Oracle Fusion CRMLance Peppler
SAOUG 2011
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 decision. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.
Safe Harbor Statement
3Oracle Confidential: Not for Distribution
CRM Strategy
Evolution
Offer significant functional value with easy to update Applications Unlimited releases
Innovation
Provide next generation Fusion Applications Suite that can be adopted in a modular fashion alongside Applications Unlimited products
Solutions
Provide specialized line-of-business applications and transformative industry processes
Choice
Design modular business applications & business processes to be delivered on premise or as software-as-a-service
Oracle Internal and Confidential 4
Oracle Internal and Confidential 5
Fusion ApplicationsThe New Standard for Business
Financial Management
Common Fusion Applications Data Model and Services
Human Capital
ManagementCRM Supply Chain Management
Project Portfolio
ManagementProcurement
Governance, Risk &
Compliance
Oracle Confidential: Not for Distribution
Oracle Fusion Sales Productivity
Integrated suite of sales productivity applications Designed to improve sales rep efficiency and effectiveness Supports full life cycle from account management to
opportunity to close
Desktop Integration
Customer CenterOpportunity Management
Mobile Sales
Oracle Fusion Sales ProductivityProduct Overview
Forecasting
Oracle Proprietary and Confidential Internal Use Only
Oracle Fusion Sales Prospecting
Integrated suite of sales prospecting applications Designed to improve lead quality and focus on best prospects Supports full life cycle from corporate campaigns to personal
prospecting to lead qualification and nurturing
Campaign Management
Opportunity Landscape
Lead Management
Personal Campaigns
Oracle Fusion Sales ProspectingProduct Overview
Sales Predictor
Oracle Proprietary and Confidential Internal Use Only
Oracle Fusion Sales Planning
Integrated suite of sales planning applications Designed to increase revenue by improving sales performance
Supports full life cycle from territory and quota planning to incentive compensation to forecasting and analysis
Territory Management
Incentive Compensation
Quota Management
Oracle Fusion Sales PlanningProduct Overview
Oracle Proprietary and Confidential Internal Use Only
Oracle Fusion Customer Relationship ManagementRelease 11G R1 Scope
Sales PlanningTerritory Management Sales Predictor
Incentive Compensation
Campaign Management
Sales Prospecting Marketing
Quota Management
Personal Campaigns
Customer Segmentation
Additional Modules Customer Data Hub Contracts
Opportunity Landscape
PRM
Base SalesActivity Streams Opportunity Management
Customer Center
CRM Base
Lead Management Forecasting
Email Marketing
Oracle Fusion PlatformBusiness Intelligence Collaboration Extensibility
User InterfacesDesktop MobileWeb
Easy access to all of your customer information
Easy to Use
Oracle Confidential covered under NDA
available within Microsoft Outlook.. and on your favorite mobile devices
Easy to Configure
Oracle Confidential covered under NDA
Application Composer enables non-IT users to extend the application with new objects and
attributes
Page Composer enables non-IT users to customize the look and feel of the user
interface
Process Composer enables non-IT users to easily
modify business processes
Report Composer enables non-IT users to easily modify reports
Effective through Customer Center
Oracle Confidential covered under NDA
Customer Center recommends the next-best-
product-to-sell to each customer
Customer Snapshot summarizes key customer
data in a single place
Customer Center provides comprehensive customer detail, including data from
external sources and 3rd party providers
Oracle Confidential covered under NDA
Discussion forums enable users to post topics and collaborate with other
users on critical sales and customer issues
Facebook and LinkedIn integration to provide users with easy access essential
social networking sites
Activity Streams provide real time updates that notify users of any activity impacting their
customers and deals
Effective through Social Networking and Forums
Oracle Confidential covered under NDA
Opportunity Management identifies the ideal
customer references for each sales opportunity
Opportunity Landscape provides sales reps with more and higher quality
sales opportunities
Opportunity Management tracks competitors and how to best position against them to
win deals
Effective through Embedded Sales Intelligence
Efficient by Completing Sales Tasks Faster
Oracle Confidential covered under NDA
Mass Update enables users to update fields on multiple
records at one time
Quick Edit provides pop up to update most commonly used fields
Fast forecasting provides ability to quickly edit and
adjust sales forecasts
Oracle Confidential covered under NDA
Territory Management maximizes account and
market coverage
Quota Management optimizes quota allocation and tracks performance to
plan
Incentive Compensation aligns incentives to sales goals and track payments
Efficient by Generating Better Sales Plans
Oracle Confidential covered under NDA
Campaign Management builds targeted campaigns and measures sales follow-through and effectiveness
Lead Management enables lead nurturing and lead
scoring based on pre-defined criteria
Opportunity Landscape identifies the best sales
prospects within each sales reps territory
Efficient through Lead Generation and Conversion
Oracle Fusion CRMEasy. Effective. Efficient.
