Oracle Sales Cloud

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Oracle Sales Cloud. Essentials on How to Customize, Extend, and Integrate in Release 9. John Vakoc, Senior Director Product Management, Oracle & Jeremy Bradford, Application Development Manager, Altec Industries, Inc. September 30th, 2014. Program Agenda. 1. - PowerPoint PPT Presentation

Text of Oracle Sales Cloud

Master Overview 7.15.2014

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |1Oracle Confidential Internal/Restricted/Highly Restricted2Safe Harbor StatementThe 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.Copyright 2014 Oracle and/or its affiliates. All rights reserved. |This is a Safe Harbor Front slide, one of two Safe Harbor Statement slides included in this template.

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2Oracle Sales CloudEssentials on How to Customize, Extend, and Integrate in Release 9John Vakoc, Senior Director Product Management, Oracle&Jeremy Bradford, Application Development Manager, Altec Industries, Inc.

September 30th, 2014Oracle Confidential Internal/Restricted/Highly RestrictedCopyright 2014 Oracle and/or its affiliates. All rights reserved. |Copyright 2014 Oracle and/or its affiliates. All rights reserved. |3Program AgendaConfigure, Customize and IntegrateSince Oracle OpenWorld 2013New in Release 9Extensions Applied: IntegrationsAltec Industries ExperienceNavigating Oracle OpenWorld

1234Oracle Confidential Internal/Restricted/Highly Restricted457Copyright 2014 Oracle and/or its affiliates. All rights reserved. |4Configure, Customize and IntegrateOracle Confidential Internal/Restricted/Highly Restricted5Copyright 2014 Oracle and/or its affiliates. All rights reserved. |Copyright 2014 Oracle and/or its affiliates. All rights reserved. |This is a Section Header with Picture slide ideal for including a picture with a brief title and optional subtitle.

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5Oracle Confidential Internal/Restricted/Highly Restricted6The Complete SolutionOracle Social CloudOracle Marketing Cloud Oracle Sales CloudOracle Commerce CloudOracle Service CloudOracle CPQ CloudIntegrated Customer Experience FoundationIntegrated Customer Experience FoundationSocial NetworkMobileAnalytic KPIs & DashboardsPredictive AnalyticsIntegrationsGlobalizations and Statutory LocalizationsWebMobileSocialIn-StoreContact CenterField ServiceDirect SalesChannel

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |And as you can see here, were committed to cloud by making our solutions comprehensive, integrated, and advanced. We have a complete integrated CRM Cloud solution, which nobody else can offer. Our customers can select what they need, when they need it. Typically, we see that customers will decide to take on some functionality such as sales and social and then grow into the rest as need (such as future commerce and marketing capabilities). Our tight integration offers a comprehensive and advanced cloud solution.We also usually help customers develop a roadmap based on what makes sense to them. In closing, lets discuss next steps to further understand your functional requirements so we can develop a tailored roadmap for you.

KEY MESSAGE ON THIS SLIDE: Only Oracle can deliver this full suite of cloud capabilities to manage the entire Customer Experience lifecycle.

From marketing cloud, sales cloud, Sales Performance Management, SRM, CPQ, commerce, and service cloud each of these is a clear market leader from just about any analyst- Forrester, Gartner, etc. These solutions already help our customers win every day. With over 21MM users. Integrated together, they can truly transform your business and your Customers Experience.

Pick the capabilities you need most- and deploy them quickly with confidence theyll work together with the rest of architecture. Our global network of Oracle experts and partners can help you plan how to get there- and pick where to start.

67One size does not fit all Copyright 2014 Oracle and/or its affiliates. All rights reserved. |Most cloud providers build the same cloud for ALL customers, because it is easier for them to manage, many customers at once this way. Every customer looks very much the same to them.Not all customers use the exact same business processes or have the same requirements and certainly there are major differences to be met based upon regional and country requirements and regulations for instance sales cloud might want to link to order management or account receivables to understand customers current ordering and paying habits.Your business is unique and you should be able to personalize your cloud to meet your unique business needs.., And for global enterprises.no matter what country you operate in, localization is important.

