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Document generation
          for
Oracle CRM On Demand




            Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
                               www.ebicus.com
Agenda



 Introduction Ebicus
 On Demand Document (ODD)
    Product Description
    Added Value
    Example
 Summary
 Proposition




                  Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
                                     www.ebicus.com
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
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
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
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
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
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
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
Demonstration




                Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
                                   www.ebicus.com
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
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
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
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
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

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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