Streamline your data management process with the Oracle Eloqua + Redtail integration

Eloqua is an award-winning marketing platform from Oracle Marketing Cloud. This marketing automation software allows you to drive dynamic journeys to your audiences and clients, in order to personalize your sales process based on the different buyer personas within your list of contacts. This enables you to address your audience through multiple channels (email, display search, web etc.), increasing your sales volume and conversions.

Eloqua’s features include: Lead nurturing, in order to follow up your leads with email marketing campaigns, with the aim to increase loyalty and trust on your brand. Behavior tracking, web activities, clicks and opens of your leads. Lead management and scoring. One of the most important features of today’s automation software, is the ability to segment your audience. Eloqua automatically ranks your leads and identifies where their stage within your sales process.

Marketing analytics and reporting. Eloqua provides you detailed insights about your marketing activities. Thanks to this feature, you can track your campaigns’ results and define the most appropriate activities to achieve your business goals.

Redtail CRM is a web-based software designed exclusively for financial professionals. This Intuitive and user-friendly software is used by financial advisers and financial management companies to track their customers' data and the activities they perform for them. Redtail aims to simplify work flows and automate client management.

This CRM helps users quickly access any information they need. It can generate customer and account reports.

Users can also send messages and attachments to groups of leads or potential leads. The CRM software provides useful information such as the marketing campaign that generated a lead or a potential prospect. Redtail CRM offers the possibility of organizing seminars and allows users to manage and track them all in one place.