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Oracle CRM On Demand JD Edwards Enterprise One

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Title: Oracle CRM On Demand JD Edwards Enterprise One


1
Oracle CRM On Demand JD Edwards Enterprise One
  • September 2009

2
Market Research Growth in On Demand Solutions
  • CRM On Demand market was 1.7B in 2008 and will
    grow to 3.8B by 2013, a 17.7 compound annual
    growth rate
  • - Datamonitor Spring 2009
  • 74 of enterprises interviewed were favorably
    disposed towards SaaS solutions, spending 19 of
    their application software budgets on hosted,
    subscription-based solutions.
  • - McKinsey Co Spring 2009
  • By 2011 fully 25 of new business software will
    be delivered as a service
  • - CFO Magazine 2009
  • 3 out of 10 companies use SaaS for one
    application or more. An additional 11 will
    implement within a year and 23 have SaaS under
    current consideration.
  • - Information Week April 2007
  • SaaS accounted for 5-6 of the enterprise
    software market in 2007 and will exceed 20 by
    2011.
  • - Gartner Spring 2008
  • www.tmcnet.com www.crmlandmark.com
    www.crmsoftware360.com

3
Market Research Why CRM On Demand
  • Enterprises are adopting On Demand solutions due
    to speed of implementation, lower up front costs,
    and improved utilization of IT resources
  • - Kelton Research October 2007
  • SaaS market will grow 22 in 2009 to 8B due to
    rapid deployment, less up-front capital, and
    decreased reliance on implementation resources.
  • - Gartner May 2009
  • 73 of large companies have adopted or plan to
    adopt SaaS solutions in the next 18 months due to
    faster implementations, easier maintenance, and
    better pricing.
  • - CIO Magazine June 2008
  • the cost savings benefits of software delivered
    on demand have resonated with the marketplace and
    customers are now looking at on demand solutions
    to help increase employee productivity and
    efficiency within their organizations.
  • - IDC Report U.S. Software On Demand Delivery
    Model 2005 2009 Forecast
  • the top 3 initiatives of over 1000 companies
    interviewed were CRM Sales Process Integration,
    Sales Management Analytics, and implementation of
    Lead Generation Solutions
  • - CSO Insights report 2007 Sales Performance
    Optimization Survey
  • www.tmcnet.com www.crmlandmark.com
    www.crmsoftware360.com

4
Why it Pays to be Customer Centric
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).
5
The Challenges Were Hearing
How do we get a better grip on our sales
pipeline of current, new, and upcoming
opportunities to improve forecasting and business
planning?
Top-Line Growth
Is it possible to quickly implement, train our
organization, and maintain a solution with a
limited IT staff and even more limited IT budget?
IT Productivity
6
CRM Solution That Meets the Challenges
Complete
Easy to Own
Industry Focused
  • Integrated modules all available On Demand
  • Scales with your business over time
  • Modular deployment
  • Rapid/low cost business process changes without
    customization
  • Solutions that are easy to buy, implement and
    maintain
  • Rapid implementation tools
  • Reduced software customization
  • Adapts to change
  • Sales Force Automation
  • Integrated Direct Marketing Campaigns
  • Service Request Tracking
  • Call Center On Demand
  • Integrated analytics

7
Oracle CRM On Demand Features
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
8
Leading Companies Worldwide Use Oracle CRMOD
9
ltInsert Picture Heregt
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.
10
Oracle CRMOD Release History
Delivering value faster than other on demand
solutions
Q3-08
  • Release 3
  • Offline
  • Outlook Sync
  • Partners Competitors
  • Release 16
  • PRM
  • Unlimited Objects
  • Record Preview

11
What Customers are Achieving
  • In some areas we were still using a pieces of
    paper and a pencil. By using CRM On Demands
    analytics we have gained a complete view of our
    sales teams, customer information and service
    requests.
  • Oracle CRM On Demand is comprehensive and
    offers us the benefits of rapid deployment,
    flexibility, and lower upfront costs.
  • With Oracles CRM On Demand, we have the
    tools and flexibility we need to achieve our
    companys commitment to providing responsive and
    flexible administrative services.



