CRM - Marketing Web Activities

Description

This feature lets you report on activities synced from Oracle Eloqua into CX Sales. This reporting enhancement proactively provides marketing context for sales users. This new business intelligence (BI) subject area gives you a detailed reporting overview and lets you show combined Sales and Marketing interactions for leads generated and synced from Oracle Eloqua to CX Sales.

Business Questions

This subject area can answer the following business questions:

• What are my web activities for the accounts and leads for a sales user's territory?

• What are the activities that are synched from Eloqua into CX Sales?

• What web activities are associated with leads, contacts, customers, campaigns, and the signed-in sales user resource hierarchy?

• What are my interactions for leads generated and synched from Eloqua to CX Sales?

• How many touch points have there been for a certain account or prospect?

Job Roles

The following job roles secure access to this subject area:

• Channel Account Manager

• Channel Administrator

• Channel Operations Manager

• Channel Partner Manager

• Channel Partner Portal Administrator

• Channel Sales Director

• Channel Sales Manager

• Marketing Analyst

• Partner Administrator

• Partner Sales Manager

• Partner Sales Representative

• Sales Administrator

• Sales Analyst

• Sales Manager

• Sales Representative

• Sales Restricted User

• Sales VP

Duty Roles

The following duty roles secure access to this subject area:

• Marketing Administrative Transaction Analysis Duty

• Partner Channel Administrative Transaction Analysis Duty

• Partner Channel Transaction Analysis Duty

• Partner Org Transaction Analysis Duty

• Sales Administrative Transaction Analysis Duty

• Sales Campaign Transaction Analysis Duty

• Sales Executive Transaction Analysis Duty

• Sales Managerial Transaction Analysis Duty

• Sales Operational Transaction Analysis Duty

Primary Navigation

Navigator > Reports and Analytics > Browse Catalog

Time Reporting

This SA to be used for Real Time reporting

Time dimension is linked to CRM - Marketing Web Activities.Web Activities.Creation Date.

Transactional Grain

Web Activities on Leads

Special Considerations

Reporting on these objects can be achieved using these cross-subject areas: 1. Opportunity 2. Lead Territory 3. Account Territory 4. Resource Territory