The top three reasons for performing an Eloqua Health Check:
- To identify areas that are “issues” or of concern
- To determine areas for growth that will result in quick wins
- Obtain guidance for optimizing Eloqua and your Eloqua Effectiveness
The purpose of a Health Check is to review all things Eloqua. Think of a Health Check as visiting your doctor annually for your physical… comparably performing an Eloqua Health Check is vital for your longevity. Imagine after sitting on the examination table while the nurse takes a blood sample, the doctor calls you a week later to talk about your results to point out early warning signs and offer some preventative tips to keep you healthy. A system health check is the same concept, but for Eloqua. In this case, there’s no needles to worry about!
Some key identifiers that it’s time for an Eloqua Health Check can include experiencing low lead flow, mismatched data, inability to segment on specific fields, or questioning the overall efficiency of your Eloqua instance.
A proper Eloqua Health Check will put you back on the right foot, and moving forward.
Initially, there are many aspects of Eloqua that are setup and then left to run without monitoring, but do you know how well they are operating? With new Eloqua releases, feature changes, employee turnover, and my favorite “what you don’t know you don’t know”, must be taken into consideration.
Let’s elaborate on what you don’t know you don’t know. Two of my favorite questions are: 1) Do you know which of your Programs are running, and 2) do you know if any Contacts are stuck? The answer is often “No” to at least one, if not both of these questions. One of the key areas that we focus on during the Health Check is your CRM Integration. The CRM Integration is the backbone to segmentation, personalization, and ROI attribution.
It’s About Your Continued Success
Just like the dreaded annual physical with your doctor, your Eloqua instance needs a check-up too! I would like to make sure it is not something you fear. It’s imperative to your customer success that you build in periodic checkpoints to ensure that things are running efficiently. In addition to CRM Integration, a Health Check can provide insights into Campaign proven practices, areas for improvement such as building responsive Email and Landing Page templates, and recommendations to improve upon existing subscription management processes and database health (active vs. inactive contacts).
You can begin with an audit of your integration with CRM, review Eloqua form processing steps, subscription management configuration, email groups, deliverability, and other areas that are key to your organization’s success. We also recommend that you leverage the Eloqua benchmark reporting to see how your organizations compares to your industry’s standards.
Post Health Check analysis and review
After a Health Check is performed by the Tegrita team, we sit down with the client and walk through the findings and recommendations. We also provide a presentation deck for you to share with your team. The outcome of most Health Checks will help to uncover “quick wins”, easy steps to improvement, increased automation, and better reporting capabilities.
For more information, and to find out if it is time for you to perform an Eloqua Health Check, head over to Tegrita’s Health Check Survey.
Cheers to a healthy and happy Eloqua instance!