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

24

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

28

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