Oracle Sales Cloud Activity Management

Transcription

1 ORACLE DATA SHEET WINTER 15 Oracle Sales Cloud Activity Management Oracle Sales Cloud offers effective activity management services such as sales coach, opportunity assessment, call reports and a centralized team calendar. These easy-to-use productivity tools keep Sales Reps on track with the information they need and suggested actions to close each deal. Oracle Sales Cloud activity management can greatly boost your sales teams effectiveness and encourage critical communication about each in-flight opportunity. KEY FEATURES Sales Coach Sales Lightbox Opportunity Assessment Call Report Team Calendar Task Notification Establish Structured Selling to Close Each Deal Oracle Sales Cloud enables you to track the full life cycle of an opportunity, from the initial sales discovery to the final contract agreement. With Sales Coach, Sales Reps are guided through different stages of the sales process with simple task lists and recommended actions for each sales stage. Sales Reps are directed to approved collateral and templates that reinforce a consistent sales methodology. This reinforces sales training and reduces the time for on-boarding new team members. Image 1: Sales Coach informs Sales Reps of what they need to know and do KEY BENEFITS Structured selling increases productivity Guided checklists and recommended presentations provide a consistent sales methodology Opportunity assessment questionnaire helps determine pricing eligibility Ability to share, like, comment, and reuse slides from the best presentations Ease access to appointments and task lists on phone, tablet or within Outlook Log a client call report, and share that with your team anywhere and anytime Team calendar provides visibility to balance resources to prioritize key sales activities

2 Sales Lightbox is a collaboration tool that enables your salespeople to share a library of Microsoft PowerPoint presentations. Presentations can be assembled from existing presentations and slides by adding them to a shopping cart. Image 2: Sales Lightbox allows for sharing and re-using the best content/slides MODERN SALES IN THE CLOUD Fast and Easy Productive and Mobile Insight Driven Collaborative and Social Effective and Revenue Generating RELATED PRODUCTS Oracle Marketing Cloud Oracle Social Cloud Oracle CPQ Cloud Assess and Score Each Opportunity Leverage Oracle Sales Cloud to evaluate and prioritize which opportunities are most likely to move forward, will qualify for a discount, or be at risk of competition. Deliver an organization-wide opportunity assessment tool to help your Sales Reps identify unknown factors that must be discovered at different stages of the sales cycle. Sales Reps can use assessments to pre-screen opportunities by: Assessing an opportunity s strategic value Analyzing relationships with opportunity contacts Identifying potential competitor threats Recognizing subjective or financial factors that might put the opportunity at risk Image 3: Opportunity Assessment Questionnaires 2 ORACLE SALES CLOUD ACTIVITY MANAGEMENT

3 Help Your Sales Reps Get Things Done Sales Reps will benefit from an overview of what needs to be done each day presented with one, quick, at-a-glance view. Oracle Sales Cloud offers a visual, simple-to-use calendar service that shows all the sales appointments and tasks that are due today, this week, or in any custom view. Reps can access the activity list via any mobile device, on the Web or from within Outlook. Image 4: Sales Rep Activity Calendar Consolidated appointments and tasks After each client call or visit, Sales Reps can log a Call Report using their smartphone using voice commands and simple phone gestures. With just a few clicks, you can the client a quick meeting recap and reiterate follow-up tasks, then post any deal updates to the Oracle Social Network to keep all account team members in the loop. Image 5: Sales Rep Activity Calendar Consolidated Appointments and Tasks 3 ORACLE SALES CLOUD ACTIVITY MANAGEMENT

4 Report Team Metrics and Performance With Oracle Sales Cloud, sales leaders have prebuilt reports to measure their team activity metrics. You can set activity goals and review how many customer visits or calls have been completed for each Sales Rep on your team. Get the insight needed to modify individual performance to achieve the desired productivity. Image 6: Sales Manager s Activity Report Target vs. Actual Team Calendar to Gain Overall Visibiltiy Oracle Sales Cloud gives sales leaders visibility into their entire team s calendars in a tablet-friendly timeline view. They can track the number of customer visits their Sale Reps completed and compare to the number planned. You can also coordinate travel for key customer visits and filter each Sales Rep s availability by 30, 60 or 90-days. This is especially important when establishing a regular cadence with a large account to foster a deep relationship and stay ahead of the game. Monitor where your Reps spend their time and channel the best resources toward important prospects and customers. Image 7: Sales Manager s Team Calendar in a Weekly View 4 ORACLE SALES CLOUD ACTIVITY MANAGEMENT

5 Sell More, Know More, Grow More Oracle Sales Cloud Activity Management guides your Sales Reps to complete key tasks that are pivotal to close every opportunity. There is no complicated sales methodology to follow or spreadsheets to keep track of important deal tasks. Sales Reps get more accomplished with Oracle Sales Cloud and sales leaders, with more insight, can balance talents, be more productive and stay ahead of the competition. CONTACT US For more information about Oracle Sales Cloud Activity Management, visit oracle.com or call ORACLE1 to speak to an Oracle representative. CONNECT WITH US Oracle.com Oracle Sales Cloud on YouTube Oracle Sales Cloud Facebook Empowering Modern Business in the Cloud 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. 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 ORACLE SALES CLOUD ACTIVITY MANAGEMENT