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Gold Partner Program
Direct Program for Enterprise Customers
and Implementation Partners
Overview
     • The InvisibleCRM Gold Partner program provides enterprise
       customers and integration partners with tools, services, and
       training required for rapid and successful CRM Desktop
       implementations and maintenance of any complexity
     • By becoming a Gold Partner, your company will rapidly gain
       the skills and tools needed to implement CRM Desktop to
       meet your business needs and enhance them in the future
     • These skills and tools enable your company to accurately
       estimate and execute with precision and success
     • Starter Kits for common Siebel Industry Applications are
       included at no additional cost - such as Call
       Reports, Services Requests, Field Service etc.


Oracle’s Siebel CRM Desktop                              www.InvisibleCRM.com
CRM Desktop Configuration
    • InvisibleCRM products for Outlook and Lotus Notes are
      highly configurable
    • There are over 75 configuration types which can be
      performed across multiple categories (forms, toolbars
      and menus, validation rules, data security, data
      filtering, complex logic & enterprise configurations)
    • The ability to configure CRM Desktop quickly and
      effectively requires specialized tools and skill sets
    • Exclusive resources and training offered though the Gold
      Partner program significantly accelerate productivity and
      time to value


Oracle’s Siebel CRM Desktop                        www.InvisibleCRM.com
Web Mash-up Controls




Oracle’s Siebel CRM Desktop                  www.InvisibleCRM.com
Dynamic Forms and Branding




Oracle’s Siebel CRM Desktop                www.InvisibleCRM.com
Native Outlook Forms + Sub Forms
 Custom controls on a native form




                                    Seamless Melding of Social Connector into CRM


Oracle’s Siebel CRM Desktop                                                         www.InvisibleCRM.com
Program Value

     • Streamlined implementations save time, adding
       value and reducing money
     • Leverage InvisibleCRM experience, insight, and
       expertise ensuring strong planning, deep expertise
       and highly maintainable results
     • Save time and money with exclusive Acceleration
       Kits for Service Requests, Call Reports, Field
       Service and other Siebel modules.
     • Exclusive knowledge transfer and technical
       mentoring for your IT team

Oracle’s Siebel CRM Desktop                     www.InvisibleCRM.com
What you receive
     • Advanced developers guide and library or reusable sample
       code for configuration of CRM Desktop
     • Volume Database analysis tools and techniques
     • Package signing tool significantly streamlines development
       process with a significant time savings
     • Unlimited use of 1 Accelerator Package of your choice from
       our Solution Library for rapid implementation of complex
       configurations such as Field Service, Call Reports and Service
       Request is included in the GP program. (Kits are sold
       individually for $25K per kit outside the GP)
     • CRM Desktop user help source files in Adobe RoboHelp
     • Editable HTML version of CRM Desktop help
     • Direct access to InvisibleCRM internal ticket-tracking system
Oracle’s Siebel CRM Desktop                             www.InvisibleCRM.com
Your
  Personalized
   Company
     Portal




Bridging the gap between the Cloud and the Desktop   www.InivisibleCRM.com
Direct-to-Expert Access and
                      Personalized Project Tracking
    • Ability to collaborate directly with InvisibleCRM Professional
      Services team and track results / status
    • Full developer level services including custom code review
      and recommendations
    • Guaranteed response on each ticket created in a timely
      fashion and from the right specialist for each ticket you
      create
    • Get instant e-mail notifications on ticket updates
    • Real-time ticket status tracking and complete history of
      activity and solutions across your entire team.
    • Up to 20 direct participant logins for your company


Oracle’s Siebel CRM Desktop                             www.InvisibleCRM.com
Additional Program Benefits
     • Subcontracting of developers at substantially discounted
       rates for large projects
     • A requirements gathering & scoping process that reduces
       development time and provides the means to accurately
       estimate a project
     • A record volume assessment tool required to configure
       filtering correctly and ensure good user performance
     • Priority development support access to highly experienced
       experts through reserved blocks of hours
     • 10 hours of professional services consultation included to
       help get you started


Oracle’s Siebel CRM Desktop                            www.InvisibleCRM.com
InvisibleStudio IDE
                      Released January 2012
     • Gold Partners receive a Visual Studio/Eclipse style
       authoring tool for configuring CRM Desktop and editing
       forms at a discounted rate. This tool is sold for $25K
       independent of the Gold Partner program. Gold
       Partners can purchase InvisibleStudio for $15 for
       unlimited developers within your company.
     • Ongoing updates to our online Advanced Developers
       Guides, How-to whitepapers, Tips and Tricks and in
       depth code samples for CRM Desktop included for on
       year
     • Additional starter packs for objects such as
       Quotes, etc…
Oracle’s Siebel CRM Desktop                        www.InvisibleCRM.com
Bridging the gap between the Cloud and the Desktop   www.InivisibleCRM.com
Bridging the gap between the Cloud and the Desktop   www.InivisibleCRM.com
Bridging the gap between the Cloud and the Desktop   www.InivisibleCRM.com
Bridging the gap between the Cloud and the Desktop   www.InivisibleCRM.com
Fusion ∙ Siebel ∙ CRM On Demand



             Andrei Petrik                      Dwight DePalmer
             Director, Products & Services      President
             Phone: (415) 839-9703              Executive Sponsor - Oracle
             Andrei.Petrik@InvisibleCRM.com     Phone: (623) 444-2430
                                                Mobile: (623) 237-0538
                                                Dwight.DePalmer@InvisibleCRM.com

