CRMIT Solutions Fixed Scope Offering for Oracle Sales Cloud

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The Oracle Sales Cloud Fixed Scope Offering (FSO) from CRMIT Solutions is specifically designed by incorporating leading practices to provide a fast track implementation and get clients up & running on Oracle Sales Cloud quickly, reliably with minimum-risk and maximum-ROI.

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CRMIT Solutions Fixed Scope Offering for Oracle Sales Cloud

  1. 1. Fixed Scope Offering (FSO) for Fast Track Implementation of Oracle Sales Cloud
  2. 2. Executive Summary • This is an overview presentation of a “Fixed Scope Offering” from CRMIT Solutions for the implementation of the Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com industry leading Oracle Sales Cloud • CRMIT is a Platinum level member of Oracle PartnerNetwork (OPN) with an OPN Specialized status for Oracle Sales Cloud • CRMIT Solutions offers a host of solutions on Oracle Sales Cloud, including consulting, sales planning, social sales, customer data enrichment, field sales automation, user adoption, training, CRM health check and independent testing services. These services are supported by certified CX Consultants with a proven track record of successful Oracle Sales Cloud implementations. • The Oracle Sales Cloud along with the fixed scope offering for the implementation brings to you the quickest ROI at minimum risk. • The following presentation gives an insight into our fast track methodology, proven tools and expertise that will ensure the successful deployment of the solution in the given timeline and budget.
  3. 3. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Index • Key Business Challenges • Proposed Solution • Implementation Approach & Scope • Implementation Methodology & Deliverables • Project Resources • Assumptions and Exclusions • References • CRMIT Solutions - A Reliable Partner in Your Journey to Customer Excellence
  4. 4. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Customer Experience Lifecycle Great Customer Experience is the Sum of ALL Interactions
  5. 5. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Today's Business Challenges • Reduce overall “Sales Cycle” & “Latency Periods” • Maximize sales force productivity • Improve sales planning, generate quality leads and Improve revenue potential • Provide visibility of the Customer Relationship for the management to make critical global CRM decisions. • Faster deployment of CRM solution for quick ROI • Adopt leading CRM practices and streamline the CRM processes • Take advantages of CRM to attract new customers, develop and retain existing customers
  6. 6. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. Oracle Sales Cloud www.crmit.com
  7. 7. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com
  8. 8. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Oracle Sales Cloud Drives Smarter Sales Sell More. Know More. Grow More Discover how to sell smarter Hit your target with no surprises Act on opportunities and threats faster Manage more effectively anywhere, using any device
  9. 9. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Benefits of Oracle Sales Cloud Higher Win Rates • Gain relevant insights to drive increased sales force productivity • Know your customer better with a 360-degree view of customer information • Maximize success by leveraging social network • Activity streams that provide real-time updates impacting their customer and deals More Quality Opportunities • Create better Sales plans to ensure the balance of workload among the sales reps • Identify the best prospects and in turn generate to opportunity • Get qualified leads & convert higher-quality leads to sales at short turn-around time • Provides recommendations on the next-best product to sell, maximizing upsell and cross sell opportunities Faster Time To Value • Easy to deploy as it is Cloud based SaaS Solution • Easy to use on Mobile, Desktop and Web 2.0 • Easy to configure to meet the business need -adding a new field to application, create new report or modify business process • Align territories, quotas and compensation to drive desired behaviors and performance
  10. 10. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. Implementation Scope www.crmit.com
  11. 11. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Oracle Sales Cloud Application Scope - Modules Module Name In Scope Module Name In Scope Common CRM Base  OOTB Security Setup  (Standard Out-of-the-box Edition) (Out-of-the-box) Lead Management  Data Migration  Opportunity Management  Transactional Business Intelligence  Sales Catalogue Setup  CRM Desktop  Customer Center  Oracle Sales Mobile  Activity Management  Collaboration (OSN, Activity Streams)  Business Rules Automation  Branding 
  12. 12. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Application Scope: Configuration In-Scope Activities In Scope Features Requirements Analysis Gap Analysis of Customer BRD (if available). Standard Out-of-the-box screens driven requirements definition – in the absence of a customer BRD. Note: This is not a discovery workshop and would not result in BRD development. Design Adoption System Design (Standard Out-of-the-box system design) Lead Management To enable lead generation, qualification and lead conversion Opportunity Management To enable opportunity creation, assessment and processing through well defined sales process / sales stages. Sales Catalogue Setup Product Group setup [Up to 1 group consisting 10 products] Customer Centre (Account and Contact Management) Capture customers’ contact information and relationships to have 360 degree view of the customers Calendar and Activities Management Tasks, Appointments & Interactions Mobility Simplified UI (FUSE), Mobile/Tab pages setup (Note: Standard Out-of-the-box application) CRM Desktop Outlook Integration Support (Setup for Admin User) (Standard Out-of-the-box application)
