<Insert Picture Here> Oracle CRM On Demand: Enterprise Grade SaaS

Transcription

1 <Insert Picture Here> Oracle CRM On Demand: Enterprise Grade SaaS ECRUG Release 17 presentation Ranjit Singh Pabla, Application Sales Manager - CRM On Demand

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 decision. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle. Copyright 2010, Oracle. All rights reserved.

3 What is CRM On Demand? A Comprehensive CRM Solution as a Service Industry Editions Powerful Analytics Adaptable Packaged Integrations Enterprise Grade

4 Why Customers are Choosing CRM OnDemand: 1. Strong User Adoption 2. Very Fast Deployment time (weeks) 3. All inclusive service (sales, service, marketing and related analytics) 4. Lower TCO (subscription vs. Licenses+Support+HW+FTE) 5. Operating Expense vs Capital Expenditure 6. No Fuss Upgrades, Innovation Included 7. Highly Adaptable: Easy to Manage and Configure 8. Service Partnership: Not software. Expectation of Ongoing Support and Accountability

5 CRM On Demand: Continuous Innovation R15 Innovation Pack 1 Expanded custom field support Custom object analytics Import enhancements (Vehicles, etc.) Web Services for all custom objects Vertical analytics (Household-contact) CRMOD to Siebel CRM Integration PIM Sync Enhancement (Outlook 2007) Office 2007 Read-only user Sales Prospector Mar 2008 Release 15 Sticky Notes Message Center Custom Dashboards Widgets/RSS feeds Mobile Sales Assistant Sep 2008 Release 16 More Custom Objects Better forecasting Related Items layout and inline edit WS for attachments Search enhancements More PIM Sync enhancements Analytics for User Quotas Dutch, Thai, Traditional Chinese CRMOD to JDE EnterpriseOne Sales Library PRM Dec 2008 Mar 2009 R15 Innovation Pack 2 CTE Phase 1 More Functional Enhancements MSA on iphone Deal Management Integration Disaster Recovery Aug 2009 R16 Innovation Pack 1 Named queues Small Enhancements Added Language support Swedish Russian Danish Polish Finnish R16 Innovation Pack 2 Sales Campaigns Analytics Data Visibility EBS PIP, Phase II JDE World PIP Nov 2009 Release 17 Feb 2010 Release 18 Refining Requirements Late 2010 R17 Innovation Pack 1 Database Vault Database Encryption VPN for STEE Life Sciences PRM More web 2.0 / Social CRM More integration More enterprise SaaS More languages Advanced workflow Related Items Visibility SAP PIP

6 CRM On Demand Release 17: Continued Innovation for More Value More CRM More Life Sciences More PRM Advanced Forecasting Enhanced usability Enhanced analytics Greater extensibility Expanded global support Enhanced Sales Planning & Execution Deeper Samples Management Integrated Marketing Pharma Sales-on-the-Go Advanced PRM analytics Enhanced partner admin Extended portal Deal Registration EBS integration for High Tech PRM

7 Oracle PRM On Demand R17 Overview Key Capabilities PRM Functionality PRM Analytics Platform/Technology Partner Lifecycle Management Applications* Profiles Programs Business Plans & Objectives* Lead & Opportunity Management* Deal Registration* Special Pricing Authorizations* Marketing Development Funds* Content Sharing PRM Subject Areas* Partners (Real-Time and Historical) Deal Registrations (Historical) MDF (Historical) Partners Dimension in Existing Subject Areas* Leads Opportunities Extended Portal Flexibility & Branding* Partner Self Administration* Multi-Tier Channel Support* Time-Based Workflow* Approval Escalations Expiration Notifications Enhanced Custom Object Support for Partners, Books* * New/Enhanced in Release 17

8 Oracle Life Sciences R17 Overview Key Capabilities

9 More CRM: Mobile Sales Assistant Empower users with critical insights where and how they work Drive team efficiency, productivity and overall collaboration Works Out of the Box for Blackberry and iphone Customize labels to match R17 your business Increase adoption, productivity and real time collaboration

