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Oracle CRM On Demand

Marco Bordieri
Principal Sales Consultant – Oracle CRM On Demand
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.




Copyright 2010 Oracle. Confidential, all rights reserved.
Agenda

• Oracle CRM On Demand                                       <Insert Picture Here>

• Novità della Release 17
• Social CRM Application




 Copyright 2010 Oracle. Confidential, all rights reserved.
                                                                             3
Simplify and Gain Leverage
with a ‘Complete CRM’ Solution

Siebel CRM                                                  Oracle CRM On Demand   Oracle Social CRM On Demand




                                   Integration (Oracle Application Integration Architecture)



Copyright 2010 Oracle. Confidential, all rights reserved.
Simplify and Gain Leverage
with a ‘Complete CRM’ Solution

Siebel CRM                                                  Oracle CRM On Demand   Oracle Social CRM On Demand




                                   Integration (Oracle Application Integration Architecture)



Copyright 2010 Oracle. Confidential, all rights reserved.
Oracle’s Commitment to On Demand CRM
Enterprise Grade CRM On Demand




Copyright 2010 Oracle. Confidential, all rights reserved.
Pre-built Industry-Specific Editions

                                                                     FSI - Wealth Management

                         Automotive                                  Referral/lead management
                                                                   Household/contact management
             Dealer profiling                                   Financial profiling and portfolio tracking
 Vehicle & dealer service management
Retail and Fleet opportunity management

                                                                           FSI - Insurance
                                                                  Tracking of household, financial and
                                                                         investment risk profile
                        Life Sciences                                 Referral/lead management

 Medical education/events management
   Complex relationship management
                                                                              High Tech
Medical field sales planning and forecasting
                                                                        Asset management
                                                                   Marketing fund management
                                                                Account, contact, & opportunity mgmt
                                                                        Quota management


    Copyright 2010 Oracle. Confidential, all rights reserved.
Le aree funzionali di CRM On Demand

• Marketing - accrescere l’efficacia delle campagne
 promozionali individuando i potenziali clienti,
 informando in tempo reale la forza vendita e
 coordinandosi con il Servizio Cliente

• Vendita - tenere sotto controllo in modo facile le
 trattative di vendita, raggiungere più rapidamente i
 propri obiettivi, migliorare la produttività individuale

• Servizi - incrementare l’efficacia e ridurre i costi
 dei servizi di assistenza, velocizzare i tempi di
 risposta al cliente

• Business Intelligence integrata analizzare tutti i
 dati Cliente, i dati di vendita il livello di servizio
 offerto grazie alle funzionalità di Business
 Intelligence.




         Copyright 2010 Oracle. Confidential, all rights reserved.
Gestione del ciclo completo del Marketing

                                                                                       Caratteristiche
                                          Segmenta i Clienti                           • Esecuzione completa delle campagne e
                                                                                         visibilità analitica
                                                                                       • email marketing incorporato
Importazione
    liste                                                                              • Crea campagne mirate e personalizzate
  prospect                            Analizza le
                                      Campagne
                                                                      Crea Campagne
                                                                          mirate

                                                                                       Benefici
                                                                                      • Soluzione pronta all’uso che fa risparmiare tempo
                                                                                        e aumenta la produttività
                                                                                      • Migliora l’efficacia delle campagne
                                                                                      • Grazie al potente motore di analisi, ci si può
                                                                                        focalizzare sulle campagne a maggior impatto

                          Assegna i Lead                                 Esegui la
                           per Follow-up                                Campagna




          Copyright 2010 Oracle. Confidential, all rights reserved.
Best Practices commerciali pronte all’uso


Inside Sales                                                                 Field Sales                                                 Sales Coach enforces
                                                                                                                           Sales Coach
                                                                                                                                         best practices through
                                                                                                                            Activity     Workflow Rules and
                                                                                                                            Creation     Sales Rep. coaching

                                                                                                                              State
                                                                                                                             Change
                                                                                                                              Rules

                                                                                                                            Required
                                                                                                                             Fields