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8Tailor Your Sales CloudBenefits:Included in Oracle Apps:Improve user experienceIncrease user satisfactionProtect tailored changes across software updatesTailor your brandTailor data fieldsTailor workflow processesTailor dashboardsTailor UI on any deviceTailor mashups with your applicationsTailoring done by Business UsersCopyright 2014 Oracle and/or its affiliates. All rights reserved. |By tailoring your CX Cloud, you can receive the following benefits:

Improve the user experience Increase user satisfaction Protect all your changes across software updates

Some ways your business users can tailor your CX cloud today are:

Configure and display your logos on the screenAdd data fields on the flyChange built-in approval processesModify dashboard reportingAnd all UI changes apply to all devicesSocial conversations are part of the software and your users can tailor these conversations to be updated based upon activities as they occur in your business. All automated.8A Lot Has Happened Since Oracle OpenWorld 2013Oracle Confidential Internal/Restricted/Highly Restricted9Copyright 2014 Oracle and/or its affiliates. All rights reserved. |Copyright 2014 Oracle and/or its affiliates. All rights reserved. |9Key Features of Release 8Dynamic LayoutSub-Tab ConfigurationButtons and Action MenusLink ConfigurationDrill Down on Dynamic Choice ListsGroovy Logic

1234Oracle Confidential Internal/Restricted/Highly Restricted1056Copyright 2014 Oracle and/or its affiliates. All rights reserved. |10Dynamic LayoutDeliver the Right Information to Your Sales Reps and Sales ManagersOracle Confidential Internal/Restricted/Highly Restricted11

Unlimited ways of presenting the same pages, based on:Roles/Privileges of the UserStage/Type of the RecordVersatile Groovy Expressions

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |11

Default LayoutHardware and Software Products

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |Here is a summary of the enhancements:

For extensibility of the the simplified UI

Administrators can configure dynamic layout in order to tailor the application for specific business roles and processesAdministrators can also configure subtabs, Action menu, Action buttons, and links. 12

Service Product Category Layout for Sales Managers

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |Here is a summary of the enhancements:

For extensibility of the the simplified UI

Administrators can configure dynamic layout in order to tailor the application for specific business roles and processesAdministrators can also configure subtabs, Action menu, Action buttons, and links. 13Organize and Deliver Content with SubtabsOne click access to all the information you needAdd related content to records by creating custom sub-tabs forChild or Related ObjectsNotes, Tasks and ActivitiesContextual LinksWeb ContentAnalyticsHide, Show, Rename and Reorder all Sub-tabs.Oracle Confidential Internal/Restricted/Highly Restricted14

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |Now, lets take a look at configuration enhancements for subtabs.

First, administrators can create subtabs in Edit Detail Pages to display related transactional data from child and related objects, as well as common components.

Context link subtabs are used to display filtered lists of records from any top-level object, where the filter is often based on the run time values from the current object. For example, you can show all contacts who live within the same zip code as the current contact. The object does not have to be related to the current object, as the subtab is not based on a FK-relationship . Data in Context linked with subtabs is read-only.

External information from the web can be displayed through the Web Content subtabs.

Users can hide or show the individual sub=tab through the Show/Hide toggle link. If there are additional regions within the subtab, they can also be hidden or shown.

Users can also re-order all subtabs except for the Summary tab. The Summary tab is always the first from top to bottom.

Finally, users can edit the subtab label through the Rename subtab dialog. To access the Rename subtab dialog, use the right mouse button menu. This is a label change only.

14Display Your Data Models on Sub-TabsAdd and Integrate Your Data Into the Intuitive Oracle Sales Cloud ExperienceCreate a custom child object associated with an account, contact, or opportunity