6 Replies Latest reply on May 1, 2018 10:50 PM by nathan.lichte

    Is this possible in Eloqua?

    Marten hoekstra

      Hello,

       

      For the experienced Eloqua users i have a question if the following is possible. I think it should be possible with the program builder but not sure. Oke here we go:

       

      We have Eloqua connected to a CRM system. New demo requests which come in through Eloqua are pushed to CRM. The CRM auto assigns the demo requests based on the specified country in the demorequestform to a salesrep.

       

      Now in a country there are 3 salesreps who do the demos. And the demo requests from this country must be evenly distributed among these three salesreps. So demo request 1 from this country to salesrep 1, demo request 2 from this country to salesrep 2, demo request 3 from this country to salesrep 3 and demorequest 4 to salesrep 1 again and so on.

       

      We tried to come up with a solution for this in the CRM but to complex and expensive.

       

      Now i am investigating if it is possible in Eloqua. With a new demo request Eloqua pushes the country and the salesrep number to CRM. The CRM autoassigns the demorequest based on the country in combination with the number to a salesrep.

       

      In Eloqua should be a program that (based on a country) controls the salesrep number with a maximum (amount of salesreps) and adds one to the number every time a demo request comes in from this country.

       

      EXAMPLE

      Germany with 3 salesreps

      demo request from germany are being placed in the Germany program

      On start the overall salesrep number is placed on 1.

       

      German demo request comes in

      Eloqua pushes the request to the germany program

      Program checks what the overall salesrep number is (is 1) and takes this value and puts it in the record of this demorequest in field salesrepnumber.

      Eloqua pushes the demo request to CRM with country germany and salesrepnumber 1. CRM auto assigns the demo request on these two values

      Eloqua does +1 to the overall salesrepnumber, so it becomes 2.

       

      German demo request comes in

      Eloqua pushes the request to the germany program

      Program checks what the overall salesrep number is (is 2) and takes this value and puts it in the record of this demorequest in field salesrepnumber.

      Eloqua pushes the demo request to CRM with country germany and salesrepnumber 2. CRM auto assigns the demo request on these two values

      Eloqua does +1 to the overall salesrepnumber, so it becomes 3.

       

      German demo request comes in

      Eloqua pushes the request to the germany program

      Program checks what the overall salesrep number is (is 3) and takes this value and puts it in the record of this demorequest in field salesrepnumber.

      Eloqua pushes the demo request to CRM with country germany and salesrepnumber 3. CRM auto assigns the demo request on these two values

      Eloqua tries to do +1 but sees that 3 is maximum (germany has three salesreps). Which means that the value is set back to 1.

       

      German demo request comes in

      Eloqua pushes the request to the germany program

      Program checks what the overall salesrep number is (is 1) and takes this value and puts it in the record of this demorequest in field partnernumber.

      Eloqua pushes the demo request to CRM with country germany and partnernumber 1. CRM auto assigns the demo request on these two values

      Eloqua does +1 to the overall salesrepnumber, so it becomes 2.

       

      I have a feeling something likes this should be possible with the program builder:

      • a general field ( so not connect to a contact) which Eloqua can check and change
      • Field is numerical and has a maximum (amount of salesrep)
      • Eloqua checks the field, takes the value and puts it in a contactrecord and then changes the field value only if the value will not go over the maximum. Otherwise it is put back to 1.

       

      Any suggestion, comments or questions to clearify stuff please post them. All help is welcome.