                Qualification
                  Script                                                                                                    Salesman
                                                        BELOW THRESHOLD                                                     Coaching           YES   Opportunity
                                                             Archived                                         Account                                   Won
                                                               Lead
  Lead             Lead                   Lead
 Creation       Qualification             Score              Qualified         Accep           Opportunity                 Opportunity
                                                                                                             Opportunity                    Won?
                                                              Lead              ted?           Conversion                  Sales Cycle
• Marketing Event                                                                        YES
•Telesales                                             ABOVE THRESHOLD
• Web Site                                    Lead is assigned to most             NO                         Contact                                Opportunity
• Advertising                                 appropriate Field Sales Rep.                                                                              Lost
                                                                              Rejected                                                          NO
• Etc.
                                                                               Lead




Sales Manager                                                                                                Forecast Analysis
                              Business Intelligence Tools
                                                                             Pipeline Analysis

  Marketing Analysis

  Trend Analysis




         Copyright 2010 Oracle. Confidential, all rights reserved.
Gestione integrata dell’Assistenza ai Clienti

      Caratteristiche
 • Servizio personalizzato attraverso la vista a 360°
     del cliente
 •   Supporto alla risoluzione dei casi tramite
     knowledge base centralizzata
 •   Call scripting a supporto della gestione delle
     chiamate
 •   Motore di assegnazione di attivita’
 •   Workflow per notifiche ed esclalation
 •   Dashboard a supporto della ottimizzazione del
     servizio
 •   Questionari di Customer satisfaction

       Benefici
• Incrementare l’efficacia e ridurre i costi dei servizi di
  assistenza
• Velocizzare i tempi di risposta al cliente

        Copyright 2010 Oracle. Confidential, all rights reserved.
L’unica soluzione On Demand che consente analisi storiche
 L’unica soluzione On Demand che consente analisi storiche
              grazie al datawarehouse integrato
              grazie al datawarehouse integrato


                                                               Analisi su:
                                                               Analisi su:
                                                                Marketing
                                                                Marketing
                                                                 Vendite
                                                                 Vendite
                                                                 Servizi
                                                                 Servizi
                                                             Clienti/Contatti
                                                             Clienti/Contatti
                                                              Produttività
                                                               Produttività


                                                               Ambiente di
                                                               Ambiente di
                                                            personalizzazione
                                                            personalizzazione
                                                            basato su Oracle
                                                             basato su Oracle
                                                                Business
                                                                 Business
                                                               Intelligence
                                                               Intelligence
Copyright 2010 Oracle. Confidential, all rights reserved.
Business Intelligence, alcuni esempi




Copyright 2010 Oracle. Confidential, all rights reserved.
Oracle Mobile Sales Assistant




                per BlackBerry…                             … e iPhone

Copyright 2010 Oracle. Confidential, all rights reserved.
Integration Capabilities


                                                                                        Partners like…
                                                                                                 like…
AIA                UI                         • Custom Web Links, URL-based API
                                              • Custom Web Applets, Web Tabs, Widgets
                                              • Custom JavaScript

                  Process • Workflow & Integration Event Queues
                                              • Single Sign On (SSO)
                                              • Web Services

                   Data                       • Schema extensions - Custom Objects,
                                                Custom Fields
                                              • Import, Export, Bulk Operations
                                              • Web Services




Copyright 2010 Oracle. Confidential, all rights reserved.
Perchè CRM On Demand?

• OpEx e non CapEx                                           = Costi Prevedibili
• Basso TCO                                                   e Rapidità di Deployment
• Rapido ROI
• Agile




 Copyright 2010 Oracle. Confidential, all rights reserved.
Demonstration:
                                    Oracle CRM On Demand




