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CRM at Oracle – Real-Time Decisions
Deepak Gupta Roger Rich Lisa Pondicherry
Vice President Senior Director Senior Manager
CRM Systems Marketing Systems Marketing Systems
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.
Oracle Corporation
Global CRM (GCM) Single Instance
• 1.8M Accounts
• 20M Contacts
• 20M Prospects
• 72M Marketing Responses
• 24M Sales Activities
• 18M Marketplace Accounts
Objective
• Global, consistent, streamlined,
and scalable campaign to
opportunity to quote processes
Approach
• Go Native – 90% vanilla
• Go Fast – 1 year to rollout
• Consolidation/Centralization
• Start Clean, Stay Clean
• Standards based Integration
• Drive value with BI
Oracle’s Global CRM Implementation
Optimizing Our Go-To-Market
Sales
Customer
Data
Marketing
Partners
Global CRM Single Instance Ecosystem
Implementation planned
•<Insert Picture Here>
CRM at Oracle – Real-Time Decisions
Deepak Gupta Roger Rich Lisa Pondicherry
Vice President Senior Director Senior Manager
CRM Systems Marketing Systems Marketing Systems
<Insert Picture Here>
Marketing Business Cycle
Global
CRM
Plan
Execute
Manage
Analyze
Siebel MRM
Planning and Budgeting
Define Marketing Initiatives
Create Funds & Allocate Budget
Request & Approve Budget
Create Plans & Programs
Campaigns/Os/Ts
Siebel Marketing
List and Segmentation
Target Audience
Build/Load Segments
Launch Campaigns
Email Marketing
OCH & Siebel Marketing
Response Management
Response Capture
Qualification
Assignment
Lead Creation
CRM Analytics (OBIA)
Closed Loop Reporting
Measure Marketing ROI
Track Budget to Actual
Fact-based Planning
Marketing Business Cycle
eMarketing Apps
Marketing Execution
Landing Pad
Event Registration
Software Download
Siebel Call Center
Opportunity Management
Opportunity Conversion
Opportunity Progression
•<Insert Picture Here>
CRM at Oracle – Real-Time Decisions
Deepak Gupta Roger Rich Lisa Pondicherry
Vice President Senior Director Senior Manager
CRM Systems Marketing Systems Marketing Systems
<Insert Picture Here>
Real-Time Decisions
Challenges
•Limited set of lead scoring attributes
•Cumbersome maintenance of scoring rules
•Lack of insight into effectiveness of the scoring rules
Capabilities
•Self service rule setup and
deployment
•Flexible UI for setup and
simulation of rules
•Advanced capabilities including
predictive reporting and
dynamic business rules
Siebel Marketing – Response Validation
Real-Time Decisions – Scoring Administration
Siebel Call Center – Scored Lead
Real-Time Decisions – Predictive Reporting
Benefits
• 50% increase in scoring attributes
• 80% reduction in maintenance of rules
• Visibility into effectiveness of scoring rules
and other drivers for scoring on a real-time
basis
• Foundation to leverage RTD Dynamic
Scoring in future phases
For More Information
search.oracle.com
or
sales.oracle.com
Real-Time Decisions
CRM at Oracle: Real-Time Decisions

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CRM at Oracle: Real-Time Decisions

  • 1. •<Insert Picture Here> CRM at Oracle – Real-Time Decisions Deepak Gupta Roger Rich Lisa Pondicherry Vice President Senior Director Senior Manager CRM Systems Marketing Systems Marketing Systems
  • 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.
  • 4. Global CRM (GCM) Single Instance • 1.8M Accounts • 20M Contacts • 20M Prospects • 72M Marketing Responses • 24M Sales Activities • 18M Marketplace Accounts
  • 5. Objective • Global, consistent, streamlined, and scalable campaign to opportunity to quote processes Approach • Go Native – 90% vanilla • Go Fast – 1 year to rollout • Consolidation/Centralization • Start Clean, Stay Clean • Standards based Integration • Drive value with BI Oracle’s Global CRM Implementation Optimizing Our Go-To-Market Sales Customer Data Marketing Partners
  • 6. Global CRM Single Instance Ecosystem Implementation planned
  • 7. •<Insert Picture Here> CRM at Oracle – Real-Time Decisions Deepak Gupta Roger Rich Lisa Pondicherry Vice President Senior Director Senior Manager CRM Systems Marketing Systems Marketing Systems
  • 9. Global CRM Plan Execute Manage Analyze Siebel MRM Planning and Budgeting Define Marketing Initiatives Create Funds & Allocate Budget Request & Approve Budget Create Plans & Programs Campaigns/Os/Ts Siebel Marketing List and Segmentation Target Audience Build/Load Segments Launch Campaigns Email Marketing OCH & Siebel Marketing Response Management Response Capture Qualification Assignment Lead Creation CRM Analytics (OBIA) Closed Loop Reporting Measure Marketing ROI Track Budget to Actual Fact-based Planning Marketing Business Cycle eMarketing Apps Marketing Execution Landing Pad Event Registration Software Download Siebel Call Center Opportunity Management Opportunity Conversion Opportunity Progression
  • 10. •<Insert Picture Here> CRM at Oracle – Real-Time Decisions Deepak Gupta Roger Rich Lisa Pondicherry Vice President Senior Director Senior Manager CRM Systems Marketing Systems Marketing Systems
  • 12. Challenges •Limited set of lead scoring attributes •Cumbersome maintenance of scoring rules •Lack of insight into effectiveness of the scoring rules
  • 13. Capabilities •Self service rule setup and deployment •Flexible UI for setup and simulation of rules •Advanced capabilities including predictive reporting and dynamic business rules
  • 14. Siebel Marketing – Response Validation
  • 15. Real-Time Decisions – Scoring Administration
  • 16. Siebel Call Center – Scored Lead
  • 17. Real-Time Decisions – Predictive Reporting
  • 18. Benefits • 50% increase in scoring attributes • 80% reduction in maintenance of rules • Visibility into effectiveness of scoring rules and other drivers for scoring on a real-time basis • Foundation to leverage RTD Dynamic Scoring in future phases