oracle | eloqua's road to revenue in austin, tx

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Reporting Best Practices presented by Beth Lambert

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Page 1: Oracle | Eloqua's Road to Revenue in Austin, TX

Austin

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Page 2: Oracle | Eloqua's Road to Revenue in Austin, TX

#eloquatour @_____________

Introductions

• Beth Lambert• Principal Consultant• Coached >100 Clients• Powerhours:

– Free Trail Nurture Strategy – Lead Scoring – Close Looped Reporting

[email protected]

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Page 3: Oracle | Eloqua's Road to Revenue in Austin, TX

#eloquatour @_____________

Please Check

• Do you have the Marketing Measurement Worksheets?

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Page 4: Oracle | Eloqua's Road to Revenue in Austin, TX

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What We’ll Cover

• Today’s Realities• How to Get to the “Ideal” • Your Action Plan

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Page 5: Oracle | Eloqua's Road to Revenue in Austin, TX

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What’s Your Reality Around Measurement?

“Acting on data to improve marketing performance.”

“Combining data”“Draw correlations”Make predictions”

Source: MarketingSherpa 2013 Benchmark Analytics Report

Page 6: Oracle | Eloqua's Road to Revenue in Austin, TX

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Can You Help Leadership Prove Value?

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Source: The CMO Survey

Page 7: Oracle | Eloqua's Road to Revenue in Austin, TX

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It’s Attainable!

What they did:• Zoomed in on a few most important

metrics between sales/mktg• Defined their internal lead

management processes • Institutional agreement on reporting

terms, cadence, methodology• Regular cross-functional review

meetings

Results:

Ability to pre-emptively act when data gives indication of “funnel problems”

2012 Markie Winner: “One View of the Truth”

Demand Generation

Lead Management

One View of the Truth

Revenue Discovery

Page 8: Oracle | Eloqua's Road to Revenue in Austin, TX

#eloquatour @_____________

Getting from Real to Ideal is a Journey

Page 9: Oracle | Eloqua's Road to Revenue in Austin, TX

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REPEAT!

How to get there…

COMMIT

DEFINE

ASSEMBLE

UTILIZE

MASTER

COMMIT

Page 10: Oracle | Eloqua's Road to Revenue in Austin, TX

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COMMITT to Answer the BIG Business Questions

Which campaigns should generate the strongest ROI?

What will increase effectiveness and engagement?

Juanita M. Marketing Manager, Demand Generation for Airwatch

Are we generating enough qualified leads to allow sales to achieve their quota?

Which stage of the funnel needs work?Nikki Vaughn, Marketing Operations Specialist for

SnagAJob

How can marketing contribute more revenue?

What investments should I make in our marketing organization? Megan E., VP Demand

Generation, Docusign

Page 11: Oracle | Eloqua's Road to Revenue in Austin, TX

#eloquatour @_____________

WRITE DOWN ONE of your big business questions

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ACTION: What’s the Big Business Question?

Page 12: Oracle | Eloqua's Road to Revenue in Austin, TX

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REPEAT!

How to get there…

COMMIT

DEFINE

ASSEMBLE

UTILIZE

MASTER

DEFINE

Page 13: Oracle | Eloqua's Road to Revenue in Austin, TX

#eloquatour @_____________

DEFINE the Insights Needed

Which campaigns will generate the strongest ROI?

Which campaigns drove the most qualified leads?

Which campaigns delivered the highest return?

Page 14: Oracle | Eloqua's Road to Revenue in Austin, TX

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Action: Define Insights Needed

Page 15: Oracle | Eloqua's Road to Revenue in Austin, TX

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DEFINE the Metrics that Matter

Which campaigns will generate the strongest ROI?

Which campaigns drove the most qualified leads?

Which campaigns delivered the highest return?

Cost per lead by channel

Total revenue by campaign type

ROI by campaign

Page 16: Oracle | Eloqua's Road to Revenue in Austin, TX

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Action: Define Your Std. Set of Metrics

Page 17: Oracle | Eloqua's Road to Revenue in Austin, TX

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REPEAT!

How to get there…

COMMIT

DEFINE

ASSEMBLE

UTILIZE

MASTER

ASSEMBLE

Page 18: Oracle | Eloqua's Road to Revenue in Austin, TX

#eloquatour @_____________

ASSEMBLE the data sources

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Cost per lead by channel

Total revenue by campaign type

ROI by campaign

Which campaigns will generate the strongest ROI?

Campaign Cost Data

Lead Counts by Campaign

Revenue by Campaign

Internal Financial SystemsAgencies and Vendors

Marketing Automation

CRM

Page 19: Oracle | Eloqua's Road to Revenue in Austin, TX

#eloquatour @_____________ 20

Action: Map Your Data Sources

Page 20: Oracle | Eloqua's Road to Revenue in Austin, TX

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REPEAT!

How to get there…

COMMIT

DEFINE

ASSEMBLE

UTILIZE

MASTER

ASSEMBLE

Page 21: Oracle | Eloqua's Road to Revenue in Austin, TX

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ASSEMBLE the sources to get the data

Page 22: Oracle | Eloqua's Road to Revenue in Austin, TX

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ASSEMBLE the data sources

Page 23: Oracle | Eloqua's Road to Revenue in Austin, TX

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UTILIZE the data

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Cost per lead by channel

Total revenue by campaign type

ROI by campaign

POSSIBLE ACTION:

Adjust marketing channel mix

Invest more in highest performing campaigns

Which campaigns will generate the strongest ROI?

Page 24: Oracle | Eloqua's Road to Revenue in Austin, TX

#eloquatour @_____________

REPEAT!

UTILIZE the data

COMMIT

DEFINE

ASSEMBLE

UTILIZE

MASTER

Page 25: Oracle | Eloqua's Road to Revenue in Austin, TX

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UTILIZE the data

Data

Insights

Decisions

Action

Page 26: Oracle | Eloqua's Road to Revenue in Austin, TX

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REPEAT!

Automate, Predict & Optimize

COMMIT

DEFINE

ASSEMBLE

UTILIZE

MASTER

Page 27: Oracle | Eloqua's Road to Revenue in Austin, TX

#eloquatour @_____________

Success Planning & Eloqua Insight Reports

• Real Current State• Standard Metrics• Baseline Performance • Industry Benchmark & Dashboards• Basic Reporting• Budget & Planning• Demand Gen. Activities

Real

• Success Planning Tools: Benchmark Workbook

• Eloqua Insight Resource Center

• Eloqua Insight Reports & Dashboards

• Customized Reports & Dashboards

• Close Loop Reporting

Page 28: Oracle | Eloqua's Road to Revenue in Austin, TX

#eloquatour @_____________

Our Professional Services

• Real Current State• Standard Metrics• Baseline Performance • Industry Benchmark & Dashboards• Basic Reporting• Budget & Planning• Demand Gen. Activities

Real

• Oracle Eloqua Experts

• Oracle Eloqua Implementation Reporting Service for Microsoft Dynamics & Salesforce.com

• Oracle Eloqua customized Implementation Reporting Service for Oracle’s Fusion CRM

• Oracle Eloqua Reporting Best Practices Seminar

• Oracle Eloqua Implementation Service for Business Process Review (1-day)

Page 29: Oracle | Eloqua's Road to Revenue in Austin, TX

#eloquatour @_____________

Next steps

• Finish the worksheet• Implement• Repeat!

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Page 30: Oracle | Eloqua's Road to Revenue in Austin, TX

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Thank you

Beth Lambert

[email protected]