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Siebel Sales Overview and Roadmap Siebel Sales Overview and Roadmap Sonia Wadhwa, Siebel 8.1 SFA
Safe Harbor Statements 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.
Presentation  Agenda   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],<Insert Picture Here>
<Insert Picture Here> Market  Dynamics
 
What’s the estimated cost of not engaging our employees? Source: 2007, Gallup survey $382,000,000,000.00 in the U.S. alone
Where Enterprise Applications Fall Short Populating and maintaining data Getting user acceptance Generating meaningful analytics Customizing CRM applications Measuring CRM project ROI Identifying sales-process problems Matching technology to process Effectively rolling out the application Evaluating CRM applications Obtaining executive support Managing CRM vendor relationship Getting adequate project funding other 52% 41% 35% 30% 28% 27% 20% 18% 10% 8% 6% 6% 4% Source:  Harvard Business Review , July-August 2006; Annual sales survey of Chief Sales Officers.
Employees are organized hierarchically…
But work through social networks
Personal Preferences Content SOCIAL CAPITAL Customers, Partners, Suppliers Employees Employees, Customers, Partners, Suppliers Communities Drive Business Innovation Contribution Accelerate Growth Community Value CRM HR SCM Tagging RSS Sharing Social Networks Enterprise
Communities Must be Flexible AND Secure Contribution Accelerate Growth Community Value
<Insert Picture Here> Oracle’s Siebel  Sales 8.0
Task-Based User Interface Business Processes on the Desktop ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Increasing productivity and accelerating adoption
Desktop Integration Tools ,[object Object],[object Object],[object Object]
Territory Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Increased flexibility for Speed and Accuracy
The Value of Oracle Technology Leveraging Oracle’s Strengths to Enhance Siebel CRM Enterprise Manager Increase IT insight & reduce resolution times w/ integrated mgmt Role-Based Analytics Insight provided within the context of operational systems  Search Secure search for private, unstructured enterprise data XML Reporting Easy, intuitive end user reports built from any data source  Master Data Management   Consolidate and leverage master data Integration Reduced TCO through sustainable integrations Role-Based Analytics XML Reporting Integration Search Enterprise Manager Master Data Management
Business Process Agility SOA Extends CRM Business Processes ERP Services Receivables Shipping Order  Capture Invoicing Order  Fulfillment Customer Distributor Call Center Agent Accountant CRM 3 rd  Party / Custom SCM
Customers, Analysts & Partners Endorse Siebel 8 “ Under Oracle's Applications Unlimited program, we are confident that Oracle will protect our  current investments in Siebel applications.  Siebel 8 has a  completely SOA-enabled CRM platform and task-based user interface that will help us achieve our CRM goals and give us the ability to  adapt quickly to the changing needs of our business.”    – Juan Carlos Soto, VP Market Development & Technology “ Our goals are to serve the customer, it is in our DNA, and Siebel CRM has allowed us to really  achieve that vision.  We will continue to expand our use of Siebel over time, and Siebel 8.0 is the  latest enhancement to what we feel is the best CRM tool on the market today.”      – Kelly Hynes, VP IT Operations & Services “ We are pleased with Siebel's continued support and commitment to the CPG industry; their focus on trade promotion management will allow us to deliver significant global business improvements”        – Tim Butler “ In order for companies to remain competitive in the market today, they must have processes in place that enable them to make more informed decisions, respond to the changing needs of their customers  and provide a consistent customer experience across all channels.  With its release of Siebel 8, Oracle responds to these requirements with smoother admin features, a more flexible user-friendly interface, standards-based integration and new enhancements to the Siebel CRM product line.”        – Mary Wardley, VP Enterprise Apps & CRM Software “ The Department for Work and Pensions is excited about the functional and architectural enhancements that are being launched in Siebel 8 and the opportunities that these generate.  We believe Siebel 8 has the potential to improve critical business processes whilst reinforcing the Department's commitment to the highest quality of customer service for the public.”    – Martin Bellamy, Director,  DWP &quot;Easier to use software, the ability to rapidly change business processes,  and push learning tools  are critical to delivering a superior customer experience and more effective  change management.  Siebel 8 appears to take a very significant step towards realizing these objectives through its task driven user interface.”      – Andy Bodea, Home Depot