Copyright 2010 Oracle. Confidential, all rights reserved.
<Insert Picture Here>


CRM On Demand
Release 17




Copyright 2010 Oracle. Confidential, all rights reserved.
Release 17
                History of Rapid Innovation                                                                                                                        •   Usability
                                                                                                                                                                   •   Branding
                17 Releases in 7 Years                                                                                                                             •   Forecasting
                                                                                                                                                                   •   PRM
                                                                                                                                                                   •   Time-based WF
                                                                                                                                                                   •   Analytics
                                                                                                                                                 Release 15        •   etc
                                                                                                                                                 • Collaborative
                                                                                                                             Release 13            features
                                                                                                           Release 11        • Prebuilt          • Widgets/RSS feeds
                                                                                                           • Email             integration to
                                                                                                             campaigns         Oracle EBS
                                                                                                           • Forecasting
                                                                                             Release 9
                                                                                             • Branding
                                                                                                             multi-                                                       2010
                                                                                                             currency
                                                                                             • Lotus Notes
                                                                                                             rollups
                                                                                                                                                                2009
                                                                                               integration
                                                                            Release 7                                                               2008
                                                  Release 5                 • Call
                  Release 3                       • Web                       Center On                                           2007
                  • Offline                                                   Demand
                                                    Services
Release 1         • Outlook
                                                    enablement                                               2006                                               Release 16
                    Sync
•   Sales                                                                                                                                                  • Partner
                  • Partners &
•   Marketing                                                                                                                                   Release 14   relationship
•   Service
                    Competitors                                                   2005                                    Release 12     • Next-generation   management
•   Analytics                                                                                                             • Analytics      usability       • More advanced
                                                                                                                            enhancements • Advanced          customization
                                                                                                          Release 10      • Forecast
                                         2004                                             Release 8       • Custom          visibility
                                                                                                                                           customization   • More usability
                                                                                          • Advanced        Tabs &                         and             • Expanded CRM
                                                                                            Calendar        Tables                         administration  • Enhanced
    2003                                                      Release 6                   • Group         • Multiple                     • Enterprise        industries
                                                              • Industry                    Sharing         sales                          integration     • More Languages
                                 Release 4                      Editions                  • Segmentatio     processes                    • Expanded CRM
                        • Outlook                             • Sales Process               n Wizard      • Intelligent
          Release 2       Email                                 Coach                                       scripting
          • Attachments   Integration                         • Desktop                                   • Data mgmt
          • Advanced    • Products &                            integration
            Import        Assets
                        • Globalization


                Copyright 2010 Oracle. Confidential, all rights reserved.
                                                                                                                                                                           19
CRM On Demand Release 17 Priorities


• Usability
• Branding
• Sales & Marketing
   – Forecasting usability and analytics
   – Lead conversion
• Partner relationship management (PRM)
• Data visibility
• Extensibility
   – Time-based workflow
   – Bulk operations
   – Migration tools and administration Web services



Copyright 2010 Oracle. Confidential, all rights reserved.
Usability



 Copyright 2010 Oracle. Confidential, all rights reserved.
Usability Enhancements


Key Features
• Resizable UI
• Increased number of columns
• Highlight record
• Record level menus
• Favorite button on list
• Copy record

Benefits
• Greater end user productivity
• Improved user adoption




Copyright 2010 Oracle. Confidential, all rights reserved.
Demonstration:
                                                            Usability




Copyright 2010 Oracle. Confidential, all rights reserved.
Copyright 2010 Oracle. Confidential, all rights reserved.
Copyright 2010 Oracle. Confidential, all rights reserved.
Copyright 2010 Oracle. Confidential, all rights reserved.
Themes & Branding



 Copyright 2010 Oracle. Confidential, all rights reserved.
Themes and Branding Enhancements


Key Features
• More standard themes
• Custom themes
   – Self administered
   – Unlimited number
   – Logo part of the theme
• User, role, or company level

Benefits
• Support branded partner portals
• Seamless user experience between
  corporate apps




Copyright 2010 Oracle. Confidential, all rights reserved.
Demonstration:
                                                            Branding




Copyright 2010 Oracle. Confidential, all rights reserved.
Copyright 2010 Oracle. Confidential, all rights reserved.
Copyright 2010 Oracle. Confidential, all rights reserved.
Copyright 2010 Oracle. Confidential, all rights reserved.
Forecasting



 Copyright 2010 Oracle. Confidential, all rights reserved.
Advanced Forecasting

Key Features
 Streamlined administration
  • Multiple forecast types

  Enhanced forecast submission
   • Manager submit

  Opportunity splits
   • Calculate split revenue
   • Sales team visibility to revenue
        share


Benefits
 Seamless forecast execution
 Foster collaborative selling



    Copyright 2010 Oracle. Confidential, all rights reserved.
Forecasting Analytics

Key Features
• Forecasting Analytics subject
  area
     • Forecasted summaries
     • User quota
     • Real-time opportunity




