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Fusion CRM Application Demo
Sergio Martini Master Principal Sales Consultant - CRM
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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 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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Fusion CRM Applications
Recap
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• 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 Principles of Fusion Applications
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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
The Making of Fusion CRM
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Sales Planning
Territory Management
Campaign Management
Incentive Compensation
Lead Management
Opportunity Management
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
Sales Predictor
Customer Center
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Sales Dashboard - Key Concept
The Sales Dashboard is:
• Role based Home page
• A one-stop compilation of pertinent information and tools for day-to-day activities for sales reps,
managers and executives
• User configurable portal offering:
• Layout modification
• Embeddable BI content
• Embeddable content: Calendar,
Tasks, Key Contacts, etc.
• 3rd party content (urls, external
widgets)
• Contextual Actions for ootb BI reports allow
for immediate data entry and navigation
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Sales Predictor Your CRM System Did the Prospecting for You?
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Customer
– Profile
– Onesource profile (Portlet)
– Classifications
– Sales Account team
– Subsidiaries
– Billing Accounts
– Contacts
– Organization Charts
– Competitive Presence
Common associations • Tasks
• Interactions
• Appointments
• Notes
• Assessments
• Discussion Forums
Fusion Transactions • Leads
• Opportunities
• Responses
• Revenue Lines
Non Fusion Transactions • Service Requests (Web Service)
• Assets (BI/ Fusion schema)
• Contracts (Fusion schema)
Analytics • Interaction and Opportunity metrics for
‘My Customers’
• Customer Completeness Reports
• Revenue Analytics
• Recommendations
Customer Centre
Fusion CRM Applications
Demo
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Appendix