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Oracle CRM On Demand –  Sales and Marketing Dan Kudanovych Practice Director Bryan Hinz Vice President Peter Langdon NEC Unified Solutions
Program   Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Program   Objective ,[object Object],[object Object]
Presenters ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Who is Apex IT? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Program   Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Program   Objective ,[object Object],[object Object]
Moving Beyond Pipeline Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Many companies are ready to move from using CRM as a  Pipeline Management  tool for sales management, into a  productive and value  add Sales Force Automation tool for their sales representatives
Improve Sales Productivity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Prospect/Customer Management Crawl… Walk… Run  with Oracle CRM OnDemand Partner Management Business Planning OPPORTUNITY Break down channel silos and gain a 360-degree view of your prospects & customers  and their business needs KEY Differentiators ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Apex IT/Oracle Advantage ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Efficiency Reporting Communication
CRMOD Analytics – Oracle Business Intelligence
Program   Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Program   Objective ,[object Object],[object Object]
Integrated Prospect and Customer Management Campaign Mgt and Analysis CRM Customer Mgt and Analysis Marketing Campaigns Closure Opportunity Mgmt Lead Nurturing Lead Qualification & Conversion Customer Setup
Demonstration Scenario Customer Experience Campaign Mgt Experience Sales Process Experience Management Insight
Oracle CRM On Demand Benefits to You ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Next Generation CRM Portable CRM Disconnected CRM Productive CRM Personal CRM Social Media Integration
Program   Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Program   Objective ,[object Object],[object Object]
Program   Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Program   Objective ,[object Object],[object Object]
CRM On Demand Marketing Online / offline contact data Response processing rules Automated multi-step campaigns and business rules Landing Pages  Microsites Web Forms Web Tracking Personalization Dashboards, Reports, Ad-hoc Analysis
Prospect View – Personalized Microsite
Marketing View – Design Campaigns Easy to design and manage long-running nurture campaigns Even novice marketers can design a nurturing campaign true
Program   Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Program   Objective ,[object Object],[object Object]
Using a CRM to Build Customer Relationships COMPANY OVERVIEW INSEAD, “the Business School for the World” With campuses in Europe (France), Asia (Singapore) and Abu Dhabi, and a research centre in Israel, INSEAD’s business education and research spans three continents. With 145 renowned Faculty members from 36 countries, INSEAD leads more than 1,000 degree participants in our MBA, Executive MBA and PhD programs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Standardizing and Simplifying CRM COMPANY OVERVIEW NEC Unified Solutions helps companies unify their business communications through innovative software, applications, development tools and services.  NEC Corporation was founded in 1899, has annual sales of approximately $40 billion, and currently employs over 150,000 people worldwide. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],“ I’ve become a big fan of Oracle and my personal opinion is that customers would be making a smart move to migrate to {Oracle CRM On Demand} single tenant.” - Peter Langdon, Director Sales Operations -
Dan Kudanovych o. (920) 499-2472  c. (612) 281-4264 [email_address]

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Apex IT Presents Oracle CRM On Demand Sales and Marketing

  • 1. Oracle CRM On Demand – Sales and Marketing Dan Kudanovych Practice Director Bryan Hinz Vice President Peter Langdon NEC Unified Solutions
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10. CRMOD Analytics – Oracle Business Intelligence
  • 11.
  • 12. Integrated Prospect and Customer Management Campaign Mgt and Analysis CRM Customer Mgt and Analysis Marketing Campaigns Closure Opportunity Mgmt Lead Nurturing Lead Qualification & Conversion Customer Setup
  • 13. Demonstration Scenario Customer Experience Campaign Mgt Experience Sales Process Experience Management Insight
  • 14.
  • 15. Next Generation CRM Portable CRM Disconnected CRM Productive CRM Personal CRM Social Media Integration
  • 16.
  • 17.
  • 18. CRM On Demand Marketing Online / offline contact data Response processing rules Automated multi-step campaigns and business rules Landing Pages Microsites Web Forms Web Tracking Personalization Dashboards, Reports, Ad-hoc Analysis
  • 19. Prospect View – Personalized Microsite
  • 20. Marketing View – Design Campaigns Easy to design and manage long-running nurture campaigns Even novice marketers can design a nurturing campaign true
  • 21.
  • 22.
  • 23.
  • 24. Dan Kudanovych o. (920) 499-2472 c. (612) 281-4264 [email_address]