Benefits
• Provide critical metrics to monitor team
  performance and sales pipeline
• Enable better forecast accuracy
• User hierarchy provides consolidated,
  as well as personalized view for each
  team member


      Copyright 2010 Oracle. Confidential, all rights reserved.
Demonstration:
                                                            Forecasting




Copyright 2010 Oracle. Confidential, all rights reserved.
Opportunity Team Split % and Revenue




Copyright 2010 Oracle. Confidential, all rights reserved.
Forecasting Analytics




Copyright 2010 Oracle. Confidential, all rights reserved.
Partner Relationship Management



 Copyright 2010 Oracle. Confidential, all rights reserved.
Partner Relationship Management - Functionality

Key Features
• Partner Portal
• Enhanced Leads & Opportunities
• Enhanced Partner Management
• Enhanced Deal Registration
• Enhanced Special Pricing Authorization
  & MDF
• Partner Account/Business Planning
• New Partner Application Integration
• Partner Analytics

Benefits
• Establish deeper channels
• Optimize the partner sales process
• Extend partner oversight




      Copyright 2010 Oracle. Confidential, all rights reserved.
Simplify and Gain Leverage
with a ‘Complete CRM’ Solution

Siebel CRM                                                  Oracle CRM On Demand   Oracle Social CRM On Demand




                                   Integration (Oracle Application Integration Architecture)



Copyright 2010 Oracle. Confidential, all rights reserved.
<Insert Picture Here>


Social CRM Applications




Copyright 2010 Oracle. Confidential, all rights reserved.
Social CRM Directives




Copyright 2010 Oracle. Confidential, all rights reserved.
Oracle Social CRM Applications
   Increase Sales User Productivity

Sales Prospector                                               Sales Campaigns             Sales Library




Provides insight on                                             Create sophisticated      Shared library to
what to sell to whom                                           html email campaigns,      facilitate finding,
  based on buying                                                share and track the   assembling and sharing
 pattern analysis of                                               results of their        targeted sales
 similar customers                                                   campaigns              presentations



   Copyright 2010 Oracle. Confidential, all rights reserved.
Sales Prospector




Copyright 2010 Oracle. Confidential, all rights reserved.
Oracle Sales Campaigns
Attract Qualified Opportunities




• Create HTML email campaigns                               • View past campaign results across network




• Use templates or create your own                            • Track and analyze campaign results


Copyright 2010 Oracle. Confidential, all rights reserved.
Oracle Sales Library
Deliver World Class Presentations




• Leverage shared library of content to build               • Promote the best content using tags, ratings,
  effective presentations                                     and comments




• Find the right content using powerful                       • Assemble, download and share custom
  indexed search capabilities                                   presentations

Copyright 2010 Oracle. Confidential, all rights reserved.
How does it all fit together?

                               Lead
 Start                                                              Lead 2 Opty     Opty 2 Quote          Quote 2 Close
                             Generation


                                                                                                            Deal Management




ERP                                                                    CRM               CRM
                                Historical Data,                                                           Quotes
                                Company Info


                                                                      Leads          Opportunities
                                                                                                                     CRM

                                   Sales
                                   Prospector
                                                                                                     Targeted
                                                                                                     Presentations
CRM                                                            Sales Campaigns    Sales Library




   Copyright 2010 Oracle. Confidential, all rights reserved.
Link utili

                                                            CRM On Demand:
                                                            WWW.CRMONDEMAND.IT
                                                            informazioni, documentazione,
                                                            demo, seminari, iscrizione alla prova
                                                            gratuita di 30 giorni




                                                                         Social CRM:
                                                                         WWW.SALES.COM




Copyright 2010 Oracle. Confidential, all rights reserved.