Easy: Faster time to value Easy to use: Web 2.0 on Browser, Desktop and Mobile Easy to configure: Application, Page, Process & Report Composer Easy to deploy: Cloud based SaaS Solution
Effective: Higher win rates Know your customers better: Customer Center Harness your network and collaborate: Social and Activity Streams Business intelligence for sales: Opportunities, Competitors and References
Efficient: More quality opportunities Complete sales tasks faster: Role-base UI and Streamlined Task Flows Generate and convert better leads: Sales Predictor and Sales Campaigns Create better sales plans: Territory, Quota and Incentive Compensation
Oracle Confidential: Not for Distribution
Fusion CRM: Easy to Deploy
Public Cloud Private Cloud
On Premise Hybrid
Deployment Options
Oracle Confidential: Not for Distribution
Existing Application Assets Siebel CRM CRM OD Peoplesoft CRM JDE CRM, ERP Oracle ERP SAP R/3 Oracle Supply Chain Mgmt Oracle Financials Oracle BI Applications Other
Fusion CRM: Easy to IntegrateCommon Application
Co-existence Scenarios
+Sales PlanningExisting CRM+
Existing CRM Distributed Order Mgmt
+Existing ERP CRM Sales
Fusion Application Assets Integrated Sales and Marketing Customer, Product Data Hub Territory, Quota Management Incentive Compensation Talent Management Partner Relationship Mgmt Distributed Order Management Acct Hub (GL+Hyperion) Contracts Other
Fusion Middleware Standards Based Integration & Extensibility
Other Application Co-existence
Scenarios
Fusion Web Services (XML/SOAP) SOA Suite
Application & Process Composers Import/Export Tools
Fusion CRM Innovation for Siebel and CRM On Demand
Co-Existence Scenarios
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CRM
Existing Applications and Other Fusion Applications
Fusion Customer Hub
Fusion Customer Hub with Existing Applications
CRM
CRM, FIN
Fusion Incentive Compensation
Fusion Incentive Comp with Existing Applications
CRM
Fusion Sales Planning
Fusion Sales Planning with Existing CRM Applications
Configuration, Pricing, Order Mgmt
Fusion Sales & Marketing
Fusion CRM with Existing Back End Applications
Existing Applications and Other Fusion Applications
Fusion CRMEasy. Effective. Efficient.
Sales Execs Sales Reps CIOs
Oracle Confidential: Not for Distribution
Fusion CRM On DemandEasy. Effective. Efficient
Departmental Divisional Enterprise
Oracle Confidential: Not for Distribution
Complete ChoiceChoose Your Next Steps
Continue on Your Current Path Upgrade to the latest release
of your existing Oracle Applications portfolio
Adopt a Co-Existence Strategy Add new Fusion Applications modules or pillars
to your existing Oracle Applications portfolio
Embrace the Complete Suite Deploy the comprehensive suite of
Fusion Applications products
Fusion Applications are Incremental Modular Extensions for CRM and On Demand
CRM
SaaS
You choosewhen and whatto upgrade
Time
Sales Performance
Talent Mgmt Expense Mgmt
Sales Performance
Customer Hub
DOO
CRM
Incentive CompCRM
Incentive Comp
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Oracle Fusion CRMLance Peppler SAOUG 2011Safe Harbor StatementCRM StrategySlide Number 4Slide Number 5Fusion ApplicationsThe New Standard for BusinessOracle Fusion Sales ProductivityProduct OverviewOracle Fusion Sales ProspectingProduct OverviewOracle Fusion Sales PlanningProduct OverviewOracle Fusion Customer Relationship ManagementRelease 11G R1 Scope Easy to UseEasy to ConfigureEffective through Customer CenterEffective through Social Networking and ForumsEffective through Embedded Sales IntelligenceEfficient by Completing Sales Tasks FasterEfficient by Generating Better Sales PlansEfficient through Lead Generation and ConversionOracle Fusion CRMEasy. Effective. Efficient. Fusion CRM: Easy to DeployFusion CRM: Easy to IntegrateFusion CRM Innovation for Siebel and CRM On DemandCo-Existence ScenariosFusion CRMEasy. Effective. Efficient.Fusion CRM On DemandEasy. Effective. EfficientComplete ChoiceChoose Your Next StepsFusion Applications are Incremental Modular Extensions for CRM and On DemandSlide Number 29