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Agenda & Housekeeping
 Introduction
 Market drivers, emerging best practices, Oracle CX solution
 Demonstration of CX business flow
 Wrap-up with Q&A

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Who are we







Pioneers in SaaS based Customer Experience (CX) solutions and early
adopters of Oracle Cloud
1000+ man years of deployment, implementation & migration expertise
250+ successful CRM / CX deployments including custom development
and integration
200+ CRM training engagements globally
Supporting 200,000 users in 20+ countries
CRM++ applications for accelerated
deployments (3500+ user base)

www.crmit.com
3

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Duane Nelson

CRM Strategist, Oracle
• 15 + years cross-vertical CRM experience in
Sales, Product Management and User
Experience roles
• Specialized in Customer Experience
Management, Solution Design, Integration,
Security and everything Cloud

David Morgridge
Principal Solution Consultant, Oracle
• 13 years with Oracle customer experience

www.crmit.com
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Technology has changed how we interact …

As of September 2013, Facebook had
more than 1.15 Billion active users.

20% of all time spent online
is spent on social platforms.
(#1 online activity)

Of all uses for a mobile
phone, making a call only
ranks 5th.
Social Media is

5

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2nd.
“Customer experience is the sum of all
interactions a customer has with a supplier of
goods or services, over the duration of their
relationship with that supplier.”

What is Customer Experience?
6

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The Customer Journey Has Become More Complex
Research
Web

Shop

Purchase

7

Call for Info about
Add-on Accessories

Change Order
Visit Retail Store
Pickup Local Store
Kiosk
Browse
Catalog
Web
Search

Select Product

Product Info

Email Order
Confirm w/Rec

Email
Social

Order Online

Chat

In-Store

Mobile

Use

Order Online

Comparison Site

Contact
Center

Catalog

Pickup

Ask Facebook Friends
For Recommendations

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Read Reviews

Confidential – Oracle Restricted

Tweet About
Purchase Experience

Ask for Help on
Community Chat Room
B2B Buying Complexity
Identify
Need

Research
Solutions

Find
Solutions

Evaluate

Try

Purchase

Loyalty

Define
Opportunity

Attend
Sales Event

Define
Use Cases

Issue
RFI/RFP

Pilot
Contract

Contract

Leverage
Warranty

Qualify
Benefits

Attend
Trade Show

Read
Support Webs

Get Product
Information

Pilot
Product

Receive
Product

Blog Positive
Experiences

Confirm
Feasibility

Read
Blog

Investigate
Case Studies

Assess
Partnership

Assess
Service

Engage
Service

Evolve to
Sponsor

Build
Business Case

Read Product
Reviews

Use
Social Media

Investigate
References

Investigate
Alternates

Impl. Emgmt
Model

Proactively
get service

Surf Web for
Collateral

Review RFP
Responses

Review
Contracts

Negotiate
Post-Hoc

Act as
Reference

Review Videos,
Webcasts

Assess ease
of Contracting

Compare
Terms, Pricing

Partner

Prospect

8

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Customer Experience is Top of Mind
Primary CX business objective

26%

of consumers now post negative
comments to social sites after a bad
experience.

89%

of customers stop doing business
with an organization after one bad
experience.

69%

of employees are not actively
engaged in their jobs due to lack of
Cx knowledge, tools, processes.

86%

of customers will pay more for a
better experience.

88%

of employees believe they can
impact experience quality.

93% of C-level executives say improving their
customer’s experience is one of their top three priorities
in the next two years.

98% of C-level executives say they are in process
of developing a formal customer experience initiative.

.
9

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Source: Harris Interactive
Good CX and Revenues
Irrespective of metric used, the correlation is undeniable

10

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Why Boards love Customer Experience
 CX Leaders Outperform!!

20% YoY
estimated revenue lost
when companies fail to
deliver on CX.

