There are several special concerns to consider when integrating your Oracle Marketing Cloud/Eloqua and NetSuite, systems. This video covers the most common of those and how to address them.
2. Summary – NetSuite Special
Integration Issues
Segmentation, personalization and lead generation
all start with the right data moving in and out of
your Marketing Automation system.
Getting leads to your sales force fast is the first priority of a NetSuiteintegration.
NetSuitedata typically forms the core of your Eloqua marketing data, so making
sure the bi-directional information flows is smooth and easy is essential to effective
marketing and lead generation.
5. 1. Must compensate for tight
controls over data flow.
a. Forms in Eloqua cannot feed
NetSuite incompatible information
b. Imports cannot bring in incompatible
information.
Data Washing Machine is valuable
Data management sounds easier than it is!
Unique Aspects of Integrating Eloqua to Netsuite
6. 1. Must compensate for tight
controls over data flow.
2. Unusual CRM Data Structure
Customer Table holds multiple types
Leads are stored in Customer or Contacts Table
Example options:
1. Leads are converted from Individuals to companies
2. Leads are treated as companies with contacts
3. Leads are treated as Individuals
Other Data Structure Differences
Unique Aspects of Integrating Eloqua to Netsuite
7. 1. Must compensate for tight controls over data flow.
2. Unusual CRM Data Structure
3. API Requires Special Handling
Unique Aspects of Integrating Eloqua to Netsuite
Questions? Call us at 888-Eloqua4 (888-356-7824)
NetSuiteToEloqua@4ThoughtMarketing.com
8. Questions? Call us at 888-Eloqua4 (888-356-7824)
NetSuiteToEloqua@4ThoughtMarketing.com
9. 4Bridge Architecture
Scheduler Mapper Alerts Data
Driven
Eloqua based
Integration
Engine results in
high efficiency
AND flexibility.
Connector
Layer
ConnectorLayerEngineLayerEloquaAPI
10. 4Bridge Architecture
Scheduler Mapper Alerts Data
Driven
Data driven structure
makes ongoing
modification &
maintenance simple.
Connector
Layer
ConnectorLayerEngineLayerEloquaAPI
11. 4Bridge Architecture
Scheduler Mapper Alerts Data
Driven
Alerts enable
proactive monitoring
for both client and
4Thought Marketing
Connector
Layer
ConnectorLayerEngineLayerEloquaAPI
12. 4Bridge Architecture
Scheduler Mapper Alerts Data
Driven
Simple to maintain
and modify with drag
and drop mapper
Connector
Layer
ConnectorLayerEngineLayerEloquaAPI
13. Scheduler Mapper Alerts Data
Driven
Flexible multi-job
scheduler allows
multiple integrations
to run simultaneously
Connector
Layer
ConnectorLayerEngineLayerEloquaAPI
4Bridge Architecture
15. Are your integration needs unique?
Our 4Bridge Integration Engine can handle it!
16. 4Thought Marketing: CRM integrations for three years
– Dozens of Integrations
– Many different CRM solutions
– We found some common elements:
• What works: “a clear, sensible process”
• What doesn’t work
– We distilled the best elements into a product called 4Bridge
17. Benefits of 4Bridge as a product rather than as a hard-coded solution
– You get all the best functionality
– User interface
• Field Mapping
• Scheduling
– You and your IT team receive error reporting
– 24/7 Monitoring by 4Thought Marketing
– Security, Redundancy
18. Data
Structures
Logic
Features
4Bridge understands NetSuite’s
special features
4Bridge works with customers of type
“individual”
4Bridge understands the strengths
and weaknesses of the NetSuite data
structure
Note: You must have access to the Eloqua API in
your instance of Eloqua
19. 4Bridge Job Scheduler: Set up when data moves
• Set it to run; change the schedule, view history, delete a schedule
23. Integration Appreciation
Since our CRM / Marketing Automation
integration is so mission-critical to our
organization, we wanted to be certain to
work with people who know NetSuite and
How to integrate with it.
In 4Thought Marketing we found real integration
“pros,” equally adept at both the high-level strategic
perspective, and technical decisions. They were easy to
work with, had a clear, sensible process, and our Eloqua /
NetSuite integration ran smoothly from almost the minute
we turned it on.
Dave Anderson
Director Marketing
Daptiv Corporation
24. Integration Appreciation
Since our CRM / Marketing Automation
integration is so mission-critical to our
organization, we wanted to be certain to
work with people who know NetSuite and
How to integrate with it.
In 4Thought Marketing we found real integration
“pros,” equally adept at both the high-level strategic
perspective, and technical decisions. They were easy to
work with, had a clear, sensible process, and our Eloqua /
NetSuite integration ran smoothly from almost the minute
we turned it on.
Dave Anderson
Director Marketing
Daptiv Corporation
25. Integration Appreciation
“We worked with 4Thought Marketing
to set up our initial Eloqua to NetSuite
integration as well as our Closed Loop
Reporting (CLR) integration.
Our experience, from start to finish,
has been wonderful.
From the initial project kick-off call, to the final review
of deliverables, we have been 100% satisfied with
4Thought Marketing and their ability to help us close
the reporting loop.”
Nikki Vaughn
Business Systems Analyst
Snagajob
26. Integration Appreciation
“We worked with 4Thought Marketing
to set up our initial Eloqua to NetSuite
integration as well as our Closed Loop
Reporting (CLR) integration.
Our experience, from start to finish,
has been wonderful.
From the initial project kick-off call, to the final review
of deliverables, we have been 100% satisfied with
4Thought Marketing and their ability to help us close
the reporting loop.”
Nikki Vaughn
Business Systems Analyst
Snagajob
27.
28. • Microsoft .Net Framework 4.0
• Microsoft SQL Server 2008 R2
• 1 GB RAM minimum (2 GB recommended)
• Microsoft Windows XP (Windows Server 2008 recommended)
29. • Configuration: Either a Business to Business (B2B) or Business to Consumer (B2C) integration
• Either a single corporation or a single department.
• Bidirectional integration of Eloqua Contact and NetSuite Contact Records
• Bidirectional Integration of Eloqua companies and NetSuite Customer Records.
• Integration of Eloqua Activity records to NetSuite Tasks
• Integration of deleted records from NetSuite into Eloqua
– Records will get the CRM ID blanked out in Eloqua association
– Does not include:
• Deletion of records in Eloqua (as per Eloqua best practices)
• Management of records inactivated in NetSuite
• Creation of campaign responses (association of responses to NetSuite campaigns) in NetSuite
30. • Both B2B and B2C configurations.
• Needs Analysis, Coordination and business rule setup for more than one department or
corporation.
• NetSuite Select lists integration (Setup and maintain the few Select lists necessary, manually).
• Integration of NetSuite Campaigns to Eloqua Campaigns and back. (Association/linking to
NetSuite campaigns is provided see above)).
• Opportunity Integration.
• Custom field integration for activities or campaign responses.
• Product or Sales History Integration
• Additional standard and custom fields beyond the quantity provided.
• Control and/or tracking of Lead Scoring or Nurturing programs.
• Integration of other entities or custom records.
• Custom Development work within NetSuite.
• Filtering sets of data during integration based on NetSuite data.
• Any required Needs Analysis process of more than 8 hours.
• Late changes to the Needs Requirements or Design after those stages have been completed.
• Any additional items not listed in the “included” section!