Oracle Mobile Sales Assistant 2.0

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1 <Insert Picture Here> Oracle Mobile Sales Assistant 2.0 Blackberry & iphone Darlene Shum CRM On Demand Consultant

2 Standard 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 What is CRM On Demand? Enterprise Grade Software as a Service

4 Easy to Use and Collaborative What You Need: Wherever You Need It! Everything I need in one place Through: Browsers Portlets Gadgets PDAs 4

5 Revolutionizing Mobile CRM Oracle Mobile Sales Assistant Simple, Intuitive, Task Focused App to Increase Sales Rep Productivity While On the Go Headed to Meeting After Meeting Through-out Day Lookup/Call a Contact Jot Down Notes Get Directions Check Schedule Create New Appointments Assign Tasks & Follow-up Check To-Do s Add Call Notes Manage Opportunities

6 Mobile CRM Our high pace of innovation We made 9 releases available in 12 months across devices including Blackberry Bold, Pearl, Curve, Storm, 8800, 8900 and two iphone applications. We are on MSA Version 2.0 taking advantage of the very latest device capabilities on the iphone and Blackberry. Oracle Competitive Intelligence Confidential Oracle Internal Do Not Distribute

7 Mobile CRM Oracle s strong commitment to the iphone Oracle offers 5 applications for the iphone on the App Store already Oracle Business Indicators Oracle Business Approvals for Sales Manager Oracle Business Approvals for Managers Oracle Mobile Sales Forecast Oracle Mobile Sales Assistant Our Competitors offer just one. Oracle Competitive Intelligence Confidential Oracle Internal Do Not Distribute

8 Example: Oracle Mobile Sales Forecast iphone A mobile application designed to provide simple visibility into the opportunity pipeline Key Features: Filtered view of opportunities Real time Forecast Quick access to key data Compare expected revenue to quota Easy-to-use native widget application

9 Mobile Sales Assistant (MSA) The right approach to adoption and productivity Assertion Most mobile CRM applications have failed. Past approaches have not been designed to practically meet users needs. Oracle Competitive Intelligence Confidential Oracle Internal Do Not Distribute

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11 Mobile Sales Assistant (MSA) Easy to Use Icon-Driven Intuitive Interface Web 2.0 and CRM: Sales users want to sell more, not spend hours reporting on their pipeline in CRM. Sales 2.0 is about empowering sales reps to close more deals through enabling collaboration, productivity, and a rich user experience.

12 Traditional Approach To Mobile Applications Current Mobile Solutions Data Driven Applications List Based Extends Majority of Functionality Approach: Top-Down Heavy Client Complex

13 Why is Designing for Mobile Users and Devices Important? Field Sales Rep Work-style while mobile is different than at Desk Sales Approach Impatient, On the go Juggling Multiple Deals Don t Make Me Think! Hate Training Most Frequent Daily Tasks: Contacts, Calendar, and Collaboration Check Voice Mail/ Review Calendar Itemize To Do List Respond To Voice Mail / s Work To Do List

14 New Approach to Mobile Applications Usability Driving Adoption Next Generation Approach Simple, Intuitive User Interface Task-Centric Productivity Tools Approach: Users & Mgt Gain Value Industry Targeted Mobile Apps Simple, User Focused & Collaborative

15 Mobile Sale Assistant Highly Consumable Simple, Intuitive, Task-Focused Design Principles: Simple: Self registration and setup Usable: No training required Device Intuitive Task Focused: Meets an discrete needs Valuable: Delivers instantaneous value Collaborative: innate sharing and social capabilities Light: Minimal IT footprint, self installing Configurable: not customizable so unbreakable

16 Mobile Sales Assistant It Simply Works The Way You Work Use it anywhere Increase adoption and productivity Extend CRM value and ROI

17 Mobile Sales Assistant It Works When, Where and How You Work Lookup or Before Meeting Throughout the Day Call a Contact Get Directions Update Tasks After Meeting Check Schedule Create New Appointment Manage Leads and Opportunities Update Account Notes Connect With Sales Team

18 Mobile Sales Assistant Device Integrated and Social Intuitive Works the way your device works Click to dial / / sms Resume use in place (bookmark) Click to log activity in CRM OnDemand Data location independent Social Connect sales teams and customers in real time. Share contact information Streamline collaboration Attach Messages and Notes for others

19 Collaborative Feature Message Center Automatic updates with CRM On Demand View notes from subscribed records Attach notes to CRM records Add to Contact Add to Account Add to Opportunity Add to Leads

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21 Architected for Usability Mobile Sales Assistant on mobile device Application Adaptability: Real-time Data Access and Record Caching Real-time Updates - No Sync required Store and Forward Data Send Integrates with PIM and CRM Data PDA Assistant on Mobile Device Custom Virtual Machine OTHER Siebel CRM Web Service Custom Component Framework Web Service Native OS Web Service On Demand PIM Library Database Library Network Comms Library ORCL elocation XML Over HTTP PIM Data Settings & Cache

22 Everyone s Favorite Feature - Today s Screen Managing your day while on the go (Today s Screen) With Mobile Sales Assistant you can view today s appointments, contacts, and related tasks in one glance. And, with a single click, connect with colleagues or follow up with customer contacts to get a head start on the day. Today s Schedule Today s Contacts Today s Tasks and Follow-ups

23 High Priority Sales Feature - Manage your Leads Access Leads, Follow-up, or Share with others Managing your leads and collaborating with others while on the road is easy with Mobile Sales Assistant. With a couple clicks you can access your leads, follow-up, and share them with others.

24 High Priority Sales Feature - Manage Opportunities Managing Opportunities Lookup Opportunities Update information in real time Collaborate in real-time with entire opportunity team

25 High Priority Sales Feature Account Management Lookup Account Team and schedule Appointment Collaborating with your Account team or with Customer contacts is simple with Mobile Sales Assistant. You can or set up appointments with both groups.

26 Usability Feature Record Lookup Automatic download of initial data New leads and opportunities Cache updated based on usage Single-click CRM search (searches local data and CRM stored data in the cloud)

27 Usability Feature Calendar Updating CRM calendar on your phone Automatic download of appointments List and day views Single-click access to customer data

28 Features and Functions Summary Today s View Calendar Tasks / Activities Message Center Collaboration Account Team Management Notes Contacts Accounts Employees Opportunities Leads Lookup Logging to CRM Internationalized Supports 13 languages and double-byte.

29 Oracle Mobile Sales Assistant Application: Broad Device and CRM Enabled BlackBerry iphone Siebel Broad device support: Storm, Curve, Pearl, 8800, 8900 Less need to search due to larger data cache Message Center Integration Consistent features and operation with BlackBerry Account Management Automatic resume when launching app MSA Connector for Siebel Oracle SOA Suite (BPEL) One mobile app supports both CRM On Demand and Siebel (via middleware)

30 Mobile Sales Assistant Driving Customer Success

31 Mobile Sales Assistant Driving Customer Success Common Themes Sales people mostly in the field. Need to do a few important things remotely but very easily. Had past failed or low user adoption mobile CRM deployments. Focused on end user value and productivity. Evaluated solutions from other CRM and Mobile vendors.

32 What s new in MSA 2.0 for BlackBerry 100 record per object cache 12 supported languages Message Center integration Automatic updates and filtering of lead and opportunity lists Log an Refreshed UI BlackBerry Storm (touchscreen), Tour, and 8900

33 Oracle Mobile Sales Assistant - Roadmap Increase Sales Productivity on the Road Configurability Custom labels Custom fields Custom objects Platforms Blackberry Storm Blackberry Tour Siebel CRM connector Verticals Wealth mgmt High tech Life Sciences 33

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