTP website and automating the info alternate between CRM to the SFTP server.
Information import/export doesn’t should be the whole resolution. It’s possible you’ll want a hybrid of processes. For instance, the export is proscribed to as soon as every day which is a showstopper for many purchasers. That is when it’s useful to search for further functions which will present enhanced performance. For instance, Relationship One has two SFTP apps that resolve 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 appropriate options can combine seamlessly to create a single environment friendly course of.
Enhancing with Apps and the API
In case you are not capable of combine your CRM utilizing Eloqua core performance, there are numerous options accessible. For instance, Relationship One gives 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 instances? Will the app your investigating present an entire resolution? What’s the price of the app (to construct and to keep up)? Who’s the seller?
In the end, the best choice could also be to have a customized API resolution constructed by your group or a companion. In fact, then you’re looking at a longer-term challenge and probably bigger finances.
Eloqua has all the time been a sturdy platform. Because the market has exploded with apps, there are a mess of choices to boost performance and streamline integrations. In fact, the fact will be restricted by timelines and budgets. Nevertheless, with clear necessities, strong analysis and a little bit of creativity, you could simply discover precisely what you want. When you have questions relating to your integration, we at Relationship One are all the time here to help.
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