My 3 Favorite Apps to Make Your CRM/Eloqua/Sales Cloud Better

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One could say that once their CRM/Eloqua/Sales Cloud implementation is completed, everything on their wish list has been set and they now have their dream system available for all to see and use. However what if I told you that your CX system can be even better and some of the things that you didn’t know were possible to dream up can actually become a reality?

Having been a developer at SFCG for 3 years and two months has given me the opportunity to be a part of the creation, design, and development of some innovative applications for several of our customers that allow them to increase their revenue and at the same time work more efficiently.

Here I list 3 of my favorite applications that a lot of our customers use in their day to day business operations:

  1. Snap

Overly difficult data entry is one of the top reasons CRM systems fail.  How much time are you asking your reps to spend entering new deals or service tickets into your CX systems? Does your sales team need to create multiple associated Product records for Opportunity Line Items and Service Request Line Items? Do you have to select each product individually and spend hours just creating 20 different line items one at a time? We created Snap to save users’ time on data entry. With Snap your sales team will be able to enter information in a UI more similar to a spreadsheet rather than focusing on single row by row data entry.  No more multiple clicks to reach the creation of line item and associating it to its respective parent record. Snap will also allow you to update the records whenever you need to without the need to go to the record information screen, all of your line items data is stored and displayed in the main Snap page.

  1. Territory Alignment

Adjustments to Sales Territories happens at many times during the year and can be triggered by various events.  Each time it creates disruption and wasted time for you sales team in making the transition.  In a CRM system,  the standard way to reflect this transition would be to add the user manually to the accounts’ teams, that is all fine and dandy, but what if suddenly you have to do it for 10 sales reps? How about 20? What about 100? This will be time-consuming and will definitely take a toll on the other projects that you need to take care of, this is where Territory Alignment comes in. This is a tool that will allow your system to be realigned on the backend while your users continue their daily activities uninterrupted. Do you need to realign 100 sales reps to their new account teams? No problem Territory Alignment has your back as it can realign 100 sales reps in 5 minutes without you even noticing it!

  1. Customer Portal

There might be a time when some of your customers need to ask you for a Service Request. The most common form of doing this would be to send you an email or give you a call, if it was just two or three accounts that would be manageable, not a lot of Service Requests you cannot handle is what you are probably thinking. However, what if you are in charge of 25, 40, or even 50 accounts? Your email inbox would probably explode with a lot of service issues. The situation gets even more complicated if your Sales team wants visibility into these issues to be sure they are also supporting your customers.  These days, Sales and Service teams are collaborating more closely than ever before to optimize a customer’s experience.  This is why we developed a Customer Portal application that plugs directly into Oracle Sales Cloud.  This application allows the members of your assigned accounts to login to a portal where they can create, modify, and search service requests. Does one of your contacts need to modify his contact information? This portal allows them the chance to update their personal information and all of this will be saved into your CRM system in real time. There is also more, the portal can be customized to match your preference, you can have a news page where you let your users know about current events, share training videos, products, etc.  The Customer Portal is a nice application that can be integrated to both CRMOD and Oracle Sales Cloud.

All of these applications will allow you and your users to increase revenue and efficiency while meeting a set of standards and needs that all companies share. A lot of times off the shelf systems address 80% of your business needs, however here at SFCG our bread and butter is to allow you to address the other 20% to reach complete 100% satisfaction with your CX suite. We exist to make your work easier and efficient, while also reaching your full potential.

If you enjoyed this article, be sure to check out a bit about what happens once you install a custom app: Your Custom App Goes Live- Now What?


SFCG Announces Strategic Partnership with Televerde

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Oracle Marketing Cloud Partner Powerhouses Join Forces to Ensure Their Clients Win Through New Joint Implementation and Demand Generation Services.

September 12, 2016 – Austin, Texas – In today’s market, successful marketing requires end-to-end holistic solutions, executed by experts. The Sales & Marketing automation experts of SFCG are pleased to announce they have entered into a strategic partnership to deliver high quality onboarding and engagement programs for clients of Oracle Marketing Cloud (OMC) with global sales and marketing solutions provider Televerde. The partnership will include technical launch start-up programs, integration services, data intelligence capabilities, and integrated campaign execution to ensure their clients receive end-to-end campaign support.

SFCG, one of only a handful of companies recognized by Oracle as Go-To partners, brings a strong set of strategic and technical skills to implement and/or integrate an OMC instance, while Televerde offers strategic engagement and campaign planning, data intelligence, demand generation, teleservices and inside sales support to ensure a return on the Eloqua investment.  “We are thrilled to endorse services that can help our clients leverage sales, marketing, and service solutions to bring 200 percent ROI or more,” said SFCG’s CEO David Ewing. “Televerde offers the kind of solutions that allow our customers to do more with what they have and maximize their results.” This powerhouse combination enables an OMC client to be expertly installed, empowered, prepared, and educated on their marketing automation journey.