10 More CRM: Call Center Ready SaaS Dynamic Call Flow and Data Collection Product Association Queue Management and Agent Assignment Audit Trails Customer Satisfaction Surveys Default Field Values and Auto-fill Auto Assignments and Escalations Solutions and FAQ Management Service Level Agreement (SLA) Management Time Based Assignments, escalations and notifications Heads Up Display no scrolling Copy Service Request R17 R17 R Oracle Corporation Proprietary and Confidential 10

11 More CRM - Enhanced Usability Now with Release 17 Increased user adoption and productivity Usability Features Enhanced UI UI Resizes on size Refreshed UI theme Branding Enhanced List Management Streamlined tasks Head-Up Display Copy record 11

12 More CRM:Improved List Management Increased user productivity with enhanced Work Lists Now with Release 17 Key Features Record count on list Increased number of columns (20) Highlight record Number of records persistent across sessions Favorite buttons on list Record level menus

13 More CRM: Heads Up Display No More Scrolling Now with Release 17 Persistent menu displays and navigates to all of the related lists for this record without need to scroll down the page.

14 More CRM: Advanced Forecasting Key Features Streamlined administration Simplified forecast definition Multiple forecast types Proactive identification of sales hierarchy changes Enhanced forecast submission Manager submit Allow inactive territories Opportunity splits Calculate split revenue Sales team visibility to revenue share Benefits Seamless forecast execution Foster collaborative selling Improve forecast accuracy Now with Release 17

15 Enterprise Grade SaaS 4 Corner Stones Enterprise Grade Analytics Enterprise Grade Deployment Options Enterprise Grade Integration Capabilities Enterprise Grade Security

16 Strategic Insight Gain Insight and Act Immediately

17 Strategic Insight: Act on Insight Immediately with Real-Time and Historical Analytics Leverage On Demand industry s only hosted data warehouse Drive objectives by comparing trends over time Isolate and preemptively address business and performance weaknesses before they impact your bottom line. Only Oracle Provides Analytics Beyond Simple Reporting

18 Strategic Insight: Forecasting Analytics Now with Release 17 Key Features Forecasting Analytics subject area Forecasted summaries User quota Real-time opportunity New hierarchy - User, Product, Book Benefits Provide critical metrics to monitor team performance and sales pipeline Enable better forecast accuracy Enable more interactive report viewing User hierarchy provides consolidated, as well as personalized view for each team member

19 Strategic Insight: Enhanced Analytics Now with Release 17 Analytics Features Analytics visibility Enhanced read all access Analytics completeness More subject areas Field parity between historical and real-time Enable insight driven action 19

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22 Enterprise Grade SaaS: Controlling 100% of the Solution Stack Means We can Offer More Oracle has taken SaaS to the next level with CRM OnDemand to be a trusted, strategic solution for large enterprises

23 Enterprise Grade Deployment Options: One Size Does Not Fit All Traditionally SaaS hosting infrastructures have treated all customers the same regardless of size, working hours and locations, performance and security requirements, country regulations etc. CRM OnDemand Uniquely Provides Custom Delivered SaaS Infrastructures Custom privacy (private DB): Custom sizing / tuning Custom location (Onsite) Migrate Your Deployment as Needed

24 Enterprise Grade SaaS: Single Tenant Edition Benefits of a dedicated stack combined with ease of use and rapid time to business value of multi-tenant SaaS Hardware, Software, and Database Infrastructure Enables fine-tuning and optimization for better application performance Provides flexible time windows for maintenance, upgrades and Analytics ETL to suit your hours of operations Leverages Oracle Grid Computing for cost-effective deployments and superior scalability Private database and application server physically separates and secures your organization s information

25 Enterprise Grade SaaS: Customer Deployment Option When Mission Critical Data must be Onsite The same CRM On Demand SaaS application, but hosted in your Data Center Enables you to fulfill data privacy & regulatory requirements Enhances operational flexibility for maintenance and upgrade planning Excellent TCO as application is co-managed and upgraded by Oracle expertise (Best of both Worlds) 25