12
Oracle CRM On Demand
13
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

14
Boosts Sales and Productivity
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
15
Improved Pipeline Visibility
16
Increased Marketing Effectiveness
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

17
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

18
Oracle CRM On Demand Integration
  • Pre-built Integration
  • Microsoft Outlook
  • Microsoft Office
  • Lotus Notes
  • CRMOD Integration Tools
  • Integration Events
  • Web Links
  • Web Applets and Tabs
  • Web Services
  • Oracle Fusion PIP Integration
  • Oracle EBS
  • J. D. Edwards E1
  • Seibel On Premise

19
Announcing Oracle CRM On Demand - Release 16
Features
Benefits
  • Partner Relationship Management
  • Unlimited custom objects
  • Record preview
  • Enhanced search capabilities
  • Flexible fiscal calendar
  • Unit-based forecasting
  • Enhanced analytics
  • Related list customization and
  • inline edit
  • Management, Life Sciences
  • and Insurance Editions
  • Additional language support
  • Enhanced Call Center integration
  • Improve customer and partner loyalty, retention
    and profitability
  • Reduce customer service
  • Costs
  • Increase competitive intelligence, channel
    optimization and global competitiveness
  • Maximize productivity, satisfaction, and user
    adoption (ROI)
  • Optimize sales planning and
  • execution

20
Enhanced Analytics
  • Features
  • Multi-currency dashboard
  • New real-time and historical subject areas
  • Opportunity and Partner
  • Opportunity and Competitor
  • Account and Partner
  • Account and Competitor
  • Account and Related Account
  • Analytics for user quotas
  • Enables
  • Competitive insight
  • Channel performance insight
  • Streamlined communications between regions
  • Improved sales performance management

Improved competitive intelligence, channel
optimization
21
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-Dos
  • Add Call Notes
  • Manage Opportunities

Headed to Meeting
After Meeting
Through-out Day
Supports Blackberry and iPhone
  • Productivity Collaboration
  • Directions/Routing Capabilities
  • Auto-Prompt Reminders for Tasks
  • Team and Customer Contacts Collaboration
  • Recent Items Draft Bench
  • Forecasting

22
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

23
Contact On Demand
  • Features
  • Screen pop on caller entered digits
  • Customizable wrap-up window
  • Embedded email usability enhancements
  • Communication page usability
  • Firefox 2.0 browser support
  • Enables
  • Improved support for business requirements
  • Increased user productivity and reduced call
    times
  • Enhanced customer experience

Increased customer loyalty, reduced cost per call
24
Oracle CRMOD Integration Pack for JDE
  • Complete Lead to Quote Order business process
    enabling full 360 degree view of the customer
  • Data integration of Accounts, Contacts, Products
  • Real-time synchronization for Products and
    Accounts
  • User interface integration into quotes and orders

25
E1 Lead to Order PIP
Oracle CRM On Demand
Application Integration Architecture
JD Edwards EnterpriseOne
Services
Customers
Order
Product
Contacts
Integration Points
  • Initial Load (Populate CRMOD)
  • Create Customer(bi-directional sync)
  • Update Customer(bi-directional sync)
  • Initial Load (Populate CRMOD)
  • Create E1 Quote
  • Create E1 Order
  • Initial Load (Populate CRMOD)
  • Create Product (E1, publish to CRMOD)
  • Update Product (E1, publish to CRMOD)
  • Customer
  • Contact
  • Product
  • Quote
  • Order

26
Direction of Initial Loads
JD Edwards EnterpriseOne
Oracle CRM On Demand
  • Initial loads from JDE
  • Customers
  • Products
  • Contacts
  • Populates CRMOD
  • Customers
  • Products
  • Contacts