<Insert Picture Here> Oracle’s Siebel  Sales   8.1
Siebel Sales 8.1 Highlights ,[object Object],[object Object],[object Object],[object Object],[object Object]
Siebel Sales 8.1 BI Publisher Integration ,[object Object],[object Object],[object Object],Data Source Layout Tools Output Destinations ,[object Object],[object Object],[object Object],Key Benefits
Siebel Sales 8.1  Customer Adaptive Forecasting ,[object Object],[object Object],[object Object],Key Benefits ,[object Object],[object Object],[object Object]
Siebel Sales 8.1  Improved User Experience with Global Accounts ,[object Object],[object Object],[object Object],Key Benefits ,[object Object],[object Object],[object Object]
Siebel Sales 8.1  Lead Management ,[object Object],[object Object],[object Object],Key Benefits ,[object Object],[object Object],[object Object]
Siebel Self-Service 8.1 Empowers Customers to Help Themselves   ,[object Object],[object Object],[object Object],eCommerce ,[object Object],[object Object],[object Object],[object Object],eService ,[object Object],[object Object],[object Object],[object Object],CSS Platform Combines existing customer processes and rules with a flexible customer  self-service solution
Siebel Sales Product Roadmap Continued Investment, Customer-Driven Development ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Siebel: 8.x Siebel 8.x ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Siebel 8.1
Personal Prospecting A small percentage of leads are ready to buy and convert into Opportunities Over 65% have an intention to buy  long term * * Lead Generation for the Complex Sale Effectiveness in  Personal Prospecting is often cited **  as the single biggest factor between Sales Reps who miss their number, and those who exceed it. Yet it remains largely unassisted in SFA ** It’s common for less than 40% of a sales rep’s actual opportunities to originate with a formal lead.  Personal prospecting makes up the rest.  -Jeffrey Gitomer
Territory Management Enhancements ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Performance Planning Execution
Contextual Sales Analytics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sales Rep Sales Manager ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Key Benefits
<Insert Picture Here> On Demand to On Premise  Integration
Application Integration Architecture Oracle’s Standards-based SOA Implementation   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Oracle Integration Packs Pre-built, Sustainable, Best-of-Breed Integrations Using AIA ,[object Object],[object Object],[object Object],[object Object],[object Object],Pre-built Sustainable Integrations Back Office Applications Front Office Applications E-Business Suite Siebel CRM On Demand Opportunity to Quote E-Business Suite Siebel CRM Order to Cash Siebel CRM i-flex Account Origination with Core Banking E-Business Suite Adverse Event Reporting Others… Other… Other… Siebel CRM Call Center
A Connected Strategy ,[object Object],[object Object],Siebel CRM ,[object Object],[object Object],Siebel CRM On Demand Complete Business Flexibility Application Integration Architecture
Integration Phase I - Feature Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],OP OD 1 OD 2 OD N Bi-directional Data Sync: Accounts Contacts Opportunities Products  (OP published to OD)   Oracle  Application Integration Architecture (AIA) ORACLE  FUSION MIDDLEWARE Phase 1 Capabilities
Integration Phase I – Feature Overview Benefits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],CAPABILITIES VALUE
Oracle CRM On Demand Integration to Siebel CRM –  Roadmap Opportunity to Quote Lead to Cash ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Roadmap Considerations OD 1 OD 2 OD N OP Oracle  Application Integration Architecture (AIA) ORACLE  FUSION MIDDLEWARE Users  Service Requests Industry Specific Bi-directional Data Sync: Accounts Contacts Opportunities Products  (OP published to OD)   Leads  (with Siebel 8.1) Notes Tasks Attachments
<Insert Picture Here> Siebel CRM  Outlook Edition
Siebel CRM Outlook Edition Accelerating User Adoption End User Productivity Managerial Knowledge Managed Choice Familiar User  Interface Transparency
Siebel CRM Outlook Edition Flexible CRM inside of Outlook ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Siebel CRM Outlook Edition Capability Overview ,[object Object],[object Object],[object Object],[object Object],[object Object]
<Insert Picture Here> Social CRM  Applications
The Internal Battle Over SFA “ You need to adhere to our corporate IT policy & standards” “ Hello?  Hello?  What about my needs?” “ You take forever to give me the information and reports I want” Sales Executive Sales Rep IT
CRM 2.0—The Next Evolution of Applications Enterprise Desktop ERP HRMS EMAIL User-  and  Business-Adaptive Applications CRM B BeeHive CRM OnDemand A
Mashups Web 2.0 Apps Gadgets Office/Mobile How Can Oracle Enable Enterprise/Sales 2.0?