11

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Deliver Experiences YOUR Customers Want
“Represent Me”
“Reward Me”

“Serve MY Needs”

“Minimize The Risk”

“Earn My Trust,”
“Know My History”

“Make It Easy”
“Be Relevant”

“Give Me More Value”

“Engage Me”

“Be Consistent”
“Be Transparent”

The Customer Lifecycle Journey
12

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The CX chasm
Can impact revenue by up to 20%

89%

49%
but the truth is …

of customers have
switched already2

Executives believe 49% of
customers will switch
brands due to a poor
customer experience1

39%

80%
but the truth is …
of business execs say
they’re doing a Good to
Excellent job of delivering
a positive, relevant and
consistent experience to
their customers

13

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of companies earned
a CX index of Good or
Excellent from customers
Oracle CX connects every engagement your
customer has with your brand
 Leader in CRM Lead Management
In Store

 Leader in E-Commerce

Contact Center

Social

Field Service

Mobile

 Leader in Sales Force Automation

Direct Sales

 Leader in CRM Web Customer Service
 Leader in CRM for Large Organizations
Web

Oracle
Marketing

Oracle
Commerce

Oracle
Sales

Oracle
Service

Oracle
Social

Channel Sales

Foundational Tools
Oracle Cloud
Infrastructure and
Platform Services

14

Oracle Mobile, Portal
and Content Tools

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Oracle MDM, BI and
Decisioning Tools

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Oracle Integration and
BPM/SOA Tools

 Leader in CRM Customer Service
Contact Centers
 Leader in CRM Suite for Customer
Service Solutions
Oracle Marketing

Contact and Lead
Management

Campaign
Management

Responsive marketing and
publishing across traditional and
emerging channels drives high
quality leads, revenue and
enduring customer relationships

15

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Marketing
Measurement

Loyalty
Management

Listen, analyze, engage and market
to prospects, customers, advocates
and detractors across social media
networks

Confidential – Oracle Restricted

Social
Marketing

Demonstrate ROI created through
marketing campaigns and programs
and their impact on customer
acquisition and retention
Oracle Commerce

Commerce
Platform

Experience
Management

Empower business users to
define, configure and deploy
commerce experiences across
all commerce channels

16

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Product Content
Management

Order
Management

Enterprise grade commerce
solutions ensure consumers
have 24x7x365 access to
commerce across all channels

Confidential – Oracle Restricted

Social
Commerce

Enable relevant commerce
experiences that meet the needs of
today’s knowledge driven, always
connected and empowered
customer
Oracle Sales

Sales Force
Automation

Territory and
Quota Mgmt.

Boost productivity to Do More
with easy-to-use applications that
leverage the combined
knowledge of your company and
are available where ever needed

17

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Incentive
Compensation

Sales
Forecasting

Empower executives and
managers to Know More and so
streamline operations, drive key
strategic decisions and increase
performance

Confidential – Oracle Restricted

Partner
Relationship
Mgmt.

Social
Selling

Allow your company to Grow More
with advanced territory and quota
management, incentive
compensation, and partner
relationship management,
Oracle Service

Web Customer
Service

Cross-Channel
Contact Center

Ensure each customer engagement
request is assigned, tracked, resolved
across all interaction channels and
leveraged in future engagements

18

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Knowledge
Management

Policy
Management

Rapidly define, configure and deliver
personal and relevant customer
service experiences across all
channels of interaction

Confidential – Oracle Restricted

Field
Service

Social Customer
Service

Leverage service engagements as an
opportunity to expand engagements
beyond the service request
Oracle Social

Social Networking
& Collaboration

Social Listening
& Engagement

A unified social solution providing
best-in-class networking, listening,
engagement and publishing that can
socially enable the enterprise.

19

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Social
Marketing

Social
Commerce

Set of prebuilt integrations for social
listening and engagement, social
marketing, social commerce, social
selling and social customer service.

