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This is a blog post by a friend & Collegue, Vera Loftis. She is the managing director of our London office.

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about Vera

In my five years at Bluewolf I have played many roles, ranging from Business Analyst to Managing Director. I have worked on nearly every aspect of an implementation, founded a university program for our incoming BA's, and managed our delivery team in the Western US. Most recently, I have been charged with managing our operations in EMEA focused around the Financial Services and Media/ Telco verticals. Prior to joining Bluewolf, I was the Marketing Coordinator for a non-profit organization, and I graduated from the University of Pennsylvania.

 

 

Top 5 Tips For a Successful Salesforce Implementation

 

So you've made the jump to Salesforce, congratulations! You're on your way to supercharged sales with Salesforce Sales Cloud™, transformative customer service with Salesforce Service Cloud™, and engaged social marketing with Salesforce Marketing Cloud™. With such robust functionality, it's important to implement with measurable goals and objectives in mind. Creating and executing an implementation strategy is key to securing ROI from this new purchase. Use these five tips to ensure a successful Salesforce implementation:

 

  1. Focus on your end customer
    Every initiative a company executes should be focused creating happier customers and more of them, and system implementations are no exception. A CRM initiative should be focused on enabling your employees to better engage with your customers in meaningful ways. It has less to do with systems and technology and more to do with processes and data.  The pitfall that clients often fall into to is that they approach their CRM implementation from a features and functions perspective. Instead, you should challenge your organisation to take a long, hard look at its current processes through the lens of your customer and strategise on how to leverage the technology to improve those processes.
  2. Keep it simple
    An average user can only absorb so much change.  It is better to focus on the basics and get the proper foundation in place to start. The great benefit of using a flexible technology like Salesforce.com is that it is architected for continuous innovation. There is no need to try to assume all the needs of the business upfront and solution for them all day 1. The nature of Salesforce.com encourages you to continually measure the business needs and introduce new functionality to the business as needs arise.
  3. Data
    Data is usually the forgotten child of any project. Initially, everyone is focused on requirements and building the solution, and then eventually the data has to be loaded for testing, and that is when the fun starts.

 

Click here to read more.

I know there are a lot of SFDC users on topliners, thought it might be helpful. It was written by a coworker of mine, Marc Foreman. He is a technical instructor at Bluewolf. Read the full article here.

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About the author Marc Foreman

I graduated from San Diego State University with an Information Systems Degree. Since that time I have spent most of my time in every possible role implementing and supporting ERP and CRM. My passion is training and my favorite role is that of an instructor. I really enjoy the customer relationship experience and seeing how I can educate and solve issues. I also love to travel, collaborate with teammates and push myself to accomplish goals.

 

 

 

How To Pass A Salesforce Certification Exam: Preparation

If you ask any professional athlete their formula for success they’ll tell you that it comes down to two things: preparation and gameday execution. You must first lay the foundation for success through preparation, and come game time, you have to bring it. Passing Salesforce certification exams is no different. As long as you prepare thoroughly and have a tactical approach on exam day, you’re sure to excel. In the first installment of this two part series, we’ll discuss the keys to preparing for any Salesforce exam.

A great source of guidance for passing an exam are the study guides provided by salesforce.com. You can find a guide for each exam and on the salesforce.com website at certification.salesforce.com. They provide the general structure of the exam, a breakdown of topics, the weighting of each question, tip sheets, and study guides.

Tip #1
If you look at the objectives in the salesforce.com study guides most of them start with Describe, Identify, orExplain. The clue here is that you really don’t need to know how something works as much as you need to know what the functionality is and where it would be used. In your studying, look for areas where there are tables of information that attempt to explain, describe, or identify key functionalities of the system.

Tip #2
Write your own questions and then answer them on paper or flash cards. The act of writing down the information and then reading it out loud allows you to internalize the information in multiple ways. If you are only reading the information, you are limiting yourself solely to visual input. However, if you write it, say it, and then put it in the form of a question & answer you are much more likely to recall it in an exam. In fact, recognizing the correct answer in an exam is much easier than answering a question directly.

Additionally, there are a number of practice exams you can find on the internet. They are very helpful in familiarizing yourself with the format and content of the exam, but be careful in trusting the answers.

After you’ve reviewed the available information on certification.salesforce.com and via internet search, what’s the next step to ensure success?

Tip #3
Enrolling in a Salesforce Administrator or Salesforce Developer course is the final step to being prepared to ace your Salesforce certification. There are many benefits to an in-person or online courses. Until now, we’ve touched on only independent studying tactics, it’s crucial to also discuss and learn Salesforce with a network of people.

With Bluewolf’s Training Courses:

  • Gain the ability to work with an certified expert instructor
  • Work with others to grasp complex Salesforce functionalities, gaining the ability to talk through difficult components
  • Go in-depth on each part of the exam, leaving no topic unturned

These courses will cover all relevant topics in multiple formats, through live demos, real use cases and personal quizzes/knowledge checks. Bluewolf provides a differentiated experience through our expert teachers, cost-effective value (40% below market value), and 1:1 post-course support. Take a look at our upcoming Salesforce courses.

