ORACLE CRM ON DEMAND RELEASE 26

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1 ORACLE CRM ON DEMAND RELEASE 26 THE WORLD S MOST COMPREHENSIVE CRM ON DEMAND SOLUTION Easy to use Fast to deploy Powerful analytics Pre-built industry solutions Embedded sales, marketing, and service best practices Seamless integrations Get smarter, more productive and gain the best value with Oracle CRM On Demand Release 26. Oracle CRM On Demand continues to be the most complete Software-as-a-Service (SaaS) CRM solution available. Now, with Release 26, organizations of all types and sizes benefit from actionable insight anywhere, anytime, as well as key enhancements in mobility, embedded social, analytics, integration and extensibility, and ease of use. Next Generation Mobile and Desktop Solutions Oracle CRM On Demand Release 26 offers a complete set of mobile and desktop solutions that improve productivity by enabling reps to access and update information anywhere, anytime. NEW FEATURES Next Generation Mobile and Desktop Solutions Templates 1 Analytics Enhancements Embedded Oracle Social Network for collaboration and document storage and annotation 2 Enhanced Sales Force Automation Improved Usability and Productivity Expanded Web Services Coverage New Configuration Tools Capabilities include: Oracle CRM On Demand Disconnected Mobile Sales (DMS) A disconnected CRM solution for the ipad platform has been enriched with more options for edetailing including the ability to track and report on what aspects of a presentation have been delivered so that next time a rep visits a physician, they will know precisely what has been presented and what hasn t down to the individual page level. In addition, to ensure procedural compliance, more options are available to report on how much of a presentation was provided to the physician. To assist with Call Planning, the ability to submit a call in the future has been added. Submitting a call with a future time stamp ensures that the recorded time is accurate, and not affected by the rep being in a different time zone or synchronizing late. Oracle CRM On Demand Connected Mobile Sales. 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. Fully configurable and extensible, Connected Mobile Sales is an ideal native mobile solution for connected users. New features include usability enhancements to simplify the creation and management of tasks and appointments, and adding Campaigns. 1

2 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 Figure 1 Oracle CRM On Demand Connected Mobile Sales Oracle CRM On Demand Desktop: This application centralizes essential CRM information in the familiar Microsoft Outlook environment, increasing user adoption and decreasing training costs. Users can manage CRM data while disconnected, then synchronize bi-directionally when they are back on the network. New in Oracle CRM On Demand Desktop Version 4 is Outlook 2013 support for both 32bit and 64bit, as well as an improved process to streamline language-specific installations. CRM On Demand Release 26 adds versioning control to Package Administration, simplifying the deployment and implementation process for your users. Mobile Browser Support: Apple iphone, Apple ipad, Windows 8 Tablets, and Google Android. Leverage the Social Enterprise Engaging customers via social channels is rapidly becoming a significant key to enhanced customer experience as it provides proactive customer service, targeted messaging and greater intimacy throughout the entire customer lifecycle. Listening to customers on the social channels can identify a customers sphere of influence and the real value they bring to their organization, or the impact they can have on the opportunity. Servicing the customer s need is the first step towards loyalty to a brand, integrating with social channels allows us to maximize brand affinity and virally expand customer engagements thus increasing revenue. Social interaction extends internally as well as more and more options for collaboration and information sharing can be found in a social medium. Oracle CRM On Demand Release 26 is leveraging the Social Enterprise through its integration with Oracle s Social Relationship Management (SRM) product suite by providing out-of-the-box integration with Social Engagement and Monitoring (SEM), Social Marketing (SM) and Oracle Social Network (OSN). Oracle CRM On Demand users are able to create a service request from a social post via SEM and 2

3 ORACLE CRM ON DEMAND RELEASE 26 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 Oracle Social Relationship Management have leads entered on a SM lead form automatically entered into Oracle CRM On Demand along with the campaign, streamlining the lead qualification process. New to Release 26 is integration with Oracle Social Network supporting internal collaboration and maintaining a full history of interactions for processes such as Approvals, Agreement Negotiation, Discounting and more. 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 26 expands upon its industry-leading analytics capabilities to provide greater business insight than ever before. New capabilities a new subject area for Sample Request on the Call Activity History Object which allows for even deeper analytics on how and where samples are being dropped. The Event Object has been extended to include Books and sub-books, and Dashboards have been enhanced to include usage analytics to monitor analytics performance of individual reports in the dashboard. Get More Productive with Powerful Tools Oracle CRM On Demand Release 26 has introduced several changes to the User Interface, including a larger font for easier tablet use, the ability to add a picture to the Contact Detail Page, new field management features that permit replacing a field label with an icon and a new Modern Theme designed with touch screen devices mind that offers large icons instead of tabs and a floating navigation bar to access child objects. Along with a new User Interface, usability has been enhanced by automatically updating the opportunity revenue value with a change in the product lines associated to that opportunity. By updating values automatically, users are more efficiently able to keep revenue, quota and forecasting values fully up to date. 3

4 Enhanced When launching a new product or service, or promoting a special offer, is one of the first avenues used to reach potential or existing customers. Marketing will spend time creating high quality, rich s that contain the desired messaging, links to register interest and options to download more information. Once the was sent, the expectation is generally low, anticipating that people will usually ignore an from someone they don t know. With CRM On Demand Release 26, that obstacle can be overcome by allowing sales reps to send the same template, personalized, to their contacts or leads. Templates can be created for any number of communications, from event invitations, new product information, in support of a new campaign and even a friendly check-in. Sales gains an easy to use, highly professional that they just need to provide an for, and Marketing gains a channel that is far more effective as it leverages an existing relationship. 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 26, 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: Picklist Value Groups and Divisions is a new feature that provides filtered picklists based on what Division the user or the record is in. A filtered picklist means that users will only see those values that are necessary for the process or record on hand, while maintaining a single field for reporting. Extended Fiscal Calendar has been extended to support up to 2040 for both the standard and custom fiscal calendars, forecast definitions, exchange rate definitions, time zones and analytics reporting. Identification of non-production is an addition to CRM On Demands automatic notification capability that increases administrator efficiency. By tagging all s from staging, CTE or other nonproduction systems as such, administrators can fine tune their response processes to focus on production. Expanded Integration: Oracle continues to improve Web Services each release, by adding more object coverage enabling customers and partners to easily integrate with CRM On Demand. Release 26 sees new web services to change the association between two records in a single call, enhance the administration web services to include table based picklists and add Opportunity as a child of the Partner object. 4

5 Bottom Line Oracle CRM On Demand Release 26 enables organizations to get smarter, get more productive, and get the best value, period. For more information on Oracle CRM On Demand Release 26, please visit oracle.com/crmondemand or call to speak to an Oracle representative. Copyright 2014, 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. Research In Motion, the RIM logo, BlackBerry, the BlackBerry logo and SureType are registered with the U.S. Patent and Trademark Office and may be pending or registered in other countries - these and other marks of Research In Motion Limited are used under license. iphone and Apple are trademarks of Apple Inc., registered in the U.S. and other countries. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Ltd Oracle Social Network is licensed separately from Oracle CRM On Demand. 2 Available with Engage, an add on to the separately licensed Oracle Marketing Cloud. 5

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