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Implement Oracle Sales Cloud in Six Weeks with Perficient Quick Start Services

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You can now deploy Oracle Sales Cloud in just a few weeks! Oracle Sales Cloud enables modern selling with tools that are easy to deploy, mobile, packed with powerful analytics, and built for collaborative selling and revenue generation. The combination of Oracle Sales Cloud and Perficient quick start services can get you up and running quickly with less risk and lower cost than traditional implementations.

If you are considering a sales force automation tool for the first time or migrating from a current sales automation tool, join us today to hear:
Vice President of Sales Scott Tschetter discuss the strategic business imperative which led to a six-week implementation of Oracle Sales Cloud
Perficient experts explore tips and methodologies to rapidly design and implement Oracle Sales Cloud
Oracle leadership share insight into sales automation trends, customer adoption and future Oracle Sales Cloud enhancements
Hear what other growing and thriving sales organizations know - that speed, accuracy, insights, visualized reporting, mobility, collaboration and packed pipelines are crucial to accelerating sales growth. Perficient and Oracle can get you there quickly!

Published in: Technology
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Implement Oracle Sales Cloud in Six Weeks with Perficient Quick Start Services

  1. 1. Rapid Implementation of Oracle Sales Cloud with Perficient & Oracle
  2. 2. Presenters 2 Alfred Arnaud General Manager Perficient CX Practice Leslie Buhrer Senior Product Director Oracle Sales Cloud Scott Tschetter Vice President Eastern Communications Suresh Krishnan Practice Director Perficient CX Practice
  3. 3.  About Perficient  Case Study: Perficient’s Oracle Sales Cloud Implementation  Sales 2.0 with Oracle Sales Cloud  Perficient’s Quick Start for Oracle Sales Cloud  Design and Implementation Best Practices  Case Study: Eastern Communications  Question and Answer Session  Next Steps Agenda 3
  4. 4. Perficient Profile 4 • Founded in 1997 • Public, NASDAQ: PRFT • 2013 revenue $373 million • Major market locations: • Allentown, Atlanta, Boston, Charlotte, Chicago, Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Minneapolis, New York City, Northern California, Oxford (UK), Philadelphia, Southern California, St. Louis, Toronto, Washington, D.C. • Global delivery centers in China and India • >2,200 colleagues • Dedicated solution practices • ~90% repeat business rate • Alliance partnerships with major technology vendors • Multiple vendor/industry technology and growth awards
  5. 5. Our Solutions Expertise 5 BUSINESS SOLUTIONS Business Intelligence Business Process Management Customer Experience and CRM Enterprise Performance Management Enterprise Resource Planning Experience Design (XD) Management Consulting TECHNOLOGY SOLUTIONS Business Integration/SOA Cloud Services Commerce Content Management Custom Application Development Education Information Management Mobile Platforms Platform Integration Portal & Social
  6. 6. Perficient’s Oracle Practice 1,800+ customer implementations Multi-shore delivery options 15 Oracle Specializations Oracle Experts National Systems Integrator 15 years of Oracle experience Oracle Advisory Board Member DEDICATED PRACTICES CX E-Business Suite EPM BI Oracle Technology INDUSTRY EXPERTISE Healthcare Life Sciences Financial Services Consumer Markets Energy 6 6
  7. 7. CX Expertise 14+ Years Experience 500+ Implementations Oracle Sales Cloud Specialized Partner Siebel Specialized Partner Digital Design Agency for Modern Marketing Industry Expertise in Healthcare, Consumer Markets & Financial Services Onshore/Offshore Delivery Model 7
  8. 8. CX Solutions Marketing Cloud Marketing Advisory Services Smart Start Packages Sales Cloud QuickStart Packages Migration Toolkits Service Cloud Siebel Upgrades & Open UI CRM Desktop Mobility CX Strategy & Roadmap CX / CRM Readiness Assessment & Road Map Definition 8
  9. 9. Case Study: Perficient Business Drivers/Criteria: • Platform advantages with OBIEE and EBS • Roadmap and future vision • Multiple deployment options, including mobile and CRM desktop (Outlook Integration) • Enhanced social and collaboration capabilities • Territory planning, analytics and forecasting Implementation and Results: • 2-month implementation • Integration with forecasting system & Oracle EBS • Data migration from CRM OnDemand • Consolidation of business automation workflows and reporting 9
  10. 10. Oracle Sales Cloud Leslie Buhrer, Senior Director, Product Management November 11, 2014 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  11. 11. Modern Sales in the Cloud Sell More, Know More, Grow More Fast & Easy Easy to deploy, easy to use, easy to adapt Mobile & Productive Complete mobility drives sales results Insight Driven Pipeline Building Modern selling tools to drive demand across all channels Collaborative Integrated communication, coaching and team selling drive productivity Powerful analytics optimize sales performance 1 2 4 3 5
  12. 12. Advantages of Cloud Solutions Increase Business Agility Business-Level Configuration Reduce Operational Costs Cap-Ex VS Op-Ex Modernize Apps
  13. 13. The Complete Solution 13 Oracle Social Cloud Oracle Marketi ng Cloud Oracle Sales Cloud Oracle Commer ce Cloud Oracle Service Cloud Oracle CPQ Cloud Integrated Customer Experience Foundation Integrated Customer Experience Foundation Social Network Mobile Analytic KPIs & Dashboards Predictive Analytics Integrations Globalizations and Statutory Localizations Web Mobile Social In- Store Contact Center Field Service Direct Sales Channel
