Here are 10 things you can do, with Eloqua and your CRM system that will quickly deliver a lot of value to your sales team:
For Their Territories:
![](https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEji3JeKBeB3mRsO22x13CL39YVEITLIRzAD_YCWve1ty4sT5ccqz4jz8ReY0IJ7FNPyQdB96WLdhyphenhyphenM5Op8jCH87nBHxgSPsK66b2bcOZmXq9NyH1JXKj3CVi54B03w-T7E39siJXTDtpGE/s400/CRM_TrafficLight.jpg)
Here's how to build a Territory Traffic Light Dashboard
2) Territory-Based Email Alerts - configure for each rep, automatic email alerts for the accounts they own. This will give them a real-time indicator of buying interest, and let them manage the accounts proactively based on buyer interest.
Here's how to set up Territory-Based Email Alerts
![](https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg7zU-_p4ayF3tkbgLUpw_Ya-SLGWQbFtL-_ZraDaoZsNQPRnEyfb67RW4QfZFNPHeaS5UneeEk0xhijs2-4-cCR8nzMZY6Hyc8Bw66gVnXfWa6zouC3Jsdsb289n1WcpTof1gbu74NWtA/s400/CRM_Company.jpg)
Here's how to configure a report on Unknown Company Visitors
For Their Accounts:
![](https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgpnUBQxkxoM8cZWsNPVsF-CFnOo5XUIpoH-dZycEONS_RLa65MnqATd4rENCi9xESSKYByzb-5L77RTWM43HpdQK5sEBts8LNY2UF_O9lEoqClqsv89tol4uU7AEBAmxRS_O0hphSs7oM/s400/Account_Small.jpg)
Here's how to show sales a report that provides Account Insights and Key Players
5) Configure Your Social Media GPS - Identify social media activities and pass those through to your CRM system so that your sales team can understand which accounts, and which individuals are engaged in social media conversations. By presenting the prospect's social media activity within your CRM system, you enable your sales team to understand new context to the prospect interaction without leaving an environment they are comfortable with.
Here's how to Configure Your Social Media GPS
6) Find Sales the Right Contacts - Integration into role-based discovery services to drive real insight into who can make a purchase decision, not just a raw list of quasi-targeted and out of date names. Often, the person doing the bulk of the research is not the ultimate buyer, so discovering the names of the inviduals in the right role can be very beneficial to your sales team.
For Their Contacts or Leads:
![](https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiW2arM1V02SzhOCG-cfpUUAzqQLU1Q6XHJE5JyodFjgZB4b-z5MLUy4wdaUeITXg6qp1QXmLTeZg8KxlknB2cZQq2Vs3QKfa1WUrcHfNxQuGjnc5pStZJ2wuaFZev5pXl6d73M7DMljak/s400/CRM_Profiler.jpg)
Here's information on Eloqua's Prospect Profiler for Sales Insights
8) Show Areas of Prospect Interest - Configure your CRM integration to identify areas of your website that a person is showing interest in and highlight those within their concact or lead record in your CRM system. This enables sales to immediately know which topic of conversation will be most warmly received. Be sure to also use graphical imagery to more clearly highlight interest.
Here's how to Show Areas of Prospect Interest to sales in your CRM system
For Your Communications
9) Send-on-behalf-of-Sales - Have your marketing team send outbound email campaigns on behalf of your sales team. Not only does this drive a much higher response rate to the email campaigns, but it also builds upon the salesperson's relationship with the prospect and provides a great opportunity to start dialogs.
Here's how to set up your marketing campaigns to be Sent-on-behalf-of-Sales
10) Provide Sales with Content - provide marketing-created content to your sales teams in their Outlook desktop email environment so they can find great content, personalize it, and send it in a trackable way to their prospects quickly and easily.
There are many ways that your marketing team can enable your sales team, and the 10 ideas above are great ones to get started with. In today's environment, it is possible for marketing and sales to have a much stronger relationship than they ever have had before, and it all starts with sales enablement.
5 comments:
Ahhhh... Fantastic!
Steve, these tips are very useful.
BTW our reps are not aligned by territory so I'll be trying a variation of this.
jm, glad you enjoyed them - let us know how they work out...
VFM (Shawn?), agreed, the "Territory" idea can be taken loosely - however your team is aligned.
LOL :) Hi Steve, I used our corporate google account to post the earlier comment.
BTW on a different track, we are now using an Eloqua form to post comments and then at the back end post it to the blog. We can thereby add comments which are a form of engagement n'est pas? to our lead scoring.
Do a view source at vtv.vfmleonardo.com ( Post a comment form)
Steve,
Great post -- bringing all these together is very helpful.
Baxter
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