Delivering OnetoOne Marketing with Oracle Field Sales Online Matt McCully Spectrum 6304722103 fmccul

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Delivering One-to-One Marketing with
Oracle Field Sales Online Matt
McCullySpectrum630-472-2103fmccully_at_spectrum-eb
usiness.comChuck WolterSpectrum630-368-7035cw
olter_at_spectrum-ebusiness.com
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Business Issues

• One-to-one Marketing
• CRM/SFA Project Issues

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One-to-One Marketing

• Closed Loop Sales and Marketing Process
• Effective Use of Technology
• Account Management - RYG
• Sales Potential
• Sales Analysis
• Targeting Opportunities

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CRM Project Issues

• High Failure Rates of SFA Projects
• Executive Sponsorship
• KISS and Train
• Automate the right processes
• Technology Selection

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Spectrum Connect

• Discovery
• Definition and Design
• Build and Validate
• Deployment
• Value Assessment

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Key Processes

• Account Management
• RYG
• Site Profile
• Sales Potential
• Contact Profile
• Opportunity Management

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Functional Issues

• One-to-one Marketing
• CRM/SFA Project Issues

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Functional Issues

• One-to-one Marketing
• CRM/SFA Project Issues

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Technical Issues

• Understanding OFSO Architecture
• Examine existing screens
• Develop PL/SQL packages to generate HTML
• Identify tables and update rules
• Incorporate into screens
• Incorporate menus

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Conclusion

• High Value of CRM applications
• Advantages of an integrated suite
• Oracles web architecture
• You still may need to customize
• We can help you be successful!

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Delivering One-to-One Marketing with
Oracle Field Sales Online Matt
McCullySpectrum630-368-2103fmccully_at_spectrum-eb
usiness.comChuck WolterSpectrum630-368-7035cw
olter_at_spectrum-ebusiness.com