Preparation is only half the battle. Stay tuned for the next and final installment of this blog, where we’ll cover the keys to executing on exam day.

When using Eloqua Cloud Apps, it is important to remember that the Eloqua credentials stored within your apps will need to be kept up to date.  When your Eloqua credentials expire, and you change them within Eloqua, they will need to also be changed on cloudconnectors.eloqua.com.

 

Doing this is a quick and easy process, as you need only change them in one place, and it will cascade across all apps that use that set of credentials.


Here is what you will need to do:


  1. Log into cloudconnectors.eloqua.com,
  2. Go into the credentials management area by clicking your username on the top right of the main menu bar, and selecting My Credentials from the drop-down.
  3. Find the appropriate Eloqua credentials from the list and click the edit icon (the little pencil).
  4. Input the new (or updated) Eloqua credentials and then click Update.
  5. Make sure that the credentials show a green "Valid" next to the Credentials label.
  6. Close the window and you are all set!  Any app using those credentials will now be up to date with your Eloqua username and password.


Note: When your credentials expire, you should receive a notification email from cloudconnectors.eloqua.com letting you know.

 

Here is a brief video of how to do this http://screencast.com/t/X5cOgMgW6u0

If you are using Google Analytics, you may want to be able to get the sourcing parameters it uses into Eloqua so that you can understand channel data on an identified contact level, rather than just anonymously in GA. A link tag for sourcing in GA looks like the following:

 

www.yourwebsite.com?utm_source=yoursource&utm_medium=yourmediuam&utm_campaign=yourcampaign

 

If you are pointing links like these to your landing pages, getting these parameters into Eloqua can be done in a few simple steps:

 

First, add three new fields to the contact table that correspond to the source, medium, and campaign parameters you will be logging. Here, we use the same exact name for simplicity, although you don't have to.

 

Second, add the three prameters to your form in Eloqua, data type 'Text', and then either make them hidden or delete them from the form HTML when you put the form on your landing page (you want these fields to work in the background and not show up for the user).

 

form fields.png

 

Make sure the field mapping is correct in your 'Update Contacts - With Form Data' form processing step.

 

Processing Step.png

 

Then you just need to add a bit of javascript to your landing page. It's function is to pull the sourcing parameters out of the URL and pass them into Eloqua upon a form submit. It can be copied and pasted from below, just remember to add two things:

 

1) Add the HTML form name (as indicated in the code below on the line ending "FORM NAME ON THIS LINE")

2) Make sure the database names and the URL names of your 3 fields match what is written in the 'elqForm.elements' section of the script, or change the script to match the names you are using.

 

 

 

 

 

<script type="text/javascript">

var defaultHiddenFieldNameValue = "NoData";

 

function getQueryStringParamValue(strQStrParam) {

var strURL = document.location.href;

 

var strQStrParamValue = "";

 

          if (strURL.indexOf('?') != -1)

          {

                      strQStrParamValue = strURL.substr(strURL.indexOf('?') + 1);

                      if (strQStrParamValue.indexOf(strQStrParam) != -1)

                      {

                                  strQStrParamValue = strQStrParamValue.substr(strQStrParamValue.indexOf(strQStrParam));

                                  strQStrParamValue = strQStrParamValue.substr(strQStrParamValue.indexOf('=') + 1);

                                  if (strQStrParamValue.indexOf('&') != -1)

                                  strQStrParamValue = strQStrParamValue.substr(0, strQStrParamValue.indexOf('&'));

                                  return strQStrParamValue;

                      }else{

                                  strQStrParamValue = defaultHiddenFieldNameValue;

                                  return strQStrParamValue;

                      }

          }else{

                      strQStrParamValue = defaultHiddenFieldNameValue;

                      return strQStrParamValue;

          }

}

 

var form = "YourHTMLformName";          //FORM NAME ON THIS LINE

 

function setCampaign(){

 

  var elqForm = document.forms[form];

  //repeat for each field to populate

 

elqForm.elements['C_utm_campaign1'].value = getQueryStringParamValue('utm_campaign');

elqForm.elements['C_utm_source1'].value = getQueryStringParamValue('utm_source');

elqForm.elements['C_utm_medium1'].value = getQueryStringParamValue('utm_medium');

    }

window.onload = setCampaign;

</script>

Oracle Eloqua provides Sales Teams with the powerful Tools of Profiler, Engage and Discover in order to provide real time digital body language insight to sales people. Used correctly, this insight creates a more tailored buyer experience.

 

Sales Teams who adopt these tools enjoy increased revenue and shortened sales cycles. However, these results are only achieved when members of Sales understand the benefits of Profiler, Engage and Discover, as well as how to use each tool.

 

To encourage and enable your Sales force to effectively use the Oracle Eloqua Sales Tools, Eloqua University offers a 1-hour self-paced course available to All Access Education Pass holders on Eloqua University or as an Enterprise License. An Enterprise License allows your organization to host the self-paced course in-house for the period of 1-year. During that year, an unlimited number of people in your organization can view the course and if Eloqua University makes any updates to the curriculum, you’ll receive access to the latest files for loading in your environment.

