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Fellow Consulting English 20100325
 

Fellow Consulting English 20100325

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CRM on Demand mobile Client

CRM on Demand mobile Client
Roadmap
Social Tools

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    Fellow Consulting English 20100325 Fellow Consulting English 20100325 Presentation Transcript

    • Company Presentation
      Fellow Consulting AG Ludwigstr. 21/Theresienstr. 6-8 80333 München
      Tel: +49 (0) 89 288 90 571 Fax: +49 (0) 89 288 90 45Web: www.fellow-consulting.de
    • Agenda
      Company
      Tools and theideabehind
      Social Networks
      Google
      Email Integration
      Offline Client
      Roadmap and tools in thepipe
      Sample businesscase
      Live Demo
      2
    • Company
      Tools and theideabehind
      Social Networks
      Google
      Email Integration
      Offline Client
      Roadmap and tools in thepipe
      Sample businesscase
      Live Demo
      3
    • Company – Facts
      Joint venture ofsome of themostexperienced Oracle CRM On Premise and Oracle BI experts in Germany
      Founded in January 2009
      Headquartered in Munich
      Currently 17 Employees (8 CRM Consultants, 2 BI Experts, 7 Developers)
      In total morethan 60 years of Siebel CRM projectexperience
      Some of thefoundershavestartedwithSiebel 98
      Cross-industryexpertise and technicalknow-how(et alii Pharma, Telco, High-Tech, Finance, Automotive, Retail, Energy)
      Fellow consultantshavebeen and still arekeyplayers in thebiggestSiebel On Premise Projects in Europe
      4
    • Company – Focus
      Completefocus on Oracle products
      Oracle CRM On Premise (Siebel CRM)
      Oracle CRM On Demand
      Oracle Business Intelligence (BI)
      Oracle Database
      Oracle Fusion Middleware und
      Oracle Master Data Management
      Started to developAdd-Onsfor Oracle CRM On Demand in February 2009
      As „technology pioneer“ Fellow develops in the „Cloud“ and withstate of the art techniqueslike Adobe Air
      Oracle Platinum Partner sinceJanuary 2010
      5
    • Company
      Tools and theideabehind
      Social Networks
      Google
      Email Integration
      Offline Client
      Roadmap and tools in thepipe
      Sample businesscase
      Live Demo
      6
    • Theideabehindit – Social Networks
      Information aboutindividualsis out of date nearly as soon as youget it. Whynotusethemostcurrentinformation of socialnetworksin yourCRM?
      Give a personal touch to your CRM data. See a face whenyoucall
      Additional information (hobbies, interest,...) populated in socialnetworkscanbeveryusefulforsalesrepresentatives
      Mustbeintegrated in CRM On Demand, simple to set up and intuitive to handle
      7
    • Company
      Tools and theideabehind
      Social Networks
      Google
      Email Integration
      Offline Client
      Roadmap and tools in thepipe
      Sample businesscase
      Live Demo
      8
    • Theideabehindit – Google (I)
      Information aboutcompaniesisavailableforfree, up to date and areaspecificon Google Maps. Whynotutilizethis in CRM?
      Syncmissingdataorvalidateexistingdata in your CRM withinformationavailable in Google
      See whereyourcustomerislocated
      Mustbeintegrated in CRM On Demand, simple to set up and intuitive to handle
      9
    • Theideabehindit – Google (II)
      Google Mapscanbeused to visualizethelocations of yourcustomers, prospectsorleads
      Dependingon thedegree of detail on themap, yourcustomersaredynamicallyaggregated to clusters
      See whatareasare well developed, whichonesless
      10
    • Theideabehindit – Google (III)
      Searchforcompanies and industrieslocalspecific in Google and syncthemdirectly to your Oracle CRM On Demand
      Searchfor a specificbranch in a specificarea (e.g. pharmacies in London) and addthem as prospects
      Generatecampaignlists in your CRM using Google localsearch
      11
    • Theideabehindit – Google (IV)
