Oracle CRM On Demand Roadmap CON7334

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2 Oracle CRM On Demand Roadmap CON7334 Joe Blau, CRM On Demand Product Management Jeff Lumsden, CRM On Demand Product Management September 30, 2014 Copyright 2014, Oracle and/or its affiliates. All rights reserved.

3 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. Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential 3

4 Program Agenda 1 2 CRM On Demand Highlights (Demo) CRM On Demand and Customer Experience (Demo) Sales, Marketing, CPQ, Social 3 CRM On Demand Roadmap Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential 4

5 DEMO Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential 5

6 Oracle CX and CRM On Demand Oracle Marketing OSC / CRM OD Oracle CPQ Oracle Commerce Oracle Service Oracle Social Integrated Customer Experience Foundation Social Network Mobile Analytic KPIs & Predictive Dashboards Analytics Integrations Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential 6

7 Continued Product Innovation Future Release Schedule R26 R27 R28 R29 R30 R31 R32 R33... CRM On Demand Releases Delivered Every 4 Months June 2014 Oct 2014 Feb 2015 June 2015 Oct 2015 Feb 2016 June 2016 Oct 2016 Faster Releases Enhancement Requests Delivered Sooner Less Validation Time Required Quicker Training Selectable Upgrade Date Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential 7

8 Innovation Themes and Roadmap User Experience Tablet and Smartphone Social Industry Solutions Extensibility Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential 8

9 Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal 9

10 CRM On Demand Roadmap Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential 10

11 User Experience Creating an easy and simple interface to drive adoption What s Next Custom Global Header Concatenated fields to reduce screen clutter Visual indicators Customizable Tooltips Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential 11

12 User Experience Creating an easy and simple interface to drive adoption What s Next Modern Calendar Multi-day appointments Recurring appointments Click-to-create Color coding Configurable work day / hours Drag and drop rescheduling Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential 12

13 User Experience Creating an easy and simple interface to drive adoption What s Next Record Information as an Inline Popup Display More Records Ability to page, sort and filter on related information Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential 13

14 User Experience Creating an easy and simple interface to drive adoption What s Next Enhanced List View View and Edit Records Directly from a List Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential 14

15 User Experience Giving sales more tools, faster What s Next Geocoding Maps and Proximity Search Route Planning LinkedIn Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential 15

16 Enhanced Search Use fuzzy search to find your data What s Next Enhanced Keyword Search Jeff returns Jeff, Jef, Geoff, Geoffrey, etc. US returns USA, U.S.A., United States Customers can replace or add to existing search methods available Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential 16

17 Integration Driving sales rep effectiveness What s Next Full Desktop Available for All Customers Desktop Lite (Free!) Google mail, tasks and calendar integration Outlook 365 integration Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential 17

18 Extensibility Customize the User Interface just how you want it What s Next JavaScript API Extensions New REST API New Report Execution API Report Migration API Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential 18

19 Industry Innovation Providing industry specific tools to help Sales Reps sell What s Next Life Sciences Contact State License Validation Signature Validation Financial Services Household and Portfolio usability improvements Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential 19

20 Next Generation Mobile Mobile solutions What s Next Convergence with Oracle Sales Cloud Mobile Native Calendar and Contact Sync Role-based IP Address Restriction Maps and Proximity Search Multi-field Filtered Search Offline Voice Attachments Call Reports App Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential 20

21 Oracle CRM On Demand Current Release and Roadmap Current Release Release 26 Release 27 Release 28 User Experience Simplified UI enabling ease of use, improving user adoption, and tablets Oracle Social Network integration CRM Desktop for Multi-Tenant Free CRM Desktop Lite Enhanced Sales and Marketing solutions with pre-built Marketing Cloud integration Industry Innovation Messaging Plan enhancements with new message type values Longitude and Latitude on Address fields for mapping support Modification Tracking for efficient data synchronization and improved integrations Business Agility New Divisions framework allows further segmentation of data and users Picklist values auto-filtered by user division Automatically update revenue on Opportunity New Sample Request and Assessments subject areas in Analytics User Experience Visual Indicators and detail page improvements provide a more engaging business experience Revised calendar with new User Interface Concatenated fields on detail and list pages Global header configuration to provide one-click access to key business information Maps and Proximity Search Industry Innovation Household and Portfolio usability improvements Validation Checking Workflow and Submission of Calls for Contact State License Incorporate Allocation Filtering on Sample Request Items Ability to View Event Invitee Details Books of Business and Teams for Orders and Sample Requests Business Agility Analytics API enabling report scheduling and execution REST API enabling customers and partners to innovate and create unique, targeted solutions for mobile and UI Enable Web services for Audit Trail and more New subject areas in Analytics User Experience Full text search Calendar Enhancements, including recurring meetings, color coding, click-to-create, multi-day appointments Related information as inline popup with full record view/edit, and navigation icalendar and vcard support Custom Tooltips for Fields and Buttons Industry Innovation Oracle Spatial and Graphs integration including Around Me, proximity search for more objects, and route planning Team support for Event Object Support Multiple Campaigns per Lead Business Agility REST API: Authentication, Contact.Book/Account/Team, Opportunity.Contact Expose User object to workflow Extend Audit trail to more objects Custom Object Analytics Support Multiple Accounts per Opportunity Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential

