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Oracle Mobile Sales Assistant At Work 2008


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Oracle Mobile Sales Assistant presentation given by Hody Crouch, product strategy manager at Oracle. Learn how this mobile application works the way salespeople work to increase sales productivity while out of the office. Fall 2008.

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Oracle Mobile Sales Assistant At Work 2008

  1. 1. Oracle Mobile Sales Assistant At Work Hody Crouch, Product Strategy Manager
  2. 2. 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.
  3. 3. Mobile Sales Assistant <ul><li>About Mobility </li></ul><ul><li>What’s New in Mobile Sales Assistant? </li></ul><ul><li>Key Features </li></ul><ul><li>Demonstrations </li></ul><ul><li>Introducing Mobile Sales Forecast </li></ul><ul><li>Where to see Mobile Sales Assistant </li></ul><ul><li>Mobile Sales Assistant Trial Program </li></ul><Insert Picture Here>
  4. 4. <ul><li>“ Enabling ‘anywhere’ access to corporate business applications is a top IT strategy for enterprises as smart phone adoption and mobile corporate email use increase. With 45% of companies stating mobile access through wireless technologies is the most strategic decision impacting their business application decisions for the future, Oracle Mobile Sales Assistant and Oracle Mobile Forecast for the iPhone are meeting crucial needs of sales people and businesses. </li></ul><ul><li>Sheryl Kingstone, Director of Enterprise Research, Yankee Group </li></ul>What Yankee Group Is Saying
  5. 5. About Mobility <ul><li>Access </li></ul><ul><ul><li>Local, Persistent, Independent </li></ul></ul><ul><li>Action </li></ul><ul><ul><li>Need-to-know, at-a-glance </li></ul></ul><ul><li>Focus </li></ul><ul><ul><li>User and usage driven </li></ul></ul><ul><li>Features </li></ul><ul><ul><li>Primary (user-centric) </li></ul></ul><ul><ul><li>Secondary (system-centric) </li></ul></ul>User Centered Device Aware … for mobile enterprise applications … to maximize selling efficiency
  6. 6. <Insert Picture Here> Oracle Mobile Sales Assistant for BlackBerry
  7. 7. What’s New <ul><li>BlackBerry </li></ul><ul><ul><li>BlackBerry Bold </li></ul></ul><ul><ul><li>BlackBerry Pearl </li></ul></ul><ul><ul><li>BlackBerry OS 4.5 and 4.6 </li></ul></ul><ul><ul><li>Still supporting Curve, 8700, 8800, OS 4.2 and OS 4.5 </li></ul></ul><ul><li>iPhone </li></ul><ul><ul><li>Mobile Sales Assistant </li></ul></ul><ul><ul><li>Mobile Sales Forecast </li></ul></ul>
  8. 8. Features and Functions Mobile Sales Assistant for BlackBerry <ul><li>Today </li></ul><ul><li>Calendar </li></ul><ul><li>Tasks </li></ul><ul><li>Jot Notes </li></ul><ul><li>Lookup </li></ul><ul><ul><li>Contacts </li></ul></ul><ul><ul><li>Accounts </li></ul></ul><ul><ul><li>Employees </li></ul></ul><ul><ul><li>Opportunities </li></ul></ul><ul><ul><li>Leads </li></ul></ul>
  9. 9. Features – Today Screen <ul><li>Today’s Appointments </li></ul><ul><li>Today’s Contacts </li></ul><ul><li>Today’s Tasks </li></ul>
  10. 10. Features – Lookup <ul><li>Contacts </li></ul><ul><li>Accounts </li></ul><ul><li>Employees </li></ul><ul><li>Opportunities </li></ul><ul><li>Leads </li></ul><ul><li>Recently accessed records </li></ul>
  11. 11. Features – Jot Notes <ul><li>Simple note capture </li></ul><ul><li>Add to… </li></ul><ul><ul><li>Contact </li></ul></ul><ul><ul><li>Account </li></ul></ul><ul><ul><li>Opportunity </li></ul></ul>
  12. 12. <Insert Picture Here> Demonstration
  13. 13. Oracle Mobile Sales Assistant offers 6 key features
  14. 14. Go into Today Screen – see schedule, tasks and related contacts
  15. 15. Drill down into some of the details to see who you are meeting with
  16. 16. Prompts for common after-call actions
  17. 17. Mapping integration
  18. 18. Retrieve accounts, employees, download leads…
  19. 19. … see what is going on with opportunities
  20. 20. <Insert Picture Here> Oracle Mobile Sales Forecast
