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Oracle CPQ Cloud Solves for the Challenges of Low User Adoption in CRM and CPQ Systems

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“Overall, the process of handling quote, opportunities, orders is a lot more stable and scalable than it was before. A huge, huge, huge success and big thanks to the Oracle team.” Julia Kriner, CPQ Application Manager, NextGen

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Oracle CPQ Cloud Solves for the Challenges of Low User Adoption in CRM and CPQ Systems

  1. 1. 1.800.ORACLE1blogs.oracle.com/cx twitter.com/OracleCPQ oracle.com/cpq Oracle CPQ Cloud Solves for THE CHALLENGES OF COMPLEX CONFIGURATION AND LOW USER ADOPTION ORACLE CPQ CLOUD HELPS CUSTOMERS MEET THE CHALLENGE  Configure complex or simple solutions and ensure 100% quote and order price accuracy with automated pricing rules and validation  Apply customer, channel, volume, and product-specific discounts— all approved through agreed internal policy and procedure controls  Lead users to the optimal products and options based on customer needs to promote product upsells and cross-sells  Improve sales forecasts by ensuring opportunity numbers are driven by latest quote revisions and changes—all updated in real- time DRIVING ADDITIONAL VALUE IN YOUR BUSINESS. • Has your business grown since you first bought Salesforce.com? • Are you managing leads well through salesforce.com? • Is your user adoption as high as you’d like? • Are you struggling to use Salesforce CRM for more complex products, pricing, and quoting? As you grow you need to ensure your systems can support new requirements without totally switching out solutions. “Lead management & Configure, Price and Quote are the hottest technologies sales are relying on in 2015. If you don’t have any of these technologies on your roadmap you may be playing it too safe.”
  2. 2. 1.800.ORACLE1blogs.oracle.com/cx twitter.com/OracleCPQ oracle.com/cpq SITUATION OUTCOMES  More stable and scalable sales process  Guided Selling, Approvals, Documents  Consolidated Parts Master  High error rate improved to near 100% order accuracy  >80% reduction in time from quote inception-to-close  Exceptional adoption from the Sales Reps and upper management  Improved SOX compliance  CPQ Cloud is essential in daily operations ORACLE CPQ CLOUD HELPS CUSTOMERS BE MORE Productive: Offer the Right Solutions to the Right Customers. Work Smarter and Respond Faster. Profitable: Close Bigger Deals with Higher Margins. Empower your Teams across Channels. Repeatable and Compliant: Grow Faster at Scale. Remove Friction and Eliminate Mistakes. SITUATION OVERVIEW ORACLE CPQ CLOUD ENHANCES SALESFORCE.COM  Oracle CPQ Cloud - Force.com Integration package v5.0  Bi-directional, real-time integration  No governor limits / API limits “Overall, the process of handling quote, opportunities, orders is a lot more stable and scalable than it was before. A huge, huge, huge success and big thanks to the Oracle team.”  Manual quoting in Excel spreadsheets  Sales Reps using old/out-dated versions  No Guided Selling  No integration to CRM or ERP  No consolidated/integrated Parts Master  No approvals/validation processes  No discount rules for specific  Clients/scenarios  Different tools across 4 Business Units  Different Client-facing Proposal Documents • Companies with standard sales processes and workflows • Midsize businesses that need quick implementations & are adopted on Salesforce.com • A point-and-click interface allows for easy setup and rapid changes • Runs on Salesforce1 platform • Companies with complex sales processes and workflows • Larger businesses that need enterprise-grade capabilities and architecture • Pre-built integrations to the most popular CRM and ERP applications • Runs on Oracle and Java EXPRESS CPQ CONFIGURE, PRICE, AND QUOTE  Field mappings with any Salesforce objects  Object creation/update via Oracle CPQ Cloud  Unlimited field/object integration --Julia Kriner, CPQ Implementation Team

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