Marketing Operations Toolbox

Training Center

Salesforce Reporting & Dashboard #2
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Inside Sales Mastery Series Session 4 - Salesforce Reporting & Dashboard #2

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Effective Use of Zymwire
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Inside Sales Mastery Series Session 3 - Effective Use of Zymwire

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Salesforce Reporting & Dashboard
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Inside Sales Mastery Series Session 2 - Salesforce Reporting and Dashboard

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Effective Use of Oracle Engage and Profiler
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Inside Sales Mastery Series Session 1 - Deeper dive into Engage and Profiler

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MQLs Management in CRM
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This training document aims to equip you with essential skills for navigating Salesforce CRM effectively

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Marketing Operations Toolbox User Guide
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A guide to the updated Toolbox and the various sections

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Marketer Dashboard Guide
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A guide to using the Marketer Dashboard

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Completing the Request Forms
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A guide to all of the various request forms featured on the Toolbox

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Email metrics guide
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What do the email metrics mean and what actions to take

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Bouncebacks guide
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A guide on email bouncebacks

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Campaign HandOff Template for Sales
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Eloqua Engage and Profiler Training
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Learn more about Eloqua Engage and Profiler

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How MQLs Work
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What triggers an MQL in Salesforce

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Getting Started Video - Profiler

Users will learn how they can rapidly identify the right stakeholders, analyze digital body language, and set-up notifications based on key buying signals leveraging Oracle Eloqua Profiler.

Read Engage documentation

Eloqua Profiler Quickstart Guide
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What is Eloqua Profiler? How you can access it, all of the features that you need to know, and how you can use it to get a complete activity/engagement overview of your contacts.

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Getting Started Video - Engage

Engage alleviates the need to constantly re-create emails that are frequently used throughout the sales process.
Ensuring sales professionals are using marketing-approved messaging, branding and content, it also allows for personalization 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.

Read Engage documentation