On Demand Document Genererator for Oracle's CRM On Demand

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On Demand Document Generator for Oracle's CRM On Demand solution. This add on makes it easy to design and generate emails and documents using data from multiple objects out of CRM On Demand.

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On Demand Document Genererator for Oracle's CRM On Demand

  1. 1. Document generation forOracle CRM On Demand Teleportboulevard 110 1043 EJ Amsterdam 020-4868146 www.ebicus.com
  2. 2. Agenda Introduction Ebicus On Demand Document (ODD) Product Description Added Value Example Summary Proposition Teleportboulevard 110 1043 EJ Amsterdam 020-4868146 www.ebicus.com
  3. 3. Introduction – who are we? Ebicus is specialized in implementing, managing and maintaining solutions based on Oracle software for her customers. Within the Oracle software spectrum we have a special focus for Oracle/Siebel CRM & BI applications. Founded in 1999 Located in Amsterdam Experience in more than 40 different Siebel environments, 15 Oracle CRM On Demand environments and 10 Oracle BI Apps environments. Strong focus on cooperation, knowledge, quality and flexibility. Our motto: Excellence in Oracle/Siebel CRM & BI Teleportboulevard 110 1043 EJ Amsterdam 020-4868146 www.ebicus.com
  4. 4. Introduction – what is it we do?Implementation supportApplication management and maintenance Ebicus Remote Competence Centre (located in Amsterdam) Onsite supportTraining sessionsProduct development Integration services with backoffice systems Ebicus-connector for CRM On Demand Add-Ons Time-sheet On Demand On Demand Document Teleportboulevard 110 1043 EJ Amsterdam 020-4868146 www.ebicus.com
  5. 5. On Demand Document (ODD):Document generation within CRM On Demand cument in 1. User request do CRM On Demand mand for- 2. Oracle CRM On De Demand wards request to On from the Document using data current page ent returns 3. On Demand Docum document to the user Teleportboulevard 110 1043 EJ Amsterdam 020-4868146 www.ebicus.com
  6. 6. ODD – How does it work?User-friendly interface to create templates Use easy-to-use HTML-editor Write your own HTML Import your current templatesCentral administration of templates Revision control Make changes to templates available for the entire organization with just one click Use the expertise of your marketing employeesUnlimited freedom in using data stored in CRM On Demand Use data from multiple objects in the same template Use multiple instances of the same objectEnrich your templates with extra variables from outside CRM OnDemand E.g. date fields Teleportboulevard 110 1043 EJ Amsterdam 020-4868146 www.ebicus.com
  7. 7. Advantages of using ODD:1. Higher return on investments in marketing What do we see in practice? Multiple, different ways of communicating used by sales and marketing employees Inefficient use of time by employees because they keep recreating layouts for communications What is possible? Use your corporate style in all communications Central management of templates by experts High flexibility because of revision control functionality This results in: A uniform way of communication with customers through the entire organization Higher quality of all communications Teleportboulevard 110 1043 EJ Amsterdam 020-4868146 www.ebicus.com
  8. 8. Advantages of using ODD:2. Higher return on investments in employees Higher quality and service level Support standardizing and execution of specific processes and procedures Uniform way of communicating, independent of employee. Qualitative formatting and content of communications Higher efficiency Fully integrated with CRM On Demand Generate documents with just one mouse-click in CRM On Demand Quick access to professional letters and e-mails. Using data from CRM On Demand prevents duplicate address- files. ODD is user-friendly which results in high end-user acceptation Teleportboulevard 110 1043 EJ Amsterdam 020-4868146 www.ebicus.com
  9. 9. Advantages of using ODD:3. Leverage your CRM On Demand data Get the most out of your valuable data in CRM On Demand Examples: Appointment confirmations for activities, combined with data from contacts and accounts Quotations based on opportunity data Confirmation of correct reception of a service request Special offers or promotions to one specific customer Customer-specific directions Teleportboulevard 110 1043 EJ Amsterdam 020-4868146 www.ebicus.com
  10. 10. Demonstration Teleportboulevard 110 1043 EJ Amsterdam 020-4868146 www.ebicus.com
  11. 11. Example: Appointment confirmationOSH Johnnie McGregor Jane Williams Windsor CentralSupplier Sales Rep OSH Contact Windsor Customer 1. Make appointment over phone 2. Appointment confirmation Teleportboulevard 110 1043 EJ Amsterdam 020-4868146 www.ebicus.com
  12. 12. Example:Appointment confirmation Use this hyperlink for a demonstration http://www.youtube.com/watch?v=NjWqNxW_yPI Teleportboulevard 110 1043 EJ Amsterdam 020-4868146 www.ebicus.com
  13. 13. Example:Template administration Demonstration of administrative tasks: 1. Open template 2. Edit template 3. Preview changes Teleportboulevard 110 1043 EJ Amsterdam 020-4868146 www.ebicus.com
  14. 14. Summary:Higher return on investments with ODD Let On Demand Document help you to achieve higher return on investments in: 1. Marketing 2. Employees 3. Data stored in CRM On Demand Teleportboulevard 110 1043 EJ Amsterdam 020-4868146 www.ebicus.com
  15. 15. Start today! For more information: Joris Ferwerda j.ferwerda@ebicus.com +31(0)6-42439576 Teleportboulevard 110 1043 EJ Amsterdam 020-4868146 www.ebicus.com

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