Oracle’s Siebel CRM Desktop                                            www.InvisibleCRM.com

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InvisibleCRM Gold Partner Program

  • 1. Gold Partner Program Direct Program for Enterprise Customers and Implementation Partners
  • 2. Overview • The InvisibleCRM Gold Partner program provides enterprise customers and integration partners with tools, services, and training required for rapid and successful CRM Desktop implementations and maintenance of any complexity • By becoming a Gold Partner, your company will rapidly gain the skills and tools needed to implement CRM Desktop to meet your business needs and enhance them in the future • These skills and tools enable your company to accurately estimate and execute with precision and success • Starter Kits for common Siebel Industry Applications are included at no additional cost - such as Call Reports, Services Requests, Field Service etc. Oracle’s Siebel CRM Desktop www.InvisibleCRM.com
  • 3. CRM Desktop Configuration • InvisibleCRM products for Outlook and Lotus Notes are highly configurable • There are over 75 configuration types which can be performed across multiple categories (forms, toolbars and menus, validation rules, data security, data filtering, complex logic & enterprise configurations) • The ability to configure CRM Desktop quickly and effectively requires specialized tools and skill sets • Exclusive resources and training offered though the Gold Partner program significantly accelerate productivity and time to value Oracle’s Siebel CRM Desktop www.InvisibleCRM.com
  • 4. Web Mash-up Controls Oracle’s Siebel CRM Desktop www.InvisibleCRM.com
  • 5. Dynamic Forms and Branding Oracle’s Siebel CRM Desktop www.InvisibleCRM.com
  • 6. Native Outlook Forms + Sub Forms Custom controls on a native form Seamless Melding of Social Connector into CRM Oracle’s Siebel CRM Desktop www.InvisibleCRM.com
  • 7. Program Value • Streamlined implementations save time, adding value and reducing money • Leverage InvisibleCRM experience, insight, and expertise ensuring strong planning, deep expertise and highly maintainable results • Save time and money with exclusive Acceleration Kits for Service Requests, Call Reports, Field Service and other Siebel modules. • Exclusive knowledge transfer and technical mentoring for your IT team Oracle’s Siebel CRM Desktop www.InvisibleCRM.com
  • 8. What you receive • Advanced developers guide and library or reusable sample code for configuration of CRM Desktop • Volume Database analysis tools and techniques • Package signing tool significantly streamlines development process with a significant time savings • Unlimited use of 1 Accelerator Package of your choice from our Solution Library for rapid implementation of complex configurations such as Field Service, Call Reports and Service Request is included in the GP program. (Kits are sold individually for $25K per kit outside the GP) • CRM Desktop user help source files in Adobe RoboHelp • Editable HTML version of CRM Desktop help • Direct access to InvisibleCRM internal ticket-tracking system Oracle’s Siebel CRM Desktop www.InvisibleCRM.com
  • 9. Your Personalized Company Portal Bridging the gap between the Cloud and the Desktop www.InivisibleCRM.com
  • 10. Direct-to-Expert Access and Personalized Project Tracking • Ability to collaborate directly with InvisibleCRM Professional Services team and track results / status • Full developer level services including custom code review and recommendations • Guaranteed response on each ticket created in a timely fashion and from the right specialist for each ticket you create • Get instant e-mail notifications on ticket updates • Real-time ticket status tracking and complete history of activity and solutions across your entire team. • Up to 20 direct participant logins for your company Oracle’s Siebel CRM Desktop www.InvisibleCRM.com
  • 11. Additional Program Benefits • Subcontracting of developers at substantially discounted rates for large projects • A requirements gathering & scoping process that reduces development time and provides the means to accurately estimate a project • A record volume assessment tool required to configure filtering correctly and ensure good user performance • Priority development support access to highly experienced experts through reserved blocks of hours • 10 hours of professional services consultation included to help get you started Oracle’s Siebel CRM Desktop www.InvisibleCRM.com
  • 12. InvisibleStudio IDE Released January 2012 • Gold Partners receive a Visual Studio/Eclipse style authoring tool for configuring CRM Desktop and editing forms at a discounted rate. This tool is sold for $25K independent of the Gold Partner program. Gold Partners can purchase InvisibleStudio for $15 for unlimited developers within your company. • Ongoing updates to our online Advanced Developers Guides, How-to whitepapers, Tips and Tricks and in depth code samples for CRM Desktop included for on year • Additional starter packs for objects such as Quotes, etc… Oracle’s Siebel CRM Desktop www.InvisibleCRM.com
  • 13. Bridging the gap between the Cloud and the Desktop www.InivisibleCRM.com
  • 14. Bridging the gap between the Cloud and the Desktop www.InivisibleCRM.com
  • 15. Bridging the gap between the Cloud and the Desktop www.InivisibleCRM.com
  • 16. Bridging the gap between the Cloud and the Desktop www.InivisibleCRM.com
  • 17. Fusion ∙ Siebel ∙ CRM On Demand Andrei Petrik Dwight DePalmer Director, Products & Services President Phone: (415) 839-9703 Executive Sponsor - Oracle Andrei.Petrik@InvisibleCRM.com Phone: (623) 444-2430 Mobile: (623) 237-0538 Dwight.DePalmer@InvisibleCRM.com Oracle’s Siebel CRM Desktop www.InvisibleCRM.com