ORACLE CRM ON DEMAND RELEASE 31

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1 ORACLE DATA SHEET ORACLE CRM ON DEMAND RELEASE 31 Get smarter, more productive and gain the best value with Oracle CRM On Demand Release 31. Oracle CRM On Demand continues to be the most complete Software-as-a-Service (SaaS) CRM solution available. Now, with Release 31, organizations of all types and sizes benefit from actionable insight anywhere, anytime, as well as key enhancements in mobility, ease of use, analytics, and integration and extensibility. THE WORLD S MOST COMPREHENSIVE CRM ON DEMAND SOLUTION Easy to use Fast to deploy Powerful analytics Prebuilt Industry solutions!embedded marketing, sales and service best practices Seamless integrations NEW FEATURES Analytics Enhancements!Role Based Record Indicator for Tab View JS API for Color Coding My Favorite Contacts List Enhanced Sales Force Automation Expanded Web Services Coverage!Next Generation Mobile and Desktop Solutions Improved Usability and Productivity Next Generation Mobile and Desktop Solutions Oracle CRM On Demand Release 31 offers a complete set of mobile and desktop solutions that improve productivity by enabling reps to access and update information anywhere, anytime. Capabilities include: Oracle CRM On Demand Connected Mobile Sales (CMS). This add-on mobile service provides a configurable mobile solution on Android, ios, and BlackBerry devices. You can access data from CRM On Demand in real time with a rich, native user experience that is comfortable and familiar to current mobile users and fully configurable to capture your unique processes. In this release, the ability to convert a lead has been introduced, so that lead conversion functionality that exists in the CRM On Demand web application is now available in CMS. In addition, we`ve extended the Service Request object to support Custom Objects 1-3 and now provide Admins the ability to hide the Note object. Figure 1 Oracle CRM On Demand Connected Mobile Sales BENEFITS

2 OR A C L E D A T A S H E E T!Leverage anytime, anywhere access to CRM via mobile and desktop solutions!increase performance and operational transparency!improve customer service with new channels!maximize productivity, satisfaction, and user adoption (ROI) Maximize data security!gain immediate advantage with industry-ready solutions!achieve the lowest Total Cost of Ownership (TCO) and highest Business Agility Oracle CRM On Demand Disconnected Mobile Sales (DMS). Oracle s Disconnected Mobile Sales for CRM On Demand (DMS) provides the ability for the pharmaceutical sales rep to work remotely and in a disconnected environment, planning and executing call, managing contacts and accounts, routing their daily visits with map functionality, dropping samples and promotional items, and rendering sophisticated presentations detailing their products. The edetailing functionality has been enhanced to include the ability to easily add and remove attendees, make annotations and highlight, and capture feedback to the individual page level of the presentation. More search and sort capabilities are provided in the latest DMS release along with the integration of CRMOD analytic reports within the display of DMS pages when in a connected mode. Additionally, many administrative enhancements have been provided to assist in managing the DMS server and the client configuration. Figure 2 Oracle CRM On Demand Disconnected Mobile Sales Oracle CRM On Demand Desktop. This solution centralizes essential CRM information in the familiar Microsoft Outlook environment, increasing user adoption and decreasing training costs. Users can manage CRM data while disconnected, and then synchronize bi-directionally when they are back on the network. With Oracle CRM On Demand Desktop Version 4.1, a free version called CRM Desktop Lite has been introduced that allows you to synchronize Contacts, Activities and with Microsoft Outlook. 2! ORACLE CRM ON DEMAND RELEASE 31

3 OR A C L E D A T A S H E E T Figure 3 Oracle CRM On Demand Desktop icalendar. A standard format to share calendar entries with other systems is available in Oracle CRM on Demand. Users can save icalendar files for Oracle CRM On Demand appointments from the daily, weekly, or monthly calendar view or from the appointment detail page. This file can be imported into other applications that support icalendar format such as Microsoft Outlook. The appointment s Subject, Location, Description, List of users and contacts, Start time, End time and the list of attachments is included in the icalendar file. vcard. A standard format for electronic business cards is provided for Oracle CRM on Demand that allows users to save Oracle CRM On Demand Contacts as vcard files from the Contact Detail page or import external Contacts via vcard into Oracle CRM On Demand. Key information such as the Contacts Name, , Phone, Address and more will be included in the vcard file Mobile Browser Support. Apple iphone, Apple ipad, Windows 10 Tablets, and Google Android. Get more Productive with Modern Usability Oracle CRM On Demand continues to invest in improving our User Interface to enhance user experience whether accessed on tablets or on desktops. Release 30 included several enhancements to improve user productivity. Release 31 expanded on those improvements by adding: Updated Fonts for Improved Readability Improved Book Selector Window Ability to Add Contacts to a Favorite Contacts List Larger Inline Edit Accept and Cancel Button Continuing our drive for improved Usability, CRM On Demand Release 31 extended the Record Indicator for Tab View to be Role Based, allowing Administrators to configure the Record Indicator settings instead of leaving it up to each individual user. Figure 4 Step 2 of Role Management Wizard with Option to Configure Record Indicator. Workflows have been enhanced to allow improved automation of business processes.! In Release 31, Administrators can now configure translations for s when using the! Send Workflow Action. Users can now receive workflow s in their respective language.! 3! ORACLE CRM ON DEMAND RELEASE 31

