On Demand Document Generator for Oracle's CRM On Demand solution. This add on makes it easy to design and generate emails and documents using data from multiple objects out of CRM On Demand.
On Demand Document Genererator for Oracle's CRM On Demand
1. Document generation
for
Oracle CRM On Demand
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
2. Agenda
Introduction Ebicus
On Demand Document (ODD)
Product Description
Added Value
Example
Summary
Proposition
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
3. Introduction – who are we?
Ebicus is specialized in implementing, managing and maintaining
solutions based on Oracle software for her customers.
Within the Oracle software spectrum we have a special focus for
Oracle/Siebel CRM & BI applications.
Founded in 1999
Located in Amsterdam
Experience in more than 40 different Siebel environments, 15 Oracle
CRM On Demand environments and 10 Oracle BI Apps environments.
Strong focus on cooperation, knowledge, quality and flexibility.
Our motto: Excellence in Oracle/Siebel CRM & BI
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
4. Introduction – what is it we do?
Implementation support
Application management and maintenance
Ebicus Remote Competence Centre (located in Amsterdam)
Onsite support
Training sessions
Product development
Integration services with backoffice systems
Ebicus-connector for CRM On Demand
Add-Ons
Time-sheet On Demand
On Demand Document
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
5. On Demand Document (ODD):
Document generation within CRM On Demand
cument in
1. User request do
CRM On Demand
mand for-
2. Oracle CRM On De
Demand
wards request to On
from the
Document using data
current page
ent returns
3. On Demand Docum
document to the user
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
6. ODD – How does it work?
User-friendly interface to create templates
Use easy-to-use HTML-editor
Write your own HTML
Import your current templates
Central administration of templates
Revision control
Make changes to templates available for the entire organization
with just one click
Use the expertise of your marketing employees
Unlimited freedom in using data stored in CRM On Demand
Use data from multiple objects in the same template
Use multiple instances of the same object
Enrich your templates with extra variables from outside CRM On
Demand
E.g. date fields
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
7. Advantages of using ODD:
1. Higher return on investments in marketing
What do we see in practice?
Multiple, different ways of communicating used by sales and
marketing employees
Inefficient use of time by employees because they keep
recreating layouts for communications
What is possible?
Use your corporate style in all communications
Central management of templates by experts
High flexibility because of revision control functionality
This results in:
A uniform way of communication with customers through
the entire organization
Higher quality of all communications
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
8. Advantages of using ODD:
2. Higher return on investments in employees
Higher quality and service level
Support standardizing and execution of specific processes and
procedures
Uniform way of communicating, independent of employee.
Qualitative formatting and content of communications
Higher efficiency
Fully integrated with CRM On Demand
Generate documents with just one mouse-click in CRM On
Demand
Quick access to professional letters and e-mails.
Using data from CRM On Demand prevents duplicate address-
files.
ODD is user-friendly which results in high end-user acceptation
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
9. Advantages of using ODD:
3. Leverage your CRM On Demand data
Get the most out of your valuable data in CRM On Demand
Examples:
Appointment confirmations for activities, combined with data from
contacts and accounts
Quotations based on opportunity data
Confirmation of correct reception of a service request
Special offers or promotions to one specific customer
Customer-specific directions
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
10. Demonstration
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
11. Example:
Appointment confirmation
OSH Johnnie McGregor Jane Williams Windsor Central
Supplier Sales Rep OSH Contact Windsor Customer
1. Make appointment over phone
2. Appointment confirmation
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
12. Example:
Appointment confirmation
Use this hyperlink for a demonstration
http://www.youtube.com/watch?v=NjWqNxW_yPI
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
13.
14. Example:
Template administration
Demonstration of
administrative tasks:
1. Open template
2. Edit template
3. Preview changes
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
15. Summary:
Higher return on investments with ODD
Let On Demand Document help you to achieve higher return
on investments in:
1. Marketing
2. Employees
3. Data stored in CRM On Demand
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
16. Start today!
For more information:
Joris Ferwerda
j.ferwerda@ebicus.com
+31(0)6-42439576
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com