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Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
Fellow Consulting English 20100325
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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  • 1. Company Presentation<br />Fellow Consulting AG Ludwigstr. 21/Theresienstr. 6-8 80333 München<br />Tel: +49 (0) 89 288 90 571 Fax: +49 (0) 89 288 90 45Web: www.fellow-consulting.de<br />
  • 2. Agenda<br />Company<br />Tools and theideabehind<br />Social Networks<br />Google<br />Email Integration<br />Offline Client<br />Roadmap and tools in thepipe<br />Sample businesscase<br />Live Demo<br />2<br />
  • 3. Company<br />Tools and theideabehind<br />Social Networks<br />Google<br />Email Integration<br />Offline Client<br />Roadmap and tools in thepipe<br />Sample businesscase<br />Live Demo<br />3<br />
  • 4. Company – Facts<br />Joint venture ofsome of themostexperienced Oracle CRM On Premise and Oracle BI experts in Germany<br />Founded in January 2009<br />Headquartered in Munich<br />Currently 17 Employees (8 CRM Consultants, 2 BI Experts, 7 Developers)<br />In total morethan 60 years of Siebel CRM projectexperience<br />Some of thefoundershavestartedwithSiebel 98<br />Cross-industryexpertise and technicalknow-how(et alii Pharma, Telco, High-Tech, Finance, Automotive, Retail, Energy)<br />Fellow consultantshavebeen and still arekeyplayers in thebiggestSiebel On Premise Projects in Europe<br />4<br />
  • 5. Company – Focus<br />Completefocus on Oracle products<br />Oracle CRM On Premise (Siebel CRM)<br />Oracle CRM On Demand<br />Oracle Business Intelligence (BI)<br />Oracle Database<br />Oracle Fusion Middleware und<br />Oracle Master Data Management<br />Started to developAdd-Onsfor Oracle CRM On Demand in February 2009<br />As „technology pioneer“ Fellow develops in the „Cloud“ and withstate of the art techniqueslike Adobe Air<br />Oracle Platinum Partner sinceJanuary 2010<br />5<br />
  • 6. Company<br />Tools and theideabehind<br />Social Networks<br />Google<br />Email Integration<br />Offline Client<br />Roadmap and tools in thepipe<br />Sample businesscase<br />Live Demo<br />6<br />
  • 7. Theideabehindit – Social Networks<br />Information aboutindividualsis out of date nearly as soon as youget it. Whynotusethemostcurrentinformation of socialnetworksin yourCRM?<br />Give a personal touch to your CRM data. See a face whenyoucall<br />Additional information (hobbies, interest,...) populated in socialnetworkscanbeveryusefulforsalesrepresentatives<br />Mustbeintegrated in CRM On Demand, simple to set up and intuitive to handle<br />7<br />
  • 8. Company<br />Tools and theideabehind<br />Social Networks<br />Google<br />Email Integration<br />Offline Client<br />Roadmap and tools in thepipe<br />Sample businesscase<br />Live Demo<br />8<br />
  • 9. Theideabehindit – Google (I)<br />Information aboutcompaniesisavailableforfree, up to date and areaspecificon Google Maps. Whynotutilizethis in CRM?<br />Syncmissingdataorvalidateexistingdata in your CRM withinformationavailable in Google<br />See whereyourcustomerislocated<br />Mustbeintegrated in CRM On Demand, simple to set up and intuitive to handle<br />9<br />
  • 10. Theideabehindit – Google (II)<br />Google Mapscanbeused to visualizethelocations of yourcustomers, prospectsorleads<br />Dependingon thedegree of detail on themap, yourcustomersaredynamicallyaggregated to clusters<br />See whatareasare well developed, whichonesless<br />10<br />
  • 11. Theideabehindit – Google (III)<br />Searchforcompanies and industrieslocalspecific in Google and syncthemdirectly to your Oracle CRM On Demand<br />Searchfor a specificbranch in a specificarea (e.g. pharmacies in London) and addthem as prospects<br />Generatecampaignlists in your CRM using Google localsearch<br />11<br />
  • 12. Theideabehindit – Google (IV)<br />Be informedaboutthelatestcompanyactivitiesusing Google News, Yahoo and Twitter<br />Get a clearer picture of yourcompetitoror of a competingoffer<br />Differentiatemoreeasily and develop your uniqueness for your customers<br />12<br />
