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CON9697 - Mobile Solutions
for Siebel CRM
Raj Aggarwal – Oracle
Darshan Kumar – Oracle
Satish Chowdary - Wipro



1   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Safe Harbor Statement

           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.




2   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Program Agenda

        §  Next Generation Mobile Applications
        §  Connected and Disconnected Mobile Applications
        §  Siebel Mobility Roadmap
        §  Demo




3   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Next Generation Mobile
        Applications




4   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Next Generation Mobile Applications
    CRM Anywhere, Anytime
    Connected Mobile Support                                                                 Disconnected Mobile Support




Connected Mobile                                                              CRM Desktop*              Disconnected Mobile


                                                                           Siebel CRM
    *Available today



5   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Siebel Mobility - CRM
       Existing Solutions available – 8.x platform


CRM Desktop
ü  Embed CRM data in desktop applications

ü  Unified calendar, tasks, and contacts

ü  Offline access to CRM data

ü  Enforce business rules for data entry

ü  Increase user adoption

ü  Minimize training costs

ü  Configurable



   6   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Siebel Mobility
      Siebel CRM Desktop for Lotus Notes


Siebel CRM Desktop for Lotus Notes
ü  Extends functionality to Lotus Notes

ü  Available in Innovation Pack 2012




  7   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Connected and Disconnected
Mobile Applications




8   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Mobile Solutions
Value Proposition
ü  Leverage existing meta-data
ü  Extensibility
ü  Native Device Integration*
ü  Device independent

Processes
ü  Field Sales and Service
ü  Consumer Goods and Pharma
    Solutions

Deliverables
ü Connected Mobile Tablet/ Smartphone
ü Disconnected Mobile Tablet/
 Smartphone*
 9   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Siebel Mobile Application – User Experience
ü  Same look and feel for connected or
    disconnected application
ü  Mobile Application on Mobile devices
    only
ü  Native Device Integration
          ü      Email
          ü      GPS – Location Based Services
          ü      One touch dialing
          ü      Signature Capture

ü  Multi touch gesturing
ü  Portrait/Landscape Configuration
ü    Icons instead of Labels
ü    Swipe on Lists
ü    HTML5/CSS level 3/JQM
ü    UI Extensibility
ü    Symbolic URL Integration

 10   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Mobile Solutions
        Service Flow


                 1 Plan Day Tasks                                                                    2 Plan Customer Site Visit    3 Guided Work Order View




                   6 Close out work Order                                                           5 Part lookup and Order       4 Collaborative Troubleshooting




11   Copyright © 2012, Oracle and/or its affiliates.20 Oracle reserved.
                                                 © All rights Corporation – Proprietary and Confidential
Siebel Mobility Roadmap




12   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Mobility Roadmap




13   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Mobility –Buzzwords
 HTML5                                                                      Enterprise           Deployment
                                                                            Mobile Strategy


Hybrid                                                                                        BYOD



     Native

                                                                                              Device
     Apps Store                                                                               Management
     Market share

14   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
HTML5/Hybrid/Native
                                                                            Native   HTML5   Hybrid

          Native Look and Feel (LAF)


         Camera Integration


         PIM Integration


         Offline Storage



         Location Services




15   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Mobility Roadmap
        Mobile Solutions
Mobile Framework
ü  ADF Mobile
ü  Hybrid solution to support device
    specific integrations
ü  Tablet and Smartphone
ü  Support for iOS, Android, Windows
ü  Offline business rules
ü  Sync and conflict resolution

Industry Specific Disconnected Solutions
ü  Pharma Sales with edetailing
ü  HTIM Field Service Solution
ü  Consumer Goods

 16   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Demonstration
Connected and Disconnected Mobile Applications




17   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Behind the scenes




                                                            Desktop Controls                           Mobile Controls

                                                                                   Open UI Framework

                                 Tools/SRF                                  Web Templates   Server Scripting     Server Integration




18   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
DEMONSTRATION
     D E M O N S TField ServiceIMobility
                    RAT O N
     Warranty Setups