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2010 03 16 Crm Day Marco Bordieri

  • 1. Oracle CRM On Demand Marco Bordieri Principal Sales Consultant – Oracle CRM On Demand
  • 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. Copyright 2010 Oracle. Confidential, all rights reserved.
  • 3. Agenda • Oracle CRM On Demand <Insert Picture Here> • Novità della Release 17 • Social CRM Application Copyright 2010 Oracle. Confidential, all rights reserved. 3
  • 4. Simplify and Gain Leverage with a ‘Complete CRM’ Solution Siebel CRM Oracle CRM On Demand Oracle Social CRM On Demand Integration (Oracle Application Integration Architecture) Copyright 2010 Oracle. Confidential, all rights reserved.
  • 5. Simplify and Gain Leverage with a ‘Complete CRM’ Solution Siebel CRM Oracle CRM On Demand Oracle Social CRM On Demand Integration (Oracle Application Integration Architecture) Copyright 2010 Oracle. Confidential, all rights reserved.
  • 6. Oracle’s Commitment to On Demand CRM Enterprise Grade CRM On Demand Copyright 2010 Oracle. Confidential, all rights reserved.
  • 7. Pre-built Industry-Specific Editions FSI - Wealth Management Automotive Referral/lead management Household/contact management Dealer profiling Financial profiling and portfolio tracking Vehicle & dealer service management Retail and Fleet opportunity management FSI - Insurance Tracking of household, financial and investment risk profile Life Sciences Referral/lead management Medical education/events management Complex relationship management High Tech Medical field sales planning and forecasting Asset management Marketing fund management Account, contact, & opportunity mgmt Quota management Copyright 2010 Oracle. Confidential, all rights reserved.
  • 8. Le aree funzionali di CRM On Demand • Marketing - accrescere l’efficacia delle campagne promozionali individuando i potenziali clienti, informando in tempo reale la forza vendita e coordinandosi con il Servizio Cliente • Vendita - tenere sotto controllo in modo facile le trattative di vendita, raggiungere più rapidamente i propri obiettivi, migliorare la produttività individuale • Servizi - incrementare l’efficacia e ridurre i costi dei servizi di assistenza, velocizzare i tempi di risposta al cliente • Business Intelligence integrata analizzare tutti i dati Cliente, i dati di vendita il livello di servizio offerto grazie alle funzionalità di Business Intelligence. Copyright 2010 Oracle. Confidential, all rights reserved.
  • 9. Gestione del ciclo completo del Marketing Caratteristiche Segmenta i Clienti • Esecuzione completa delle campagne e visibilità analitica • email marketing incorporato Importazione liste • Crea campagne mirate e personalizzate prospect Analizza le Campagne Crea Campagne mirate Benefici • Soluzione pronta all’uso che fa risparmiare tempo e aumenta la produttività • Migliora l’efficacia delle campagne • Grazie al potente motore di analisi, ci si può focalizzare sulle campagne a maggior impatto Assegna i Lead Esegui la per Follow-up Campagna Copyright 2010 Oracle. Confidential, all rights reserved.
  • 10. Best Practices commerciali pronte all’uso Inside Sales Field Sales Sales Coach enforces Sales Coach best practices through Activity Workflow Rules and Creation Sales Rep. coaching State Change Rules Required Fields Qualification Script Salesman BELOW THRESHOLD Coaching YES Opportunity Archived Account Won Lead Lead Lead Lead Creation Qualification Score Qualified Accep Opportunity Opportunity Opportunity Won? Lead ted? Conversion Sales Cycle • Marketing Event YES •Telesales ABOVE THRESHOLD • Web Site Lead is assigned to most NO Contact Opportunity • Advertising appropriate Field Sales Rep. Lost Rejected NO • Etc. Lead Sales Manager Forecast Analysis Business Intelligence Tools Pipeline Analysis Marketing Analysis Trend Analysis Copyright 2010 Oracle. Confidential, all rights reserved.
  • 11. Gestione integrata dell’Assistenza ai Clienti Caratteristiche • Servizio personalizzato attraverso la vista a 360° del cliente • Supporto alla risoluzione dei casi tramite knowledge base centralizzata • Call scripting a supporto della gestione delle chiamate • Motore di assegnazione di attivita’ • Workflow per notifiche ed esclalation • Dashboard a supporto della ottimizzazione del servizio • Questionari di Customer satisfaction Benefici • Incrementare l’efficacia e ridurre i costi dei servizi di assistenza • Velocizzare i tempi di risposta al cliente Copyright 2010 Oracle. Confidential, all rights reserved.
