Thursday, October 8, 2009

Prospect Profiler - As an AutoHotKey Shortcut

In the second post in a two-part series on Prospect Profiler, one of our keys to sales enablement, Ben McPhee continues exploring the topic he introduced in his first post; Prospect Profiler as a stand-alone. This time, Profiler is accessed as a AutoHotKey shortcut from within your email client.


Option 2: Take a shortcut from your email client!

This is REALLY cool. We don’t officially support or have any direct integration with this software, but if you run AutoHotkey®, you can easily jump from your email client (e.g., Outlook) straight to a contact’s Prospect Profiler record with just the press of a few buttons.

Click the following link to download the custom AutoHotkey script that we wrote:

When you are prompted, Save the file to your desktop. Once it is saved to your desktop, select it and drag it into your Start Menu > All Programs > Startup. Drop the file there so that the file runs every time you start up your computer. Having this script run on startup allows you to always use a hotkey combination to view a Prospect Profiler record for a contact.

Once the script has been ‘installed’ successfully, the next time you start up Windows, you should see an AutoHotkey icon appear in your toolbar:

Now all you have to do is the following:

1. Select an email address from your email client (make sure you select the entire email address, rather than the address book display name):

2. Copy the address: CTRL + C
3. CTRL + SHIFT + Z: This runs the AutoHotkey script
4. Select “Yes” to the prompt confirming that you want to look up the activity for the contact with the email address you copied

Your internet browser will now automatically load up with a view of the Prospect Profiler for the contact you identified! Going forward, all you need to do is copy an email address and then hit the hotkey combination above and you can load up an activity overview of your lead or contact in seconds.

Again, if you have not already logged into the Eloqua application or stored your user credentials with the Profiler, you will be prompted to enter your company name (no spaces), your Eloqua user name and your Eloqua user password. Make sure you select the “Remember Me” option, then log in.

Note: If your user account does not have access to Prospect Profiler (it is an add-on product offering), you will get a message to this effect. Contact your CSM if you are interested in Prospect Profiler.