Topic 9: Sales Enablement Tools Flashcards Preview

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Flashcards in Topic 9: Sales Enablement Tools Deck (14)
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1

What are the features of Eloqua Engage? Can it send HTML emails? Track visits on Eloqua landing pages? Schedule alerts?

Customize and send HTML emails from a template

View unsubscribes before sending

Review email opens, clickthroughs, unsubscribes

Emails are captured in Eloqua and the CRM on the contact record

2

True or False: Eloqua Engage can send HTML emails?

True. Eloqua Engage can customize and send HTML emails from a template

3

True or False: Eloqua Engage can track visits on Eloqua landing pages?

False. Eloqua Engage cannot track landing page visits. Though, it can track click throughs from an email

4

What three metrics can be viewed in a eloqua engage report?

sent, opens, & clicks

5

From what source does Engage search when entering an email address to send to?

The Eloqua Database

6

Integration and profiler are setup, Customer says no activity is showing up, even though data is being synced. What do you tell them?

In order to have the activity data in Eloqua Profiler display for your reps, they will be required to enter their Eloqua User login credentials – which means that you will need to load them into the Eloqua system as user records.

7

What are the different ways that you can access Profiler? From Profiler iOs, From web browser, etc.?

Profiler can be accessed through:

1. CRM
2. Direct URL
3. Eloqua Application

8

In Profiler, what does "Term" refer to?

The keywords used in the search query.

Source: http://topliners.eloqua.com/docs/DOC-3990

9

When you send emails and want it to look like it comes for the task owner, what do you need to do?

Enter the CRM user ID for the user in the CRM User ID field under CRM details from the user edit screen.

This should be the user ID from the CRM system for the corresponding user if they will be using eloquent engage. This will be used to long a users tract activities and tasks in their integrated CRM system. This field is only visible if the Oakwood database has an integrated CRM system

10

What is the Engage Sales tool used for?

It allows sales people to send templated sales emails to small numbers of contacts with similar profiles.

11

What is the Profiler Sales tool used for?

It allows sales people to view a summary of a compact profile along with individual activity.

12

When an Engage email is sent to a contact that does not exist in Eloqua, what happens?

The contact is created in Eloqua immediately.

13

Where does Profiler get its information from?

The Eloqua Database

14

What needs to be configured to be able to send an Engage email from CRM on the sender's behalf?

The CRM User ID needs to be added to the Eloqua User account.