Fellow Consulting English 20100325
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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 Presentation Transcript

  • 1. 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
  • 2. Agenda
    Company
    Tools and theideabehind
    Social Networks
    Google
    Email Integration
    Offline Client
    Roadmap and tools in thepipe
    Sample businesscase
    Live Demo
    2
  • 3. Company
    Tools and theideabehind
    Social Networks
    Google
    Email Integration
    Offline Client
    Roadmap and tools in thepipe
    Sample businesscase
    Live Demo
    3
  • 4. 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
  • 5. 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
  • 6. Company
    Tools and theideabehind
    Social Networks
    Google
    Email Integration
    Offline Client
    Roadmap and tools in thepipe
    Sample businesscase
    Live Demo
    6
  • 7. 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    Information aboutindividualsis out of date nearly as soon as youget it.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
  • 8. Company
    Tools and theideabehind
    Social Networks
    Google
    Email Integration
    Offline Client
    Roadmap and tools in thepipe
    Sample businesscase
    Live Demo
    8
  • 9. 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
  • 10. 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
  • 11. 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
  • 12. 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
  • 13. Company
    Tools and theideabehind
    Social Networks
    Google
    Email Integration
    Offline Client
    Roadmap and tools in thepipe
    Sample businesscase
    Live Demo
    13
  • 14. 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
  • 15. Company
    Tools and theideabehind
    Social Networks
    Google
    Email Integration
    Offline Client
    Roadmap and tools in thepipe
    Sample businesscase
    Live Demo
    15
  • 16. Theideabehindit – Offline Client (I)
    Useyour CRMOD datawithoutinternetconnection
    Access and maintainitfromwhereveryouare
    Synchronizeitwithyour CRM On Demandwhenyouareonline again
    16
  • 17. Theideabehindit – Offline Client (II)
    • Mustbeeasy to install, intuitive to use and individuallycustomizeable
    17
  • 18. 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
  • 19. Company
    Tools and the idea behind
    Social Networks
    Google
    Email Integration
    Offline Client
    Roadmap and tools in thepipe
    Sample businesscase
    Live Demo
    19
  • 20. RoadmapfortheCRM Gadget 2 Go
    Nextstepsforthe
    offline client
    20
  • 21. Tools in thepipe – iGooglesupport
    • Integrate CRMOD Widgets in iGoogle
    • 22. Campaign segmentation
    • 23. Easily change layouts
    21
  • 24. 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
  • 25. Company
    Tools and the idea behind
    Social Networks
    Google
    Email Integration
    Offline Client
    Roadmap and tools in the pipe
    Sample businesscase
    Live Demo
    23
  • 26. Youreceive an Email thatisimportantforyour CRM activities
    The Email isautomaticallyormanuallyforwarded to CRM Gadgetemailintegrationaddress
    Sample businesscase (I)
    24
  • 27. 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
  • 28. In the CRM On Demandyoucansee additional informationavailableinsocialnetworks
    Syncmissingdetailsdirectly to yourCRMOD data
    Sample businesscase (III)
    26
  • 29. Company
    Tools and the idea behind
    Social Networks
    Google
    Email Integration
    Offline Client
    Roadmap and tools in thepipe
    Sample businesscase
    Live Demo
    27
  • 30. 28
    Resources & Contact
    Productpages
    • http://desktop.crm-gadget.com
    • 31. http://www.crm-gadget.com
    • 32. http://wiki.crm-gadget.com
    Contact us
    • sales@fellow-consulting.de
    • 33. http://www.fellow-consulting.com