fusion crm overview

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Oracle Fusion CRM Effective – Efficient – Easy

Safe Harbor Statement

The 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 decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Outline

CRM Trends in 2012

Introducing Fusion

Customer References

Oracle’s Vision for CRM

Mainframes Client-Server Web 2.0 Web 1.0

Time Sharing On Premise Cloud Based

1980s 1990s 2000s 2010s

Evolution of Applications Last 30 Years

1990s 2000s 2010s

Transact Analyze Empower

Evolution of CRM

Access Anywhere

Desktop Online and

Offline Outlook

Smartphone or Tablet

Public Cloud

Hybrid

On Premise

Private Cloud

Flexible Deployment Options

Oracle’s Vision For CRM

1,000 Customers (CAB’s/Fusion Strategy Council)

4,000 Hours (Design/Validation)

Listening to Customers

The Principles of Fusion Applications

• Started with a Modern Platform

• Embedded Best Practices Based On Hundreds of Years of Learning

• Designed for Modularity and Co-Existence with Other Applications

• Reinvented the User Experience

• Made It Ready for the Cloud

The Making of Fusion CRM

Best Practice Business Processes Based Upon Hundreds of Years of Learning

Peoplesoft, E-Business Suite, Siebel, and JD Edwards

Infused with Web 2.0

Role-Based User Experience, Collaboration, Interactive Business Intelligence

Built on Oracle Fusion Middleware

Industry Leading, Open Standards-Based Platform

Easy Effective Efficient

Fusion CRM

Sales Planning

Territory Management

Campaign Management

Incentive Compensation Sales Predictor

Lead Management

Opportunity Management

Customer Center

Desktop Integration

Sales Prospecting Sales Productivity

Quota Management

Channel Management

Customer Data Management

Contracts

Sales Extensibility

Forecasting Sales Campaigns Mobile Sales Activity Streams

Fusion CRM An Enterprise Suite

What If… Your CRM System Did the Prospecting for You?

Effective

What If… You Could Drive Higher Sales Performance?

Efficient

Access to all of your customer information

What If… You Could Access Your CRM Data Anywhere?

Available in Microsoft Outlook

On your favorite mobile devices

Easy

Forecasting

How Does Sales Respond….

Territory Management

Quota Management

Incentive Compensation

Sales Predictor

Predict Market Potential

Design and Align Territories

Set and Vet Quotas

Incent Sales Behavior

Manage Forecasting

Analyze sales/channel

strategy

Set new quotas accordingly

Align incentives with

quota

Estimate new product

forecasts

A New Product is Launched

Estimate potential sales

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