  21. 21. Features and Functions Mobile Sales Forecast for iPhone <ul><li>Download Opportunity List </li></ul><ul><li>View name, size, close date, probability </li></ul><ul><li>Compare expected revenue to quota </li></ul><ul><li>Daily visibility into your pipeline </li></ul>
  22. 22. <Insert Picture Here> Demonstration
  23. 23. Oracle Mobile Sales Forecast
  24. 24. View total and expected revenue
  25. 25. View updated revenue
  26. 26. <Insert Picture Here> Oracle Mobile Sales Assistant for iPhone
  27. 27. Features and Functions Mobile Sales Assistant for iPhone <ul><li>Today </li></ul><ul><li>Calendar </li></ul><ul><li>Tasks </li></ul><ul><li>Message Center </li></ul><ul><li>Notes </li></ul><ul><li>Contacts </li></ul><ul><li>Accounts </li></ul><ul><li>Employees </li></ul><ul><li>Opportunities </li></ul><ul><li>Leads </li></ul>
  28. 28. Features – Calendar Mobile Sales Assistant for iPhone <ul><li>CRM calendar on your phone </li></ul><ul><li>Automatic download of appointments </li></ul><ul><li>List and day views </li></ul><ul><li>Single-click access to customer data </li></ul>
  29. 29. Features – Record Lookup Mobile Sales Assistant for iPhone <ul><li>Automatic download of initial data </li></ul><ul><li>New leads and opportunities </li></ul><ul><li>Cache updated based on usage </li></ul><ul><li>Single-click CRM search </li></ul>
  30. 30. Features – Message Center Mobile Sales Assistant for iPhone <ul><li>Automatic updates with CRM On Demand </li></ul><ul><li>View notes from subscribed records </li></ul><ul><li>Attach notes to CRM records </li></ul><ul><ul><li>Add to Contact </li></ul></ul><ul><ul><li>Add to Account </li></ul></ul><ul><ul><li>Add to Opportunity </li></ul></ul>
  31. 31. <Insert Picture Here> Demonstration
  32. 32. Calendar list view
  33. 33. See appointments, contacts, etc.
  34. 34. Share and edit information
  35. 35. Social network feature
  36. 36. Integration to maps
  37. 37. View opportunities
  38. 38. Type-ahead search capability to find an opportunity
  39. 39. Edit opportunity
  40. 40. Change close date
  41. 41. Access related notes
  42. 42. Add information to notes
  43. 44. Integration Mobile Sales Assistant for BlackBerry <ul><li>Native Device Integration </li></ul><ul><ul><li>BlackBerry Maps </li></ul></ul><ul><ul><li>Email </li></ul></ul><ul><ul><li>Phone </li></ul></ul><ul><ul><li>SMS </li></ul></ul><ul><li>Mashups </li></ul><ul><ul><li>Contacts </li></ul></ul><ul><ul><li>Appointments </li></ul></ul><ul><ul><li>Tasks </li></ul></ul>
  44. 45. Integration Mobile Sales Assistant for iPhone <ul><li>Native Device Integration </li></ul><ul><ul><li>Maps </li></ul></ul><ul><ul><li>Email </li></ul></ul><ul><ul><li>Phone </li></ul></ul><ul><li>Mashups </li></ul><ul><ul><li>Contacts </li></ul></ul>
  45. 46. Implementing Mobile Sales Assistant <ul><li>Server Requirements </li></ul><ul><ul><li>Oracle CRM On Demand Release 15 </li></ul></ul><ul><ul><li>Web Services </li></ul></ul><ul><ul><li>Authentication Type </li></ul></ul><ul><li>Software Deployment </li></ul><ul><ul><li>BlackBerry Deployment Options </li></ul></ul><ul><ul><li>Apple App Store </li></ul></ul><ul><li>Tracking User Adoption </li></ul><ul><ul><li>CRM On Demand sign-in audit </li></ul></ul>
  46. 47. Trial Program <ul><li>Mobile Sales Assistant for BlackBerry </li></ul><ul><ul><li>Available now. </li></ul></ul><ul><li>Mobile Sales Assistant for iPhone </li></ul><ul><ul><li>When released, available through Apple App Store </li></ul></ul><ul><li>Mobile Sales Forecast for iPhone </li></ul><ul><ul><li>When released, available through Apple App Store </li></ul></ul><ul><li>30-day trial available for each product </li></ul><ul><li>No sign-up required </li></ul>
  47. 48. Oracle Offers Complete CRM Industry CRM Integrated CRM Oracle provides customer centricity through deep integration with back-office applications Social/User Driven CRM Oracle is re-defining CRM by putting unmatched productivity and Web 2.0 applications into CRM Oracle offers the most industry CRM editions to provide rapid time to value Operational CRM (Enterprise TCO) On Premise, On Demand, Enterprise Grade TCO
  48. 49. For More Information or Mobile Sales Assistant