  • 12. L’unica soluzione On Demand che consente analisi storiche L’unica soluzione On Demand che consente analisi storiche grazie al datawarehouse integrato grazie al datawarehouse integrato Analisi su: Analisi su: Marketing Marketing Vendite Vendite Servizi Servizi Clienti/Contatti Clienti/Contatti Produttività Produttività Ambiente di Ambiente di personalizzazione personalizzazione basato su Oracle basato su Oracle Business Business Intelligence Intelligence Copyright 2010 Oracle. Confidential, all rights reserved.
  • 13. Business Intelligence, alcuni esempi Copyright 2010 Oracle. Confidential, all rights reserved.
  • 14. Oracle Mobile Sales Assistant per BlackBerry… … e iPhone Copyright 2010 Oracle. Confidential, all rights reserved.
  • 15. Integration Capabilities Partners like… like… AIA UI • Custom Web Links, URL-based API • Custom Web Applets, Web Tabs, Widgets • Custom JavaScript Process • Workflow & Integration Event Queues • Single Sign On (SSO) • Web Services Data • Schema extensions - Custom Objects, Custom Fields • Import, Export, Bulk Operations • Web Services Copyright 2010 Oracle. Confidential, all rights reserved.
  • 16. Perchè CRM On Demand? • OpEx e non CapEx = Costi Prevedibili • Basso TCO e Rapidità di Deployment • Rapido ROI • Agile Copyright 2010 Oracle. Confidential, all rights reserved.
  • 17. Demonstration: Oracle CRM On Demand Copyright 2010 Oracle. Confidential, all rights reserved.
  • 18. <Insert Picture Here> CRM On Demand Release 17 Copyright 2010 Oracle. Confidential, all rights reserved.
  • 19. Release 17 History of Rapid Innovation • Usability • Branding 17 Releases in 7 Years • Forecasting • PRM • Time-based WF • Analytics Release 15 • etc • Collaborative Release 13 features Release 11 • Prebuilt • Widgets/RSS feeds • Email integration to campaigns Oracle EBS • Forecasting Release 9 • Branding multi- 2010 currency • Lotus Notes rollups 2009 integration Release 7 2008 Release 5 • Call Release 3 • Web Center On 2007 • Offline Demand Services Release 1 • Outlook enablement 2006 Release 16 Sync • Sales • Partner • Partners & • Marketing Release 14 relationship • Service Competitors 2005 Release 12 • Next-generation management • Analytics • Analytics usability • More advanced enhancements • Advanced customization Release 10 • Forecast 2004 Release 8 • Custom visibility customization • More usability • Advanced Tabs & and • Expanded CRM Calendar Tables administration • Enhanced 2003 Release 6 • Group • Multiple • Enterprise industries • Industry Sharing sales integration • More Languages Release 4 Editions • Segmentatio processes • Expanded CRM • Outlook • Sales Process n Wizard • Intelligent Release 2 Email Coach scripting • Attachments Integration • Desktop • Data mgmt • Advanced • Products & integration Import Assets • Globalization Copyright 2010 Oracle. Confidential, all rights reserved. 19
  • 20. CRM On Demand Release 17 Priorities • Usability • Branding • Sales & Marketing – Forecasting usability and analytics – Lead conversion • Partner relationship management (PRM) • Data visibility • Extensibility – Time-based workflow – Bulk operations – Migration tools and administration Web services Copyright 2010 Oracle. Confidential, all rights reserved.
  • 21. Usability Copyright 2010 Oracle. Confidential, all rights reserved.
  • 22. Usability Enhancements Key Features • Resizable UI • Increased number of columns • Highlight record • Record level menus • Favorite button on list • Copy record Benefits • Greater end user productivity • Improved user adoption Copyright 2010 Oracle. Confidential, all rights reserved.
  • 23. Demonstration: Usability Copyright 2010 Oracle. Confidential, all rights reserved.
  • 24. Copyright 2010 Oracle. Confidential, all rights reserved.
  • 25. Copyright 2010 Oracle. Confidential, all rights reserved.
  • 26. Copyright 2010 Oracle. Confidential, all rights reserved.
  • 27. Themes & Branding Copyright 2010 Oracle. Confidential, all rights reserved.
