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Going Mobile with CRM On Demand

Going Mobile with CRM On Demand. Piers Evans Director, CRM On Demand Product Management. Program Agenda. Oracle CX Strategy CRM On Demand Mobile Strategy and Roadmap Demonstration. Oracle Safe Harbor Statement.

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Going Mobile with CRM On Demand

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  1. Going Mobile with CRM On Demand Piers EvansDirector, CRM On Demand Product Management
  2. Program Agenda Oracle CX Strategy CRM On Demand Mobile Strategy and Roadmap Demonstration
  3. Oracle 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.
  4. Join The CX Conversation @ OpenWorld #CX #OOW13 @OracleCX
  5. Program Agenda Oracle CX Strategy CRM On Demand Mobile Strategy and Roadmap Demonstration
  6. Oracle CX connects every engagement your customer has with your brand Leader in CRM Lead Management Leader in E-Commerce Leader in Sales Force Automation Leader in CRM Web Customer Service Leader in CRM for Large Organizations Leader in CRM Customer Service Contact Centers Leader in CRM Suite for Customer Service Solutions In Store Contact Center Social Field Service Mobile Direct Sales Channel Sales Oracle Commerce OracleSales Oracle Marketing Web Oracle Social Oracle Service Foundational Tools Oracle Cloud Infrastructure and Platform Services Oracle Integration and BPM/SOA Tools Oracle Mobile, Portal and Content Tools Oracle MDM, BI and Decisioning Tools
  7. Oracle CX delivers for youand your customers SMARTER SALES CONNECTED SERVICE MODERN MARKETING COMMERCE ANYWHERE Personalize Experiences Connect Interactions Drive Results Sell More Know More Grow More Understand Needs Solve Problems Delight Customers Engage Audiences Know Buyers Drive Revenue
  8. Social Everywhere MODERN MARKETING COMMERCE ANYWHERE SMARTER SALES SOCIAL ENGAGEMENT CONNECTED SERVICE BeEngaging, Be Insightful, Be Transparent
  9. Delivering a positive Customer Experience The challenge for Sales Highly competitive customer environment Providing great service is the way to stand out Difficult to access customers Leverage the entire sales team and social channels to find a way Need to make every interaction count Ready access to information makes the customer experience stronger On the Road, intermittent connectivity Going disconnected gives you an edge Require easy use and access CRM Get what you need, right now
  10. Delivering a positive Customer Experience Go Mobile
  11. Mobile - Trends Trends for mobile usage and penetration across the globe 26-fold increase in mobile usage between 2010 and 2015 There will be nearly one mobile device per capita by 2015 Two-thirds of the world’s mobile data traffic will be video by 2015
  12. Mobile Trends Socially aware, context and location driven mobile applications with media content presentation Socially aware mobile solutions crossing channel boundaries Context Aware Services – Location and Network aware Content presentation – clienteling, eDetailing and emerchandising
  13. Mobile Trends - 2013 2013 – Is about Mobile device battles and by 2015 over 80% of handsets in mature markets will be smart phones.  Google Glass Samsung Watches Everything connected
  14. CRM On demand Mobile strategy and Roadmap
  15. Ubiquitous Access Delivering CRM Functionality When and Where the User Needs it
  16. GA Connected Mobile Sales NEW Multiple device support iOS, Android, Blackberry Online access to CRM On Demand data OOTB and Custom objects Single Sign On Fully configurable mobile access
  17. GA CRM On Demand Desktop Synchronize between CRM On Demand and MS Outlook® Users can work in Outlook while keeping CRM On Demand up to date Flexible configuration enables complex business processes Synchronize by Books of Business CRM On Demand in Outlook NEW
  18. GA Browser Access Mobile browsers Chrome 4.x, Safari Desktop browsers FF, IE, Chrome Secure communication Broad support
  19. GA Disconnected Mobile Sales PLAN PREPARE Fully disconnected mobile solution Call Planning and Recording eDetailing delivers presentations, automatically capturing interaction for compliance purposes Robust Samples Management and Signature capture Configurable Native iPad App for Life Sciences REVIEW EXECUTE
  20. Disconnected Mobile Sales Designed and built in partnership for offline mobile enablement An Oracle CRM On Demand mobile solution built on a proven disconnected mobile platform iEnterprises Experienced provider of enterprise CRM mobility solutions Specializing in disconnected mobile solutions Founded 1996, Headquarters in NJ, US Metadata driven client application and mobile, J2EE based synchronization server platform Joint Oracle-iEnterprises development teams delivering continued innovation and releases since 2011
  21. CRM On Demand Disconnected Mobiles SalesConfigurable Application Platform Features Simple browser-based configuration management Read and map configuration from CRM On Demand Expose new objects and field attributes Change layouts, label strings and translations Hide unused application features Customize client-side validation logic and scripting Configure synchronization filtering rules Configure client-side application integrations Changes pushed to devices over the air as metadata
  22. Next Disconnected Mobile Sales Hosted service @ Oracle (R25) Expanded industry scenarios and processes (R26) Multiple Industries
  23. NEXT Mobility Enabling API RESTful API specifically designed for mobile Partners and customers can create new or integrated mobile solutions CRM On Demand will be able to leverage Oracle mobile assets ADF Mobile Client Adaptive Mobile Solutions
  24. CRM On demand disconnected mobile sales demonstration
  25. Solution Demo Flow 3 Presents a Product Intro 2 Plans a Sales Visit 1 Receives a new Lead 6 Plans next steps 4 Captures feedback 5 Updates the Opportunity
  26. CRM On Demand Mobile Strategy Next Multiple device support iOS, Android, Blackberry Online access to CRM On Demand data OOTB and Custom objects Single Sign On SSO for Android IP Address Restriction CMS NEW Next Fully disconnected mobile solution Call Planning and Recording eDetailing delivers presentations, automatically capturing interaction for compliance purposes Robust Samples Management and Signature capture Configurable Hosted @ Oracle (R25) Expanded industry scenarios and processes (R26) DMS Next RESTful API specifically designed for mobile Partners and customers can create new or integrated mobile solutions CRM On Demand will be able to leverage Oracle mobile assets ADF Mobile Mobile API
  27. Stay Connected With CX
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