DocGen for CRM On Demand Description and RoadMap

DocGen – EmailGen - DocAttach

Presentation Agenda

InFact Group

About Us

Our Competency Centers

The BPS Tools

The Requirement

The Solution

The BPS Tools

DocGen

EmailGen & EmailAttach

Business Scenarios

Marketing Administrator

Agent

Comparative Analysis

Strengths

Roadmap

InFact Group InFact Group Competency Centers Started 2000 Certified Partner Market Leading CRM On Demand Integrator Clients on 3 continents CRM – Consulting, Support & Training Performance Analysis Reporting and Analysis Application Integration – PIP, AIA, XML, Web Services, J2EE,.NET

Business Scenario

For Example :

ACME has implemented Oracle CRM On Demand to enhance Sales efficiency and improve Customer Satisfaction

To improve communication with clients, ACME needs :

To empower users to communicate quickly one-on-one with customers using corporate templates ;

To send letters and mail with CRM merged information ;

To keep track of these exchanges in the CRM database.

ACME wants to deploy the solution quickly, in hosted or on-premise modes, integrated into Oracle CRM On Demand and with minimal administration or training. ACME wants the users to be operational immediately.

InFact Group – Business Productivity Pack InFact Group Business Productivity Pack Dynamic Document Creation Association with CRM data DocGen EmailGen DocAttach Oracle Add to CRM On Demand

DocGen

A single application solution

for document template creation, upload and management

for document generation

A simple administrative interface

easy to use and fully integrated into Oracle CRM On Demand

A user interface

Simple, designed for productivity

EmailGen

A single application solution

for email template creation, upload and management

for document generation

A simple administrative interface

easy to use and fully integrated into Oracle CRM On Demand

A user interface

Simple, designed for productivity

DocAttach

Creates CRM On Demand activities to record the document being created

Attaches the document to the activity

Completely integrated into Microsoft Word (2000-2007)

Multi-lingual

Administration Scenario Template is saved as RTF (documents) or HTML (email) Marketing Administrator opens Microsoft Word and designs the template using the InFact Group DocGen Template Builder

Administration Scenario Part 2 The document is uploaded into the correct folder and the users can now access the Template Marketing Administrator opens CRM On Demand and uses the Add a Template feature to upload the Template

End User Scenario End User displays the Contact Details in CRM On Demand and selects a Template

End User Scenario Part 2 The Template is merged and the finished document is automatically sent to the User

End User Scenario Part 3 End User can attach the finished document to CRM On Demand as an activity with attachment using the built-in DocAttach tool.

Business Advantages

Integration

Visually embedded in Oracle CRM On Demand

Transparent for the End User

In your Business Processes

Simplicity

Template Creation and Management

Document Generation

No training required

Power

Word and HTML emails with multi-lingual features / all alphabets

Templates filterable by End User Language or Customer Language

Advanced features – Loops, Conditions in Templates

Comparative Analysis * Comparison is for illustrative purposes only InFact Group DocGen Eloqua Conversion Suite* CRM On Demand Microsoft Word MailMerge* Architecture J2EE-based multi-threaded application for parallel processing SaaS MailMerge Template for Microsoft Windows Price Functionality Access all objects; multi-lingual templates; centralized management; document attachments Large scale email marketing platform with segmentation and Web Services API Limited number of objects, mono-lingual templates, no reattachment of documents Modularity Deployed as a Web Applet; deployed according to Business Role; consulting and configuration services available Separate application user interface Downloaded to each user machine. Deployment SaaS or traditional SaaS Free download

Our Strengths Experts in CRM Client Focus R & D

Product RoadMap Version 0.1 Internal Launch Version 1.0 Document Generator Version 2.0 Administration Console Improved Performance Version 3.0 Multi-lingual Email Generator Attachments Version 4.0 Oracle Validation Visibility Rules Document Server Integration Q1 07 Q3 07 Q1 08 Q2 09 Q1 10

Our Other Products and Services

OrgChart

Visualize your Account, Contact and other hierarchical data in Oracle CRM On Demand.

Personalize your hierarchy, color, add images and hyperlinks

Our Other Products and Services

RSS Lead Generator

Use the RSS Lead Generator to monitor, filter and categorize your RSS Feeds and create Leads directly into CRM On Demand

IGIB Integration Bus

Automate your import and exports between the back office & Oracle CRM On Demand.

http:// solutions.oracle.com/partners/infactgroup

Our Development Model Collaboration Oracle Customer Feedback Research and Development Strategy Positioning and Differentiation Versioning and Upgrades

InFact Group on the Net http://www.facebook.com/group.php?gid=242678320507 http://www.slideshare.net/trickshot08 http://www.docstoc.com/profile/InFact http://twitter.com/trickshot251

Contact Us