Confidential – Oracle Restricted

Social
Selling

Social Customer
Service

Leverage Oracle Social to
empower your enterprise, enhance
your CX capabilities and grow your
business.
Oracle Significant Strategic Investment
Two Years And $7B Acquiring
Best In Class CX solutions
•ATG: Best in Class Selling Experiences
•Fatwire: Best in Class Marketing Experiences

•Inquira: Best in Class Support Experiences
•Endeca: Best in Class Search Experiences
•RightNow: Best in Class Service Experiences
•Vitrue: Best in Class Social Marketing
•Collective Intellect: Best In Class Social Listening
•Eloqua: Best in Class Multi-channel Marketing Platform
20

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Best of Breed and Integrated Solutions
Available Integrations (partial list)
Oracle Sales and Oracle Service

Oracle Commerce (ATG and Endeca)

✔

Oracle Service and Oracle Social Engagement
and Monitoring

✔

Oracle Service and Oracle Policy Automation

✔

Oracle Service and Oracle Engagement Engine

✔

Siebel and Oracle Knowledge

✔

Oracle Sales and Oracle Social Marketing

✔

Oracle Sales and Oracle Social Network

Confidential – Oracle Restricted

✔

Oracle Service and Oracle Knowledge

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

✔

Oracle Commerce and OBIEE

21

✔

✔
Big Brand Customer CX Success Stories

22

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Incredible Results

23

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Reach us
Americas

EMEA

Australia & N Zealand

1525 McCarthy Blvd
Suite 1000,Milpitas, CA
95035
USA

9 Devonshire Square,
London EC2M 4YF
UK

Suite 19, 103 George Street
Parramatta, NSW 2150
Australia

+1 (408) 722 0634

+ 44 203 586 1248

+61 2 9186 2550

Japan

Malaysia

Rest of Asia

2-21-7-703 Kiba,
Koto- Ku,
Tokyo 135-0042,
Japan

B-5-8 Plaza Mont Kiara
Mont Kiara 50480
Kuala Lumpur,
Malaysia

# 14, CRMIT Towers,
BTM Layout 1st Stage,
100 Ft Ring Road
Bangalore 560068 India

+81 3 5809 8444

+603 2726 2759

+91 (80) 4292 5555
www.crmit.com

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Questions?

www.crmit.com
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Thank you
sai@crmit.com
sales@crmit.com

