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O R A C L E D A T A S H E E T

W I N T E R ‘ 1 5

Oracle Transactional Business

Intelligence Enterprise for Customer

Relationship Management Cloud Service

Oracle Transactional Business Intelligence Enterprise for Customer

Relationship Management Cloud Service™ provides sales executives, their

peers, and support staff with the cross-source, historical, predictive, and

comparative analytics in the Oracle Cloud to strategically manage their

company’s sales teams to ensure their company’s competitiveness in the

marketplace today and tomorrow.

K E Y F E A T U R E S

• Designed for Oracle Sales Cloud and Oracle Service Cloud

• Multi-Sourced/Cross-Sourced Sales and Service Analytics

• Historical, Trending, Comparative, and Predictive Analytics

• Data Enrichment for Complex Metrics

• Executive Dashboards

• Rich set of 200+ Metrics and 120+ Reports

• Rich Mobile Support

K E Y B E N E F I T S

• Understand overall sales performance to drive sales strategies

• Insights to grow revenue and profit while raising customer satisfaction

• Predictive pipeline analysis to ensure future sales performance

• Fast Time-to-Value

• No Hardware or Software to Purchase or Maintain

• Single Cloud Provider delivers greater security, reliability, and interoperability

• Single point-of-contact

• Immediate delivery of insights to

support sales and service executives, managers, and analysts

Executive Focus for Strategic Management

Executives responsible for revenue generation face tremendous pressure to ensure that

their companies are developing revenue generation strategies based on current,

historical, and predictive insights to achieve targeted growth and are able to Identify and

mitigate revenue achievement risk with holistic forward looking insights. One thing is for

certain, sales executives must ensure that they have the information and tools at their

fingertips to respond to these demands.

Oracle Transactional Business Intelligence Enterprise for Customer Relationship

Management Cloud Service has been designed to help sales executives answer the

tough questions they face every day, including how we drive revenue and profit,

increase sales velocity, improve customer service, improve cross-functional alignment,

and more.

Executive dashboards provide immediate visibility into the performance of the company’s sales teams to strategically manage revenue generation.

2 | ORACLE TRANSACTIONAL BUSINESS INTELLIGENCE ENTERPRISE FOR CUSTOMER RELATIONSHIP MANAGEMENT CLOUD SERVICE

O R A C L E D A T A S H E E T

Fast Time-to-Value

The OTBI Enterprise for CRM Cloud Service advanced analytics have been built to

deliver meaningful insight immediately. Designed specifically for sales executives,

senior management, and analysts that use Oracle Sales Cloud and Oracle Service

Cloud, the OTBI Enterprise for CRM Cloud Service dashboards and reports answer the

key questions and solve the most pressing problems facing sales teams today from the

moment they begin using the OTBI Enterprise for CRM Cloud Service.

Getting the Answers to the Tough Questions: OBTI Enterprise for CRM Delivers

Are we targeting, acquiring and retaining

the right customers?

How do we plan for and set financial

targets?

Are we on track to meet financial targets?

What immediate actions are needed to

meet goals?

Where and how can we improve

productivity?

Is our customer experience driving loyalty

and profitability?

How can we overcome known risks to

service goals?

What is driving performance trends?

Is our service and product quality level

improving our brand?

Are we at risk of not meeting goals?

These focused dashboards are also easy-to-use and intuitively invite users to

interactively explore the data right then and there, resulting in a self-service model that

eliminates the need to have custom one-off reports built to further investigate the data.

Furthermore, since OTBI Enterprise for CRM Cloud Service has been engineered to

work with both Oracle Sales Cloud and Oracle Service Cloud and is ready-to-use “out-

of-the-box”, there is no delay to experience the value that is often associated with

enterprise analytics projects that require expensive and time consuming

development/customization efforts.

OTBI Enterprise for Customer Relationship Management along with Oracle Sales Cloud and Oracle Service Cloud delivers a robust, secure, and fast time-to-value only available by a single cloud provider.

3 | ORACLE TRANSACTIONAL BUSINESS INTELLIGENCE ENTERPRISE FOR CUSTOMER RELATIONSHIP MANAGEMENT CLOUD SERVICE

O R A C L E D A T A S H E E T

The Complete Picture

OTBI Enterprise for CRM Cloud Service provides broad visibility into your sales and

service performance to give you the complete picture. Whether you are looking into past

performance and trending analysis, comparing current product lines or regional sales

groups, or projecting into the future with predictive pipeline analytics, OTBI Enterprise

for CRM Cloud Service delivers.