  • 28. Themes and Branding Enhancements Key Features • More standard themes • Custom themes – Self administered – Unlimited number – Logo part of the theme • User, role, or company level Benefits • Support branded partner portals • Seamless user experience between corporate apps Copyright 2010 Oracle. Confidential, all rights reserved.
  • 29. Demonstration: Branding Copyright 2010 Oracle. Confidential, all rights reserved.
  • 30. Copyright 2010 Oracle. Confidential, all rights reserved.
  • 31. Copyright 2010 Oracle. Confidential, all rights reserved.
  • 32. Copyright 2010 Oracle. Confidential, all rights reserved.
  • 33. Forecasting Copyright 2010 Oracle. Confidential, all rights reserved.
  • 34. Advanced Forecasting Key Features Streamlined administration • Multiple forecast types Enhanced forecast submission • Manager submit Opportunity splits • Calculate split revenue • Sales team visibility to revenue share Benefits Seamless forecast execution Foster collaborative selling Copyright 2010 Oracle. Confidential, all rights reserved.
  • 35. Forecasting Analytics Key Features • Forecasting Analytics subject area • Forecasted summaries • User quota • Real-time opportunity Benefits • Provide critical metrics to monitor team performance and sales pipeline • Enable better forecast accuracy • User hierarchy provides consolidated, as well as personalized view for each team member Copyright 2010 Oracle. Confidential, all rights reserved.
  • 36. Demonstration: Forecasting Copyright 2010 Oracle. Confidential, all rights reserved.
  • 37. Opportunity Team Split % and Revenue Copyright 2010 Oracle. Confidential, all rights reserved.
  • 38. Forecasting Analytics Copyright 2010 Oracle. Confidential, all rights reserved.
  • 39. Partner Relationship Management Copyright 2010 Oracle. Confidential, all rights reserved.
  • 40. Partner Relationship Management - Functionality Key Features • Partner Portal • Enhanced Leads & Opportunities • Enhanced Partner Management • Enhanced Deal Registration • Enhanced Special Pricing Authorization & MDF • Partner Account/Business Planning • New Partner Application Integration • Partner Analytics Benefits • Establish deeper channels • Optimize the partner sales process • Extend partner oversight Copyright 2010 Oracle. Confidential, all rights reserved.
  • 41. Simplify and Gain Leverage with a ‘Complete CRM’ Solution Siebel CRM Oracle CRM On Demand Oracle Social CRM On Demand Integration (Oracle Application Integration Architecture) Copyright 2010 Oracle. Confidential, all rights reserved.
  • 42. <Insert Picture Here> Social CRM Applications Copyright 2010 Oracle. Confidential, all rights reserved.
  • 43. Social CRM Directives Copyright 2010 Oracle. Confidential, all rights reserved.
  • 44. Oracle Social CRM Applications Increase Sales User Productivity Sales Prospector Sales Campaigns Sales Library Provides insight on Create sophisticated Shared library to what to sell to whom html email campaigns, facilitate finding, based on buying share and track the assembling and sharing pattern analysis of results of their targeted sales similar customers campaigns presentations Copyright 2010 Oracle. Confidential, all rights reserved.
  • 45. Sales Prospector Copyright 2010 Oracle. Confidential, all rights reserved.
  • 46. Oracle Sales Campaigns Attract Qualified Opportunities • Create HTML email campaigns • View past campaign results across network • Use templates or create your own • Track and analyze campaign results Copyright 2010 Oracle. Confidential, all rights reserved.
  • 47. Oracle Sales Library Deliver World Class Presentations • Leverage shared library of content to build • Promote the best content using tags, ratings, effective presentations and comments • Find the right content using powerful • Assemble, download and share custom indexed search capabilities presentations Copyright 2010 Oracle. Confidential, all rights reserved.
  • 48. How does it all fit together? Lead Start Lead 2 Opty Opty 2 Quote Quote 2 Close Generation Deal Management ERP CRM CRM Historical Data, Quotes Company Info Leads Opportunities CRM Sales Prospector Targeted Presentations CRM Sales Campaigns Sales Library Copyright 2010 Oracle. Confidential, all rights reserved.
  • 49. Link utili CRM On Demand: WWW.CRMONDEMAND.IT informazioni, documentazione, demo, seminari, iscrizione alla prova gratuita di 30 giorni Social CRM: WWW.SALES.COM Copyright 2010 Oracle. Confidential, all rights reserved.