Oracle’s Siebel CRM On Demand and Integration to EBS Pam Davis Melissa Wangberg

1. Oracle’s Siebel CRM On Demand and Integration to EBSPam DavisMelissa Wangberg

2. Growth and the Customer

3. Why it Pays to be Customer Centric Customer loyalty leaders’ growth rates vs. industry averages Industry Average Loyalty Leader 30% 30% 30% 30% 26% 25% 24% 18% 18% 20% 17% 14% 15% 13% 10% 8% 6% 5% 5% 5% 5% 3% 0% Retail Food Rental Cars Motor- cycles Luxury Autos Credit Cards Airlines Insurance Mutual Funds Source: Bain Consulting (Frederick Reichheld, “The Loyalty Effect,” Harvard Business School Press).

4. The Problem

5. The Solution Siebel CRM On Demand Pipeline Visibility and Business Trending • Performance Dashboards • Historical Trend Analysis • Prebuilt Integration • Complete customer history (quotes, orders, assets, SRs) 360 Degree Customer View Collaborative Web 2.0 Features • Sticky Notes & Message Center • Widgets & RSS Feeds • Sales Coaching and Assessment • Virtual Call Center • Email Marketing Easy to Use 5

7. <Insert Picture Here> Larry Ellison CEO “We think OnDemand is going to be increasingly important. We think the Oracle CRM OnDemand products are improving at a very, very rapid rate, and we intend to invest in them heavily.”

8. Oracle CRM On Demand – Rapid Innovation • Release 15 • Collaborative features • Widgets/RSS feeds • Release 13 • Prebuilt integration to Oracle EBS • Release 11 • Email campaigns • Forecasting multi-currency rollups • Release 9 • Branding • Lotus Notes integration • Release 7 • Call Center On Demand • Release 5 • Web Services enablement • Release 14 • Next-generation usability • Advanced customization and administration • Enterprise integration • Expanded CRM • Release 12 • Analytics enhancements • Forecast visibility • Release 10 • Custom Tabs & Tables • Multiple sales processes • Intelligent scripting • Data mgmt • Release 8 • Advanced Calendar • Group Sharing • Segmentation Wizard • Release 6 • Industry Editions • Sales Process Coach • Desktop integration • Release 4 • Outlook Email Integration • Products & Assets • Globalization • Release 2 • Attachments • Advanced Import Delivering value faster than other on demand solutions 2008 2007 • Release 3 • Offline • Outlook Sync • Partners & Competitors 2006 • Release 1 • Sales • Marketing • Service • Analytics 2005 2004 2003 8

9. Real Results Customer Results 30% increasein customer satisfaction 32% increasein new retail checking customers Doubled profitsin two years 20% increasein call-handling speed $31 million savings in call center costs 25% decreasein cost per call 65% decrease in order-processing time 14% increasein cross-sell revenue

10. Siebel CRM On Demand

11. Industry Leading Hosting Services Oracle Hosting • AFCOM and Network World – Data Center of the Year 2005 • Operations based on industry – standard frameworks and certified by SAS70 • Over 500 Enterprise customers with most rigorous requirements • Automatic upgrade and maintenance Benefits • Single vendor commitment • Operational excellence • Responsiveness • Investment in future services

12. Boost Sales Productivity and Effectiveness Features • Automatic lead qualification • Two-tier lead management • Sales process coaching • Automatic opportunity assessments • Triangulated forecasting Benefits • Increases lead quality and conversion • Close more deals, more quickly • Improves sales effectiveness Easy to replicate the success of your best salespeople

13. Improved Pipeline Visibility

14. Increased Marketing Effectiveness Segment Customers Import Prospect List Analyze Campaigns Create Targeted Campaign Assign Leads for Follow-up Execute Campaign Features • Comprehensive campaign execution and analysis features • Embedded email marketing • Create targeted, personalized campaigns Benefits • Turnkey marketing solution saves time, increases productivity • Improves marketing campaign effectiveness • Powerful analytics enables focus on highest impact campaigns

15. Customer Insight Through Analytics Features • Pre-built dashboards that analyze customer value, profitability, loyalty • Customer trend reporting • Intuitive report designer to build custom analysis Benefits • Know who your most important customers are • Proactively address vital customer issues • Strengthen loyalty through better responsiveness

16. Pre-built Industry Solutions Financial Services Referral/lead management Household/contact management Financial profiling and portfolio tracking Customer analysis Life Sciences Medical education/events management Complex relationship management Medical field sales planning and forecasting High Tech Asset management Marketing fund management Account, contact, & opportunity mgmt Quota management Automotive Dealer profiling Vehicle & dealer service management Retail and Fleet opportunity management

17. Instant Value Integration with Oracle E-Business Suite

18. Tools for Collaboration

19. The Next Generation Mobile Application • Mobile Sales Assistant Application • Simple, Intuitive, Task Focused App to Increase Sales Rep Productivity While On the Go • Lookup/Call a Contact • Jot Down Notes • Get Directions • Check Schedule • Create New Appointments • Assign Tasks & Follow-up • Check To-Do’s • Add Call Notes • Manage Opportunities Headed to Meeting After Meeting Through-out Day • Productivity & Collaboration • Directions/Routing Capabilities • Auto-Prompt Reminders for Tasks • Team and Customer Contacts Collaboration • Recent Items & Draft Bench • Supports: Blackberry

20. Email Marketing On Demand • Achieve more rapid ROI with embedded best practices • Gain real-time visibility into e-mail marketing performance • Supports the entire e-mail marketing process • Create lasting and profitable customer relationships • Achieve higher response rates, lower opt-out rates, and higher conversion rates • Synchronize e-mail efforts with other marketing communications

21. Increase Customer Satisfaction and LoyaltyCall Center On Demand Features • 360° customer view • Centralized knowledgebase • Call scripting • Real-time service optimization with analytics • Customer satisfaction surveys Benefits Easy to use service solution increases customer satisfaction and loyalty • More personalized, consistent service • First call resolution • Reduced training costs

22. Announcing Oracle CRM On DemandRelease 15 Sticky Notes & Message Center Widgets RSS feeds Action Bar enhancements Customizable dashboards Features Benefits • Drive collaboration among users • Bring the best of the Web to CRM to increase productivity • Access CRM where users want it: in the application, on portals, on the desktop • Unparalleled ease of use 22

24. CD Group, Inc. Planning Business Consulting We offer the optimal blend of business insights and technology expertise Technology Implementation • Profitability Solutions • Financial Analysis and Business Case Development • Requirements Definition and Software Selection • Change Readiness and Change Management • Process Engineering • Improved Decision Making • 16 years of experience • Expertise in 4 classes of software: • ERP, BI,CRM and E-Business • Expertise with 2 ERP systems: • JD Edwards and Oracle EBS • Expertise in technology platforms • Oracle, Microsoft, IBM • Full range of employee-based Delivery services • Customer-centric and quality- centric We understand and respect that Information Technology is an enabler and not a solution unto itself.