Adobe Captivate
Tuesday, March 08, 2016
Slide 3 - Oracle Sales Cloud
Release 9
Slide notes
Welcome to Oracle Sales Cloud training for Release 9. In this session, we’ll talk about what’s coming in
Marketing Cloud Integration.
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Slide 4 - Agenda
Slide notes
In this session we’ll start with an overview of our Marketing Cloud Integration enhancements. For each, we’ll go into more detail, explaining what has
changed, why it’s of benefit, and what problems it solves.
We’ll explain exactly how to enable the feature, what steps are required to implement it, and cover anything you need to consider before using it.
Next we’ll walk you through a demonstration of each feature.
We’ll wrap up with some information on best practices we recommend, and a summary of other resources that can help you get started.
Notes
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Slide 5 - Marketing Cloud Integration : Enhancement Overview
Slide notes
We’ve introduced two new features in the Marketing Cloud Integration
Built-In Digital Activities – to enable you to better understand your contact’s digital channel activities and buying behaviors
(ii) Closed Loop Reporting - to enable you to measure the Marketing campaign effectiveness
We will go over the enhancements in detail in the next section of this presentation.
Notes
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Slide 6 - Marketing Cloud Integration: Built-In Digital Activities
Slide notes
The Sales Rep can see the Opened E-mail count and E-Mail click through count for the contact directly from the Contact Overview and can drill down
(punch out) to see the detailed Digital Activities in the Marketing Cloud Digital Profiler tool
Likewise, the Sales Rep can see the number of Form submits, the last form submit info, number of Website visit and the last website visit info in the built-in
Digital Activities in Contact Overview. Sales Rep can punch out to Marketing Cloud Digital Profiler tool to see the detailed Digital Activities for the Contact
Notes
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Tuesday, March 08, 2016
Slide 7 - Built-In Digital Activities
Slide notes
Digital activity from Marketing Cloud is embedded directly in the Contact Overview providing Sales Rep
(i) a quick view of the contact’s Marketing Cloud interactions, such as the last web site visit, number of emails opened and number of web forms submitted.
This gives sale rep a better understanding of the contact’s digital channel activities and buying behaviors.
(ii) a consolidated summary view of the contact’s activities. i.e. Digital Activities in Marketing Cloud and Activities in Sales Cloud. This enables sales rep to
effectively engage with the contact.
Notes
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Slide 22 - Marketing Cloud Integration: Closed Loop Reporting
Slide notes
Opportunities are synched from Sales Cloud to Marketing Cloud.
With opportunities pulled into Marketing Cloud, customers can build models that could attribute opportunity revenue to their marketing campaigns and
calculate ROI for their marketing campaigns. In other words, this provides the ability to evaluate how effective marketing campaigns were by looking at
indicators such as pipeline and revenue.
Notes
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Slide 23 - Closed Loop Reporting
Slide notes
Provides 3 pre-configured reports that a Marketing Director can use to assess the Campaign effectiveness
(i)Campaign Cost Metrics which shows the results of campaign spend in terms of cost per lead and cost per opportunity
(ii)Campaign Revenue Analysis which shows the attributed revenue results, resulting ROI and cost metrics for a campaign
(iii)Opportunity Overview which shows the list of the Opportunities and their details
Provides 5 pre-configured dashboards that a Marketing Director can use to evaluate all campaigns
(i)Opportunity Influence which shows the influence (i.e. responses) that a particular contact or set of contacts has on an Opportunity
(ii)Return: Revenue Performance Dashboard which shows the overall revenue results, overall campaign revenue performance and top & bottom performing
campaigns
(iii)Revenue Analysis by Campaign Region which shows the results by Campaign region including attributed and influenced revenue, ROI and Top 10
(iv) Revenue Analysis by Campaign Product which shows the results by Campaign product including attributed and influenced revenue, ROI and Top 10
(v) Revenue Analysis by Campaign Type which shows the results by Campaign type including attributed and influenced revenue, ROI and Top 10
Customer can also modify the pre-configured reports and dashboards or add more reports and dashboards to suit the business needs
Notes
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Slide 49 - Summary of Enhancement Capabilities
Slide notes
Built-In Digital Activities that enable you to better understand your contact’s digital channel activities and buying behaviors
Closed Loop Reporting to measure the Marketing campaign effectiveness
Notes
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Slide 50 - Additional Information
Slide notes
The Sales and Marketing Cloud Integration guide will enable partners to setup the Integration and fine-tune it to meet the customers business needs.
Notes
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Slide 51 - Implementation Advice
Slide notes
That concludes the audio portion of this presentation, thank you for listening. There is no audio in the implementation advice section.
Notes
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Slide 52 - Feature Impact Guidelines
Slide notes
Built-In Digital Activities and Closed Loop Reporting will be available to customers that have purchased both Sales Cloud and Marketing Cloud.
Built-In Digital Activities
The Built-In Digital Activities section in the Contact Overview will be hidden OOTB. It can be made visible using the Page Composer. Additional setup is
required to establish connection to the Marketing Cloud system like URL, username and password.
Closed Loop Reporting
An Opportunity Auto-Sync will be delivered OOTB in the Marketing Cloud which needs to be activated. And OOTB field mapping will also be delivered
which can be modified based on business needs. Refer to the Sales and Marketing Cloud Integration guide for more details.
Notes
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Slide 53 - Job Roles & Associated Duty Roles
Slide notes
The Built-In Digital Activities section in the Contact Overview will be hidden OOTB. It can be made visible using the Page Composer at site level or for
specific users/roles.
Notes
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Slide 54 - Setup for Built-In Digital Activities
Slide notes
This setup is required to establish Web Service connection with Eloqua
Notes
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Slide 55 - Setup for Built-In Digital Activities...contd
Slide notes
The Built-In Digital Activities in the Contact Overview will be hidden OOTB. It can be made visible using the App Composer.
Notes
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Slide 56 - Related Reports & Analytics Information
Slide notes
Notes
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Slide 57 - Business Process Model Information
Slide notes
Notes
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Slide 58 - Related Release Training
Slide notes
Notes
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