19                       © 2012 WIPRO LTD | WWW.WIPRO.COM
Execution (Parts Available /Shipped to Customer)
                    Ken Bruce, Field Service Engineer
                    He handles the equipment repairs
                                                      He logs into Siebel using iPad and sees
                 Ken received a notification          the activity on the home page
                 that the activity has be                         2                         He then drills down on the activity
                 assigned to him            1                                           3 and verifies customer details and
                                                                                            confirms the appointment with
                                                                                            customer
                              8
     He closes the SR and
                                                                                                  4    He checks the route details and
     sends a survey to
                                                                                                       updates the activity as in transit and
     customer
                                                                                              5        start the Travel clock
                                                                                                  He reaches the
                                            7                             6                       customer site and stop
                                                                           He performs the repair the travel clock and
                                    He stops the labour                                           starts labour clock
                                                                           and replaces the
                                    clock and enter parts
                                                                           necessary parts from his
                                    details and generates
                                                                           trunk/shipped by Service
                                    the invoice/repair
                                                                           HQ and capture images
                                    summary
                                                                           of failed parts and if
                                                                           needed he does a
20                                                                         facetime chat with expert
                                                      © 2012 WIPRO LTD | WWW.WIPRO.COM
Activities Home
              Barcode                            Maps
              Facetime
              Camera




21                       © 2012 WIPRO LTD | WWW.WIPRO.COM
Graphic Section Divider




22   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Maximize Your OpenWorld Experience
         Key Upcoming CRM Sessions

ID           Session Title                                                  Date/Time                   Location
             Unleash the Power of “Open UI”                                 Wednesday, Oct 3 11:45 AM   Moscone West Room
                                                                                                        2010

             User Interface Innovations with the                            Tuesday, Oct 2 10:15 AM     Moscone West Room
             New Siebel “Open UI”                                                                       2009


             Driving Great Customer Experiences                             Monday Oct 1 4:45 PM        Moscone West Room
             with Siebel Service Applications                                                           2014


             Best Practices for Upgrading Your                              Monday, Oct 1 3:15 PM       Moscone West Room
             Siebel CRM Implementations:                                                                2009
             Customer Successes



23   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Maximize Your OpenWorld Experience
         Key Oracle CRM Activities

          •  25+ LIVE Demos: DEMOgrounds, Moscone West, Aisle 3800
             Oracle Red Lounge, Moscone North upper lobby
          •  Mobility/Open UI: Moscone West, Booth #3205/3206
          •  Meet the Experts: Applications Lounge, Moscone West - 2001A
                    –  Oracle Fusion CRM: Tuesday, 5:00 – 6:00 pm

          •  CRM Social Reception: Howard Street Tent
                    –  Tuesday, 6:00 – 8:00 pm
                    –  Tickets at CRM Pavilion, Booth #3837




24   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Stay Connected

                                           Read               	
             blogs.oracle.com/CRM    	
  
                                           Watch    	
                       youtube.com/OracleCRM           	
  
                                           Follow	
                          twitter.com/OracleCRM    	
  
                                           Join	
                            facebook.com/OracleCRM                 	
  
                                           Learn	
                           oracle.com/CRM   	
  
Use and Follow #OOW12CRM for LIVE UPDATES during the conference

 25   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Graphic Section Divider




26   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Safe Harbor Statement

            The preceding 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.




27   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
28   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
29   Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

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Siebel Mobile Solutions Overview

