oracle sales cloud: visibility via business intelligence presented by: david emr 10/01/14

Oracle Sales Cloud: Visibility via Business Intelligence

Presented by: David Emr10/01/14

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Agenda

• About BizTech• The Problem• The Solution• Path Forward• Q&A

BizTech

Oracle advisory, resale, implementation, hosting, management, and support.

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BizTech Clients: Growth-oriented midsize and large organizations.

BizTech Value: We make Oracle easy and cost effective as an elastic extension of your organization.

BizTech Difference: Integrated services for the entire EBS/Fusion, EPM, BI technology stack and lifecycle.

BizTech has an 18 year heritage . . .

BizTech Facts

4Philadelphia | New York | District of Columbia | Boston | Atlanta | Austin | Hyderabad

The Customer Experience Lifecycle

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BUY OWNSupport & ServeMarket & Sell

NEED

Deliver a single, integrated and highly personalized customer experience

• Content: transforms how customers are educated and informed online

• Social: transforms how customers interact with brands across social media

• Marketing: transforms how customers are discovered and nurtured

• Commerce: transforms how customers buy products and services via store fronts

• Sales: transforms how customers buy product and services via sales people

• Service: transforms how customers are serviced and supported

Cloud Stats and Facts

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The Problem

Where there is no vision, the people perish.

The Problem

• Assumptions:– The right people– A good process– Some of the right tools

• Webster Dictionary definition:– Visibility

• the ability to see • the degree of clearness• capability of affording an unobstructed view

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The Problem

Oracle Sales Cloud

Distribution Channels

Excel Spreadsheets

BI Reports

Private and Public Databases

Proprietary Intel

The Problem

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• BI is inflexible, slow, and incomplete

• Reliance on IT for new content• Information doesn’t support Sales

decisions• Multiple complex BI tools

• Software licenses andinfrastructure to manage

• Adhere to corporate standards• Manage central data warehouse

and access to data sources• Approved interfaces and tools

The Problem

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• Multitude of micro-analyticsolutions

• Need self-service• Multiple consumption channels• More control over analytics

spend—capex vs opex

• Unaware of business activities• Security and compliance risks• Misaligned Sales Orgs with

inconsistent data• Constrained budgets and need

to reduce infrastructure

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The Problem

Oracle Sales Cloud

Distribution Channels

Excel Spreadsheets

BI Reports

Private and Public Databases

Proprietary Intel

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The Problem

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The Solution

• Continued rapid analytics prototyping

• Agile analytics through self-service

• Single version of the truth• Collaboration and sharing

• Allows business flexibilitywhile maintaining control

• Curated metadata layer• Leverage existing IT skills• Mitigate security concerns

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The Solution

Oracle Sales Cloud

Distribution Channels

Excel Spreadsheets

BI Reports

Private and Public Databases

Proprietary Intel

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The Solution

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The Solution

Achieve Visibility• Understanding/Identifying Data Sources o Oracle DBs, Excel Spreadsheets, Purchased Lists

• Model the Process of building the Dashboardo Implement with the end in sight

Worked Example• Blend of Oracle Sales Cloud and External Data

o Using OBICS (Oracle Business Intelligence Cloud Service)

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The Solution

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Path Forward

• Understand your existing environment– On Premise vs Cloud

• Consolidate your data sources• Align with your organization’s goals• Perform an audit of sales actions to reach BI

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Path Forward

ManagedBuild Subscribe

On Premise

Customer owns and subscribes

Blended ownership of infrastructure

Provider manages/owns infrastructure

Customer focuses on the Business

Customer manages Customer

owns infrastructure

Co Existence

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Path Forward

Consolidate Data Sources• Oracle Sales Cloud with Custom Objects• Oracle Cloud Suite with embedded OBIEE• Blend of Oracle Cloud Suite and OBICS (Oracle

Business Intelligence Cloud Service)

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Path Forward

Perform an Audit• Number of

– Data Sources– Clicks to Retrieve Intel– Login Screens

• Average Number of – Items on Back Order– Orders on Hold– Customer Complaints

• Types of Security Profiles

Conclusion

• Visibility via Business Intelligence is a Reality– Find the Balance

• Implement with the end in sight– Understand Current Landscape (Internal Audit)

• Path Forward– The right people– The right process– The right tools

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Contact Information

David Emr

CRM / CX Practice Director

(610) 639-8359

demr@biztech.com

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Additional Content

• Demo– https://rws-fap0267-crm.oracledemos.com/customer/faces/CrmFusionHome– user: Casey.Brown– Password:

• Custom Object Reporting

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Demo

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Demo

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Demo

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Custom Object ReportingCreate Custom Object

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Custom Object ReportingSchedule Data Import

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Custom Object ReportingCreate Custom Report