ORACLE CRM ON DEMAND RELEASE 30

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1 OR A C L E D A T A S H E E T ORACLE CRM ON DEMAND RELEASE 30 Get smarter, more productive and gain the best value with Oracle CRM On Demand Release 30. Oracle CRM On Demand continues to be the most complete Software-as-a-Service (SaaS) CRM solution available. Now, with Release 30, organizations of all types and sizes benefit from actionable insight anywhere, anytime, as well as key enhancements in mobility, ease of use, analytics, and integration and extensibility. THE WORLD S MOST COMPREHENSIVE CRM ON DEMAND SOLUTION Easy to use Fast to deploy Powerful analytics Prebuilt Industry solutions Embedded marketing, sales and service best practices Seamless integrations NEW FEATURES Ability to Use Custom Icons in the Global Header Analytics Enhancements Calendar Enhancements Enhanced View for Tabs Expanded Web Services Coverage Mass Update Opportunity Product Revenue Records Modern Theme Regular Font Record Indicator for Tab View UI Field Masking Next Generation Mobile and Desktop Solutions Oracle CRM On Demand Release 30 offers a complete set of mobile and desktop solutions that improve productivity by enabling reps to access and update information anywhere, anytime. Capabilities include: Oracle CRM On Demand Connected Mobile Sales (CMS). This add-on mobile service provides a configurable mobile solution on Android, ios, and BlackBerry devices. You can access data from CRM On Demand in real time with a rich, native user experience that is comfortable and familiar to current mobile users and fully configurable to capture your unique processes. In this release, we provide dynamic layout support, maps and proximity support, plus image, voice and document support. We also improved searching by allowing you to search in Managed Lists. Finally, you can now qualify, reject, and archive leads directly from your mobile device. Figure 1 Oracle CRM On Demand Connected Mobile Sales

2 ORACLE DATA SHEET BENEFITS Leverage anytime, anywhere access to CRM via mobile and desktop solutions Increase performance and operational transparency Improve customer service with new channels Maximize productivity, satisfaction, and user adoption (ROI) Maximize data security Gain immediate advantage with industry-ready solutions Achieve the lowest Total Cost of Ownership (TCO) and highest Business Agility Enhanced Tab View. Related information applets in Tab View now supports various display options. Users can choose to view either a minimum of 5 reocords or a maximum of 100 records directly from the related information applet. The applets have also been enhanced so that users can now filter, page, and search improving the usefulness of the records being viewed. Record Indicator for Tab View. Know whether a related information applet contains records or not with a simple indicator displayed on each tab. This will reduce unnecessary clicks for those tabs that don t contain any associated records. Mobile Browser Support. Apple iphone, Apple ipad, Windows 8 Tablets, and Google Android. Get more Productive with Modern Usability Oracle CRM On Demand continues to invest in improving our User Interface to enhance user experience whether accessed on tablets or on desktops. Release 28 and 29 included several calendar enhancements to improve user productivity. Release 30 expanded on those improvements by adding: Display Event records in the calendar for all Event team members Defining custom values for the Activity Status picklist Color Customization specifically for the calendar in Modern Theme Customize the calendar s work day and work hours Toggling between work week and full week Create appointments for multiple accounts simultaneously Continuing our drive for improved usability, CRM On Demand Release 30 also added a Modern Theme regular font option. The Modern Theme was first introduced to be optimized for tablets. This included a larger font size, larger icons, increased row height, and even gesture support. With the huge popularity of this theme, we ve extended it so that you can now customize the theme to be optimized for your laptop or PC s monitor. This includes a smaller font, smaller icons, and a reduced row height. With this new option, users will now be able to view more data on their screens with less scrolling. Figure 2 Modern Theme Using Regular Fonts with Enhanced Tab View, and Record 2 ORACLE CRM ON DEMAND RELEASE 30

