Oracle Sales Cloud on Steroids Raphael Weber 1
About ec4u ec4u CRM excellence Facts leading focused complete One of the leading consulting companies for services in the area of enabling customer centric enterprises with over 13 years of experience Content: Our goal is to be CRM knowledge leader Geographical: Central Europe Comprehensive portfolio that combines business and technical expertise and addresses all configuration dimensions Founded HQ Subsidiaries Employees >250 2000 Karlsruhe (D) Pfäffikon, Frankfurt, Berlin Munich, Dusseldorf 170+ Figures per 31.12.2013 Projects Revenue Growth p.a. 21,1 Mio. 20 % Portfolio expert consulting Oracle CRM Consulting Microsoft Consulting salesforce Consulting Cloud Services Strategy & Business Consulting BI Consulting Integration Consulting 2
Agenda Part 1 Introduction The Fundamentals of Cloud Customization, Extensibility, and Integration Part 2 Showcase Oracle Sales Cloud Extensions, Customizations, and Integration 3
Oracle Sales Cloud (Formerly Known As Fusion CRM) 4
Part 1 Introduction The Fundamentals of Cloud Customization, Extensibility, and Integration 5
From Requirement To Solution 6
Cloud Implementation Patterns Provisioned Solution Customization Extension Integration Developed Solution 7
Addressing Gaps Presentation Level Functional Level Data Level (Security Level) 8
Extensions Explained Integration Levels Add additional functionality to an existing system without disturbing the core software functionality. This involves creating custom code from scratch, and standard software development tools and methods. Extensions require integration User 9
Customization Explained Altering or changing the standard objects or features, or creation of custom objects. User Customizations don t require integration 10
Customization Explained - A Detailed Cross Section All Users Group of Users Single User 11
Integration Explained Integration Levels Ensuring that different systems or components function together. 12
Part 2 Showcase Oracle Sales Cloud Extensions, Customizations, and Integration 13
Showcase Example 1 Extension Real-time Custom Territory Metrics 14
Real-time Custom Territory Metrics Requirements / Business Process Sales Operations manages sales territories and wants to see the impact a territory change would have on all affected customer transactions (sales, orders, invoices, etc.) during territory (re-)alignments. Territory Management Territory Alignment Territory Optimization Oracle Sales Cloud Extension 15
Real-time Custom Territory Metrics Solution Attention to detail - You can t tell the difference: UI Functional Data Security 16
Showcase Example 2 Extension Territory Visualization 17
Territory Visualization Requirements / Business Process Sales Operations manages sales territories and wants to visualize geographic boundaries, accounts and sales per account on a map. Territory Management Territory Alignment Territory Visualization Oracle Sales Cloud Extension 18
Territory Visualization Solution Impressive - Business value with wow effect: UI Functional Data Security 19
Extension -> Framework: Territory Visualization Framework Groundcover Groundcover is a flexible extension for visualizing territory, resource and account data on a map. It can be integrated into multiple web-based territory management systems using a flexible adapter-based framework. 20
Showcase Example 3 Customization Embedded Custom Reports 21
Embedded Custom Reports Requirements / Business Process Sales Operations would like to get a list of territories which have been manually assigned to the currently selected account, along with additional information. Account Management Territory Management Check & Analyze Assignments Oracle Sales Cloud Customization 22
Territory Visualization Solution Embedded custom web content without integration: 23
Showcase Example 4 Customization Embedded Document Management 24
Embedded Document Management Requirements / Business Process Territory changes are kept isolated within a territory proposal until they become effective. Sales Operations would like to upload and attach various files to a territory proposal containing third-party data. Account Management Territory Management Check & Analyze Assignments Oracle Sales Cloud Customization 25
Embedded Document Management Solution Out-of-the-box tools unleashed: 26
Showcase Example 5 Customization Automatic Account Inclusion Management 27
Automatic Account Inclusion Management Requirements / Business Process Sales Operations manually includes/excludes some accounts in/from certain territories. The territory hierarchy has multiple branches, each representing a separate business unit. The system needs to ensure that the same account can only be included in one territory per business unit. Account Management Territory Management Account Inclusion Management Oracle Sales Cloud Customization 28
Automatic Account Inclusion Management Solution Territory 1 Territory 2 Territory 3 Change on territory triggers Automatic Inclusion Management Territory 4 Territory 5 29
Showcase Example 6 Integration Delta Synchronization of Sales Accounts 30
Real-time Synchronization of Sales Accounts Requirements / Business Process Customers/Accounts are managed in an on-premise ERP and master data system. Changes in customer records arrive continuously and are then processes by the middleware layer and finally synchronized into Oracle Sales Cloud. Master Account Management (on-premise) Middleware Processing (on-premise) Account Management (Cloud) Integration Oracle Sales Cloud 31
Real-time Synchronization of Sales Accounts Solution Web Service 32
Thank you. Q& A 33