22 Oracle CRM On Demand Current Release and Roadmap Release 29 Release 30 Release 31 User Experience User definable detail pages Calendar Enhancements, including alerts, displaying the Event Object, set work day/hour Display user defined list on the object home page provides faster navigation to data Create Out of Office Notifications when assigning tasks, appointments Conditionally required fields Quick create forms Google Mail and Calendar Industry Innovation HCP Contact Allocation Analytics Allocation filtering on Sample Request Items allows reps to quickly see what can be sold Add FINS and related DCO s to reporting Business Agility JS API: Language independent coding, color coding, getting all fields in one call Migration support for Dynamic Layout Custom Object Analytics Filter Master Audit Trail RESTful API: Picklists, MSP, M:M objects User Experience Smartphone enhancements including dynamic page layout, enhanced list search and camera roll support Maps and proximity search for Smartphone Dynamic font sizing Follow record s activity stream Drag and drop functionality Industry Innovation Samples management import Currency reporting in analytics pro-active notification if currency value is not defined Business Agility JS API for updating values on Detail Page, customizing record level menu Batch delete of attachments Enhance audit trail reporting to know who changed what, and when RESTful API enhancements Add Books to activity analytics Report Migration API to copy reports between pods Workflow GUI and Workflow Emulator for testing User Experience Business card scan app Smartphone disconnected support Industry Innovation Call reports app HCP portal framework edetailing self-service Territory management integration Business Agility View record details in Restore Deleted Items queue to easily identify data to be recovered View record details in Attachments list enhances document retention policy process Split audit privilege from company admin privilege; let more users see audit history without being able to configure product Add more options to workflow cancel-save for finer control when cancelling a workflow Batch restore deleted items Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential

23 Additional Resources Support Forums Sample Code for integrating with CRM On Demand Oracle Cloud Marketplace wmode=0&_adf.ctrl-state=tvcvdt5a0_4 Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential 23

24 Topic Time Room Getting the Best Value out of CRM On Demand Monday 3:00 3:45 Moscone West 2003 Work in ! How CRM On Demand Desktop Drives Efficiency and User Adoption The Customer Experience Journey: How CRM On Demand Delivers CX and Insperity The Future of Oracle CRM On Demand: Roadmap and Strategy for Continuous Innovation Amplify Performance with a Disconnected Mobile App for Oracle CRM On Demand Monday 4:15 5:00 Moscone West 2003 Tuesday 12:00 12:45 Moscone West 2016 Tuesday 4:15 5:00 Moscone West 2014 Wednesday 10:15 11:00 Moscone West 3012 Running Your Business on CRM On Demand Analytics Wednesday 12:45 1:30 Moscone West 3012 CRM On Demand Meet the Experts Wednesday 4:30 5:15 Moscone West 3000 Oracle CRM On Demand for the Mobile User Thursday 11:30 12:15 Moscone West 3000 Driving Oracle User Adoption through Gamification Thursday 12:45 1:30 Moscone West 3000 Best Practices for Configuring and Customizing CRM On Demand Thursday 2:00 2:45 Moscone West 3000 Social CRM: Leveraging Social Media Within Oracle CRM On Demand Thursday 3:15 4:00 Moscone West 3000 Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential

25 CRM On Demand User Group Join the LinkedIn Group Quarterly calls Roadmap, What s New, Product Demos Contact Bill.Haskins@hitachiconsulting.com rosaline.gulati@activeprime.com Networking at Oracle OpenWorld Tuesday: 10:30 Wednesday: 4:30 Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential

26 Summary Rich customer driven roadmap Embedding other Oracle assets to add value Clear strategy for usability, mobile, social and extensibility Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle Confidential 26

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