3 OR A C L E D A T A S H E E T Indicator for Tab View enabled In Release 30, we introduced a brand new field type for masking fields. This will allow you to expose a field where one user can see the full value of the field, while others can only see the last four characters. Prior to release 30, we provided mapping capabilities. To make this feature easier to use, the application can now geo code your addresses eliminating the need to manually input the latitude and longitude of an address, or using a 3 rd party vendor. We continue to improve the coverage of object data that can be imported or exported. In Release 30, we introduce the ability to export Households and all child objects of Households using the Data Export Assistant. We also extended the Activities import feature so that user can now import and update existing appointments or tasks. Get Smarter with Actionable Insight The difference between making good decisions and great decisions depends heavily upon the quality, structure, and availability of information at hand. Oracle CRM On Demand Release 30 expands upon its industry-leading analytics capabilities to provide greater business insight than ever before. Analytics real-time reporting has been extended to support custom objects 21 to 25 by including these objects into the Advanced Custom Objects Subject Area. We also exposed more out-of-the box fields for various record types such as Account, Activity, Opportunity Revenue, Portfolio, Sample Dropped, Sample Transaction, and Usage Tracking in historical and real-time reporting. Get the Best Value Oracle CRM On Demand delivers unprecedented value with the broadest set of capabilities from a single-provider solution, the industry s lowest total cost of ownership, the most on-demand deployment options, the deepest CRM expertise and experience of any CRM provider, and the most secure CRM in the cloud. With Release 30, Oracle CRM On Demand now includes even more enterprise-grade security, integration, and extensibility features, along with enhanced industry editions to save you time and money. New features include: Ability to Upload Custom Icons for the Global Header. To further personalize and brand your CRM On Demand instance, you can now upload custom icons to be used in your Modern Theme s Global Header. Adding Attachments from your ios Devices. You can now add attachments such as a real-time photo, or a photo from your photo library directly from your ios device. Mass Update Opportunity Product Revenue. Instead of updating Opportunity Product Revenue records one by one, you can now mass update them with the click of a button. Optimized Custom Fields Support in Expression Builder. Now your optimized custom fields can be utilized in Expression Builder. Double-click Support for Shuttle Windows. To improve the usability of horizontal shuttle windows, we ve improved the ease of use by allowing users to simply double click the field that they want moved from one window to the other. Expanded Integration. CRM On Demand continues to improve Web Services each release. In Release 30, workflow rule administrative web services have been 3 ORACLE CRM ON DEMAND RELEASE 30

4 ORACLE DATA SHEET enhanced to support more granular record level operations, the Activity type field for all activity children is now exposed via web services 2.0 which can be used to distinguish an Appointment from a Task, the custom note field for the contact record type is exposed via web services 2.0 plus many more. ORACLE CRM ON DEMAND RELEASE 30 Related products Oracle CRM On Demand Financial Services Edition Insurance Solution Oracle CRM On Demand Life Sciences Edition Pharmaceutical Solution Oracle CRM On Demand Life Sciences Edition Medical Solution Oracle CRM On Demand Automotive Edition Oracle CRM On Demand Connected Mobile Sales Oracle Disconnected Mobile Sales Oracle CRM On Demand Desktop Bottom Line Oracle CRM On Demand Release 30 enables organizations to get smarter, get more productive, and get the best value, period. For more information on Oracle CRM On Demand Release 30, please visit oracle.com/crmondemand or call to speak to an Oracle representative. Oracle CRM On Demand Desktop Lite Oracle Social Relationship Management 4 ORACLE CRM ON DEMAND RELEASE 30

5 5 ORACLE CRM ON DEMAND RELEASE 30 ORACLE DATA SHEET

6 ORACLE DATA SHEET CONTACT US For more information about Oracle CRM On Demand, visit oracle.com or call ORACLE1 to speak to an Oracle representative. CONNECT WITH US blogs.oracle.com/oracle facebook.com/oracle twitter.com/oracle oracle.com 6 ORACLE CRM ON DEMAND RELEASE 30 Copyright 2015, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.