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ORACLE DATA SHEET




ORACLE CRM ON DEMAND
RELEASE 18

                                 Get smarter, get more productive, and get the best value with Oracle
                                 CRM On Demand Release 18. Oracle CRM On Demand continues to
                                 be the most complete Software-as-a-Service (SaaS) CRM solution
THE WORLD’S MOST
COMPREHENSIVE CRM ON             available. Now, with Release 18, organizations of all types and sizes
DEMAND SOLUTION                  benefit from an integrated enterprise sales and marketing solution as
• Easy to use
                                 well as key enhancements in productivity, security, and ease of use –
• Fast to deploy

• Powerful analytics             in an offering that provides unprecedented ROI.
• Built-in contact center

• Pre-built industry solutions   Integrated Sales and Marketing
• Embedded sales, marketing,
                                 Oracle CRM On Demand Release 18 now offers a complete, integrated set of
  and service best practices
• Seamless integrations
                                 capabilities from early stage prospecting through lead management to closed
                                 revenue. As a result, organizations no longer need to endure siloed, separated sales
                                 and marketing pipelines. Instead, they can improve lead quality and increase selling
   NEW FEATURES                  time by analyzing a holistic sales and marketing revenue funnel.
• Integrated Sales and
  Marketing
• Business Planning and
  Objective Analytics
• VPN and Dedicated Circuit
  Support
• Database Vault

• HIPAA/HITECH Compliance

• Broker Profiles
• Insurance Producer Success
  Model
• Usage Tracking

• Expanded Teams
• PRM training, Certification,
  and Accreditation Support
• Customer Relationship
  Customization
                                          Figure 1 Graphical Workflow Editor Enables More Powerful Campaigns
• Expanded Oracle Migration
  Tool On Demand
• Attachment Objects

• More powerful Audit Trails     New capabilities include:

                                      •    Robust Data Integration Framework: Captures information about
                                           customers and prospects into a common profile to build a clean, trusted
                                           view of customer data.

                                      •    Response Management: Includes features to build personalized landing
                                           pages, microsites, and web forms. Progressive profiling ensures that you
                                           capture valid, clean data while minimizing irrelevant questions. Response
                                           management also includes robust tools to process incoming responses
                                           rapidly across channels with data quality, verification, enhancement,



                                                         1
ORACLE DATA SHEET




    BENEFITS                                  scoring, and assignment. Create professional looking HTML email pages
                                              quickly and easily.
• Drive a single seamless
  process across sales and               •    Nurturing: Automated lead nurturing allows sales and marketing to work
  marketing
• Improve customer and partner
                                              together to nurture every prospect until it is ‘sales-ready.’
  loyalty, retention, and
                                         •    Campaign Automation: Full multi-channel, multi-stage campaign
  profitability
• Reduce customer service
                                              management capabilities enable targeted 1:1 marketing and lights-out
  costs                                       campaigns.
• Increase competitive
  intelligence, channel                  •    Analytics: Built-in multi-dimensional warehouse with enhanced analytics
  optimization, and global                    for the marketing organization, and integrated analytics across the entire
  competitiveness
                                              revenue funnel.
• Maximize productivity,
  satisfaction, and user          This seamless integration ensures that leads are not passed to sales before they are
  adoption (ROI)
                                  ready, or on the other hand, after they should be when they have become stale. In
• Optimize sales planning and
  execution                       addition, no leads are dropped in the hand-off from marketing to sales. Furthermore,
• Gain immediate advantage        the extensive analytics features in Oracle CRM On Demand provide a common
  with industry-ready solutions
                                  measurement platform so marketing and sales can tune the entire process to make it
• Achieve the lowest Total Cost
  of Ownership (TCO)
                                  more efficient, rather than optimizing only marketing or sales. The result is more
                                  sales-ready leads at a lower cost.



                                  Get Smarter with Actionable Insight
                                     •   Speaking of analytics, the difference between making good decisions and great
                                         decisions depends heavily upon the quality, structure, and availability of
                                         information at hand. Oracle CRM On Demand Release 18 expands upon its
                                         industry-leading analytics capabilities to provide greater business insight than
                                         ever before. New capabilities include the ability to create business plans and the
                                         objectives that comprise them, cascade those objectives throughout the
                                         organization, and track progress of each objective through analytics. Any
                                         deviations from plan are quickly highlighted and mitigated. As a result, your
                                         organization is able to respond more quickly to changes in market conditions.

                                  New usage subject area and reports allow organizations to track solution adoption
                                  and help them drive usage of Oracle CRM On Demand:




                                                                    Figure 2 Usage Analytics




                                                            2
ORACLE DATA SHEET




Get More Productive with Powerful Tools
Oracle CRM On Demand Release 18 introduces a new set of powerful capabilities
designed to maximize user efficiency. Expanded team support, reusable attachment
objects, more powerful audit trails, expanded Migration Tool On Demand, customer
relationship customization, operational transparency, search and list restricted fields,
enhanced time-based workflow, and configurable action bar layouts dramatically
improve the user experience. These enhancements maximize the presentation of
information on the display, significantly reduce the number of keystrokes for
common activities, customize the look and feel of the application, and simplify
navigation.

