Work in Siebel CRM Desktop for FINS
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2 Work in Siebel CRM Desktop for FINS Sonia Wadhwa, Director Siebel CRM Product Development Lee Thompson, Oracle Account Manager invisiblecrm September 29, 2014
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. 3
4 Program Agenda Who is invisiblecrm? CRM Desktop Overview Using CRM Desktop Siebel CRM Desktop for FINS Roadmap Demonstration Summary 4
5 Program Agenda Who is invisiblecrm? CRM Desktop Overview Using CRM Desktop Siebel CRM Desktop for FINS Roadmap Demonstration Summary 5
6 Who is invisiblecrm? WHAT WE DO: invisiblecrm is the leading provider of productivity tools which integrate Enterprise applications with Personal user environments OUR UNIQUE POSITION: We bridge the gap between how enterprise systems work and how people work every day OUR DELIVERY METHOD: invisiblecrm delivers to market a unique set of technologies and its own customizable solutions built on these technologies
7 invisiblecrm & Oracle In 2008, invisiblecrm partnered with Oracle to develop and OEM CRM Desktop
8 Program Agenda Who is invisiblecrm? CRM Desktop Overview Using CRM Desktop Siebel CRM Desktop for FINS Roadmap Demonstration Summary 8
9 Siebel CRM Desktop Users live in Microsoft Outlook Provides ability to manage subset of CRM data within Outlook to support day-to-day tasks Synchronize calendar, contacts, opportunities, accounts, and back to Siebel CRM Data available with/without network connectivity 9
10 Program Agenda Who is invisiblecrm? CRM Desktop Overview Using CRM Desktop Siebel CRM Desktop for FINS Roadmap Demonstration Summary 10
11 Siebel CRM Desktop : Melding of CRM and Outlook 11
12 Siebel CRM Desktop : Sharing with CRM 12
13 Siebel CRM Desktop : Contact and Accounts CRM Desktop s ribbon on each object allows user to complete activities quickly with RAPID ACTION buttons 13
14 Siebel CRM Desktop : Opportunities and Calendar 14
15 Program Agenda Who is invisiblecrm? CRM Desktop Overview Using CRM Desktop Siebel CRM Desktop for FINS Roadmap Demonstration Summary 15
16 Siebel CRM Desktop for FINS expected early
17 Siebel CRM Desktop for FINS expected early
18 Siebel CRM Desktop for FINS expected early
19 Siebel CRM Desktop for FINS expected early
20 Program Agenda Who is invisiblecrm? CRM Desktop Overview Using CRM Desktop Siebel CRM Desktop for FINS Roadmap Demonstration Summary 20
21 Program Agenda Who is invisiblecrm? CRM Desktop Overview Using CRM Desktop Siebel CRM Desktop for FINS Roadmap Demonstration Summary 21
22 Summary Drive user adoption/productivity by leveraging Outlook or Notes Usability > Adoption > Addiction = Better ROI FINS support available today via implementation Pre-built FINS support planned for early
23 Additional Resources Support Forums Sample Code for integrating with Siebel CRM html Oracle Cloud Marketplace &_afrWindowMode=0&_adf.ctrl-state=tvcvdt5a0_4 23
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26 ORACLE CLOUD Software-as-a-Service Global Human Resources Talent Management Enterprise Planning Financial Reporting Enterprise Resource Planning Marketing Commerce Sales Service Billing and Revenue Management Platform-as-a-Service Infrastructure-as-a-Service 26
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