  13. 13. Application Scope: Configuration In-Scope Activities In Scope Features Collaboration Oracle Social Network, Activity Streams and Discussion forum (Note: Standard Out-of-the-box application) Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Business Rules Business Workflow [Up to 15] Security Setup 2 roles (Sales Rep & Sales Manager) (Note: Standard Out-of-the-box security framework) Data Migration Migrating Accounts, Contacts & Opportunity [Up to 10,000 records (all 3 objects included) Data import templates will be provided] Transactional Business Intelligence Pre-defined reports and dashboards [Up to 3] Build & Schedule custom reports (Complexity : Simple) [Up to 3] e.g. Forecast Management, Pipeline Management, Agent Performance Personalization Branding Common Setup Single Currency, Single Language End User Training 1-day end-user training Post Go-Live Post Go-Live Support [Up to 3 days]
  14. 14. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Optional CX Services Customization & Configurations Out of Scope 1. BRD Development 2. Design documentation 3. Sales Planning/ Performance Management modules (Territory Management, Sales Quota, Forecasting, Incentive Compensation) 4. Marketing Management 5. Enterprise Contracts 6. Sales Predictor 7. Custom Job Roles 8. Data Extraction / Cleansing / Transformation 9. Custom extensions to Oracle Sales Cloud with or without using web services to meet any possible requirements that may not be configured in Oracle Sales Cloud 9. Integration with external systems 10. System Translations 11. Training Material 12. Workbooks 13. Testing Scripts 14. Organization Change Management 15. Build in multiple environments 16. Multiple & Staged Go-Lives 17. Anything not explicitly part of In-Scope section
  15. 15. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. Implementation Methodology & Deliverables www.crmit.com
  16. 16. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com GO LIVE in as early as 4 WEEKS
  17. 17. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com GO LIVE FIXED SCOPE APPROACH FIXED COST ZERO RISK SUPPORTED BY Certified CRM specialists
  18. 18. Test Analyze Build Go Live Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Requirement Analysis Adopt Out-of-the-box System Design Design & Configuration System Testing End User Training UAT Support Build Migration Data Migration Go-Live Support Post Go-Live Support Implementation Approach Week 1 Week 2 Week 4 Project Management Week 3
  19. 19. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Implementation TimeLine Remote On Site
  20. 20. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. Project Resources www.crmit.com CRMIT Customer
  21. 21. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Project Resources - Role Responsibility Delivery Head Oversee the overall project and provide necessary inputs to the team in achieving the critical success factors of the project | Keeps a track of the budget and is also responsible for customer satisfaction Project Manager Primary point-of-contact; co-leader of all project activities in partnership with your organization's project manager | Leads the weekly Project Status Meeting Leverages and applies project management best practices Manages expectations and issues, and ensures the project is on track to deliver results. Facilitates the Project Results Meeting | Facilitates the Customer Care Transition Meeting. Principal Business Consultant Understands user issues and translates them into requirements for the technology group Works directly with clients at all levels throughout the organization to help identify and clarify business requirements | Prepares time and cost estimates based on guidance from technical consultants for systems development and implementation. Sr. Business Consultant Gather customer requirements | Vision and Glossary document for entire project | Write Use-Cases, BRD, FSD etc based on the solution being offered | Coordinate with development team in issue resolution. Active participation in all phases of the project including planning and analysis, design, development, testing and implementation, related to their area of expertise CRMIT Sr. Quality Lead Test effort estimation of the project | Prepare test strategy and test plan | High level testing application flow | Investigate & discuss potential | Prioritize test requirements and organize test cases | Prepare the end user documentation of the project flow for the User Acceptance Testing Primary Point-of-contact CRMIT Solutions
  22. 22. Primary Point-of-contact Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Project Resources - Your Organization Role Responsibility Project Manager Primary point-of-contact; co-leader of all project activities in partnership with your assigned Sales Cloud Professional Services project manager | Coordinates all project resources and participation for your organization | Manages expectations and issues, and ensures the project is on track to deliver results Project Sponsor Provides overall project leadership and executive direction | Communicates business objectives and goals CRM Administrator Primary administrator for Sales Cloud product configuration settings, Common Setup, Roles, Lead Management, Opportunity Management, Contact Management, Account Management, OSN etc | Manages publication of approved content to the production environment | Primary contact for day-to-day operations of your Sales Cloud solution Trainer(s) & Tester(s) Develop agent training materials and delivers agent training | Performs User Acceptance Testing tasks for the Sales Cloud environment Functional Lead / Subject Matter Expert(s) Provides specific expertise to the project by owning functional requirements and the overall configuration design of the solution | Acts as a champion of your Sales Cloud solution within your organization Technical Lead / Subject Matter Expert(s) Provides specific expertise to the project by owning technical requirements and coordinates appropriate IT resources as needed | Provides input data files and approves data import specifications (if separate add-on services are purchased)
  23. 23. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. Assumptions & Obligations www.crmit.com