      Be informedaboutthelatestcompanyactivitiesusing Google News, Yahoo and Twitter
      Get a clearer picture of yourcompetitoror of a competingoffer
      Differentiatemoreeasily and develop your uniqueness for your customers
      12
    • Company
      Tools and theideabehind
      Social Networks
      Google
      Email Integration
      Offline Client
      Roadmap and tools in thepipe
      Sample businesscase
      Live Demo
      13
    • Theideabehindit – Email integration
      Email integrationshouldbeautomatedwithouthaving to explicitly log intoyour CRM, withouthaving to manuallycreateactivities, withouthaving to manuallycreateattachments
      Automaticallyrelate Emails to the rightcontact and opportunityorservicerequest
      Just in casethecustomerdoesnotyetexist in your CRM system, CRM-Gadget createsthecustomerautomaticallyafterreview
      14
    • Company
      Tools and theideabehind
      Social Networks
      Google
      Email Integration
      Offline Client
      Roadmap and tools in thepipe
      Sample businesscase
      Live Demo
      15
    • Theideabehindit – Offline Client (I)
      Useyour CRMOD datawithoutinternetconnection
      Access and maintainitfromwhereveryouare
      Synchronizeitwithyour CRM On Demandwhenyouareonline again
      16
    • Theideabehindit – Offline Client (II)
      • Mustbeeasy to install, intuitive to use and individuallycustomizeable
      17
    • Theideabehindit – Offline Client (III)
      Close the loop
      The link feature allows you to easily relate all kinds of data together
      Establish relationships between Accounts, Contacts and Opportunities
      Individual filters
      Createyourownfiltersand
      bookmarkthem as favorites
      Layout Manager
      Customizetheuserinterface
      individuallyforyourneeds
      Drag & Drop
      18
    • Company
      Tools and the idea behind
      Social Networks
      Google
      Email Integration
      Offline Client
      Roadmap and tools in thepipe
      Sample businesscase
      Live Demo
      19
    • RoadmapfortheCRM Gadget 2 Go
      Nextstepsforthe
      offline client
      20
    • Tools in thepipe – iGooglesupport
      • Integrate CRMOD Widgets in iGoogle
      • Campaign segmentation
      • Easily change layouts
      21
    • Tools in thepipe – CloudIntegration
      Offers easy Oracle CRM On Demand integration combined with the benefits of cloud computing
      Features email processing, XML or Excel file parsing and a GUI with drag-and-drop capabilities that eases data mapping
      Defineintegrationprocesses, adapters and mappings
      22
    • Company
      Tools and the idea behind
      Social Networks
      Google
      Email Integration
      Offline Client
      Roadmap and tools in the pipe
      Sample businesscase
      Live Demo
      23
    • Youreceive an Email thatisimportantforyour CRM activities
      The Email isautomaticallyormanuallyforwarded to CRM Gadgetemailintegrationaddress
      Sample businesscase (I)
      24
    • CRM Gadgetemailintegrationparsesthe Email forcontactinformation, automaticallyrelatesit to the right contact and opportunityorservicerequest in theCRM
      Ifthecontactdoesn‘texistitsendsyou an Email back to validatethecontactdetails
      Youvalidatethecontact and itiscreated in the CRM On Demand
      Sample businesscase (II)
      25
    • In the CRM On Demandyoucansee additional informationavailableinsocialnetworks
      Syncmissingdetailsdirectly to yourCRMOD data
      Sample businesscase (III)
      26
    • Company
      Tools and the idea behind
      Social Networks
      Google
      Email Integration
      Offline Client
      Roadmap and tools in thepipe
      Sample businesscase
      Live Demo
      27
    • 28
      Resources & Contact
      Productpages
      • http://desktop.crm-gadget.com
      • http://www.crm-gadget.com
      • http://wiki.crm-gadget.com
      Contact us
      • sales@fellow-consulting.de
      • http://www.fellow-consulting.com