27 Enterprise Grade SaaS: Only Oracle Delivers Wide Range of Integration Options Pre-built Integrated Oracle Solutions Strategic Integrated Partner Solutions Call Center On Demand Social Sales Applications Deal Management Integration Building Blocks Oracle Application Integration Architecture Oracle Fusion Middleware Integration Events Data Integration UI Integration Import / Export Web Services Batch Integration Weblinks Custom Applets Custom Buttons 27

28 Enterprise Grade SaaS: Pre-Built Integrations for CRM OnDemand Available Available Available Tentative Planned Release Provide an industry leading SaaS CRM solution to EnterpriseOne customers Provide a SaaS CRM solution with a reduced TCO appropriate for midsize customers Single View of Customer and Product Data across the front and back office Real-time Customer and Product Data synchronization Complete Opportunity to Quote/Order business process execution Integrates Oracle CRM On Demand and JDE EnterpriseOne 8.12 Scheduled for 2009 CRM On Demand and JDE EnterpriseOne 9.0 Provide an industry leading SaaS CRM solution to EnterpriseOne customers Provide a SaaS CRM solution with a reduced total cost of ownership appropriate for midsize customers Single View of Customer and Product Data across the front and back office Real-time Customer and Product Data synchronization Complete Opportunity to Quote/Order business process execution Integrates Oracle CRM On Demand and JDE World A9.2 Single View of Customer and Product Data across the front and back office Real-time Customer and Product Data synchronization Customer 360 Degree View One-Click Quote Creation Complete Opportunity to Quote business process execution Integrates Oracle CRM On Demand and Oracle E- Business Suite Scheduled for 2009 CRM On Demand and Oracle E-Business Suite R Seamless, real-time Customer and Product Data Integration Single View of Customer across the front and back office - Customer 360 Degree View Complete Opportunity to Quote/Order business process execution Integrates Oracle CRM On Demand and SAP R3/4.7, SAP ECC 6.0

30 Enterprise Grade SaaS: What is Required by Large Enterprises Environment Control Enhanced Security Unlimited Data Model Export/Import Utilities Web Services Oracle Data Loader R17 Oracle Migration Tool R17 Multiple Customer Test Environments SLA on Availability: 99.7% Enterprise Disaster Recovery (RPO: 1hr and RTO: 24 hrs) Tier 4 Data Center SAS 70 Type 2 Certified 128-bit encryption SSL Single Sing-On IP Restriction Private DB Audit Vault Data Vault Coming Soon Coming Soon

31 Enterprise Grade Technology: No More SaaS Objections with CRM OnDemand Powerful Security High Performance Regulatory Compliant Customizable Service (quasipublic/private cloud options) Scalable Data Model and Highly Configurable Multiple and Industrial Strength Integration Options

34 Oracle s Sales on the Go Solution Built for Sales Reps by Sales Reps Only solution for selling & reporting First application shared with the customer 7 Sync Records & Content 1 Plan the Day 2 Visit a Customer Site 3 Setup a Sample Drop Best value lowest TCO of any industry offering 6 Complete Call Report 5 Deliver Full Detail Presentation 4 Get Sample Signature Copyright 2010, Oracle. All rights reserved.

35 Lesley Young Sr. Director, MySQL Sales MySQL AB I run my business on analytical CRM, not on transactional CRM. In order to get insight out of salesforce.com, we had to purchase a separate data warehouse that cost even more than salesforce.com. Copyright 2010, Oracle. All rights reserved.

36 Jeff Miller Corporate Sales Coach US Foodservice Sales Process Coach is a great resource for our District Sales Managers to direct their Territory Managers for assistance with sales call planning and consultative selling tips. Copyright 2010, Oracle. All rights reserved.

37 Why Customers Succeed with Oracle? Only Oracle Delivers Complete CRM Transactional and Analytical and Social On Premise and On Demand and Integrated Multi-Tenant and Single Tenant customer 22 Industries CRM for B2B and B2C Cap Ex and Op Ex and BPO Copyright 2010, Oracle. All rights reserved.