Sample of Available Content

Pipeline Analysis

Pipeline to Date Historic Comparison

On Target/Off Target Risk

Historical performance to sales goals

Historical regional and product analysis

Regions achieving quota with trend

New/Repeat Deal Size with trend

Sales Cycle length with trend

Quota Attainment Trend by Product

Geography, and Team

Win/Loss Trends

Product Performance Analysis

Forecast Risk Analysis

Forecast Risk Waterfall Analysis

Forecast What’s Changed Analysis

Regional Forecast to Goal Trend

Forecast Trend to Goal by Product

Opportunity Risk Analysis

Deal Velocity Analysis

Sales Stage Conversion Analysis

Service Analysis

Service Analytics trend by product, region,

team, and account

Severity analysis by region, product, and team

Service Incident duration historical analysis

Open opportunity with Service Risk indicators

Account performance to Service SLAs

Product related service incident analysis

OTBI Enterprise for CRM Cloud Service includes 16 interactive executive dashboards,

over 120 target reports, and over 200 metrics to provide the most comprehensive view

of your sales and service performance.

Benefit of the Analytics Cloud

Oracle Transactional Business Intelligence Enterprise for Customer Relationship

Management Cloud Service delivers many benefits to strategically manage your sales

operations, planning, and pipeline to ensure that your company is competitively

positioned in the marketplace.

Faster Innovation

Faster pace to product innovation

Modern, global platform

Shorter upgrade cycle

State of the Art Analytics

Best-practice analytical content

User experience-focused design

Seamless integration

Lower Cost

Reduced infrastructure cost

Reduced IT maintenance cost

Reduced customization and upgrade cost

Lower Risk

Reduced administrative burden

Guaranteed system availability

Scalable platform for future expansion

Rich Heritage, Deep Expertise

4 | ORACLE TRANSACTIONAL BUSINESS INTELLIGENCE ENTERPRISE FOR CUSTOMER RELATIONSHIP MANAGEMENT CLOUD SERVICE

O R A C L E D A T A S H E E T

Oracle has supplied the world's top companies with customer relationship management

solutions for decades and with this unparalleled experience, Oracle continues to

modernize customer relationship management with a full set of Oracle Sales Cloud and

Oracle Service Cloud analytics.

Leveraging the experience of working with the world's top sales teams and

understanding their strategic goals and challenges across many different industries,

Oracle's CRM Analytics have been designed to provide the insights to sales executives

and their teams to accomplish their strategic goals and address future challenges.

This deep experience of working with Oracle's thousands of CRM customers and in

building CRM solutions, is now available as a "turn-key" CRM Analytics cloud service,

providing you with immediate insights into your sales and service landscape when used

with Oracle Sales Cloud and Oracle Service Cloud.

One Cloud, Oracle Strong

Delivered in the Oracle Cloud, OTBI Enterprise for CRM Cloud Service offers

unparalleled levels of security, performance, and support to keep you focused on

managing your talent for the future growth of your business:

Security: OTBI Enterprise leverages the same Role Based Access Control (RBAC)

in your Oracle Cloud applications to ensure that users can only see data that they

have permission to view. Additionally, because your application and your analytics

are both in the Oracle Cloud, your data stays behind the Oracle firewall and is always

encrypted while in-flight and is protected by Oracle’s hardened cloud platform and

intensive physical security measures.

Performance & Availability: The OTBI Enterprise cloud service has a 99.5% service

availability guarantee and is built upon Oracle’s highly redundant and high

performance cloud platform to ensure the highest levels of performance and

availability. Performance is further enhanced by leveraging the high performance

Oracle Database and Oracle BI Foundation server.

Support & Maintenance: With a one cloud approach for your CRM application and

analytics, you also have a single support contact with end-to-end responsibility for

ensuring customer satisfaction, improving the efficiency of your support and reducing

time-to-resolution. Additionally, Oracle monitors your complete end-to-end solution to

ensure the highest levels of availability and is responsible for managing updates and

backups across your entire cloud solution.

C O N T A C T U S

For more information about [insert product name], visit oracle.com or call +1.800.ORACLE1 to speak to

an Oracle representative.

C O N N E C T W I T H U S

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