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