SFGC’s partnership with Televerde ensures a successful OMC/Eloqua set-up and implementation as well as ongoing strategic and operational support to ensure success for their clients. Together, these offerings will be organized into separate and co-partner go-to market strategies. Televerde CMO Ray Kemper said, “SFCG has a highly trained team of Oracle certified specialists and a strong history with Oracle Sales Automation, Marketing Automation and implementation services for enterprises. The toolset provided by Oracle Marketing Cloud is only as good as the strategy behind it and Televerde knows how to set the best strategy, execute on it and achieve the right results.”

SFCG will provide the technical expertise to implement a client’s marketing goals through developing an OMC instance catered to the client’s needs, while Televerde will provide strategic campaign strategy, demand generation, and integrated teleservices. Together they will enable clients to generate the leads to acquire new customers and increasing revenue by successfully running campaigns through OMC.

About Televerde

Televerde is a global marketing and sales solution provider dedicated to acquiring new business and accelerating revenue for our clients. By offering proven solutions in the areas of marketing technology services, strategic engagement planning, data intelligence, demand generation, teleservices and inside sales, Televerde has helped a host of large and mid-sized companies generate over $6.5 billion in revenue.

To learn more, visit:

Media Contact:

Jennifer Jewett

Mockingbird Communications for Televerde

+1 617 913 2404


About SFCG

SFCG is a sales & marketing consultancy, devoted to helping companies effectively drive revenue by providing the best customer experience. SFCG is an Oracle Go-To Partner whose solutions include Oracle Sales Cloud, CRMOnDemand, and Oracle Marketing Cloud. Our experts help our clients envision the customer experience they want, enhance business processes to deliver it, and execute the deployment of the integrated systems.

To learn more, visit:

Media Contact:

Cassie Witten

+1 512 243 7340



Sessions to See at Oracle Open World 2016 as a Digital Marketer

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Oracle Open World is only two weeks away! As we start to pack our bags and plan out our week, I couldn’t help but notice the enormous amount of content catered to digital marketers in Oracle CX this year!

If this is your first year at Open World, you’re in for a treat. Oracle has done a great job of organizing the content to cater to each “pillar” of the the CX cloud solutions. If you are looking for a full session guide on all things Oracle Marketing Cloud, click here for the search results and set filters.

Here’s some of the sessions which sound like great ones as a digital marketer and sessions you’ll see me at!

Discover What Marketers Need To Know About Bringing Offline Data Online 

Thursday September 22, 2016 12PM- 12:45PM Moscone West- 2005

Oracle will be presenting ideas on how “marketers must tap into their rich offline (CRM) storehouses of consumer data to reach their customers online through a process called data onboarding.” In a nutshell, this sounds like a great session to learn more about the benefits of having a database management platform (known as a DMP).

Driving Digital Marketing Transformation at Lexus 

Wednesday September 21 3PM- 3:45PM Moscone West- 2005

I always love case studies and this one sounds very interesting and another reason to understand database management platforms and why they are important. The description gives us a taste of looking at a luxury brand and how they have optimized their marketing. “Gone are the days of relying solely on static, non-personalized advertising and websites that revolve around TV and print content. Best-in-class automotive marketers are now augmenting these traditional strategies with dynamic, personalized content delivered through digital media and websites. This session explores how Lexus has implemented Oracle BlueKai’s data management platform to dramatically improve its digital marketing from audience targeting to segmented messaging to higher conversion rates.”

Extreme Marketing Automation: Using Oracle Eloqua to Achieve Amazing Results

Thursday September 22 1:15PM- 2PM Moscone West- 2005

This session is a good session to learn more about custom data objects within Eloqua. Custom data objects are extremely powerful when managing your data within Eloqua. As a marketer though, it can be somewhat overwhelming. This session will explain how CDO’s can be incorporated into your marketing strategy. The description from the session catalog:

Understanding how all the marketing inquiries flow through the marketing automation system and why some of them become leads and others do not have become increasingly difficult questions to answer and report on for many companies. This is especially true for larger companies, which receive inquiries from hundreds of different vendors and sources, and have to accommodate the reporting and processing needs of many different products and business units. This session explores how this challenge can be solved using Oracle Eloqua’s custom objects to significantly improve the quality and conversion of leads.

PS: If you are interested in learning more about Custom Data Objects right now, instead of waiting for Oracle Open World click here!

Future of Marketing Automation: Product Overview and Vision of Oracle Eloqua 

Wednesday, September 21 12:15PM- 1PM Mosone-West 2003

I am excited to see what highlights they provide for Eloqua. This year there has been a TON of changes to the platform and I’m sure even more to be planned. This session will provide you the details and overview on some of the new improvements to Oracle Eloqua. It’s always good to get a heads up on the platform changes! 

As you can see, we’re very excited about Oracle Open World! We hope to see you at some of these sessions this year! See you in San Francisco!