 

The enterprise approach is ideal for equipping a Sales force, who typically do not need full Eloqua knowledge, but benefit from education for building the necessary Profiler, Engage, and Discover skills.

 

The Oracle Eloqua Sales tools course available through an Enterprise License includes the following information:

- Why Sales Tools are necessary, including ways in which the sales process has fundamentally changed

- What the Sales Tools do, including functions, features, and demonstrations

- How to use the tools, including best practices for optimal usage

 

Interested in learning more? Read the full abstract or talk to your Account Director for more details.

Creating an effective nurture campaign is definitely a science. With customers and prospects having so much more control over the buying cycle, how do you effectively nurture a prospect and measure it?

 

Nurture campaigns are a great way to move prospects through the sales funnel, educate, and create a relationship. But how do you create a great nurture campaign? Sometimes it is easier to say what not to do, than what actually to do.

 

Here are 10 things not to do in your nurture campaign, representing some of our biggest lead nurturing pet peeves (sarcastic commentary included):

 

  1. No segmentation necessary – just throw all your contacts in one large bucket and assume the messaging still fits.
  2. Make your contacts fill out the same form every time – since we need to gather the same information multiple times and make them fill it out every single time. Tracking through clicks or blind form submissions is lame!
  3. Don’t personalize it – make them feel unimportant.
  4. Don’t try to lead score them – too much work. That’s what the salespeople are for.
  5. Be sure the “from” address is a “noreply@” – because who wants to receive those obnoxious replies anyways?
  6. Second time is a charm – After going through the campaign once, if they have not responded, send them through the exact same campaign again.
  7. Link to content not on your site – who needs to track downloads anyway?
  8. Play hard to get – Provide an obnoxious 1-800 number to call in your signature. Works every time.
  9. Emails only – Don’t incorporate any other channels.
  10. Use a linear-one-path-fits-all process – After all, the sales funnel is linear! Not to mention the fastest way from Point A to point B is a straight line, duh!

 

OK, now that this is out of my system, what are some of your lead nurture pet peeves?  What have you seen in other campaigns that drive you nuts?

 

Read more here: http://www.heinzmarketing.com/2013/07/10-steps-to-a-splendidly-terrible-lead-nurture-campaign/

Hi All

 

I have some plan to implement Apps in Eloqua, is it possible to do this. Because i have implemented Apps in SFDC.

As part of our data health we remove records from Eloqua for a number of reasons (inactivity, unsubscribe, etc). Once removed the contacts are no longer in the contact table and can not be pulled into segments via filters.

We needed an overall current unsubscription list overtime for an upcoming system integration.

 

If you are trying to access this same information it can be found under Setup > PowerTools (Screen shot from our specific license of Eloqua, thx for heads up Vickie Le Sellin-Oracle that some licenses may have different options.)

 

powertools.png

 

Then Select Overall Current Unsubscription List (All Time)

overallcurrentunsubscriptionalltime.png

This will allow you to download a spreadsheet containing all of the data. Note: Records removed from the system will likely only contain the email address and removal date. Unsubscribes still in the contact table provide greater detail.

 

HIGH FIVE to @Michael Green on my team for figuring this out. I couldn't find it so I wanted to document here for next time.

 

cc ldfarah-Oracle -

I do not claim to be a SEO genius. However, this simple tip can help you optimize as you create new landing pages. First, a couple of terms with non-technical definitions:

Index: The magic algorithms that present web pages to you when you search

Crawl: The creepy digital spiders that find new pages to add to that index

 

All landing pages created in Eloqua are indexed by search engines by default. They are crawlable and at some point the spiders of Google will find their way to your landing page. This is great if you want that page to appear in search results and the page is part of your overall information architecture, but…

What if you are launching landing pages with duplicate or close to duplicate content? This can negatively affect your SEO because it spreads the visits across multiple pages instead of concentrating on one.
What if you are featuring a download that you only want people to find if they are sent the hyperlink in one of your nurture emails? This means you don’t want that page to ever show up in search result…
What if you are planning an event that will have informational pages that will only be relevant for 3 weeks? SEO does not appreciate short-term pages. You don’t want the event pages showing up in a search after they are no longer relevant.

 

There are many reasons why you might choose to have some of your pages non-indexed. This is easy to accomplish in the Eloqua easy editor, by simply adding this meta tag to the page head:

<meta name="robots" content="nofollow">

<meta name="googlebot" content="noindex">

non index image.png

 

At first, I didn’t know where to start to add this meta tag. Follow these step-by-step instructions for landing pages built inside of Eloqua 10:

1.Open the Landing Page easy editor
2.Click on the Red Tool Box
3.Choose the far right tab, the Page Snippet Tool tab
4.Make sure the Head option is highlighted in blue
5.Copy and paste the meta tag text into the lower gray work area
6.Click the plus sign to add the meta tag
7.The meta tag will shift to the top white screen
8.Save your Landing Page

For more, check out the Power Hour on SEO and Demand Generation. The entire Power Hour is great, but if you want to focus solely on tips and tricks for which pages to index versus non-index, skip to the 20 minute mark. EloquaU Power Hour: SEO and Demand Generation

 

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