4 ORACLE DATA SHEET Get Smarter with Actionable Insight ORACLE CRM ON DEMAND RELEASE 31 Related products!oracle CRM On Demand Financial Services Edition Insurance Solution!Oracle CRM On Demand Life Sciences Edition Pharmaceutical Solution!Oracle CRM On Demand Life Sciences Edition Medical Solution!Oracle CRM On Demand Automotive Edition!Oracle CRM On Demand Connected Mobile Sales Oracle Disconnected Mobile Sales Oracle CRM On Demand Desktop Oracle CRM On Demand Desktop Lite!Oracle Social Relationship Management The difference between making good decisions and great decisions depends heavily upon the quality, structure, and availability of information at hand. Oracle CRM On Demand Release 31 expands upon its industry-leading analytics capabilities to provide greater business insight than ever before. In Release 31, the Opportunity dimension has been added to the Service Requests Subject Area for real-time reporting in Analytics. Leverage Social Media Engaging customers through social media channels is rapidly becoming a significant key to enhanced customer experience as it provides proactive customer service, targeted messaging, and greater intimacy throughout the entire customer lifecycle. Listening to customers on the social media channels can identify a customers sphere of influence, and reveal the real value they bring to their organization, or the impact they can have on growing your business. Engaging customers through social media channels equates to meeting them on their terms, where they feel empowered and is the first step toward developing brand loyalty, virally expanding customer engagements, thus increasing revenue. Your social media strategy extends business capabilities internally as new socially enabled tools make their way into everyday business processes extending collaboration and communication between employees. Oracle CRM On Demand is leveraging Oracle s Social Relationship Management suite providing integration with Oracle Social Engagement and Monitoring, Oracle Social Marketing, and Oracle Social Network. With Oracle CRM On Demand you have the power to engage with your customers directly through social media channels, identify potential negative influencers, create service request from social posts, so your service team can follow-up in real-time; or have social campaign leads automatically entered into Oracle CRM On Demand streamlining the lead qualification process. Using the integrated Oracle Social Network, your Oracle CRM On Demand users can collaborate with your entire organization maintaining a full history of interactions for processes such as Approvals, Agreement Negotiation, Discounting and more. Get the Best Value Oracle CRM On Demand delivers unprecedented value with the broadest set of capabilities from a single-provider solution, the industry s lowest total cost of ownership, the most on-demand deployment options, the deepest CRM expertise and experience of any CRM provider, and the most secure CRM in the cloud. With Release 31, Oracle CRM On Demand now includes even more enterprise-grade security, integration, and extensibility features, along with enhanced industry editions to save you time and money. New features include: Increased Attachment URL Limits. Can t add a URL attachment because the URL is too long? Now you can add attachment URLs up to 1999 characters. Custom Fields for Contact Team. Create custom fields for Contact Teams and add them to custom Contact Team layouts. 4! ORACLE CRM ON DEMAND RELEASE 31

5 OR A C L E D A T A S H E E T Search for a User in Calendar Using Non-Optimized Search Fields. Including Non-Optimized Search Fields as a way to improve filtering of users, allows for more precise and accurate searching. Proximity Search on Billing Addresses for Accounts. When conducting a proximity search for Accounts, you can now search on either the shipping or billing address of the Account record. Expanded Integration. CRM On Demand continues to improve Web Services each release. A new API is available to convert Leads to Accounts, Contacts, Opportunities and Deal Registrations. A new Administrative web service is available to read and update Custom HTML Head tag configurations. Web Service 2.0 coverage has been expanded to support Custom Object 1,2, and 3 as children for the Service Request record type. Finally, the existing Workflow Administrative web service has a new operation called InsertOrUpdate. Bottom Line Oracle CRM On Demand Release 31 enables organizations to get smarter, get more productive, and get the best value, period. For more information on Oracle CRM On Demand Release 31, please visit oracle.com/crmondemand or call to speak to an Oracle representative. 5! ORACLE CRM ON DEMAND RELEASE 31

6 ORACLE DATA SHEET CONTACT US For more information about Oracle CRM On Demand, visit oracle.com or call ORACLE1 to speak to an Oracle representative. CONNECT WITH US blogs.oracle.com/oracle facebook.com/oracle twitter.com/oracle oracle.com 6 ORACLE CRM ON DEMAND RELEASE 31 Copyright 2016, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.