Services
Customers
Order
Product
Contacts
Integration Points
  • Initial Load (Populate CRMOD)
  • Initial Load (Populate CRMOD)
  • Create Customer(bi-directional sync)
  • Update Customer(bi-directional sync)
  • Create E1 Quote
  • Create E1 Order
  • Initial Load (Populate CRMOD)
  • Create Product (E1, publish to CRMOD)
  • Update Product (E1, publish to CRMOD)
  • Customer
  • Contact
  • Product
  • Quote
  • Order

27
Direction of Sync - Customers
Oracle CRM On Demand
JD Edwards EnterpriseOne
  • Create, Update Delete
  • Customers
  • Create, Update Delete
  • Customers

Services
Customers
Order
Product
Contacts
Integration Points
  • Initial Load (Populate CRMOD)
  • Create Customer(bi-directional sync)
  • Update Customer(bi-directional sync)
  • Initial Load (Populate CRMOD)
  • Create E1 Quote
  • Create E1 Order
  • Initial Load (Populate CRMOD)
  • Create Product (E1, publish to CRMOD)
  • Update Product (E1, publish to CRMOD)
  • Customer
  • Contact
  • Product
  • Quote
  • Order

28
Direction of Sync - Products
Oracle CRM On Demand
JD Edwards EnterpriseOne
  • Create, Update Delete
  • Products
  • Syncs with CRMOD
  • Products

Services
Objects
Customers
Order
Product
Contacts
Integration Points
  • Initial Load (Populate CRMOD)
  • Initial Load (Populate CRMOD)
  • Create Customer(bi-directional sync)
  • Update Customer(bi-directional sync)
  • Create E1 Quote
  • Create E1 Order
  • Initial Load (Populate CRMOD)
  • Create Product (E1, publish to CRMOD)
  • Update Product (E1, publish to CRMOD)
  • Customer
  • Contact
  • Product
  • Quote
  • Order

29
Direction of Opportunities to Quotes and Orders
Oracle CRM On Demand
JD Edwards EnterpriseOne
  • Within CRMOD
  • Leads convert to Opportunities
  • View JDE E1 Quotes and Sales Orders via web
    link
  • CRMOD Opportunity generates in JDE
  • Sales Quotes
  • Sales Orders

Services
Customers
Order
Product
Contacts
Integration Points
  • Initial Load (Populate CRMOD)
  • Initial Load (Populate CRMOD)
  • Create Customer(bi-directional sync)
  • Update Customer(bi-directional sync)
  • Create E1 Quote
  • Create E1 Order
  • Initial Load (Populate CRMOD)
  • Create Product (E1, publish to CRMOD)
  • Update Product (E1, publish to CRMOD)
  • Customer
  • Contact
  • Product
  • Quote
  • Order

30
Integration Pack for JDE E1 Lead To Order Process
Lead
Lead
Products
Opportunity
Opportunity
Forecasting and Analytics
Account and Contact Management
Marketing
Forecasting and Analytics
Account and Contact Management
Marketing
Quote
Quote
Quotes
Sale
Sale
Sales Order
Customers
Siebel CRM On Demand
JD Edwards EnterpriseOne
Both

31
CD Group Inc.
  • History
  • Founded 1992
  • HQ in Atlanta, Georgia
  • 135 Full-time employees
  • 400 enterprise implementations
  • 600 Customers
  • 150 Business Intelligence customers
  • Leading Enterprise Application reseller since
    1996
  • Top Oracle application reseller since
    establishment of our Oracle relationship in 2005
  • Oracle Certified Advantage Partner
  • Resell full compliment of Oracle solutions
  • Oracle E-Business Suite
  • JD Edwards EnterpriseOne and World
  • Oracle CRM On Demand
  • Oracle Business Intelligence w/ Accelerate
    offering

32
Contact Information
  • Mark Wittkopp
  • Regional Sales Manager
  • CD Group
  • Mobile (724)467-2177
  • Office  (724) 746-4869
  • mwittkopp_at_cdgroup.com

Mike Hoskin Director CD Group 678-428-6414 mhoskin
_at_cdgroup.com
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