PROMATIS Enterprise Cloud Service for Sales Processes in Sales Support and Field Sales. MS Outlook. Integration. Oracle Fusion Applications Database

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1 PROMATIS Enterprise Cloud Service for Sales Processes in Sales Support and Field Sales MS Outlook Sales Mobile Sales Customer Data Management Continuous, enterprise-wide Business Processes Oracle Fusion Applications Database Customer Experience BPM- & technologies Sales Service in the Oracle Cloud Business Process Excellence for Sales organizations PROMATIS Enterprise Cloud Services The Sales Cloud Service by PROMATIS is based on corresponding Fusion products provided by Oracle as part of the Oracle Sales Cloud. It is a Public Cloud Service that is hosted in European Data centers of Oracle Corp. Upon request, the service can also be provided in a private or hybrid cloud. Comprehensive functionality for customer data management, sales and marketing: This service provides a true 360 degree view on customers, from first contact through the entire sales process to contract, to ongoing customer care and generating follow-up business. A variety of analytical functions and mechanisms are included to ensure data quality and to enforce data management rules (governance). The "point & click" extensibility for users is impressive. The Sales Cloud Service constitutes the heart of the PROMATIS Enterprise Cloud Services. In these Services, PROMATIS combines fieldtested reference processes with the most innovative Enterprise Cloud Services currently offered on the market. The results are continuous and inter-corporate business processes that can be implemented easily and economically. Excellent business processes without risks! 2014 PROMATIS software GmbH, Ettlingen (TechnologyRegion Karlsruhe), Germany 1

2 Functional Coverage of the Complete Sales Process Customer Data Management Functionality for Specialists and Executive staff in Sales Organizations (1/2) The Sales Cloud Service accelerates and optimizes all sales phases, from lead management to analyses and forecasting. Functionally, it covers the complete customer lifecycle, provides the optimal data integrity of the customer profile and allows for sales controlling and the integration of MS Outlook. The sales staff has a mobile real-time access to data and benefits from the inter-divisional Oracle Customer Experience (CX) Portfolio. Customer Data Management The Customer Data Management provided with the Oracle Sales Cloud effectively optimizes the data integrity and allows for a higher revenue generation as well as an improvement of the internal efficiency, as the customer data used throughout the whole customer lifecycle is consistent. A real-time doublet alignment ensures the high address quality. The customer data administrator (Data Steward) is provided with a special interface. It offers functionalities for the consolidation of account and contact details, even from different sources. Thus, the Customer Data Management provides a perfectly maintained customer profile that meets the highest requirements and allows for an effective campaign management, ensuring a quality standard that the sales staff can always rely on. Sales Targeted sales control, territory and quota Sales management, commission calculation, sales forecast or partner relation management Oracle Sales Cloud offers a wide range of functionalities. Easy-to-use tools ensure access to process-relevant data that is independent regarding time, location and devices. That way, sales staff on all hierarchical levels is able to cope with the constantly growing efficiency demands. MS Outlook Mobile Sales Regarding the estimated 400 million users throughout Sales the world, it is impossible to imagine the business world without Microsoft Outlook. This is only one reason why Oracle Sales Cloud Desktop enjoys great user acceptance. The seamless integration of the known user interface does not only allow for automatic two-way synchronization of account and contact details, sales contacts, sales opportunities, s, calendar and tasks, but also offers offline access to sales data with all features. In addition, Oracle Sales Cloud Desktop can be fully adapted to particular customer requirements, for example by adding new objects and fields, modifying the layout of the user interface, adding staff roles for approval, or the like. Furthermore, the plug-in permits hassle-free interaction with the Oracle Social Network. Oracle Sales Cloud Mobile is optimized and set up for Mobile Sales the mobile business world with iphone, ipad, Android and Blackberry and provides a mobile real-time data access for sales staff. The intuitive task-oriented user interface not only integrates contact and account management as well as the management of sales contacts and sales opportunities, but also provides the optimal support throughout the complete business process with a device-specific use of calendar, contacts, maps, phone and functionalities. Pre-cast analyses allow for a profit overview at any time. The simple setup and handling make for enormous timesaving PROMATIS software GmbH, Ettlingen (TechnologyRegion Karlsruhe), Germany 2