Social CRM Applications Defining Principles ,[object Object],[object Object],[object Object],SIMPLE FOCUSED SOCIALLY USED & DISTRIBUTED ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],BEYOND COMPANY BARRIERS STANDARDS BASED ,[object Object],AGILE DRIVEN
Web 2.0 Applications for the Enterprise Oracle  Sales Library Oracle  Deal Management Oracle  Sales Campaigns Oracle  Sales Prospector
Oracle  Sales Prospector ,[object Object]
Oracle  Sales Campaigns ,[object Object]
Oracle  Sales Library ,[object Object]
Oracle  – Mobile Productivity Search Lookup Call Find an Address Share leads Contacts Check Schedule Create Appointments Update Leads Approvals Check To Dos Jot Notes Connect with Teams Follow-up Business Intelligence Alerts HR On the way to meeting After the meeting Throughout the day
Oracle  – Mobile Productivity Search Lookup Call Find an Address Share leads Contacts Check Schedule Create Appointments Update Leads Approvals Check To Dos Jot Notes Connect with Teams Follow-up Business Intelligence Alerts HR On the way to meeting After the meeting Throughout the day
<Insert Picture Here> Widgets & Gadgets & Mashups
Oracle  Gadgets Unleash Creativity ,[object Object],[object Object],[object Object],[object Object],[object Object]
Mashups Web 2.0 Apps Office/Mobile Device and Browser Independent Enterprise 2.0 Encourages End User Consumption of Enterprise Applications Gadgets
Oracle  WebCenter Mashups Notifications Email Contextual Wiring Documents Discussions Personal / Group Spaces Presence Preferences Search Recent Favorites
<Insert Picture Here> Voice   Applications
Voice Application Market Drivers ,[object Object],[object Object],[object Object],[object Object],[object Object],Voice Apps Spend by Development Paradigm
Message Management
Voice Application Benefits for SFA Calls logged as activities and attachable to Opportunities Easy Access to Sales Information Automatic transcription of voice messages into text Contextual caller information Quicker response to customer requests
 

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Siebel Sales Overview and Roadmap

  • 1. Siebel Sales Overview and Roadmap Siebel Sales Overview and Roadmap Sonia Wadhwa, Siebel 8.1 SFA
  • 2. Safe Harbor Statements 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.
  • 3.
  • 4. <Insert Picture Here> Market Dynamics
  • 5.  
  • 6. What’s the estimated cost of not engaging our employees? Source: 2007, Gallup survey $382,000,000,000.00 in the U.S. alone
  • 7. Where Enterprise Applications Fall Short Populating and maintaining data Getting user acceptance Generating meaningful analytics Customizing CRM applications Measuring CRM project ROI Identifying sales-process problems Matching technology to process Effectively rolling out the application Evaluating CRM applications Obtaining executive support Managing CRM vendor relationship Getting adequate project funding other 52% 41% 35% 30% 28% 27% 20% 18% 10% 8% 6% 6% 4% Source: Harvard Business Review , July-August 2006; Annual sales survey of Chief Sales Officers.
  • 8. Employees are organized hierarchically…
  • 9. But work through social networks
  • 10. Personal Preferences Content SOCIAL CAPITAL Customers, Partners, Suppliers Employees Employees, Customers, Partners, Suppliers Communities Drive Business Innovation Contribution Accelerate Growth Community Value CRM HR SCM Tagging RSS Sharing Social Networks Enterprise
  • 11. Communities Must be Flexible AND Secure Contribution Accelerate Growth Community Value
  • 12. <Insert Picture Here> Oracle’s Siebel Sales 8.0
  • 13.
  • 14.
  • 15.