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CX Solutions

  • 1.
    www.crmit.com 1 Copyright © 2013,Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted
  • 2.
    Agenda & Housekeeping Introduction  Market drivers, emerging best practices, Oracle CX solution  Demonstration of CX business flow  Wrap-up with Q&A www.crmit.com 2 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted
  • 3.
    Who are we       Pioneersin SaaS based Customer Experience (CX) solutions and early adopters of Oracle Cloud 1000+ man years of deployment, implementation & migration expertise 250+ successful CRM / CX deployments including custom development and integration 200+ CRM training engagements globally Supporting 200,000 users in 20+ countries CRM++ applications for accelerated deployments (3500+ user base) www.crmit.com 3 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted
  • 4.
    Duane Nelson CRM Strategist,Oracle • 15 + years cross-vertical CRM experience in Sales, Product Management and User Experience roles • Specialized in Customer Experience Management, Solution Design, Integration, Security and everything Cloud David Morgridge Principal Solution Consultant, Oracle • 13 years with Oracle customer experience www.crmit.com 4 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted
  • 5.
    Technology has changedhow we interact … As of September 2013, Facebook had more than 1.15 Billion active users. 20% of all time spent online is spent on social platforms. (#1 online activity) Of all uses for a mobile phone, making a call only ranks 5th. Social Media is 5 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted 2nd.
  • 6.
    “Customer experience isthe sum of all interactions a customer has with a supplier of goods or services, over the duration of their relationship with that supplier.” What is Customer Experience? 6 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted
  • 7.
    The Customer JourneyHas Become More Complex Research Web Shop Purchase 7 Call for Info about Add-on Accessories Change Order Visit Retail Store Pickup Local Store Kiosk Browse Catalog Web Search Select Product Product Info Email Order Confirm w/Rec Email Social Order Online Chat In-Store Mobile Use Order Online Comparison Site Contact Center Catalog Pickup Ask Facebook Friends For Recommendations Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Read Reviews Confidential – Oracle Restricted Tweet About Purchase Experience Ask for Help on Community Chat Room
  • 8.
    B2B Buying Complexity Identify Need Research Solutions Find Solutions Evaluate Try Purchase Loyalty Define Opportunity Attend SalesEvent Define Use Cases Issue RFI/RFP Pilot Contract Contract Leverage Warranty Qualify Benefits Attend Trade Show Read Support Webs Get Product Information Pilot Product Receive Product Blog Positive Experiences Confirm Feasibility Read Blog Investigate Case Studies Assess Partnership Assess Service Engage Service Evolve to Sponsor Build Business Case Read Product Reviews Use Social Media Investigate References Investigate Alternates Impl. Emgmt Model Proactively get service Surf Web for Collateral Review RFP Responses Review Contracts Negotiate Post-Hoc Act as Reference Review Videos, Webcasts Assess ease of Contracting Compare Terms, Pricing Partner Prospect 8 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted
  • 9.
    Customer Experience isTop of Mind Primary CX business objective 26% of consumers now post negative comments to social sites after a bad experience. 89% of customers stop doing business with an organization after one bad experience. 69% of employees are not actively engaged in their jobs due to lack of Cx knowledge, tools, processes. 86% of customers will pay more for a better experience. 88% of employees believe they can impact experience quality. 93% of C-level executives say improving their customer’s experience is one of their top three priorities in the next two years. 98% of C-level executives say they are in process of developing a formal customer experience initiative. . 9 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted Source: Harris Interactive
  • 10.
    Good CX andRevenues Irrespective of metric used, the correlation is undeniable 10 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted
  • 11.
    Why Boards loveCustomer Experience  CX Leaders Outperform!! 20% YoY estimated revenue lost when companies fail to deliver on CX. 11 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted
  • 12.
    Deliver Experiences YOURCustomers Want “Represent Me” “Reward Me” “Serve MY Needs” “Minimize The Risk” “Earn My Trust,” “Know My History” “Make It Easy” “Be Relevant” “Give Me More Value” “Engage Me” “Be Consistent” “Be Transparent” The Customer Lifecycle Journey 12 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted
  • 13.
    The CX chasm Canimpact revenue by up to 20% 89% 49% but the truth is … of customers have switched already2 Executives believe 49% of customers will switch brands due to a poor customer experience1 39% 80% but the truth is … of business execs say they’re doing a Good to Excellent job of delivering a positive, relevant and consistent experience to their customers 13 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted of companies earned a CX index of Good or Excellent from customers
  • 14.