Editor's Notes

  1. Businesses need to not only generate awareness, but also be able to demonstrate that you have exactly what they are looking for and that you are the right choice. And it’s not just about generating interest, but it’s about getting the right product to the right customer. You need to find out more about your prospect’s interests and let them know how you match what they are looking for Retention: How do you identify Red Flags and resolving issues to maintain satisfaction Example: At Risk—customer who has missed a payment or they haven’t bought in a while. CRM system will help to Email communication/ surveys Improve Communication—its all about the relationships you make throughout the customer life cycle Integration-- Reporting
  2. Businesses need to not only generate awareness, but also be able to demonstrate that you have exactly what they are looking for and that you are the right choice. And it’s not just about generating interest, but it’s about getting the right product to the right customer. You need to find out more about your prospect’s interests and let them know how you match what they are looking for Retention: How do you identify Red Flags and resolving issues to maintain satisfaction Example: At Risk—customer who has missed a payment or they haven’t bought in a while. CRM system will help to Email communication/ surveys Improve Communication—its all about the relationships you make throughout the customer life cycle Integration-- Reporting
  3. The Oracle/Apex IT advantage Proven CRM Expertise 1) 12 years market leader 2) 4.6 million users 3) 2 billion in R&D for CRM Comprehensive and innovative Sales, Marketing and Service components to help maximize effectiveness for Sales/Retention/market effectiveness. Built on how you maximize and build on the relationships throughout all facets of the sales cycle. The key is the information that you can get out of a CRM system. Embedded Analytics OBIEE helps you to provide insight into your customers to help make better decisions Data-warehouse—built in to help analyze complex data information Best in class—We control and can manage all changes in hardware/ database for top performance so you don’t have too. There is no need to acquire hardware.. Integration: we enable you 360 degree view of your customers and their relationships to you. Web Services and API’s to enable flexibility The most progressive companies understand that the perception customers have of their products extend far beyond those products themselves. For example, the way your sales teams gain an understanding of, communicate with, build relationships with, sell to, and provide service for customers all contribute to how a customer defines your company’s products and brand. And with the combination of today’s challenging selling environment and the increased commoditization of products and services, both customers and the competition are driving companies to become more customer-centric. The bad news: most companies lack the necessary customer information enabling them to gain a better understanding of how to service their customers more effectively. The good news: making measurable progress in this area increases the barriers to competitive entry and makes it easier for your sales teams to succeed.
  4. As part of Release 18, we are introducing a new solution called Marketing On Demand. This is a culmination of an acquisition that we announced a couple of months ago of Market2Lead, who is a leading Software-as-a-Service marketing automation. Market2Lead’s entire technology suite is now fully integrated into Oracle CRM On Demand. CRM On Demand R18 now offers a complete, integrated set of capabilities across the revenue funnel from early stage prospecting through lead management to closed revenue. If you look at the CRM market, the other CRM players have only delivered functionality for the right hand side of the funnel and have to rely on third party solutions to fulfill the left hand side of the funnel. At Oracle we don’t think this separation makes sense, since companies view this as a single revenue funnel that they need to optimize. And a holistic, well integrated solution is the best way to deliver that.
  5. Saw ease of use, personalization, role-based analytics in demo Industry leading BI / DW for free – this is generally what we are really trying to get Flex to your processes / external systems as they Deployment options / additional flexibility and security (SFA vs. customer facing site / order processing) Risk mitigation – leader in the space had significant outage to start they year > can’t speculate exactly why, but know that they don’t own the full technology stack – Oracle does (analogy of working with dealer vs. manufacturing)
  6. Introducing web 2.0 apps into the enterprise...all about collaboration and user adoption WOE 2.0
  7. OK, so what is the CRM On Demand Marketing offering. With R18, we deliver significant enhancements in 5 areas of our suite. 1. We start with a robust data integration framework to capture information about customers and prospects into a common profile to build a clean, trusted view of customer data 2. Next, we deliver a robust module for response management. Response management includes features to build personalized landing pages, microsites and web forms, with lots of features to ensure we capture valid, clean data and we ask the most valuable questions from prospects. Response management also includes robust tools to rapidly process incoming responses across channels with data quality, verification, enhancement. Scoring, and assignment. 3. In the Lead Management area, we added automated lead scoring, enhanced lead routing. With automated lead nurturing marketing and sales can work together to ensure every prospect is assigned to one or more nurturing programs 4. In the Campaign Automation area, we introduce a full multi-channel, multi-stage campaign management tool, to enable targeted 1:1 marketing and lights-out campaigns. Finally, we are extending our built in CRM analytics, including our built-in multi-dimensional warehouse, with enhanced analytics for the marketing organization and integrated analytics across the revenue funnel.