CPQ Cloud & Oracle Sales Cloud Integration

  • View
    227

  • Download
    0

Embed Size (px)

Text of CPQ Cloud & Oracle Sales Cloud Integration

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    CPQ Cloud & Oracle Sales Cloud Integration Implementation Overview

    Oracle CPQ Cloud Product Management April 1, 2015

    Oracle Confidential Internal/Restricted/Highly Restricted

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    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 Oracles products remains at the sole discretion of Oracle.

    Oracle Confidential Internal/Restricted/Highly Restricted 3

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Program Agenda

    Overview of the Integration

    User Experience

    How It Works

    Steps to Implement

    Planned Enhancements

    1

    2

    3

    4

    5

    Oracle Confidential Internal/Restricted/Highly Restricted 4

    OSC CPQ

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Program Agenda

    Overview of the Integration

    User Experience

    How It Works

    Steps to Implement

    Planned Enhancements

    1

    2

    3

    4

    5

    Oracle Confidential Internal/Restricted/Highly Restricted 5

    OSC CPQ

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Integrating Sales Cloud with CPQ Cloud provides customers seamless support for the entire selling cycle. The integration allows users to create quotes and sales orders for an opportunity and/or sales account with a consistent UI flow originating in Oracle Sales Cloud.

    Oracle Sales & CPQ Cloud Integration Overview

    Oracle Confidential Internal/Restricted/Highly Restricted 6

    Update Revenue & Status

    Sales Opportunity Sales Transaction

    Create Transaction

    OSC CPQ

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    CPQ

    Select Products Price, Discount, Approvals,

    Generate Proposal

    OSC CPQ

    Sample Transaction Life Cycle (1 of 3)

    1. User creates a Sales Transaction from OSC for an opportunity or account.

    1.

    2. User works on the Transaction in CPQ.

    1.

    2.

    3. Changes made to the Transaction in CPQ Cloud are synced back to OSC.

    Note: Transactions can be modified and synced between applications

    as many times as necessary.

    Oracle Confidential Internal/Restricted/Highly Restricted 7

    OSC CPQ Create

    Transaction Update

    Revenue, Status,

    Proposal Link

    OSC CPQ

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Sample Transaction Life Cycle (2 of 3) 1. 2.

    3.

    4. User creates a new version of the transaction for the opportunity from OSC.

    1.

    2.

    3.

    4.

    5. User modifies the new transaction version.

    1.

    2.

    3.

    4.

    5.

    6. User saves the new version and updates the opportunity to make this version Active.

    Oracle Confidential Internal/Restricted/Highly Restricted 8

    CPQ

    Changes made

    OSC CPQ Create Version

    OSC CPQ

    Update Revenue,

    Status

    OSC CPQ

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Sample Transaction Life Cycle (3 of 3) 1. 2.

    3.

    7. User selects to edit the new version of the transaction from the opportunity or account in OSC.

    1.

    2.

    3.

    4.

    8. User modifies the transaction version and generates proposal.

    1.

    2.

    3.

    4.

    5.

    9. User saves the updated transaction. The proposal can now be viewed from OSC.

    Oracle Confidential Internal/Restricted/Highly Restricted 9

    CPQ

    Changes made, Proposal created

    OSC CPQ Edit

    OSC CPQ

    Update, Proposal

    Link

    OSC CPQ

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Supported Use Cases

    Create a CPQ transaction for an OSC opportunity

    Create a CPQ transaction for an OSC account

    For an OSC opportunity or account

    Edit a CPQ transaction

    Copy a CPQ transaction

    Create new version of a CPQ transaction

    Create / View a CPQ Proposal

    Delete a CPQ transaction

    Cancel a CPQ transaction

    Update an opportunitys revenue from a CPQ transaction (Active)

    Oracle Confidential Internal/Restricted/Highly Restricted 10

    OSC CPQ

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Features

    Multiple transactions for an opportunity

    Multiple versions of a transaction

    Update an opportunitys revenue from a CPQ transaction (Active)

    One Active transaction version for an opportunity

    Leverage customer information from OSC

    View proposal document without leaving OSC

    Extensible Transaction object

    Multi-currency, multi-language

    Oracle Confidential Internal/Restricted/Highly Restricted 11

    OSC CPQ

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Whats Included

    Fusion Setup Manager Page to configure UI integration endpoints

    Quotes and Sales Orders list tab on Opportunities and Accounts

    UI to initiate Create, Edit, Copy, and Version transactions

    Link to view Proposal document

    Top-level Sales Order object (transaction/quote/sales order) Replicates CPQ Transaction header information

    Stores CPQ and OSC-specific transaction statuses

    Foreign keys to Opportunity and Account

    Oracle Sales Cloud

    Oracle Confidential Internal/Restricted/Highly Restricted 12

    OSC CPQ

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Whats Included CPQ - Base Reference Application

    Oracle Confidential Internal/Restricted/Highly Restricted 13

    OSC CPQ

    A pre-built Commerce Process with baseline, standard features used by virtually all customer implementations

    Basis for CPQs planned modularized features delivery

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Whats Included

    Attributes

    Actions

    Steps

    User Groups

    Technical Admin

    Sales User

    Business Admin

    Rules

    Formulas

    Library Functions

    Data Table for transaction status

    UI Layouts

    Desktop

    Mobile

    Translations

    Oracle Confidential Internal/Restricted/Highly Restricted 14

    CPQ - Base Reference Application Commerce Process

    OSC CPQ

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Whats Included CPQ OSC Reference Ap Module

    Oracle Confidential Internal/Restricted/Highly Restricted 15

    OSC CPQ

    Deployed as an additive module to the Base Ref Application image

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Whats Included

    Attributes specific to OSC

    Actions

    Return to Sales Cloud

    Update Opportunity

    Delete

    Step Deleted

    Data Table for Mapping OSC to CPQ Transaction Status

    Library Functions

    Name the transaction

    URL to Return to OSC

    Stylesheet for consistent look-and-feel

    Placeholder Proposal Document

    Integration XSLs

    Oracle Confidential Internal/Restricted/Highly Restricted 16

    CPQ OSC Reference Ap Module

    OSC CPQ

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Program Agenda

    Overview of the Integration

    User Experience

    How It Works

    Steps to Implement

    Planned Enhancements

    1

    2

    3

    4

    5

    Oracle Confidential Internal/Restricted/Highly Restricted 17

    OSC CPQ

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    User Experience at Runtime

    Quote and sales order transactions associated with an opportunity or account are listed with actions to create, edit, create version, duplicate a transaction, and view a proposal.

    OSC Opportunity / Account Quotes and Sales Orders Tab

    Oracle Confidential Internal/Restricted/Highly Restricted 18

    OSC CPQ

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    User Experience at Runtime

    Actions specific to the OSC integration allow users to save the transaction in both CPQ and OSC, return to the OSC Quotes tab, update the opportunity revenue, generate a proposal that may be viewed in OSC, and delete a transaction.

    CPQ Commerce Transaction

    Oracle Confidential Internal/Restricted/Highly Restricted 19

    OSC CPQ

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Runtime UI Demo.

    Oracle Confidential Internal/Restricted/Highly Restricted 21

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Program Agenda

    Overview of the Integration

    User Experience

    How It Works

    Steps to Implement

    Planned Enhancements

    1

    2