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     CRM at Oracle – Marketing Business Intelligence
Deepak Gupta                      Roger Rich           Amir Motamedi
Vice President                    Senior Director      Director
CRM Systems                       Marketing Systems    Marketing BI
The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
Oracle Corporation
Global CRM (GCM) Single Instance


• 1.8M Accounts          • 72M Marketing Responses
• 20M Contacts           • 24M Sales Activities
• 20M Prospects          • 18M Marketplace Accounts
Oracle’s Global CRM Implementation
  Optimizing Our Go-To-Market

                                                    Objective
                                      • Global, consistent, streamlined,
               Sales                    and scalable campaign to
                                        opportunity to quote processes



                                                    Approach
Partners
                           Customer
                             Data     •   Go Native – 90% vanilla
                                      •   Go Fast – 1 year to rollout
                                      •   Consolidation/Centralization
                                      •   Start Clean, Stay Clean
                                      •   Standards based Integration
             Marketing                •   Drive value with BI
Global CRM Single Instance Ecosystem




Implementation planned
<Insert Picture Here>




     CRM at Oracle – Marketing Business Intelligence
Deepak Gupta                      Roger Rich           Amir Motamedi
Vice President                    Senior Director      Director
CRM Systems                       Marketing Systems    Marketing BI
<Insert Picture Here>


Marketing Business Cycle
Marketing Business Cycle
                                              Siebel MRM
                                         Planning and Budgeting
                                         Define Marketing Initiatives
                                       Create Funds & Allocate Budget
                                         Request & Approve Budget
                                          Create Plans & Programs
                                              Campaigns/Os/Ts


                                                                                    eMarketing Apps
                                                     Plan                          Marketing Execution
                                                                                        Landing Pad
                                                                                     Event Registration
                                                                                     Software Download
CRM Analytics (OBIA)
Closed Loop Reporting
 Measure Marketing ROI                              Global
 Track Budget to Actual            Analyze                         Execute
  Fact-based Planning                                CRM                            Siebel Marketing
                                                                                   List and Segmentation
                                                                                      Target Audience
                                                                                    Build/Load Segments
                                                                                     Launch Campaigns
                                                    Manage                            Email Marketing



                          Siebel Call Center                OCH & Siebel Marketing
                      Opportunity Management                 Response Management
                          Opportunity Conversion                Response Capture
                          Opportunity Progression                 Qualification
                                                                   Assignment
                                                                  Lead Creation
<Insert Picture Here>




     CRM at Oracle – Marketing Business Intelligence
Deepak Gupta                      Roger Rich           Amir Motamedi
Vice President                    Senior Director      Director
CRM Systems                       Marketing Systems    Marketing BI
<Insert Picture Here>


Marketing Business Intelligence
Analytics Complexity

   Alliances                    Sales/Marketing            Finance
   • Partner Contribution       • Pipeline Progression     • Sales Forecasting
   • Channel Visibility         • Campaign                 • Most Likely Next
                                  Effectiveness              Purchase




                                                                Predictive

                                           Effectiveness


                   Visibility




              IT Developer            BI Developer           BI Analyst
Enterprise Reporting Architecture

  Interactive      Ad-hoc        Detect &        Mobile &          Office
                   Analysis        Alert       Disconnected      Integration       Search      Embedded
  Dashboards




                               SINGLE DATA DEFINITION


   CUSTOMER                   PRODUCT                         INDUSTRY                 GEOGRAPHY



                        GLOBAL CORPORATE WAREHOUSE

                                            BI Server




   EBS Global         Siebel CRM                Service               Planning &       External Data Sources
 Single Instance    Single Instance         Single Instance           Budgeting              (e.g., D&B)
Executive Reports
Management (Program) Reports
Marketing Intelligence Reports
Data Quality Reports
Best Practices


• Understand Reporting Requirements
• Focus on Education & Training
• Global Data Warehouse
• Partner with IT
CRM at Oracle Series: Marketing Business Intelligence

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CRM at Oracle Series: Marketing Business Intelligence

  • 1. <Insert Picture Here> CRM at Oracle – Marketing Business Intelligence Deepak Gupta Roger Rich Amir Motamedi Vice President Senior Director Director CRM Systems Marketing Systems Marketing BI
  • 2. The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
  • 4. Global CRM (GCM) Single Instance • 1.8M Accounts • 72M Marketing Responses • 20M Contacts • 24M Sales Activities • 20M Prospects • 18M Marketplace Accounts
  • 5. Oracle’s Global CRM Implementation Optimizing Our Go-To-Market Objective • Global, consistent, streamlined, Sales and scalable campaign to opportunity to quote processes Approach Partners Customer Data • Go Native – 90% vanilla • Go Fast – 1 year to rollout • Consolidation/Centralization • Start Clean, Stay Clean • Standards based Integration Marketing • Drive value with BI
  • 6. Global CRM Single Instance Ecosystem Implementation planned
  • 7. <Insert Picture Here> CRM at Oracle – Marketing Business Intelligence Deepak Gupta Roger Rich Amir Motamedi Vice President Senior Director Director CRM Systems Marketing Systems Marketing BI
  • 9. Marketing Business Cycle Siebel MRM Planning and Budgeting Define Marketing Initiatives Create Funds & Allocate Budget Request & Approve Budget Create Plans & Programs Campaigns/Os/Ts eMarketing Apps Plan Marketing Execution Landing Pad Event Registration Software Download CRM Analytics (OBIA) Closed Loop Reporting Measure Marketing ROI Global Track Budget to Actual Analyze Execute Fact-based Planning CRM Siebel Marketing List and Segmentation Target Audience Build/Load Segments Launch Campaigns Manage Email Marketing Siebel Call Center OCH & Siebel Marketing Opportunity Management Response Management Opportunity Conversion Response Capture Opportunity Progression Qualification Assignment Lead Creation
  • 10. <Insert Picture Here> CRM at Oracle – Marketing Business Intelligence Deepak Gupta Roger Rich Amir Motamedi Vice President Senior Director Director CRM Systems Marketing Systems Marketing BI
  • 11. <Insert Picture Here> Marketing Business Intelligence
  • 12. Analytics Complexity Alliances Sales/Marketing Finance • Partner Contribution • Pipeline Progression • Sales Forecasting • Channel Visibility • Campaign • Most Likely Next Effectiveness Purchase Predictive Effectiveness Visibility IT Developer BI Developer BI Analyst
  • 13. Enterprise Reporting Architecture Interactive Ad-hoc Detect & Mobile & Office Analysis Alert Disconnected Integration Search Embedded Dashboards SINGLE DATA DEFINITION CUSTOMER PRODUCT INDUSTRY GEOGRAPHY GLOBAL CORPORATE WAREHOUSE BI Server EBS Global Siebel CRM Service Planning & External Data Sources Single Instance Single Instance Single Instance Budgeting (e.g., D&B)
  • 18. Best Practices • Understand Reporting Requirements • Focus on Education & Training • Global Data Warehouse • Partner with IT