This summer we will be releasing an update to the Eloqua Profiler tool to give sales reps a more intuitive and complete 360- degree view of a contact including external activities such as attending a tradeshow, viewing a webinar, etc. For our Summer release schedule, please see the Release Resource Center (Note: Only available to members of Eloqua Insiders Group)
Overall our new profiler gives a familiar social-stream interface by showing the activities in a feed with the most recent activity displayed at the top of the list. Activities can be expanded to see the details. The activity feed can be filtered based on date, activity type (tiles) or by searching. As a result, sales reps can find exactly what they need all in one place.
A Tour of the New Profiler:
- Smaller graph to give a snapshot view of the overall trend of activities over time
- Feed of activities with the most recent at the top of the list, with no extra clicks
- More modern look and feel
- External activities to give a 360-degree view of the buyer
- Filters for each activity type (for example: Email Sent, Web Page Viewed, etc.)
- Activity Search to find specific text within the history of the feed
- View the Contact’s Lead Score (with setting to change lead score model, for instance if you have both enterprise and consumer divisions.)
- Title and Name of Company
- Contact information including email address, phone number and Twitter handle
Functionality in Classic Profiler that is not in Profiler Stream View:
- Most recent search term and search engine
- Subscribed or unsubscribed to emails
- Embedded Twitter Feed (instead, links to actual Twitter feed)
Profiler Stream View as the Default Profiler Experience:
Profiler Stream View will be the default experience with the summer release. There is no url change and no flag needs to be set.
Classic Profiler still exists:
If you wish to continue using Classic Profiler, then add "&stream=false" in the Profiler URL.
For example:
If you are using direct login then originally the URL for a lead was: https://<podURL>/apps/profiler/index.aspx?emailAddress={!lead.email}
now it will be https://<podURL>/apps/profiler/index.aspx?emailAddress={!lead.email}&stream=false
To learn more about the various login methods for profiler, please see Eloqua Profiler Configuration Guide for Salesforce.com