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CON7196: Oceaneering: Migrating from Oracle CRM On Demand to Oracle Sales Cloud

CON7196: Oceaneering: Migrating from Oracle CRM On Demand to Oracle Sales Cloud. Alistair Pereria, Oceaneering Krishna Mulukutla, Oracle October 2nd, 2014. Program Agenda. 1. Modern Selling Oracle Sales Cloud Release 9 Industry Solution Highlights Oceaneering Navigating Oracle OpenWorld.

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CON7196: Oceaneering: Migrating from Oracle CRM On Demand to Oracle Sales Cloud

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  1. CON7196: Oceaneering: Migrating from Oracle CRM On Demand to Oracle Sales Cloud Alistair Pereria, Oceaneering Krishna Mulukutla, Oracle October 2nd, 2014 Oracle Confidential – Internal/Restricted/Highly Restricted

  2. Oracle Confidential – Internal/Restricted/Highly Restricted

  3. Program Agenda 1 Modern Selling Oracle Sales Cloud Release 9 Industry Solution Highlights Oceaneering Navigating Oracle OpenWorld 2 3 4 5 6 Oracle Confidential – Internal/Restricted/Highly Restricted

  4. Modern Selling Oracle Confidential – Internal/Restricted/Highly Restricted

  5. Modern Sales in the Cloud Sell More, Know More, Grow More Mobile & Productive Insight Driven 2 3 Complete mobility drives sales results Powerful analytics optimize sales performance 1 Collaborative Fast & Easy Easy to deploy, easy to use, easy to adapt Integrated communication, coaching and team selling drive productivity Effective & Revenue Generating 4 5 Modern selling tools to drive performance Oracle Confidential – Internal/Restricted/Highly Restricted

  6. The Complete Solution Oracle Social Cloud Oracle Marketing Cloud Oracle Commerce Cloud Oracle CPQ Cloud Oracle Sales Cloud Oracle Service Cloud In-Store Contact Center Field Service Social Mobile Direct Sales Web Channel Integrated Customer Experience Foundation Globalizations and Statutory Localizations Integrated Customer Experience Foundation Social Network Mobile Analytic KPIs & Dashboards Predictive Analytics Integrations Oracle Confidential – Internal/Restricted/Highly Restricted

  7. Oracle Sales Cloud Oracle Confidential – Internal/Restricted/Highly Restricted

  8. Oracle Sales Cloud Overview Partner Relationship Management Mobile Social Sales Automation Sales Performance Management Extensibility and Platform-as-a-Service Customer Data Management Analytics

  9. Key Areas of Focus • Usability: No-Training UE, Simple, Faster Ramp Up for Sales Reps • Mobility: Anytime, Anywhere, Disconnected capability • Extensibility: Configure for SaaS, Customize with PaaS • Analytics: Embedded, Real-Time, Predictive • Functionality: Sales Automation, Sales Performance, Partner Relationship Management • Social: Integrated, Collaborative, Pervasive, Document sharing • Integrations: Prebuilt Integrations with CX Suite, Siebel, and ERP • Industry Solutions: Communications, Financial Services, Consumer Goods, High Tech & Industrial Manufacturing

  10. CUSTOMER EXPERIENCE DEMO Customer 360 Oracle Confidential – Internal/Restricted/Highly Restricted

  11. Improved Mobile Applications Smartphones and Tablets - Anywhere, Anytime • Task-driven smartphone app: Call Report • Attachment support for smartphones • Inline social conversations • Mobilytics app for sales executives on iPad Oracle Confidential – Internal/Restricted/Highly Restricted 12

  12. Simplified Sales AutomationT’S NEW WITH ORACLE SALES CLOUD RELEASE 9? Lead-to-Opportunity-to-Quote with Embedded Analytics • 150+ new simplified pages: • Global search and list management • Activity management and team calendar • Opportunity sales coach and assessment • Price book configurations • Quote Management • Product recommendations • Complete Lead-to-Opportunity-to-Quote process on your tablet and laptop • Embedded analytics provides insight into core sales force automation metrics Oracle Confidential – Internal/Restricted/Highly Restricted 13