    Oracle CX connectsevery engagement your customer has with your brand  Leader in CRM Lead Management In Store  Leader in E-Commerce Contact Center Social Field Service Mobile  Leader in Sales Force Automation Direct Sales  Leader in CRM Web Customer Service  Leader in CRM for Large Organizations Web Oracle Marketing Oracle Commerce Oracle Sales Oracle Service Oracle Social Channel Sales Foundational Tools Oracle Cloud Infrastructure and Platform Services 14 Oracle Mobile, Portal and Content Tools Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Oracle MDM, BI and Decisioning Tools Confidential – Oracle Restricted Oracle Integration and BPM/SOA Tools  Leader in CRM Customer Service Contact Centers  Leader in CRM Suite for Customer Service Solutions
  • 15.
    Oracle Marketing Contact andLead Management Campaign Management Responsive marketing and publishing across traditional and emerging channels drives high quality leads, revenue and enduring customer relationships 15 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Marketing Measurement Loyalty Management Listen, analyze, engage and market to prospects, customers, advocates and detractors across social media networks Confidential – Oracle Restricted Social Marketing Demonstrate ROI created through marketing campaigns and programs and their impact on customer acquisition and retention
  • 16.
    Oracle Commerce Commerce Platform Experience Management Empower businessusers to define, configure and deploy commerce experiences across all commerce channels 16 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Product Content Management Order Management Enterprise grade commerce solutions ensure consumers have 24x7x365 access to commerce across all channels Confidential – Oracle Restricted Social Commerce Enable relevant commerce experiences that meet the needs of today’s knowledge driven, always connected and empowered customer
  • 17.
    Oracle Sales Sales Force Automation Territoryand Quota Mgmt. Boost productivity to Do More with easy-to-use applications that leverage the combined knowledge of your company and are available where ever needed 17 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Incentive Compensation Sales Forecasting Empower executives and managers to Know More and so streamline operations, drive key strategic decisions and increase performance Confidential – Oracle Restricted Partner Relationship Mgmt. Social Selling Allow your company to Grow More with advanced territory and quota management, incentive compensation, and partner relationship management,
  • 18.
    Oracle Service Web Customer Service Cross-Channel ContactCenter Ensure each customer engagement request is assigned, tracked, resolved across all interaction channels and leveraged in future engagements 18 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Knowledge Management Policy Management Rapidly define, configure and deliver personal and relevant customer service experiences across all channels of interaction Confidential – Oracle Restricted Field Service Social Customer Service Leverage service engagements as an opportunity to expand engagements beyond the service request
  • 19.
    Oracle Social Social Networking &Collaboration Social Listening & Engagement A unified social solution providing best-in-class networking, listening, engagement and publishing that can socially enable the enterprise. 19 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Social Marketing Social Commerce Set of prebuilt integrations for social listening and engagement, social marketing, social commerce, social selling and social customer service. Confidential – Oracle Restricted Social Selling Social Customer Service Leverage Oracle Social to empower your enterprise, enhance your CX capabilities and grow your business.
  • 20.
    Oracle Significant StrategicInvestment Two Years And $7B Acquiring Best In Class CX solutions •ATG: Best in Class Selling Experiences •Fatwire: Best in Class Marketing Experiences •Inquira: Best in Class Support Experiences •Endeca: Best in Class Search Experiences •RightNow: Best in Class Service Experiences •Vitrue: Best in Class Social Marketing •Collective Intellect: Best In Class Social Listening •Eloqua: Best in Class Multi-channel Marketing Platform 20 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted
  • 21.
    Best of Breedand Integrated Solutions Available Integrations (partial list) Oracle Sales and Oracle Service Oracle Commerce (ATG and Endeca) ✔ Oracle Service and Oracle Social Engagement and Monitoring ✔ Oracle Service and Oracle Policy Automation ✔ Oracle Service and Oracle Engagement Engine ✔ Siebel and Oracle Knowledge ✔ Oracle Sales and Oracle Social Marketing ✔ Oracle Sales and Oracle Social Network Confidential – Oracle Restricted ✔ Oracle Service and Oracle Knowledge Copyright © 2013, Oracle and/or its affiliates. All rights reserved. ✔ Oracle Commerce and OBIEE 21 ✔ ✔
  • 22.
    Big Brand CustomerCX Success Stories 22 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted
  • 23.
    Incredible Results 23 Copyright ©2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted
  • 24.
    Reach us Americas EMEA Australia &N Zealand 1525 McCarthy Blvd Suite 1000,Milpitas, CA 95035 USA 9 Devonshire Square, London EC2M 4YF UK Suite 19, 103 George Street Parramatta, NSW 2150 Australia +1 (408) 722 0634 + 44 203 586 1248 +61 2 9186 2550 Japan Malaysia Rest of Asia 2-21-7-703 Kiba, Koto- Ku, Tokyo 135-0042, Japan B-5-8 Plaza Mont Kiara Mont Kiara 50480 Kuala Lumpur, Malaysia # 14, CRMIT Towers, BTM Layout 1st Stage, 100 Ft Ring Road Bangalore 560068 India +81 3 5809 8444 +603 2726 2759 +91 (80) 4292 5555 www.crmit.com 24 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted
  • 25.
    Questions? www.crmit.com 25 Copyright © 2013,Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted
  • 26.
    Thank you sai@crmit.com sales@crmit.com www.crmit.com 26 Copyright ©2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted