<Insert Picture Here> CRM On Demand Overview. Christopher Stuart CRM On Demand

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1 <Insert Picture Here> CRM On Demand Overview Christopher Stuart CRM On Demand

2 Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information <Insert Picture Here> 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.

3 Agenda Oracle s Commitment to CRM On Demand <Insert Picture Here> New CRM On Demand Products Demonstration Future Direction Why Oracle CRM

4 Oracle s Commitment to On Demand CRM Enterprise Grade CRM On Demand

5 Only Oracle CRM On Demand Industry Integrated Enterprise Grade Social

6 Release 1 Sales Marketing Service Analytics 2003 History of Rapid Innovation 16 Releases in 6 Years Release 3 Offline Outlook Sync Partners & Competitors Release 2 Attachments Advanced Import 2004 Release 4 Outlook Integration Products & Assets Globalization Release 5 Web Services enablement Release 7 Call Center On Demand Release 6 Industry Editions Sales Process Coach Desktop integration 2005 Release 9 Branding Lotus Notes integration Release 8 Advanced Calendar Group Sharing Segmentation Wizard Release 11 campaigns Forecasting multi-currency rollups 2006 Release 10 Custom Tabs & Tables Multiple sales processes Intelligent scripting Data mgmt Release 13 Prebuilt integration to Oracle EBS 2007 Release 12 Analytics enhancements Forecast visibility Release 15 Collaborative features Widgets/RSS feeds 2008 Release 14 Next-generation usability Advanced customization and administration Enterprise integration Expanded CRM 6

7 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 CRM On Demand Roadmap Release 15 Sticky Notes Message Center Custom Dashboards Widgets/RSS feeds Mobile Sales Assistant Sep 2008 Dec 2008 Release 16 More Custom Objects Better forecasting Related Items layout and inline edit WS for attachments Search enhancements More PIM Sync enhancements Dutch, Thai, Traditional Chinese CRMOD to JDE EnterpriseOne Sales Library Sales Campaign PRM Mar 2009 R15 Innovation Pack 2 Functional Enhancements added after August MSA on iphone Deal Management Integration Disaster Recovery CTE Phase 1 July 2009 R16 Innovation Pack 1 Added Language support Swedish Russian Danish Polish Finnish R16 Innovation Pack 2 Customer Test Environment Phase II Analytics Data Visibility Outlook Edition Analytics for User Quotas Dec H 2010 Release 17 More verticals More web 2.0 / Social CRM More integration More enterprise SaaS More languages Advanced workflow Related Items Visibility

8 Agenda Oracle s Commitment to CRM On Demand New CRM On Demand Products Demonstration Future Direction Why Oracle CRM

9 Oracle s Commitment to On Demand CRM 1. CRM On Demand Release Partner Relationship Management On Demand 3. Deal Management On Demand 4. Additional Prebuilt Integrations 5. Self-Service E-Billing On Demand 6. Sales Library New On Demand CRM Solutions 7. CRM On Demand Single Tenant Standard Edition 8. CRM On Demand Enterprise Disaster Recovery

10 CRM On Demand Release 16 Deepest CRM Sales Marketing Integrated contact center Analytic subject areas Unmatched usability More Industry solutions Insurance / Healthcare Wealth Management Life Sciences Increased language support Enhanced customization, extensibility, and integration F.P.O.: Too blurry

11 Release 16 More Industry Financial Services Insurance Healthcare Life Sciences High Technology Automotive Financial account management, including: Account holder Products Holdings Transactions Financial plan tracking Household analysis Portfolio analysis Contact interests analysis Policy tracking, including: Policy holder Coverage Property information Claim tracking and first notice of loss, including: Involved parties Damages Household analysis Portfolio analysis Contact revenue analytics Call activity analytics MedEd events analytics Partner profile mgmt Partner programs Oppty & lead mgmt Deal registration Special pricing auth Market dev funds Dealer analytics 6 new objects added 7 new objects added 3 new objects added

12 Usability Features Preview record Lookup window enhancements Customize columns displayed Default search field Default search operator Case insensitive search Inline edit on related lists Enables Reduced number of clicks Faster access to information Faster performance of task

13 Integrated Call Center Features Screen pop on caller entered digits Customizable wrap-up window Embedded usability enhancements Communication page usability Firefox 2.0 browser support Enables Improved support for business requirements Increased user productivity and reduced call times Enhanced customer experience

14 Customization. Configuration. Extension. Features More pre-built custom objects Unlimited custom objects Related item customization Enables Implementation of custom business processes Faster, easier integration to other systems Increased user productivity Improved business insight

15 Oracle PRM On Demand Features Manage partner program & profiles MDF & special pricing management Lead pooling & management Manage deal registration process Enables Efficiently onboard partners Accelerate channel revenue Improve lead response & closure time Increase channel visibility & focus

16 Integrated CRM On Demand E-Business Suite Health Sciences Cross Industry GLog Transportation Management JD Edwards EnterpriseOne Siebel CRM Oracle CRM OnDemand Agile Product Lifecycle Management CRM On Demand Banking/i-flex FLEXCUBE Banking Communications Retail Utilities Industry 3 rd Party Demantra Demand Planning SAP Application Integration Architecture Product Master Customer Master MDM

17 Oracle Self-Service E-Billing On Demand Features Interactive statements Advanced analytics PCI DSS Level 1 certification Billing system agnostic Enables Increased loyalty Accelerated payment collection Reduced costs

18 Oracle Sales Library Features Leverage shared library of presentations Find the right content using keywords, ratings, reviews & tags Assemble download & share custom presentations Enables Improve collaboration within & among sales teams Build more targeted & effective presentations Increase close rates

19 CRMOD Single Tenant Standard Edition Features Dedicated hardware & software stack Unlimited custom objects Optional enterprise disaster recovery Enables Improved performance Unmatched scalability Increased reliability Risk mitigation

20 Oracle CRM On Demand Enterprise Grade SaaS Flexible & Reliable Deployment Options Management Multi-Tenant Single Monitoring

21 CRMOD Enterprise Disaster Recovery Features Annual disaster simulation Guaranteed recovery point objective Real-time database synchronization Enables Business continuity Risk mitigation Compliance/regulatory Hurricane Katrina London Terrorist Attack Sarbanes Oxley

23 HealthCorp The Homepage consolidates all relevant information, specific to each user, on one page. Alerts can be broadcast to employees quickly. Users can keep their calendars up-to-date from the Homepage. Real time newsfeeds and videos can be embedded on the homepage. Quick search and favorite links improves productivity. Embedded analytics assists users in making business decisions.

24 HealthCorp Group calendaring enhances productivity.

25 HealthCorp The analytic reports are interactive; users can drill into the reports to gain deeper insight.

26 HealthCorp Users can then link directly to operational information to take action.

27 HealthCorp The lead detail provides more information about the lead, such as the account, potential revenue, close date, the source, qualification score, broker, etc. Users can click the hyperlinks to get more information.

28 HealthCorp Popular information services, such as OneSource and D&B, can be easily integrated into the application. Presenting the information in-line in the CRM system enhances productivity and drives user adoption.

29 HealthCorp Clicking the Broker name hyperlink will navigate the user to the Broker s contact information and profile.

30 HealthCorp Sales associates have access to a wealth of information about their brokers, such as agency and broker performance, at their fingertips.

31 HealthCorp After researching information about the lead and the broker who submitted it, the sales associate leaves the office to meet the broker.

32 While out of the office, users can access their calendars, tasks, contacts, and opportunities in the CRM system real time using their blackberry.

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34 Data entered in the mobile device is synchronized to the CRM system in real-time.

35 When sales associates log back into the CRM application, the information entered in their mobile device will be available in the system.

36 A note is stamped on the appointment record identifying when the information was entered into the system. Records that are used frequently can be saved as favorite records that can be quickly accessed with a click.

37 Both inbound and outbound s can be associated to records in the CRM application

38 Best practices can be enforced at each stage of the opportunity life cycle. Recommended activities can be auto-generated and assigned once a sales stage is advanced. Tools such as sales prospector can provide insight into what to sell based on the buying patterns of customers with similar attributes..

39 The Forecast flag provides an easy way to indicate whether the sales associate would like to include the opportunity on their next auto-generated forecast.

40 Sales associates can manage their business using real-time and historic analytic dashboards. It s important that the sales associates have the same insight into the information that management is using to measure their success.

42 CRM On Demand Release 17 Continued Innovation for Greater Value More CRM More PRM Deeper Industry Advanced forecasting Enhanced UI/usability Enhanced analytics Greater extensibility & workflow Bulk operations & integration capabilities Expanded global support Advanced PRM analytics Enhanced partner admin & visbility Extended portal Enhanced lead mgmt Design registration EBS integration for High Tech PRM Life sciences Financial services Insurance / Healthcare High tech

43 More PRM Functionality Analytics Foundational Lead Improvements (Lead Pooling, Limits) Enhanced Programs Registration Management New Design Registration New Partner Applications Partner Locator Expanded Analytic Dashboards, Reports & Star Schemas Programs Leads Deal Registrations MDF/SPA (Funds) Child Visibility (Related Object) Delegated User Administration Extended Branding Unauthenticated Browsing Routing of Objects (Lead Distribution, Approval, etc.) Oracle Confidential: Not for Distribution

44 Deeper Industry Financial Services Insurance Healthcare Life Sciences High Technology Financial Services Analytics Research, Quotes Workflows Oracle AIA Integration: FLEXCUBE Retail FLEXCUBE Universal FLEXCUBE Islamic FLEXCUBE Private Banking Financial Planning Market Data Insurance Analytics Quotes & applications Insurance PRM Healthcare PRM Oracle AIA Integration: Siebel CRM Insurance AdminServer for Policy Origination Skywire for Quoting / Agent Management Account planning Sales Visit reporting Samples management Managed care selling Personalized Content Delivery (PCD) Influence network visualization Next-Generation Life Sciences Mobile Sales App (for Laptops /Tablets) PRM analytics Partner admin Partner portal Design registration EBS integration for High Tech PRM

45 Oracle Mobile Sales Assistant Increase Sales Productivity on the Road Configurability Custom labels Custom fields Custom objects Platforms Mobile sales forecast for blackberry Blackberry Storm Siebel CRM connector Verticals Wealth Management High Tech Life Sciences 45

46 CRM On Demand Outlook Edition Accelerating User Adoption Managerial Knowledge Managed Choice New CRM Action Pane Refresh Report Synchronize with Siebel PCS Computing - Terry Smythe - CRM homepage Wednesday, May 16, 2007 Today s Appointment New s Oracle Siebel CRM Outlook Edition Personalize CRM homepage 1:00 PM 2:00 PM 3:00 PM 4:00 PM 4:00 PM 5:00 PM OD Outlook Demo (Phone ) Peoplesoft: Scorecard Demo (US:OP600:CONF:776) Information Worker (221787/ ) VisionEnterpriseBI Forrester Wave Q3 Sales Forecast TRAVEL_US Larry Pane Q2 Pipeline Analysis Complimentary Current EXEC Update New US Travel Sales Off-site Wed 5/16/2007 Mon 5/14/2007 Fri 5/11/2007 Thu 5/10/2007 Thu 5/10/2007 Transparency Open Opportunities 3,000 Laptops for OfficeMart OfficeMart 100 Desktop Quote 40 Monitor for Microsoft Micro Computers 1,000 Monitors $300,000 $57,000 $450,000 $149,000 Negotiation Negotiation Short List Short List Recent Items IBM Corporation OfficeSource Brief.ppt OfficeSource visit agenda Thomas Stephaney Computer central 500 Desktops $75,000 Qualified Lead Meeting Notes IBM Analytic Reports My Accounts OfficeMart, Inc. Contract CA (415) Familiar User Interface Hal Computing BCS Corporation ABC Computing Acme Corporation SuperComputing, Inc. NextWave Corporation Groupware Systems WebFlex, Inc. Memorix Corporation Contract Contract Active Active Active Active Qualified Qualified Qualified CA TX CA WA CA TX CA WA CA (650) (281) (800) (206) (213) (214) (408) (206) (650) End User Productivity

47 Social CRM Release 2 Sales Campaigns Customer Connect Sales Library V2 Campaigns Community-created Template Library Universal Contact Import Campaign Analytics Ideas Forum for Customers, Employees & Partners Voting Discussions Self Service Forums PRM Forums Advanced Search Support for MS Word Support for PDF Rich Access Control Expertise Notation

48 Application Integration Architecture (AIA) On Demand Integrated to Your Existing Investments Available Available Scheduled for 2009 Available Scheduled for 2009 Extend on-premise deployments Single source of truth for customer and product data Choose the solution that makes sense for business, keep aligned with the overall CRM strategy Integrates Oracle CRM On Demand and Siebel CRM SEA (Horizontal) on Windows with Oracle/MSSQL*Server in ENU Scheduled for 2009 All languages, all platforms, Verticals (SIA) on and 8.x Hybrid OD-OP Team Collaboration Users, Campaigns, Notes, Tasks and Attachment synchronization. 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 R12.1 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

49 Partner Solutions Value Partners Oracle Approach (Trusted Advisor) Focused, Deep, High Value Top areas of investment Data quality Lead generation Lead conversion Social collaboration Configure, price, quote Sales performance management

51 Only Oracle CRM On Demand Enterprise-grade SaaS Packaged integrations Industry solutions Packaged analytics Continuous CRM innovation Single vendor point of control

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