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CON7196: Oceaneering: Migrating from Oracle CRM On Demand to Oracle Sales Cloud. Alistair Pereria, Oceaneering Krishna Mulukutla, Oracle October 2nd, 2014. Program Agenda. 1. Modern Selling Oracle Sales Cloud Release 9 Industry Solution Highlights Oceaneering Navigating Oracle OpenWorld. - PowerPoint PPT Presentation
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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
CON7196: Oceaneering: Migrating from Oracle CRM On Demand to Oracle Sales Cloud
Alistair Pereria, OceaneeringKrishna Mulukutla, Oracle
October 2nd, 2014Oracle Confidential – Internal/Restricted/Highly Restricted
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Safe Harbor StatementThe 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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Program AgendaModern SellingOracle Sales Cloud Release 9Industry Solution HighlightsOceaneeringNavigating Oracle OpenWorld
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Modern Selling
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Sell More, Know More, Grow More Modern Sales in the Cloud
Fast & EasyEasy to deploy, easy to
use, easy to adapt
Mobile & ProductiveComplete mobility drives sales results
Insight Driven
Effective & Revenue Generating
Modern selling tools to drive performance
CollaborativeIntegrated communication, coaching and team selling drive productivity
Powerful analytics optimize sales performance1
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The Complete Solution
Integrated Customer Experience Foundation
Integrated Customer Experience Foundation
Social Network Mobile Analytic KPIs & Dashboards Predictive Analytics Integrations
Globalizations and Statutory Localizations
Web
MobileSocial
In-Store Contact Center Field
Service Direct Sales
Channel
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Oracle Sales Cloud
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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Oracle Sales Cloud Overview
Mobile Partner Relationship Management
Extensibility and Platform-as-a-Service
Social Sales Automation
Sales Performance Management Analytics Customer Data
Management
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• Usability: No-Training UE, Simple, Faster Ramp Up for Sales Reps• Mobility: Anytime, Anywhere, Disconnected capability• Extensibility: Configure for SaaS, Customize with PaaS• Analytics: Embedded, Real-Time, Predictive• Functionality: Sales Automation, Sales Performance, Partner Relationship
Management• Social: Integrated, Collaborative, Pervasive, Document sharing• Integrations: Prebuilt Integrations with CX Suite, Siebel, and ERP• Industry Solutions: Communications, Financial Services, Consumer Goods, High
Tech & Industrial Manufacturing
Key Areas of Focus
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CUSTOMER EXPERIENCE DEMOCustomer 360
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Improved Mobile ApplicationsSmartphones and Tablets - Anywhere, Anytime
• Task-driven smartphone app: Call Report• Attachment support for smartphones• Inline social conversations• Mobilytics app for sales executives on iPad
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Simplified Sales AutomationT’S NEW WITH ORACLE SALES CLOUD RELEASE 9?Lead-to-Opportunity-to-Quote with Embedded Analytics
• 150+ new simplified pages:• Global search and list management• Activity management and team calendar• Opportunity sales coach and assessment• Price book configurations• Quote Management• Product recommendations
• Complete Lead-to-Opportunity-to-Quote process on your tablet and laptop
• Embedded analytics provides insight into core sales force automation metrics
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Optimized Sales PerformanceStreamline your Sales Plan and Operations
• Empower sales managers to set targets and measure revenue and sales activities for their sales reps
• Expedite rollout of territory changes with automated transfer of territory geographies between environments
• Enable sales managers to edit quotas offline with quota import/export
• Accelerate compensation plan review, approval, and acceptance with customizable plan document and approval workflow
• Improved support for multi-currency calculations with currency conversion rate import
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Streamlined Channel Sales ExecutionReduce Response Time to Partners
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• Partner 360 Overview pages for channel account managers
• Automate lead distribution to partners using territory or rule-based assignment
• Self-Service Partner Portal is intuitive and easy-to-use
• Lead Management• Opportunity Management and support requests• View quotes and proposal provided by channel
managers
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Embedded AnalyticsReal-time Analytics to Manage your Business
• View 8 prebuilt real-time dashboards for executives to track performance
• Over 130 sales metrics, more than 20 sales dimensions and 50+ prebuilt reports are available to use from any device
• Empower sales managers to measure and track sales activities by sales representatives, customers and opportunities.
• Create custom trending reports up to 15 months to capture forecast and pipeline changes.
• One-click access to all your reports in one place; share analytics insights with team members.
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Customer Data ManagementEmbedded Data Quality and Data Enrichment
• Fuzzy Account and Contact matching using Oracle Enterprise Data Quality (EDQ) to detect duplicate records
• Matching rules supports standard and custom attributes
• Enrich Customer 360 data using Oracle Data Cloud Service
• Complete Dun and Bradstreet data available for real-time enrichment
• 50+ social handles including LinkedIn, Twitter, Pintrest, SlideShare, etc
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Extensibility: Configure, Customize, and Integrate Tailor User Experience
• Top level custom objects support for simplified pages
• Field Grouping for simplified pages layout• M:M data relationships• Multiple child objects support for custom subject
area• Tailor with Icons and Themes• Dynamic page layout for Smartphone • Create workflow approval process for child objects
and enhanced email notifications
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Find out what is available today as value-added solutions
Oracle Cloud Marketplace URL
Gmail ISV partners:
App by PathInfotech Pvt. Ltd.
