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On Track with Configurator

On Track with Configurator. Lois Wortley - VP, Configurator Development Brion Schweers - Sales Consulting Manager Karen Fontaine - Sr. Principal Product Mgr. Safe Harbor Statement.

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On Track with Configurator

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  1. On Track with Configurator Lois Wortley - VP, Configurator Development BrionSchweers - Sales Consulting Manager Karen Fontaine - Sr. Principal Product Mgr

  2. 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.

  3. Program Agenda • Where have we been? • Where are we today? • Where are we going?

  4. Program Agenda • Where have we been? • Where are we today? • Where are we going?

  5. Oracle Configurator has consistently been the market leader allowing you to Integrate Configuration Across the EnterpriseConfigure Products to Unique Customer RequirementsSimplify Configuration of Complex SolutionsCentrally Create and Manage Configuration Models

  6. Evolution of Oracle Configurator Release 12.2 Base Differentiators 11i.10 • Use PIM User Defined Attributes as properties in rules to define item compatibility • Model Migration utility to migrate one or more configuration models between two instances • Model JVM routing for load balancing • Agile integration for Variant Management • Autovue integration for 2D & 3D Visualization • Enhanced UI for Instance Management provides UI tables to manage item instances • Optional Logic Engine - Fusion Configurator Engine • Web-based developer • Multi-user access • Constraint definition language • Configurator extensions • Enhanced runtime UIs • New controls, navigation styles • Flexible, flow-based layout • Templates for common content • Model debugger • Enhanced date effectivity • Support for configured contracts • Integration with Siebel Order Capture • Multi-channel support • Multiple, customized UIs • Web-based guided buying • Interactive guided selling with non-linear feature / option selection • Real-time feedback about selection impact • Simple to complex product and service modeling • Interactive development environment designed for non-programmers • Interactive pricing and Available to Promise (ATP)

  7. Fusion Configurator Engine • Constraint Programming • Auto-completion • Auto-instantiation • Enhanced Defaulting • Improved Numeric Handling

  8. Program Agenda • Where have we been? • Where are we today? • Where are we going?

  9. Oracle configurator is now integrated with Oracle sales cloud Sample Image Go to slide 56 for link to download current hardware image collection

  10. SFA has traditionally been deployed as an Administrative tool not as a selling tool

  11. Imagine if you had…

  12. Smarter Sales Where... • Maximize revenue potential and optimize sales performance • Know what to sell to your customers • Get more help from your Marketers and Partners • Sell anywhere, anytime, on any device • Get better coaching and collaboration to optimize selling results • Empower sales reps to grow their own pipeline • Hit your target with no surprises • Act on opportunities and threats faster • Manage more effectively anywhere on any device So Your Company Can Grow More Reps Sell More Managers Know More

  13. Start with Clean Customer Master Data Centralized, Clean, and Shared Customer Data • Target sales organization better with consistent, shared customer information • Customer 360: a complete view of customer • Clean Customer Data: standardize, analyze, and cleanse customer data • Unified View: Across Marketing, Sales, Service, Social & Installed Base

  14. Find New Up-sell Opportunities Sales Predictor • Identify account whitespace and new opportunities for sales teams • Installed Base: Have a complete view of customer’s existing products & services • Sales Predictor: Identify new accounts & product opportunities for sales teams using data mining and rules • Territories & Campaigns: Use “new” prospects in sales planning

  15. Deploy & Target Your Sales Team Territory, Quota, Compensation, Performance Management • Deploy your sales teams to maximize revenues & upside • Territory Management: Maximize sales coverage with optimal territories • Account Management: Put your best people on the most important accounts • Quotas: Set achievable goals based on real territory opportunities • Incentive Comp: Drive performance with the right quotas & compensation

  16. Collaborate to Close Deals Faster • Real-Time, Contextual Social Networking • See updates from people & business objects in a single Facebook like UI • Use the collective knowledge of your team and networks • Instant access to sales resources & recommendations • Work across the company – across deals, teams, departments.

  17. Oracle Sales Cloud Has Three Primary Focus Areas

  18. Product Demonstration Oracle Sales Cloud integration to EBS Quotes

  19. Sales Cloud to ERPRelease 7 - Opportunity to Quote with e-Business Suite 12.1 EBS Configuration, Pricing & Quotes (CPQ) Inline UI Sales Cloud E-Business Suite ERP Data Sync Accounts Accounts Contacts Contacts Installed Base Installed Base

  20. For this demo I have logged into the Oracle Sales Cloud, on my iPad, as Lisa Jones. Using this simplified UI Lisa can manage her accounts anywhere, anytime, with any device

  21. Pressing on the Opportunities icon reveals a list of open opportunities assigned to Lisa. For this demo we will select the 2nd opportunity on the list, which is related to the customer Business World

  22. Having selected the desired opportunity a variety of details are revealed. From this screen Lisa can review and revise all aspects of the opportunity. For this demonstration we will click on the Quotes link to create a new quote.

  23. Having clicked the Quote link, Lisa was automatically directed to EBS Quotes and presented with an option to create a new quote, or modify one of the existing ones. For this demo we will create a new one.

  24. All relevant data has been seamlessly passed into the new quote, but also allows Lisa to add or modify data before proceeding. For this demo we will add a quote name by tapping into the quote name field.

  25. Once in the field the iPad’s keypad is revealed and Lisa can type in the name of the quote. After editing the quote name she will hit the apply button.

  26. Having tapped the apply button, Lisa is now presented with the entire quote record. Notice that the line has been automatically created, but since it is a configured product its status is incomplete

  27. Here Lisa selected the line she wants to update and choose Configure from list of values…

  28. … and taps on the Go button

  29. Lisa is now presented with the runtime UI where she can select the options required for this quote.

  30. Once Lisa has made her selections she will tab on the Finish button.

  31. In this example Lisa had not fully configured the unit so when she tapped the finish button the Fusion Config Engine (FCE) automatically completed the model and presented her with final preview screen.

  32. Quote is now valid. From here Lisa can return to the Sales Cloud to work on additional opportunities, or continue to work on this quote, get pricing approvals, generate proposals and/or place an order.

  33. With Release 7, Oracle Sales Cloud is competitive with salesforce.com Oracle should not shy away from selling to sales LOB Oracle offers better economic value: SFDC geographic price variance is not rational SFDC nickel and dimes for services like sandbox SFDC has different configuration tools for web and mobile Market Opinion

  34. Customize Configure Oracle Sales CloudThe most powerful platform for Out-of-Box, Configurable and Customizable Selling Solutions Out of Box

  35. Program Agenda • Where have we been? • Where are we today? • Where are we going?

  36. Coming soon: CPQ integratION with Oracle cloud

  37. Configure, Price, Quote • Provides a single view of configured quotes • Browser and tablet • Employee, reseller, self service • For all industries & business models • Simple and configured goods & services • B2C, B2B, Direct, Indirect • Anywhere - Anytime - Any Device

  38. Configurator Modeling Environment • Separate views for maintaining • Model Structure • Rules • Support variety of rule types • Default, Constraint, Search • Logic, Numeric, Comparison, Compatibility • Build & Maintain Models Centrally

  39. Staying on Track

  40. Graphic Section Divider

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