Additional productivity enhancements include:

     •    Enhanced Partner Relationship Management: New capabilities for testing,
          training, certification, and accreditation ensure that your partners can
          adequately represent you for sales and service. Lead-to-deal registration
          conversion automates a critical partner process, and partners can better
          support their customers by logging and tracking service requests for them.

     •    Expanded Insurance Edition: The new broker profile allows channel
          managers to capture broker demographic information in more detail so
          they can work with brokers more effectively. The new Producer Success
          Model provides a best practice process to help producers increase their top
          line revenue. This model provides automated support for the entire
          customer lifecycle, from leads and referrals all the way through to clients
          who have purchased multiple products.



Get the Best Value
Oracle CRM On Demand delivers unprecedented value with the broadest set of
capabilities from a single-provider solution, the industry’s lowest total cost of
ownership, the most on-demand deployment options, the deepest CRM expertise and
experience of any CRM provider, and the most secure CRM in the cloud.

With Release 18, Oracle CRM On Demand now includes even more enterprise-
grade security features to provide increased peace of mind for organizations seeking
to store sensitive information in the cloud. New features include:

     •    HIPAA/HITECH Compliance: This service includes controls to protect the
          confidentiality, integrity, and availability of Customer’s electronic
          Protected Health Information (“ePHI”). This includes annual risk
          assessments, quarterly QualysGuard scans, protection against dictionary
          and brute force attacks, and a third-party audit. The service also includes
          HIPAA training for all employees with access to servers and the
          deployment, monitoring, and management of third party Host-based Data
          Loss Prevention (HDLP) software on the workstations of Oracle support
          personnel.




                        3
ORACLE DATA SHEET




ORACLE CRM ON DEMAND                  •       Secure Network Connections: New Virtual Private Network (VPN)
RELEASE 18
                                              connectivity ensures no one can login to Oracle CRM On Demand without
                                              first accessing a company’s VPN network. The new dedicated circuit
RELATED PRODUCTS
                                              offering routes all network traffic over a point-to-point dedicated circuit,
• Oracle CRM On Demand
  for Partner Relationship                    thereby ensuring none of your proprietary information travels over the
  Management                                  public internet. Network providers may also guarantee specific SLAs for
• Oracle CRM On Demand
                                              connectivity uptime and bandwidth.
  Financial Services Edition
  – Insurance Solution


                               Bottom Line
                               Oracle CRM On Demand Release 18 enables organizations to get smarter, get more
                               productive, and get the best value, period. For more information on Oracle CRM On
                               Demand Release 18, please visit oracle.com/crm or call +1.866.906.7878 to speak to
                               an Oracle representative.




                               Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

                               This document is provided for information purposes only and the contents hereof are subject to change without notice. This
                               document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or
                               implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We
                               specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or
                               indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or
                               mechanical, for any purpose, without our prior written permission.

                               Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective
                               owners. Ltd. 0910




                                                                    4

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Oracle Crmod Release 18 Datasheet

