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Fusion CRM Application Demo

Sergio Martini Master Principal Sales Consultant - CRM

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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

Oracle’s products remains at the sole discretion of Oracle.

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Fusion CRM Applications

Recap

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• Started with a Modern Platform • Embedded Best Practices Based On Hundreds of Years of Learning • Designed for Modularity and Co-Existence with Other Applications • Reinvented the User Experience • Made It Ready for the Cloud

The Principles of Fusion Applications

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Best Practice Business Processes Based Upon Hundreds of Years of Learning

Peoplesoft, E-Business Suite, Siebel, and JD Edwards

Infused with Web 2.0

Role-Based User Experience, Collaboration, Interactive Business Intelligence

Built on Oracle Fusion Middleware

Industry Leading, Open Standards-Based Platform

The Making of Fusion CRM

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Sales Planning

Territory Management

Campaign Management

Incentive Compensation

Lead Management

Opportunity Management

Desktop Integration

Sales Prospecting Sales Productivity

Quota Management

Channel Management

Customer Data Management

Contracts

Sales Extensibility

Forecasting Sales Campaigns Mobile Sales Activity Streams

Fusion CRM An Enterprise Suite

Sales Predictor

Customer Center

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Sales Dashboard - Key Concept

The Sales Dashboard is:

• Role based Home page

• A one-stop compilation of pertinent information and tools for day-to-day activities for sales reps,

managers and executives

• User configurable portal offering:

• Layout modification

• Embeddable BI content

• Embeddable content: Calendar,

Tasks, Key Contacts, etc.

• 3rd party content (urls, external

widgets)

• Contextual Actions for ootb BI reports allow

for immediate data entry and navigation

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Sales Predictor Your CRM System Did the Prospecting for You?

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Customer

– Profile

– Onesource profile (Portlet)

– Classifications

– Sales Account team

– Subsidiaries

– Billing Accounts

– Contacts

– Organization Charts

– Competitive Presence

Common associations • Tasks

• Interactions

• Appointments

• Notes

• Assessments

• Discussion Forums

Fusion Transactions • Leads

• Opportunities

• Responses

• Revenue Lines

Non Fusion Transactions • Service Requests (Web Service)

• Assets (BI/ Fusion schema)

• Contracts (Fusion schema)

Analytics • Interaction and Opportunity metrics for

‘My Customers’

• Customer Completeness Reports

• Revenue Analytics

• Recommendations

Customer Centre

Fusion CRM Applications

Demo

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Appendix