  • 13. Company<br />Tools and theideabehind<br />Social Networks<br />Google<br />Email Integration<br />Offline Client<br />Roadmap and tools in thepipe<br />Sample businesscase<br />Live Demo<br />13<br />
  • 14. Theideabehindit – Email integration<br />Email integrationshouldbeautomatedwithouthaving to explicitly log intoyour CRM, withouthaving to manuallycreateactivities, withouthaving to manuallycreateattachments<br />Automaticallyrelate Emails to the rightcontact and opportunityorservicerequest<br />Just in casethecustomerdoesnotyetexist in your CRM system, CRM-Gadget createsthecustomerautomaticallyafterreview<br />14<br />
  • 15. Company<br />Tools and theideabehind<br />Social Networks<br />Google<br />Email Integration<br />Offline Client<br />Roadmap and tools in thepipe<br />Sample businesscase<br />Live Demo<br />15<br />
  • 16. Theideabehindit – Offline Client (I)<br />Useyour CRMOD datawithoutinternetconnection<br />Access and maintainitfromwhereveryouare<br />Synchronizeitwithyour CRM On Demandwhenyouareonline again<br />16<br />
  • 17. Theideabehindit – Offline Client (II)<br /><ul><li>Mustbeeasy to install, intuitive to use and individuallycustomizeable</li></ul>17<br />
  • 18. Theideabehindit – Offline Client (III)<br />Close the loop<br />The link feature allows you to easily relate all kinds of data together<br />Establish relationships between Accounts, Contacts and Opportunities<br />Individual filters<br />Createyourownfiltersand<br />bookmarkthem as favorites<br />Layout Manager<br />Customizetheuserinterface<br />individuallyforyourneeds<br />Drag & Drop<br />18<br />
  • 19. Company<br />Tools and the idea behind<br />Social Networks<br />Google<br />Email Integration<br />Offline Client<br />Roadmap and tools in thepipe<br />Sample businesscase<br />Live Demo<br />19<br />
  • 20. RoadmapfortheCRM Gadget 2 Go <br />Nextstepsforthe<br />offline client<br />20<br />
  • 21. Tools in thepipe – iGooglesupport<br /><ul><li>Integrate CRMOD Widgets in iGoogle
  • 22. Campaign segmentation
  • 23. Easily change layouts</li></ul>21<br />
  • 24. Tools in thepipe – CloudIntegration<br />Offers easy Oracle CRM On Demand integration combined with the benefits of cloud computing<br />Features email processing, XML or Excel file parsing and a GUI with drag-and-drop capabilities that eases data mapping<br />Defineintegrationprocesses, adapters and mappings<br />22<br />
  • 25. Company<br />Tools and the idea behind<br />Social Networks<br />Google<br />Email Integration<br />Offline Client<br />Roadmap and tools in the pipe<br />Sample businesscase<br />Live Demo<br />23<br />
  • 26. Youreceive an Email thatisimportantforyour CRM activities<br />The Email isautomaticallyormanuallyforwarded to CRM Gadgetemailintegrationaddress<br />Sample businesscase (I)<br />24<br />
  • 27. CRM Gadgetemailintegrationparsesthe Email forcontactinformation, automaticallyrelatesit to the right contact and opportunityorservicerequest in theCRM<br />Ifthecontactdoesn‘texistitsendsyou an Email back to validatethecontactdetails<br />Youvalidatethecontact and itiscreated in the CRM On Demand<br />Sample businesscase (II)<br />25<br />
  • 28. In the CRM On Demandyoucansee additional informationavailableinsocialnetworks<br />Syncmissingdetailsdirectly to yourCRMOD data<br />Sample businesscase (III)<br />26<br />
  • 29. Company<br />Tools and the idea behind<br />Social Networks<br />Google<br />Email Integration<br />Offline Client<br />Roadmap and tools in thepipe<br />Sample businesscase<br />Live Demo<br />27<br />
  • 30. 28<br />Resources & Contact<br />Productpages<br /><ul><li>http://desktop.crm-gadget.com
  • 31. http://www.crm-gadget.com
  • 32. http://wiki.crm-gadget.com</li></ul>Contact us<br /><ul><li>sales@fellow-consulting.de
  • 33. http://www.fellow-consulting.com</li>

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