3 Customer Experience Functionality for Specialists and Executive staff in Sales Organizations (2/2) Customer Experience Referring to the image or brand, Customer Experience mirrors the entity of both positive and negative experience gained between a customer and a company. In daily competition, this experience can become an important distinctive feature. Therefore, the Oracle Customer Experience (CX) Portfolio includes applications for all divisions, such as marketing, sales, commerce, service and social relationship management. By including all relevant customer interfaces, a positive effect on revenue, profitability and image or brand value is attained PROMATIS software GmbH, Ettlingen (TechnologyRegion Karlsruhe), Germany 3

4 in a Serviceoriented Architecture (SOA) Seamless of Services and Applications Standard-based PROMATIS Process Appliance Continuous Business Processes even across Corporate Borders Business Process Excellence with Enterprise Cloud Services requires continuous business processes also across company borders. It is necessary to integrate cloud services seamlessly into the business process to ensure functionally correct processing and data supply without media breaks. The PROMATIS Enterprise Cloud Services are equipped with Web service interfaces for this purpose. The result: openness for the integration in line with a service-oriented architecture. Especially in value-adding business processes, the business functionality lies not in a single cloud service, but extends across multiple services and enterprise applications. The quality and efficiency of the integration of the functionality components then becomes the decisive beneficial factor of the process. For the implementation of such business processes, PROMATIS recommends building a service-oriented architecture based on the Oracle SOA Suite. In addition to the Oracle Service Bus, the BPEL Process Manager is integrated with a powerful business rules engine and a variety of certified integration adaptors. Business Activity Monitoring and BPEL monitoring functions complete the product range. The PROMATIS Process Appliance based on industry standards guarantees high productivity, even with complex integration requirements. It combines the Oracle SOA Suite with PROMATIS Best Practice reference models and services. PROMATIS Process Appliance Integrating External Business Partners Driven by global networking and a changing consumer behavior, today s largest improvement potential lies in enterprise-wide process concepts and the provision of self-service functions. To tap this potential, efficient B2B integrations have to be realized. Here, PROMATIS also relies on a standards based integration with the components of the Oracle SOA Suite. The key to success is the B2B adapters that support industry standards such as EDI, UCCnet, RosettaNet, CIDX, PIGB, VICS, ebxml, and UBL PROMATIS software GmbH, Ettlingen (TechnologyRegion Karlsruhe), Germany 4

5 Scope of the Sales Cloud Services Oracle Sales Cloud Services Best Practice and Tools PROMATIS Services Commercial Framework PROMATIS Enterprise Cloud Services aim for a quick and effective improvement of the customer s business process excellence. Thus, they combine powerful Enterprise Cloud Services (Software as a Service; SaaS) with approved Best Practice reference processes. PROMATIS provides the setup adjusted to the customer s needs and a ready-to-use realization of the solution. The components of the solution are illustrated below: Because of the professional requirements each customer solution is set up by PROMATIS experts. They determine, which of the Fusion Services, that are provided via the Oracle Sales Cloud, are required. The services are purchased from PROMATIS on a subscription-basis (SaaS) with a 3- year contract period. The following service packages are offered: CRM basic functionality from 70.- per User and month consisting of Fusion CRM Base Standard Offering and Fusion Transactional Business Intelligence for CRM Optional: Customer Data Management from per 1,000 Recs & month consisting of Fusion Customer Management Foundation for Organizations and Customer Data Steward PROMATIS sets up the Oracle Cloud Services based on approved Best Practice reference models. These models are provided by the easy-to-use Horus Business Process tools via the Horus Repository. In order to access the reference models, we require a membership in the respective Horus Knowledge Community. The following products are part of the PROMATIS Enterprise Cloud Services: Horus Business Modeler (5 User licenses) 4, % Update License & Support p.a Horus CRM Knowledge Community (5 members) 1 st year 3,400.- following years (optional) In the role as system integrator and in addition to cloud services and the Horus products, PROMATIS provides other required services as well. Customized service packages that correspond to the customer s needs are offered individually: Strategy development and economic feasibility studies Business Process Improvement and solution approaches Configuration, parametrization and personalization of services * of services and applications User training and coaching Organizational Change Management * Depending on the customer s demands, additional Oracle technologies can be required for the integration. These can be purchased via PROMATIS, either as on-premises products or via cloud PROMATIS software GmbH, Ettlingen (TechnologyRegion Karlsruhe), Germany 5

6 Contact PROMATIS software GmbH Pforzheimer Str Ettlingen, Germany Phone Fax Note Further Information regarding the PROMATIS Enterprise Cloud Services can be found at The listed products are trademarked and belong to the respective owners. Version of documentation: March PROMATIS software GmbH, Ettlingen (TechnologyRegion Karlsruhe), Germany 6