  14. 14. • Usability: Velocity and ease in moving from leads through commissions • Mobility: Anytime, anywhere access with smart phones and tablets • Analytics: Embedded, real-time, and predictive information • Social: Integrated, collaborative, pervasive, document sharing • Customer 360: Customer information in one place with guided selling • Predictive Analytics: Recommending what to sell next • Integrations: Pre-built integrations with CX Suite, Siebel, and ERP Oracle Sales Cloud 2.0
  15. 15. Why Customers Are Moving • On-Premise customers adding agility: Gaining mobility, collaboration and sales efficiencies • Customers embracing full customer experience: Sales, Marketing, Commerce, Service, and Social • Complete and integrated solution: One vendor, one tech stack See our customer stories Oracle Sales Cloud – YouTube
  16. 16. Oracle Sales Cloud Tailored for Industries A Blueprint with Best Practices for Industries • Communications • High Tech & Industrial Manufacturing • Consumer Goods – Retail Execution • Financial Services – Retail Banking
  17. 17. Perficient’s Oracle Sales Cloud Quick Start 17 • Defined timeline | measurable value • Rapid implementation in a few weeks • Leverage Perficient’s deep expertise in CRM/CX • Templates for data migration • Exploit rich product functionalities and adopt best-practice business processes • Phased, modular implementation approach • Interactive, iterative approach to analysis, design and development • “Transparent” approach to development
  18. 18. Perficient’s Quick Start Approach 18 • Visual, iterative design • Iterative design and end-user involvement to accelerate adoption • Change management facilitation • User Adoption Focus: Ease of use and user value • Goal: Client self-sufficiency post-implementation • Risk Mitigation: • Emphasize time to value • Simpler solutions to complex issues • Interactive, iterative approach to alternate design options
  19. 19. Methodology Project Plan Project Organization Configuration Design Data Mapping Security Matrix Configure Application Configure Security Develop Data Load Routines Conference Room Pilot Fine tune security Perform Data Loads End user Testing Train the trainer Deploy configurations to Prod Project Closure Knowledge Transfer 19 Plan Design Develop Prototype /Test Go-Live
  20. 20. 20 Plan • Detailed project planning • Detailed analysis of CRM On Demand and inventory of migrations / development items • Development iteration planning • Requirements review Deliverables - Project Plan - Development Iteration Plan Development Iteration 1 • Application configuration • Data conversion development - Configuration workbooks - Configured application - CRP 1 Development Iteration 2 • Application configuration • Workflow configuration • Application security configuration • Data conversion development - Configuration workbooks - Configured application - CRP 2 Validation • UAT by client • End-user training - Issue log / resolutions - Training Docs Deployment • Final prod data conversions • Application deployment to prod - Deployment Plan - Deployment Checklist - Data Load Plan
  21. 21. 21 Scott Tschetter Vice President
  22. 22. About Eastern Communications • Mid-sized corporation • NYC headquarters • Specialize in engineering and sales of communication equipment • In business more than 37 years • Customers include Army, Army-National Guard, Navy, NYPD, MTA, Port Authority and Nassau County OEM • Experienced significant growth the last 4 years 22
  23. 23. CRM Selection Criteria 23 • Customizable - A program that we could make our own and fit our very specific business model • Flexibility – A program that would grow as we grew • Cost - A program that wouldn’t break our bank • Multi-faceted - A program that allowed for mobile applications and had a collaboration tool
  24. 24. CRM Selection Criteria • Experienced – A company that was experienced with Oracle and knew the program • Understanding – Understood what Eastern did and what we wanted. Didn’t want a “cookie cutter” implementation • Leadership – A company that could help lead this process and make suggestions on best practices • Capable of Training – A company that would help train our staff. Didn’t want a company that was just looking for return work • Cost | desired reasonable costs 24
  25. 25. Early Results 25 • Going great! • Perficient has been available to help with issues post implementation • Perficient has been very patient with teaching us and the knowledge we learned allows us to customize the program after their departure • Oracle is flexible and allows for changes. We knew when we started that we weren’t going to get it perfect the first time and Oracle is a very flexible program • Oracle allows for us to get the standardization and continuous access to information we were looking for
  26. 26. Stay in Touch Suresh Krishnan Perficient Practice Director Suresh.Krishnan@Perficient.com Connect with Us: – Twitter: @PRFT_Oracle – Oracle Blog: blogs.perficient.com/oracle/ – http://www.perficient.com/Partners/Oracle/Orac le-CX/Sales-Cloud 26
  27. 27. Please submit your questions in the chat box. We will get to as many as possible, time permitting. 27
  28. 28. Thank you for your participation today. Please fill out the survey at the close of this session. 28

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