  13. Optimized Sales Performance Streamline your Sales Plan and Operations • Empower sales managers to set targets and measure revenue and sales activities for their sales reps • Expedite rollout of territory changes with automated transfer of territory geographies between environments • Enable sales managers to edit quotas offline with quota import/export • Accelerate compensation plan review, approval, and acceptance with customizable plan document and approval workflow • Improved support for multi-currency calculations with currency conversion rate import Oracle Confidential – Internal/Restricted/Highly Restricted 14

  14. Streamlined Channel Sales Execution Reduce Response Time to Partners • Partner 360 Overview pages for channel account managers • Automate lead distribution to partners using territory or rule-based assignment • Self-Service Partner Portal is intuitive and easy-to-use • Lead Management • Opportunity Management and support requests • View quotes and proposal provided by channel managers Oracle Confidential – Internal/Restricted/Highly Restricted 15

  15. Embedded Analytics Real-time Analytics to Manage your Business • View 8 prebuilt real-time dashboards for executives to track performance • Over 130 sales metrics, more than 20 sales dimensions and 50+ prebuilt reports are available to use from any device • Empower sales managers to measure and track sales activities by sales representatives, customers and opportunities. • Create custom trending reports up to 15 months to capture forecast and pipeline changes. • One-click access to all your reports in one place; share analytics insights with team members. Oracle Confidential – Internal/Restricted/Highly Restricted 16

  16. Customer Data Management Embedded Data Quality and Data Enrichment • Fuzzy Account and Contact matching using Oracle Enterprise Data Quality (EDQ) to detect duplicate records • Matching rules supports standard and custom attributes • Enrich Customer 360 data using Oracle Data Cloud Service • Complete Dun and Bradstreet data available for real-time enrichment • 50+ social handles including LinkedIn, Twitter, Pintrest, SlideShare, etc Oracle Confidential – Internal/Restricted/Highly Restricted 17

  17. Extensibility: Configure, Customize, and Integrate Tailor User Experience • Top level custom objects support for simplified pages • Field Grouping for simplified pages layout • M:M data relationships • Multiple child objects support for custom subject area • Tailor with Icons and Themes • Dynamic page layout for Smartphone • Create workflow approval process for child objects and enhanced email notifications Oracle Confidential – Internal/Restricted/Highly Restricted 18

  18. Oracle Cloud Marketplace • Find out what is available today as value-added solutions • Oracle Cloud Marketplace URL • Gmail ISV partners: • App by PathInfotech Pvt. Ltd. • App by CompanionLink Software, Inc. Oracle Confidential – Internal/Restricted/Highly Restricted 19

  19. Oracle Sales Cloud Industry SolutionsHighlights Oracle Confidential – Internal/Restricted/Highly Restricted

  20. Tailored for Industries Prebuilt Reference Architectures Accelerate Adoption & Time to Value A Blueprint with Best Practices for Industries • Communications • High Tech & Industrial Manufacturing • Consumer Goods – Retail Execution • Financial Services – Retail Banking Oracle Confidential – Internal/Restricted/Highly Restricted

  21. Customer Experience Oracle Confidential – Internal/Restricted/Highly Restricted

  22. Company Overview Continue Organization Growth • Oceaneering International, Inc. provides engineered services and products primarily to the offshore oil and gas industry, with a focus on deep-water applications. • Rely on CRM solution to support exponential growth objectives across multiple business units within 4 business segments. • 12,200 Employees globally • HQ: Houston, TX, USA. • Industry: Oil & Gas Oracle Confidential – Internal/Restricted/Highly Restricted

  23. Company Overview Continue Organization Growth Oracle Confidential – Internal/Restricted/Highly Restricted

  24. Challenges Continue Organization Growth • Optimize Lead to Quote to Order to Cash process. • Create pipeline visibility across products/services and business units to enable central management and optimization of cross- and up-sell opportunities. • Operate as one company across all regions and business units. • Analyze Total Available Market. • Analyze growth and sales activities to increase market share of existing products and identify opportunities to introduce new products or services. Oracle Confidential – Internal/Restricted/Highly Restricted

