netsuite special integration issues

NetSuite Special Integration Issues

Summary – NetSuite Special Integration Issues

Segmentation, personalization and lead generation all start with the

right data moving in and out of your Marketing Automation system.

Getting leads to your sales force fast is the first priority of a NetSuite integration.

NetSuite data typically forms the core of your Eloqua marketing data, so making sure the bi-directional information flows is smooth and easy is

essential to effective marketing and lead generation.

Eloqua-to-NetSuiteSpecial Integration Considerations

4Bridge Integration Engine

See our

“Basic Eloqua to CRM Integration”

Video”

1. Must compensate for tight controls over data flow.

a. Forms in Eloqua cannot feed NetSuite incompatible information

b. Imports cannot bring in incompatible information.

Data Washing Machine is valuableData management sounds easier than it is!

Unique Aspects of Integrating Eloqua to Netsuite


2. Unusual CRM Data Structure Customer Table holds multiple types Leads are stored in Customer or Contacts Table

Example options:1. Leads are converted from Individuals to companies2. Leads are treated as companies with contacts3. Leads are treated as Individuals

Other Data Structure Differences



2. Unusual CRM Data Structure

3. API Requires Special Handling


Questions? Call us at 888-Eloqua4 (888-356-7824) [email protected]

4Bridge Architecture

Scheduler Mapper Alerts Data DrivenEloqua based Integration Engine results in high efficiency AND flexibility.

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Scheduler Mapper Alerts Data Driven

Data driven structure makes ongoing modification & maintenance simple.

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Alerts enable proactive monitoring for both client and 4Thought Marketing

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Simple to maintain and modify with drag and drop mapper

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Flexible multi-job scheduler allows multiple integrations to run simultaneously

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Are your integration needs unique? Our 4Bridge Integration Engine can handle it!

4Thought Marketing: CRM integrations for three years

– Dozens of Integrations

– Many different CRM solutions

– We found some common elements:• What works: “a clear, sensible process”• What doesn’t work

– We distilled the best elements into a product called 4Bridge

Benefits of 4Bridge as a product rather than as a hard-coded solution

– You get all the best functionality

– User interface• Field Mapping• Scheduling

– You and your IT team receive error reporting

– 24/7 Monitoring by 4Thought Marketing

– Security, Redundancy

Data Structures

Logic

4Bridge understands NetSuite’s special features

4Bridge works with customers of type “individual”

4Bridge understands the strengths and weaknesses of the NetSuite data structure

Note: You must have access to the Eloqua API in your instance of Eloqua

4Bridge Job Scheduler: Set up when data moves• Set it to run; change the schedule, view history, delete a schedule

Eloqua Engage: Send Eloqua Emails from Within NetSuite

Prospect Profiler:Track Digital Body Language within NetSuite

Integration AppreciationSince our CRM / Marketing Automation

integration is so mission-critical to our organization, we wanted to be certain to work with people who know NetSuite andHow to integrate with it.

In 4Thought Marketing we found real integration “pros,” equally adept at both the high-level strategic perspective, and technical decisions. They were easy to work with, had a clear, sensible process, and our Eloqua / NetSuite integration ran smoothly from almost the minute we turned it on.

Dave AndersonDirector MarketingDaptiv Corporation

Integration Appreciation“We worked with 4Thought Marketing

to set up our initial Eloqua to NetSuite integration as well as our Closed Loop Reporting (CLR) integration.

Our experience, from start to finish, has been wonderful.

From the initial project kick-off call, to the final review of deliverables, we have been 100% satisfied with 4Thought Marketing and their ability to help us close the reporting loop.”

Nikki VaughnBusiness Systems AnalystSnagajob

• Microsoft .Net Framework 4.0

• Microsoft SQL Server 2008 R2

• 1 GB RAM minimum (2 GB recommended)

• Microsoft Windows XP (Windows Server 2008 recommended)

• Configuration: Either a Business to Business (B2B) or Business to Consumer (B2C) integration

• Either a single corporation or a single department.

• Bidirectional integration of Eloqua Contact and NetSuite Contact Records

• Bidirectional Integration of Eloqua companies and NetSuite Customer Records.

• Integration of Eloqua Activity records to NetSuite Tasks

• Integration of deleted records from NetSuite into Eloqua

– Records will get the CRM ID blanked out in Eloqua association

– Does not include:

• Deletion of records in Eloqua (as per Eloqua best practices)

• Management of records inactivated in NetSuite

• Creation of campaign responses (association of responses to NetSuite campaigns) in NetSuite

• Both B2B and B2C configurations.• Needs Analysis, Coordination and business rule setup for more than one department or

corporation.• NetSuite Select lists integration (Setup and maintain the few Select lists necessary, manually).• Integration of NetSuite Campaigns to Eloqua Campaigns and back. (Association/linking to NetSuite

campaigns is provided see above)).• Opportunity Integration.• Custom field integration for activities or campaign responses.• Product or Sales History Integration• Additional standard and custom fields beyond the quantity provided.• Control and/or tracking of Lead Scoring or Nurturing programs.• Integration of other entities or custom records.• Custom Development work within NetSuite.• Filtering sets of data during integration based on NetSuite data.• Any required Needs Analysis process of more than 8 hours.• Late changes to the Needs Requirements or Design after those stages have been completed.• Any additional items not listed in the “included” section!

Eloqua Integrations with CRMs via 4Bridge™