  • 16. The Value of Oracle Technology Leveraging Oracle’s Strengths to Enhance Siebel CRM Enterprise Manager Increase IT insight & reduce resolution times w/ integrated mgmt Role-Based Analytics Insight provided within the context of operational systems Search Secure search for private, unstructured enterprise data XML Reporting Easy, intuitive end user reports built from any data source Master Data Management Consolidate and leverage master data Integration Reduced TCO through sustainable integrations Role-Based Analytics XML Reporting Integration Search Enterprise Manager Master Data Management
  • 17. Business Process Agility SOA Extends CRM Business Processes ERP Services Receivables Shipping Order Capture Invoicing Order Fulfillment Customer Distributor Call Center Agent Accountant CRM 3 rd Party / Custom SCM
  • 18. Customers, Analysts & Partners Endorse Siebel 8 “ Under Oracle's Applications Unlimited program, we are confident that Oracle will protect our current investments in Siebel applications. Siebel 8 has a completely SOA-enabled CRM platform and task-based user interface that will help us achieve our CRM goals and give us the ability to adapt quickly to the changing needs of our business.” – Juan Carlos Soto, VP Market Development & Technology “ Our goals are to serve the customer, it is in our DNA, and Siebel CRM has allowed us to really achieve that vision.  We will continue to expand our use of Siebel over time, and Siebel 8.0 is the latest enhancement to what we feel is the best CRM tool on the market today.” – Kelly Hynes, VP IT Operations & Services “ We are pleased with Siebel's continued support and commitment to the CPG industry; their focus on trade promotion management will allow us to deliver significant global business improvements” – Tim Butler “ In order for companies to remain competitive in the market today, they must have processes in place that enable them to make more informed decisions, respond to the changing needs of their customers and provide a consistent customer experience across all channels. With its release of Siebel 8, Oracle responds to these requirements with smoother admin features, a more flexible user-friendly interface, standards-based integration and new enhancements to the Siebel CRM product line.” – Mary Wardley, VP Enterprise Apps & CRM Software “ The Department for Work and Pensions is excited about the functional and architectural enhancements that are being launched in Siebel 8 and the opportunities that these generate. We believe Siebel 8 has the potential to improve critical business processes whilst reinforcing the Department's commitment to the highest quality of customer service for the public.” – Martin Bellamy, Director, DWP &quot;Easier to use software, the ability to rapidly change business processes, and push learning tools are critical to delivering a superior customer experience and more effective change management. Siebel 8 appears to take a very significant step towards realizing these objectives through its task driven user interface.” – Andy Bodea, Home Depot
  • 19. <Insert Picture Here> Oracle’s Siebel Sales 8.1
  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 25.
  • 26.
  • 27. Personal Prospecting A small percentage of leads are ready to buy and convert into Opportunities Over 65% have an intention to buy long term * * Lead Generation for the Complex Sale Effectiveness in Personal Prospecting is often cited ** as the single biggest factor between Sales Reps who miss their number, and those who exceed it. Yet it remains largely unassisted in SFA ** It’s common for less than 40% of a sales rep’s actual opportunities to originate with a formal lead. Personal prospecting makes up the rest. -Jeffrey Gitomer
  • 28.
  • 29.
  • 30. <Insert Picture Here> On Demand to On Premise Integration
  • 31.
  • 32.
  • 33.
  • 34.
  • 35.
  • 36.
  • 37. <Insert Picture Here> Siebel CRM Outlook Edition
  • 38. Siebel CRM Outlook Edition Accelerating User Adoption End User Productivity Managerial Knowledge Managed Choice Familiar User Interface Transparency
  • 39.
  • 40.
  • 41. <Insert Picture Here> Social CRM Applications
  • 42. The Internal Battle Over SFA “ You need to adhere to our corporate IT policy & standards” “ Hello? Hello? What about my needs?” “ You take forever to give me the information and reports I want” Sales Executive Sales Rep IT
  • 43. CRM 2.0—The Next Evolution of Applications Enterprise Desktop ERP HRMS EMAIL User- and Business-Adaptive Applications CRM B BeeHive CRM OnDemand A
  • 44. Mashups Web 2.0 Apps Gadgets Office/Mobile How Can Oracle Enable Enterprise/Sales 2.0?
  • 45.
  • 46. Web 2.0 Applications for the Enterprise Oracle Sales Library Oracle Deal Management Oracle Sales Campaigns Oracle Sales Prospector
  • 47.
  • 48.
  • 49.
  • 50. Oracle – Mobile Productivity Search Lookup Call Find an Address Share leads Contacts Check Schedule Create Appointments Update Leads Approvals Check To Dos Jot Notes Connect with Teams Follow-up Business Intelligence Alerts HR On the way to meeting After the meeting Throughout the day
  • 51. Oracle – Mobile Productivity Search Lookup Call Find an Address Share leads Contacts Check Schedule Create Appointments Update Leads Approvals Check To Dos Jot Notes Connect with Teams Follow-up Business Intelligence Alerts HR On the way to meeting After the meeting Throughout the day
  • 52. <Insert Picture Here> Widgets & Gadgets & Mashups
  • 53.
  • 54. Mashups Web 2.0 Apps Office/Mobile Device and Browser Independent Enterprise 2.0 Encourages End User Consumption of Enterprise Applications Gadgets
  • 55. Oracle WebCenter Mashups Notifications Email Contextual Wiring Documents Discussions Personal / Group Spaces Presence Preferences Search Recent Favorites
  • 56. <Insert Picture Here> Voice Applications
  • 57.
  • 59. Voice Application Benefits for SFA Calls logged as activities and attachable to Opportunities Easy Access to Sales Information Automatic transcription of voice messages into text Contextual caller information Quicker response to customer requests
  • 60.