  25. Benefits Continue Organization Growth • Consolidated single source of truth for prospects and opportunities. • Align sales /operations teams around customers needs resulting in improved customer satisfaction. • Enterprise analytics to adjust strategies according to growth objectives. • Engage users with an easy and common UI across mobile and desktop platforms. • Full featured mobile offering including support for execs to approve bid/tenders. Oracle Confidential – Internal/Restricted/Highly Restricted

  26. Anticipated Results Continue Organization Growth • Provide concise view on our total available market by region, business unit, and products/services. • Improve forecast accuracy and roll-up aggregated sales pipeline. • Improve executive visibility across the organization to make the right decision at the right time. • Increase user productivity via Simplified UI, on smart-phone, tablet and desktop platforms. • Improved focus on Key Account. Oracle Confidential – Internal/Restricted/Highly Restricted

  27. Why Oracle Sales Cloud? Continue Organization Growth • Analytics • Mobility • Scalability • Usability Oracle Confidential – Internal/Restricted/Highly Restricted

  28. How Critical is Oracle Sales Cloud OBIEE Industry Data Continue Organization Growth Oracle Sales Cloud PeopleSoft • Total Available Market • Customer Master • Product Master • Sales Order History • Account Management • Contact Management • Opportunity Management • Online Bid/Tender Approval • Enterprise Data Warehouse • 360°View of Customer • Executive Dashboards Oracle Confidential – Internal/Restricted/Highly Restricted

  29. Key Takeaways Oracle Confidential – Internal/Restricted/Highly Restricted

  30. Key Takeaways • No-training user experience for sales reps, sales managers, channel account managers and partners • New task-driven smartphone app to increase sales rep productivity and adoption • Performance dashboards and analytics bring real-time information to sales executives • Configure, customize, integrate to meet your unique business requirements • New industry solutions: Communications, Financial Services, Consumer Goods, High Tech & Industrial Manufacturing Oracle Confidential – Internal/Restricted/Highly Restricted

  31. Navigating Oracle OpenWorld and Beyond Oracle Confidential – Internal/Restricted/Highly Restricted

  32. Visit the Sales @ CX Central Kiosks Oracle Sales Cloud: Core Sales Force Automation (SFA) Oracle Sales Cloud: Sales Reps Productivity on Smartphones Oracle Sales Cloud: Managing Your Business using Tablets Oracle Sales Cloud: Sales Analytics Oracle Sales Cloud: Sales Performance Management Oracle Sales Cloud Configuration and Customization Oracle Sales Cloud: High Tech and Industrial Manufacturing Oracle Sales Cloud: Financial Services and Retail Banking Oracle Sales Cloud: Telecommunication Oracle Sales Cloud: Consumer Packaged Good - Retail Execution Oracle Sales Cloud: Integrating Sales, Marketing, CPQ and Service Oracle Sales Cloud Integrations with CRM On Demand, EBS, JD Edwards and Siebel CRM On Demand: Leveraging the Cloud to Enhance Customer Experience CX for Sales Reps: Sell More with Oracle Sales Cloud CX for Sales VPs: Grow More with Oracle Sales Cloud CX for Sales Reps: Using Oracle Voice for Improved Productivity

  33. Sales VP’s Join US: Oracle Sales Executive Summit 2014 The NEW Home of the SF 49ers - Levi’s Stadium, November 12 • Learn from top experts on Modern Selling who will share strategies that: • Turn “B players” into top performers with a more productive selling approach • Enable real-time coaching tobuild pipeline and establish best practices • Inspire great teamwork with social, mobile and content-sharing in the cloud • Network with your VP Sales Executive peers and get an exclusive, behind-the-scenes tour of the new stadium! • Contact: mailto:stacey.j.marshall@oracle.com Oracle Confidential – Internal/Restricted/Highly Restricted

  34. Key Resources at Oracle.com/openworld • Focus on Documents • Go to: Oracle OpenWorld-Sessions-Customer Experience-Sales • Oracle Sales Cloud • Videos, Data Sheets and Product readiness resources • Oracle Sales Cloud – YouTube Oracle Confidential – Internal/Restricted/Highly Restricted

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