Using crm desktop with oracle crm on demand

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Using CRM Desktop for Oracle CRM On Demand #CRMOD R19 : This guide explains how to download / install / configure and use this offline tool for accessing CRM On Demand data from your familiar Microsoft Outlook interface.

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Using crm desktop with oracle crm on demand

  1. 1. Using CRM Desktop With Oracle CRM On DemandCopyright of CRMIT-© 2012. All rights reserved. Confidential Information
  2. 2. Agenda Types Getting What Is CRM Desktop Ready Usage Steps Q&A Contact Industry Verticals InformationCopyright of CRMIT-© 2012. All rights reserved. Confidential Information
  3. 3. What Is CRM Desktop? • CRM access from your familiar Microsoft Outlook interface • Increases CRM user adoption and maximizes sales productivity • Features – Seamless Microsoft Outlook integration – Unified data – Mobility – Customizability • All emails, calendar events, and tasks can be linked to the right Contact, Account, Lead, or Opportunity in CRM • When sending a meeting invite or an email, a single click captures the action and quietly updates CRM in the background • Extends the forms, menus, folders, and toolbars of Microsoft Outlook, to display rich CRM data • Smart UI capabilities (Example: Type-ahead filtering and auto- suggestion) Source: http://www.oracle.com/us/products/applications/crmondemand/oracle-crm-desktop-ds-495335.pdfCopyright of CRMIT-© 2012. All rights reserved. Confidential Information
  4. 4. Types • Oracle CRM Desktop is available for – Siebel CRM – Oracle CRM On Demand Focus Of this presentationCopyright of CRMIT-© 2012. All rights reserved. Confidential Information
  5. 5. Getting Ready : 1 • Step 1 : Raise a service request to Oracle Support, to enable access to CRM Desktop for your user ID • Step 2 : Once done, Set the following role privileges – “Enable CRM Desktop Access” – “Manage CRM Desktop Access”Copyright of CRMIT-© 2012. All rights reserved. Confidential Information
  6. 6. Getting Ready : 2 • Step 3 : Download CRM Desktop for Oracle CRM On Demand from http://edelivery.oracle.comCopyright of CRMIT-© 2012. All rights reserved. Confidential Information
  7. 7. Getting Ready : 3 • Step 4 : Create Installer Package – Admin > Oracle CRM On Demand Desktop > Administer Customization Packages > Fill the form & Save • Step 5 : Install CRM Desktop • Step 6 : Configure Login ID / PasswordCopyright of CRMIT-© 2012. All rights reserved. Confidential Information
  8. 8. Usage Steps : 1 • System Tray > CRM Desktop Icon > Right Click > Show Control PanelCopyright of CRMIT-© 2012. All rights reserved. Confidential Information
  9. 9. Usage Steps : 2 • Configure each object you want to access from CRM DesktopCopyright of CRMIT-© 2012. All rights reserved. Confidential Information
  10. 10. Usage Steps : 3 • You can define one or more filters per object, if you want to download / use only limited set of records from CRM On DemandCopyright of CRMIT-© 2012. All rights reserved. Confidential Information
  11. 11. Usage Steps : 4 • Once configured, Right click on CRM Desktop Icon in System tray and select “Synchronize Now” • You can repeat this whenever you want to sync records between online and offlineCopyright of CRMIT-© 2012. All rights reserved. Confidential Information
  12. 12. Usage Steps : 5 • Now you will notice CRM Desktop toolbars in Microsoft OutlookCopyright of CRMIT-© 2012. All rights reserved. Confidential Information
  13. 13. Usage Steps : 6 • Click on the folder list to see all CRM Objects configured • Click on an object to see records and to edit / insert new dataCopyright of CRMIT-© 2012. All rights reserved. Confidential Information
  14. 14. Usage Steps : 7 • Notice the “Oracle” Icon in the top left corner, you can use it for viewing a particular record in CRM On Demand (Live)Copyright of CRMIT-© 2012. All rights reserved. Confidential Information
  15. 15. Usage Steps : 8 • Create a new Lead / Opportunity etc., by using the “New” button in respective foldersCopyright of CRMIT-© 2012. All rights reserved. Confidential Information
  16. 16. Usage Steps : 9 • At any given point of time, you may change the options of your CRM Desktop via the corresponding System Tray menu optionCopyright of CRMIT-© 2012. All rights reserved. Confidential Information
  17. 17. Usage Steps : 10 • When creating a Calendar entry (Example: Appointment / Meeting request), notice the buttons available to link the same to CRM On Demand easilyCopyright of CRMIT-© 2012. All rights reserved. Confidential Information
  18. 18. Q&A Email : contact@crmit.com http://www.crmit.com http://blog.crmit.com http://www.crmplusplus.com Follow Us On http://twitter.com/#!/crmitsolutions https://plus.google.com/#105417478549877517638/posts http://www.facebook.com/people/Crmit-Corp/100002244457350#!/profile.php?id=100002244457350Copyright of CRMIT-© 2012. All rights reserved.This document and translations of it may be copied and furnished to others, and derivative works that comment on or otherwise explain it or assist in its implementation may beprepared, copied, published, and distributed, in whole or in part, without restriction of any kind, provided that the above copyright notice and this section are included on all suchcopies and derivative works. However, this document itself may not be modified in any way, including by removing the copyright notice or references to CRMIT, without thepermission of the copyright owners. This document and the information contained herein is provided on an "AS IS" basis and CRMIT DISCLAIMS ALL WARRANTIES,EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY WARRANTY THAT THE USE OF THE INFORMATION HEREIN WILL NOT INFRINGE ANY OWNERSHIPRIGHTS OR ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.Copyright of CRMIT-© 2012. All rights reserved. Confidential Information

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