  24. 24. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Key Assumptions 1. Customer to provide existing BRD for CRM requirements. If not, may involve Sales Cloud standard screens driven requirement definition 2. The standard business flows and Oracle Sales Cloud functionality will serve as the base for the design (i.e. adoption of OOB system design) and implementation 3. No design documentation 4. A pure configuration (Fields, Layout, workflows etc.) driven implementation. No Customization is performed 5. Formation of a Project team empowered for critical decisions. 6. Project kick start subject to the availability of Oracle Sales Cloud environment 7. The implementation will be based on the cloud deployment model, hosted at Oracle 8. Organizational Change Management will be client’s responsibility 9. Anything not explicitly listed in the scope is deemed to be out of scope and hence not included 10. Multiple or staged go-lives are outside the scope of these services, and if desired a change order can be discussed
  25. 25. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Key Obligations For the project to be successful Customer must fulfill the following obligations: 1. Provision of Oracle Sales Cloud environment prior to project start 2. Assign a project manager to lead your team efforts 3. Assign experienced and empowered business and IT users to work closely with CRMIT’s consultants according to project plan (some full-time allocation may be necessary at times) 4. Perform certain project tasks according to project plan such as • Provide documented requirements • Provide data in format specified by CRMIT • User Acceptance Testing • End user training 5. Arrange for a project executive sponsor and project steering committee 6. Enablement of functionalities has the dependency of Sales Cloud features purchased by customer 7. Adherence to scope & project plan
  26. 26. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. Our Reference www.crmit.com
  27. 27. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Sales Cloud Implementation COMPANY OVERVIEW Provides strategic digital services, specializing in brand licensing, advertising revenue representation and generation, content partnerships, social, PR and marketing. work with leading global and local organizations to plan, launch and build their brands CHALLENGES • Offline Desktop management on their existing CRM system • Key Revenue Pipeline & Forecast analytics • Inadequate and missing customer information • Capturing and tracking lead BENEFITS • Transactional Business Intelligence through effective report & dashboards • 360 degree view : Visibility to gain a complete customer view to upsell or cross sell which guide the sales reps to the ideal products. Real time updates on activity that relate to their customer and deals. • High user Adoption - Minimum user training as Outlook and the Fusion CRM look and feel are similar. • CRM Desktop: Automatic two-way synchronization. Able to sync events, tasks, specific emails and contacts to Outlook • Opportunity & Lead Management for higher productivity: Able to create, capture , track and update leads; convert lead to opportunity and report on lead conversion rate • Seamless Mobile Experience: Allows field sales reps to perform and track progress against day to day activities Industry High Tech Implementation Partner CRMIT Solutions www.crmit.com
  28. 28. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com About CRMIT Solutions End to end expertise on Oracle Customer Experience solutions. Participate in evangelization, roadmaps, product feedback, issues identification & Integration specialization. 200,000+ users 250+ Engagements 25+ countries 24,000+ hrs training 4000+ app users 10 years Cloud CRM 1000+ man-years of deployment CX Enablement's Self Service Platform Social Channels Email Integration Telephony Integration Mobile Integration Specializations Accreditations Authored Book on CRM On Demand 3 apps on Oracle Market Place Solutions Configure Price Quote Marketing Cloud Sales Cloud Services Cloud Social Cloud Policy Automation Oracle CRM On Demand Oracle Sales Cloud Oracle Service Cloud Education & Research Financial Services OVI for Sales Cloud (CTI) OVI for Service Cloud (CTI) OVI for Sales Cloud (EWB) ISO 270001 REGISTERED 2 0 1 4
  29. 29. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Our Cloud Offerings
  30. 30. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Sales Cloud Expertise • Fixed Scope / Rapid Implementation Offerings – GO LIVE in less than 4 weeks • Migration expertise from – Oracle CRM On Demand – Sales Force (SFDC) – Siebel Enterprise – JD Edwards • Oracle Sales Cloud Center of Excellence – Test partners for Oracle Sales Cloud – Developed reusable components, templates • 3 Sales Cloud Apps available on Oracle Marketplace • Oracle Validated Integration - OVI Certified Telephony Solution for Oracle Sales Cloud Certified Oracle consultants, solution architects, implementation, sales, presales & support specialists
  31. 31. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Enabling Customer Excellence Best Customer Relationship Management Program Award Best SaaS-Based Program Award National Award for E-governance 2007-08 2012 Winner 2014
  32. 32. EMEA Talbot House, 204-226, Imperial Drive, Rayners Lane, Harrow HA2 7HH London +1 (678) 447 1371 +1 (404) 736 2341 +61 2 9186 2550 Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. +91 (80) 4292 5555 www.crmit.com Reach us Americas 1525 McCarthy Blvd Suite 1000,Milpitas, CA 95035 USA 3379 Peachtree Road NE, Suite 555, Atlanta, GA USA Australia & N Zealand Suite 19, 103 George Street Parramatta, NSW 2150 Australia Japan 2-21-7-703 Kiba, Koto- Ku, Tokyo 135-0042, Japan Malaysia B-5-8 Plaza Mont Kiara 50480 Kuala Lumpur, Malaysia +81 3 5809 8444 +603 2726 2759 + 44 20 8872 4127 Middle East Fortune Summit Business Park, Near Central Silk Board Junction, Plot No: 244, Hosur Main Road, Bangalore 560068. India Salahuddin Ayubi Road , Riyadh, Kingdom of Saudi Arabia Rest of Asia Deployment base spread over 25+ countries
  33. 33. Fixed Scope Offering – Oracle Sales Cloud © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Thank you sales@crmit.com

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