Eloqua Engage
On-brand comms for the salesperson
Oracle CX Marketing Sales Tools.
Today’s mobile salesperson needs the most current and up-to-date marketing collateral at their fingertips. Engage, from Oracle Eloqua provides the mobile salesperson with access to the latest campaigns and communication templates from Marketing. Now Marketing can relax, and Sales is on-brand.
Keep the team on-brand with Marketing approved email templates.
In consultation with the sales or service teams, marketing is able to produce a range of templates best suited to the style of communication of each team. This can include email templates like “Email following first face to face meeting”, campaign-specific emails e.g. “Invitation to XYZ event” and a range of emails that may be product or service specific.
In the example shown below, this template was used following face to face meetings at Oracle Open World. Adrian was able to quickly add the details of any new contacts he made, then in an effort to remain front of mind, immediately send an on-brand communication with links to additional resources about Marketing Cube.
See how easy Engage is to use on the iPad™
Select an email and search for a Contact.
Once the salesperson selects the appropriate email template, they can either search the entire Oracle Eloqua contact database or add a new contact via the Engage app. All emails will be tracked as if part of a campaign i.e. delivery detail, open rate, click-through, etc are all tracked and will be visible in Prospect Profiler.
About Engage
Engage is one of Eloqua’s Sales Tools. It alleviates the need to constantly recreate emails that are frequently used throughout the sales process. Ensuring sales professionals are using marketing-approved messaging, branding and content, it also allows for personalisation and tracking of each email sent.
Engage’s responsive design makes it easy for sales professionals to send relevant, trackable emails on the go from their mobile phones and tablets.
Select an email and search for a Contact.
Once the salesperson selects an appropriate email template, they can either search the entire Eloqua contact database or add a new contact via the Engage app.
All emails will be tracked as if part of a campaign i.e. delivery detail, open rate, click-through etc are all tracked and will be visible via Prospect Profiler.
Craft a message, or rely on the template copy.
The easiest solution is to make certain emails available to the sales team via Engage. Templates are best produced at the same time as each campaign is built. The copy may change slightly for the Engage version, but in most cases, emails from a campaign are most suitable.
Standard Eloqua Field Merges are also used in Engage. The Engage user can select a contact and then build their email. They can adjust the subject line and edit the copy/text as they wish. Or, marketing can lock this down. Links behind calls to action e.g. “Click Here to Download” button are set by marketing.
Hit send, you’re done.
Once the Engage user hits send, they can track the email in the CRM against the Contact.
They will be able to see if the email was opened and if the contact clicked. They can also see website visits and Eloqua Landing Page visits as well as form submissions and the data submitted in the form.
Or perhaps, no template is something you need
The Engage user can select a “New Tracked Email”. This is a blank email, just as you would use in Outlook or any email client.
They can craft their own message, potentially making the email look more personal. Reporting is also available via Engage on an email by email basis and can be viewed in Eloqua Profiler.
