Oracle Cloud CRM. Plexada System Integrators. Consulting Sales Support. simplified. complexity. the ultimate customer experience

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1 Plexada System Integrators Plot 26, Ohousi Itoya Off Olademeji Alo Street, Lekki Phase 1, Lagos. Mail: Website: the ultimate customer experience Oracle Cloud CRM Consulting Sales Support complexity simplified 1

2 why plexada specialized Oracle cloud application consultants specialized support engineers many ex Siebel & Oracle staff committed to the success of our customers specialized applications partner CONSULTING SALES SUPPORT Plexada was rebranded in 2012 as an IT consultancy where we pursue big dreams. Our mission is to deliver superior customer experience (CX) and maintain the highest levels of customer satisfaction for our clients. Today, Plexada is an Oracle partner with a highly diversified portfolio. We accept the challenges that others prefer to avoid. We believe that a strong focus on our solutions can make our client's stronger and that limitless effort can overcome any obstacle. These beliefs remain the driving force behind our growth. We aim to become a creative company that grows continuously throughout the future. Plexada employees around the world who have adopted this pioneering spirit personify our path to growth. complexity simplified 2

3 flexible deployment solutions for our client s business needs plexada system integrators provide full lifecycle solutions for your crm needs WEB SOLUTIONS 3

4 plexada at work for you enhancing the customer experience ORACLE CLOUD CRM Your existing customer relationship management (CRM) system should help your organization to sell more. Sometimes, the transformation to sales force automation can get lost in translation. Oracle designed its cloud-based CRM solution with the needs of the sales force and sales leaders in mind, providing sales force automation technology that allows reps to sell more, managers to know more, and companies to grow more. FUNCTIONALITY Oracle Fusion Sales Prediction Engine uses predictive models, rules, and market segments, and it also uses historical customer and product attributes to provide future product recommendations. The recommendations from Oracle Fusion Sales Prediction Engine increase the likelihood that a customer will buy the offered product. Oracle Fusion Sales Prediction Engine enables a sales representative to predict whether her sales quota will be met by addressing related questions, such as the following: INTEGRATED CX MANAGEMENT What are the top products I should offer to my customer to meet my sales quota? How long will it take for the customer to sign the deal? What is the revenue that I can expect from the deal if my estimate is based on the behaviour of similar customers? Applications Common Components CRM Analytics CRM for Microsoft Outlook Customer Center Enterprise Contracts Lead Management Marketing Mobile Sales Opportunity Management Partner Management Sales Forecasting Sales Prediction Territory Management Trading Community Data Quality Oracle Cloud CRM applications provide several cross-application features to enhance user productivity and to facilitate the sales process, marketing activities, as well as customer and contact management. The Cloud Customer Center aggregates information from the enterprise and the web and presents a comprehensive 360-degree view of the customer and contact in a single location. Oracle Cloud Territory Management enables sales organizations to model sales territories efficiently. It provides sales managers and sales operations with what-if capabilities to evaluate the effectiveness of territory models and to increase sales performance. 4

5 fixed scope options plexada si fixed scope offerings The modularity and the deployment options of the Oracle Fusion solution means that we have the ability to give our customers choices with regards to their investment what is deployed which modules are to be deployed? how it is deployed is it full cloud, hybrid or on premise? what is migrated is there a need for data migration from existing systems? what is integrated is there a need for integration to existing systems? what is next can I add modules or functionality without re-implementing? what will I have will I have my basic entities for my customer or contact management? CRM ENTITIES CRM FUNCTIONALITY territory dimensions contact geographies customer credits lead close behavior opportunity territory/rule assignment revenue item lookups forecast profiles sales catalog sales methods/credits PROJECT IMPLEMENTATION METHODOLOGY Plexada is the ideal partner for organizations that are planning to improve processes and streamline operations. We advise you throughout the implementation of the project, from the initial definition of requirements to your first transactions on a fully functioning system. Project planning : We draw up the project implementation plan in close consultation with you, outlining each step in the process and defining a realistic schedule. Requirements definition: If requested, we provide advice on which solution to offer, which hardware to install, which connection method is best for the local environment, etc. All solutions are scalable and flexible. Project approach: If you are going to roll out your Oracle Fusion CRM implementation plan within the Oracle Cloud, your public or private cloud environment that will an organization to access the functionality necessary for operations. The implementation methodology uses the Oracle Unified Methodology which is a proven methodology for implementations irrespective of size. 5

6 fixed scope offerings plexada si implementation offerings In line with the modularity that the Oracle solution offers, we have different implementation packages for our clients Oracle CRM Cloud Starter Pack Fixed Scope Implementation Offering Oracle CRM Cloud Extended Data Fixed Scope Implementation Offering Oracle CRM Cloud Integration Fixed Scope Implementation Offering Oracle CRM Cloud Advanced Scope Implementation Offering FUSION STARTER PACK 10 WEEKS The Oracle CRM Fusion Starter Pack Fixed Scope Implementation Offering is a fast-track entry into the solution and enables organizations to get up and running in 10 weeks. This is normally looked at as a pilot phase of a CRM implementation roadmap. Subsequent stages can include added functionality or integration points. This implementation offering delivers the following: Enablement and configuration of Territory and Quota Management Territory dimensions Geographies Enablement and configuration of Lead Management Enablement and configuration of Opportunity Management Revenue Close behaviors Sales credits Enablement and configuration of Assignment Management Territory based Rule based Enablement and configuration of Sales forecasting Sales methods Sales stages Enablement of pre-defined reports and dashboards Configuration and mapping of pre-defined user roles and attributes to customer organization Lookups 6

7 fixed scope offerings plexada si implementation offerings EXTENDED DATA FIXED SCOPE IMPLEMENTATION The Oracle CRM Cloud Extended Data Fixed Scope Implementation Offering will give customers the option to further enrich their investment in the Starter pack by importing data from their legacy or purchased solutions. This can include but is not limited to opportunities, customers and prospects and leads. This can be from a CRM solution or any other data source. Part of this offering is the cleansing and deduplication of data prior to loading into the solution. This cleansing and deduplication can be a one off or ongoing strategy. This will also include the creation of custom extensions in the solution. INTEGRATION FIXED SCOPE IMPLEMENTATION The Oracle CRM Cloud Integration Fixed Scope Implementation Offering allows customers to further enhance their solution by integrating legacy solutions to the Oracle CRM Cloud. This includes but is not limited to Oracle ebusiness suite, Siebel CRM and Oracle CRM. Some of the possible integrations to Oracle ebusiness are CRM Fusion Sales Account to Customer for Accounting CRM Fusion Sales Products to Items for Accounting CRM Fusion Sales Opportunity to Invoices, Orders, Receipting and other financial attributes ADVANCED SCOPE IMPLEMENTATION Our advanced scope implementation offering is in itself, a multi-phased implementation. Once you have implemented the Starter Pack implementation, we can then start looking at the full scope of the implementation. Like all successful CRM implementations irrespective of the offering, this is a phased implementation. It will look at the aspects of your solution including but not limited to Data consolidation, extraction, cleansing and migration Advanced multi-channel marketing management Integration with external systems Custom extensions to Oracle Fusion CRM using web services and other integration strategies Service request management Configuration and enablement of Mobile CRM Configuration and enablement of Incentive Compensation Configuration and enablement of Partner Relationship Management Co-existence strategies 7