  • 1. CON9697 - Mobile Solutions for Siebel CRM Raj Aggarwal – Oracle Darshan Kumar – Oracle Satish Chowdary - Wipro 1 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 2. Safe Harbor Statement 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. 2 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 3. Program Agenda §  Next Generation Mobile Applications §  Connected and Disconnected Mobile Applications §  Siebel Mobility Roadmap §  Demo 3 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 4. Next Generation Mobile Applications 4 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 5. Next Generation Mobile Applications CRM Anywhere, Anytime Connected Mobile Support Disconnected Mobile Support Connected Mobile CRM Desktop* Disconnected Mobile Siebel CRM *Available today 5 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 6. Siebel Mobility - CRM Existing Solutions available – 8.x platform CRM Desktop ü  Embed CRM data in desktop applications ü  Unified calendar, tasks, and contacts ü  Offline access to CRM data ü  Enforce business rules for data entry ü  Increase user adoption ü  Minimize training costs ü  Configurable 6 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 7. Siebel Mobility Siebel CRM Desktop for Lotus Notes Siebel CRM Desktop for Lotus Notes ü  Extends functionality to Lotus Notes ü  Available in Innovation Pack 2012 7 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 8. Connected and Disconnected Mobile Applications 8 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 9. Mobile Solutions Value Proposition ü  Leverage existing meta-data ü  Extensibility ü  Native Device Integration* ü  Device independent Processes ü  Field Sales and Service ü  Consumer Goods and Pharma Solutions Deliverables ü Connected Mobile Tablet/ Smartphone ü Disconnected Mobile Tablet/ Smartphone* 9 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 10. Siebel Mobile Application – User Experience ü  Same look and feel for connected or disconnected application ü  Mobile Application on Mobile devices only ü  Native Device Integration ü  Email ü  GPS – Location Based Services ü  One touch dialing ü  Signature Capture ü  Multi touch gesturing ü  Portrait/Landscape Configuration ü  Icons instead of Labels ü  Swipe on Lists ü  HTML5/CSS level 3/JQM ü  UI Extensibility ü  Symbolic URL Integration 10 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 11. Mobile Solutions Service Flow 1 Plan Day Tasks 2 Plan Customer Site Visit 3 Guided Work Order View 6 Close out work Order 5 Part lookup and Order 4 Collaborative Troubleshooting 11 Copyright © 2012, Oracle and/or its affiliates.20 Oracle reserved. © All rights Corporation – Proprietary and Confidential
  • 12. Siebel Mobility Roadmap 12 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 13. Mobility Roadmap 13 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 14. Mobility –Buzzwords HTML5 Enterprise Deployment Mobile Strategy Hybrid BYOD Native Device Apps Store Management Market share 14 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 15. HTML5/Hybrid/Native Native HTML5 Hybrid Native Look and Feel (LAF) Camera Integration PIM Integration Offline Storage Location Services 15 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 16. Mobility Roadmap Mobile Solutions Mobile Framework ü  ADF Mobile ü  Hybrid solution to support device specific integrations ü  Tablet and Smartphone ü  Support for iOS, Android, Windows ü  Offline business rules ü  Sync and conflict resolution Industry Specific Disconnected Solutions ü  Pharma Sales with edetailing ü  HTIM Field Service Solution ü  Consumer Goods 16 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 17. Demonstration Connected and Disconnected Mobile Applications 17 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 18. Behind the scenes Desktop Controls Mobile Controls Open UI Framework Tools/SRF Web Templates Server Scripting Server Integration 18 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 19. DEMONSTRATION D E M O N S TField ServiceIMobility RAT O N Warranty Setups 19 © 2012 WIPRO LTD | WWW.WIPRO.COM
  • 20. Execution (Parts Available /Shipped to Customer) Ken Bruce, Field Service Engineer He handles the equipment repairs He logs into Siebel using iPad and sees Ken received a notification the activity on the home page that the activity has be 2 He then drills down on the activity assigned to him 1 3 and verifies customer details and confirms the appointment with customer 8 He closes the SR and 4 He checks the route details and sends a survey to updates the activity as in transit and customer 5 start the Travel clock He reaches the 7 6 customer site and stop He performs the repair the travel clock and He stops the labour starts labour clock and replaces the clock and enter parts necessary parts from his details and generates trunk/shipped by Service the invoice/repair HQ and capture images summary of failed parts and if needed he does a 20 facetime chat with expert © 2012 WIPRO LTD | WWW.WIPRO.COM
  • 21. Activities Home Barcode Maps Facetime Camera 21 © 2012 WIPRO LTD | WWW.WIPRO.COM
  • 22. Graphic Section Divider 22 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 23. Maximize Your OpenWorld Experience Key Upcoming CRM Sessions ID Session Title Date/Time Location Unleash the Power of “Open UI” Wednesday, Oct 3 11:45 AM Moscone West Room 2010 User Interface Innovations with the Tuesday, Oct 2 10:15 AM Moscone West Room New Siebel “Open UI” 2009 Driving Great Customer Experiences Monday Oct 1 4:45 PM Moscone West Room with Siebel Service Applications 2014 Best Practices for Upgrading Your Monday, Oct 1 3:15 PM Moscone West Room Siebel CRM Implementations: 2009 Customer Successes 23 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 24. Maximize Your OpenWorld Experience Key Oracle CRM Activities •  25+ LIVE Demos: DEMOgrounds, Moscone West, Aisle 3800 Oracle Red Lounge, Moscone North upper lobby •  Mobility/Open UI: Moscone West, Booth #3205/3206 •  Meet the Experts: Applications Lounge, Moscone West - 2001A –  Oracle Fusion CRM: Tuesday, 5:00 – 6:00 pm •  CRM Social Reception: Howard Street Tent –  Tuesday, 6:00 – 8:00 pm –  Tickets at CRM Pavilion, Booth #3837 24 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 25. Stay Connected Read   blogs.oracle.com/CRM   Watch   youtube.com/OracleCRM   Follow   twitter.com/OracleCRM   Join   facebook.com/OracleCRM   Learn   oracle.com/CRM   Use and Follow #OOW12CRM for LIVE UPDATES during the conference 25 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 26. Graphic Section Divider 26 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 27. Safe Harbor Statement The preceding 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. 27 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 28. 28 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  • 29. 29 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.