Oracle Sales & Marketing Summit: Fusion CRM Demo

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Oracle Sales & Marketing Summit: Fusion CRM Demo

  1. 1. Fusion CRM Application Demo Sergio Martini Master Principal Sales Consultant - CRM1 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  2. 2. Safe Harbor Statement 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.2 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  3. 3. Fusion CRM Applications Recap3 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  4. 4. The Principles of Fusion Applications• Started with a Modern Platform• Embedded Best Practices Based On Hundreds of Years of Learning• Designed for Modularity and Co-Existence with Other Applications• Reinvented the User Experience• Made It Ready for the Cloud 4 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  5. 5. The Making of Fusion CRM Best Practice Business Processes Based Upon Hundreds of Years of Learning Peoplesoft, E-Business Suite, Siebel, and JD Edwards Infused with Web 2.0 Role-Based User Experience, Collaboration, Interactive Business Intelligence Built on Oracle Fusion Middleware Industry Leading, Open Standards-Based Platform5 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  6. 6. Fusion CRM An Enterprise Suite Sales Planning Sales Prospecting Sales Productivity Sales Extensibility Territory Campaign Opportunity Channel Management Management Management Management Lead Customer Data Quota Management Management Customer Center Management Incentive Compensation Sales Predictor Desktop Integration Contracts Forecasting Sales Campaigns Mobile Sales Activity Streams6 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  7. 7. Sales Dashboard - Key ConceptThe Sales Dashboard is:• Role based Home page• A one-stop compilation of pertinent information and tools for day-to-day activities for sales reps, managers and executives• User configurable portal offering: • Layout modification • Embeddable BI content • Embeddable content: Calendar, Tasks, Key Contacts, etc. • 3rd party content (urls, external widgets)• Contextual Actions for ootb BI reports allow for immediate data entry and navigation 7 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  8. 8. Sales Predictor Your CRM System Did the Prospecting for You?8 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  9. 9. Customer Centre Customer  Common associations – Profile • Tasks • Interactions – Onesource profile (Portlet) • Appointments – Classifications • Notes – Sales Account team • Assessments – Subsidiaries • Discussion Forums – Billing Accounts – Contacts  Non Fusion Transactions – Organization Charts • Service Requests (Web Service) – Competitive Presence • Assets (BI/ Fusion schema) • Contracts (Fusion schema) Fusion Transactions • Leads • Opportunities  Analytics • Responses • Interaction and Opportunity metrics for ‘My Customers’ • Revenue Lines • Customer Completeness Reports • Revenue Analytics • Recommendations 9 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  10. 10. Fusion CRM ApplicationsDemo
  11. 11. 11 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  12. 12. 12 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  13. 13. Appendix13 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

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