App by CompanionLink Software, Inc.
Oracle Cloud Marketplace
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Oracle Sales Cloud Industry Solutions
Highlights
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Tailored for IndustriesPrebuilt Reference Architectures Accelerate Adoption & Time to Value
A Blueprint with Best Practices for Industries
•Communications•High Tech & Industrial Manufacturing•Consumer Goods – Retail Execution•Financial Services – Retail Banking
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Customer Experience
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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Company Overview
Oceaneering International, Inc. provides engineered services and products primarily to the offshore oil and gas industry, with a focus on deep-water applications.
Rely on CRM solution to support exponential growth objectives across multiple business units within 4 business segments.
12,200 Employees globally HQ: Houston, TX, USA. Industry: Oil & Gas
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Continue Organization Growth
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Company OverviewContinue Organization Growth
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Challenges
Optimize Lead to Quote to Order to Cash process. Create pipeline visibility across products/services and
business units to enable central management and optimization of cross- and up-sell opportunities.
Operate as one company across all regions and business units.
Analyze Total Available Market. Analyze growth and sales activities to increase market
share of existing products and identify opportunities to introduce new products or services.
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Continue Organization Growth
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Benefits
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Continue Organization Growth
Consolidated single source of truth for prospects and opportunities.
Align sales /operations teams around customers needs resulting in improved customer satisfaction.
Enterprise analytics to adjust strategies according to growth objectives.
Engage users with an easy and common UI across mobile and desktop platforms.
Full featured mobile offering including support for execs to approve bid/tenders.
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Anticipated Results
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Provide concise view on our total available market by region, business unit, and products/services.
Improve forecast accuracy and roll-up aggregated sales pipeline.
Improve executive visibility across the organization to make the right decision at the right time.
Increase user productivity via Simplified UI, on smart-phone, tablet and desktop platforms.
Improved focus on Key Account.
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Why Oracle Sales Cloud?
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Continue Organization Growth
AnalyticsMobilityScalabilityUsability
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How Critical is Oracle Sales Cloud
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Continue Organization Growth
OracleSalesCloud
- Account Management- Contact Management- Opportunity Management- Online Bid/Tender Approval
- Customer Master- Product Master- Sales Order History
- Enterprise Data Warehouse- 360°View of Customer- Executive Dashboards
- Total Available Market
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Key Takeaways
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Key Takeaways• No-training user experience for sales reps, sales managers, channel account
managers and partners
• New task-driven smartphone app to increase sales rep productivity and adoption
• Performance dashboards and analytics bring real-time information to sales executives
• Configure, customize, integrate to meet your unique business requirements
• New industry solutions: Communications, Financial Services, Consumer Goods, High Tech & Industrial Manufacturing
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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Navigating Oracle OpenWorld and Beyond
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Visit the Sales @ CX Central KiosksOracle Sales Cloud: Core Sales Force Automation (SFA) Oracle Sales Cloud: Sales Reps Productivity on Smartphones Oracle Sales Cloud: Managing Your Business using Tablets Oracle Sales Cloud: Sales Analytics Oracle Sales Cloud: Sales Performance Management Oracle Sales Cloud Configuration and Customization Oracle Sales Cloud: High Tech and Industrial Manufacturing Oracle Sales Cloud: Financial Services and Retail Banking Oracle Sales Cloud: Telecommunication Oracle Sales Cloud: Consumer Packaged Good - Retail Execution Oracle Sales Cloud: Integrating Sales, Marketing, CPQ and Service Oracle Sales Cloud Integrations with CRM On Demand, EBS, JD Edwards and SiebelCRM On Demand: Leveraging the Cloud to Enhance Customer Experience CX for Sales Reps: Sell More with Oracle Sales CloudCX for Sales VPs: Grow More with Oracle Sales Cloud CX for Sales Reps: Using Oracle Voice for Improved Productivity
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Sales VP’s Join US: Oracle Sales Executive Summit 2014The NEW Home of the SF 49ers - Levi’s Stadium, November 12
• Learn from top experts on Modern Selling who will share strategies that:– Turn “B players” into top performers with a more
productive selling approach – Enable real-time coaching to build pipeline and establish
best practices– Inspire great teamwork with social, mobile and content-
sharing in the cloud
• Network with your VP Sales Executive peers and get an exclusive, behind-the-scenes tour of the new stadium!
• Contact: mailto:stacey.j.marshall@oracle.com
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Key Resources at Oracle.com/openworld
• Focus on Documents –Go to: Oracle OpenWorld-Sessions-Customer Experience-Sales
• Oracle Sales Cloud–Videos, Data Sheets and Product readiness resources
• Oracle Sales Cloud – YouTube
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