  • 1. ORACLE DATA SHEET ORACLE CRM ON DEMAND RELEASE 18 Get smarter, get more productive, and get the best value with Oracle CRM On Demand Release 18. Oracle CRM On Demand continues to be the most complete Software-as-a-Service (SaaS) CRM solution THE WORLD’S MOST COMPREHENSIVE CRM ON available. Now, with Release 18, organizations of all types and sizes DEMAND SOLUTION benefit from an integrated enterprise sales and marketing solution as • Easy to use well as key enhancements in productivity, security, and ease of use – • Fast to deploy • Powerful analytics in an offering that provides unprecedented ROI. • Built-in contact center • Pre-built industry solutions Integrated Sales and Marketing • Embedded sales, marketing, Oracle CRM On Demand Release 18 now offers a complete, integrated set of and service best practices • Seamless integrations capabilities from early stage prospecting through lead management to closed revenue. As a result, organizations no longer need to endure siloed, separated sales and marketing pipelines. Instead, they can improve lead quality and increase selling NEW FEATURES time by analyzing a holistic sales and marketing revenue funnel. • Integrated Sales and Marketing • Business Planning and Objective Analytics • VPN and Dedicated Circuit Support • Database Vault • HIPAA/HITECH Compliance • Broker Profiles • Insurance Producer Success Model • Usage Tracking • Expanded Teams • PRM training, Certification, and Accreditation Support • Customer Relationship Customization Figure 1 Graphical Workflow Editor Enables More Powerful Campaigns • Expanded Oracle Migration Tool On Demand • Attachment Objects • More powerful Audit Trails New capabilities include: • Robust Data Integration Framework: Captures information about customers and prospects into a common profile to build a clean, trusted view of customer data. • Response Management: Includes features to build personalized landing pages, microsites, and web forms. Progressive profiling ensures that you capture valid, clean data while minimizing irrelevant questions. Response management also includes robust tools to process incoming responses rapidly across channels with data quality, verification, enhancement, 1
  • 2. ORACLE DATA SHEET BENEFITS scoring, and assignment. Create professional looking HTML email pages quickly and easily. • Drive a single seamless process across sales and • Nurturing: Automated lead nurturing allows sales and marketing to work marketing • Improve customer and partner together to nurture every prospect until it is ‘sales-ready.’ loyalty, retention, and • Campaign Automation: Full multi-channel, multi-stage campaign profitability • Reduce customer service management capabilities enable targeted 1:1 marketing and lights-out costs campaigns. • Increase competitive intelligence, channel • Analytics: Built-in multi-dimensional warehouse with enhanced analytics optimization, and global for the marketing organization, and integrated analytics across the entire competitiveness revenue funnel. • Maximize productivity, satisfaction, and user This seamless integration ensures that leads are not passed to sales before they are adoption (ROI) ready, or on the other hand, after they should be when they have become stale. In • Optimize sales planning and execution addition, no leads are dropped in the hand-off from marketing to sales. Furthermore, • Gain immediate advantage the extensive analytics features in Oracle CRM On Demand provide a common with industry-ready solutions measurement platform so marketing and sales can tune the entire process to make it • Achieve the lowest Total Cost of Ownership (TCO) more efficient, rather than optimizing only marketing or sales. The result is more sales-ready leads at a lower cost. Get Smarter with Actionable Insight • Speaking of analytics, the difference between making good decisions and great decisions depends heavily upon the quality, structure, and availability of information at hand. Oracle CRM On Demand Release 18 expands upon its industry-leading analytics capabilities to provide greater business insight than ever before. New capabilities include the ability to create business plans and the objectives that comprise them, cascade those objectives throughout the organization, and track progress of each objective through analytics. Any deviations from plan are quickly highlighted and mitigated. As a result, your organization is able to respond more quickly to changes in market conditions. New usage subject area and reports allow organizations to track solution adoption and help them drive usage of Oracle CRM On Demand: Figure 2 Usage Analytics 2
  • 3. ORACLE DATA SHEET Get More Productive with Powerful Tools Oracle CRM On Demand Release 18 introduces a new set of powerful capabilities designed to maximize user efficiency. Expanded team support, reusable attachment objects, more powerful audit trails, expanded Migration Tool On Demand, customer relationship customization, operational transparency, search and list restricted fields, enhanced time-based workflow, and configurable action bar layouts dramatically improve the user experience. These enhancements maximize the presentation of information on the display, significantly reduce the number of keystrokes for common activities, customize the look and feel of the application, and simplify navigation. Additional productivity enhancements include: • Enhanced Partner Relationship Management: New capabilities for testing, training, certification, and accreditation ensure that your partners can adequately represent you for sales and service. Lead-to-deal registration conversion automates a critical partner process, and partners can better support their customers by logging and tracking service requests for them. • Expanded Insurance Edition: The new broker profile allows channel managers to capture broker demographic information in more detail so they can work with brokers more effectively. The new Producer Success Model provides a best practice process to help producers increase their top line revenue. This model provides automated support for the entire customer lifecycle, from leads and referrals all the way through to clients who have purchased multiple products. Get the Best Value Oracle CRM On Demand delivers unprecedented value with the broadest set of capabilities from a single-provider solution, the industry’s lowest total cost of ownership, the most on-demand deployment options, the deepest CRM expertise and experience of any CRM provider, and the most secure CRM in the cloud. With Release 18, Oracle CRM On Demand now includes even more enterprise- grade security features to provide increased peace of mind for organizations seeking to store sensitive information in the cloud. New features include: • HIPAA/HITECH Compliance: This service includes controls to protect the confidentiality, integrity, and availability of Customer’s electronic Protected Health Information (“ePHI”). This includes annual risk assessments, quarterly QualysGuard scans, protection against dictionary and brute force attacks, and a third-party audit. The service also includes HIPAA training for all employees with access to servers and the deployment, monitoring, and management of third party Host-based Data Loss Prevention (HDLP) software on the workstations of Oracle support personnel. 3
  • 4. ORACLE DATA SHEET ORACLE CRM ON DEMAND • Secure Network Connections: New Virtual Private Network (VPN) RELEASE 18 connectivity ensures no one can login to Oracle CRM On Demand without first accessing a company’s VPN network. The new dedicated circuit RELATED PRODUCTS offering routes all network traffic over a point-to-point dedicated circuit, • Oracle CRM On Demand for Partner Relationship thereby ensuring none of your proprietary information travels over the Management public internet. Network providers may also guarantee specific SLAs for • Oracle CRM On Demand connectivity uptime and bandwidth. Financial Services Edition – Insurance Solution Bottom Line Oracle CRM On Demand Release 18 enables organizations to get smarter, get more productive, and get the best value, period. For more information on Oracle CRM On Demand Release 18, please visit oracle.com/crm or call +1.866.906.7878 to speak to an Oracle representative. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Ltd. 0910 4