Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Oracle Confidential – Internal/Restricted/Highly Restricted2
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Sales Cloud & CPQ Cloud Overview Presentation Fadi Shamshikh - Vice President, Product Development, Oracle Vibhor Gaur - Director of Product Management, Oracle October 2nd, 2014 Oracle Confidential – Internal/Restricted/Highly Restricted
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Program Agenda The Customer Experience CX Portfolio: Spotlight on Sales Cloud & CPQ Cloud Demo Implementation Details Key Takeaways Oracle Confidential – Internal/Restricted/Highly Restricted4 5
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | The Customer Experience Oracle Confidential – Internal/Restricted/Highly Restricted5
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |Oracle Confidential – Internal/Restricted/Highly Restricted6 social mobile y-gen self discovery buying learning targets choice value expectation information Your Customer has CHANGED
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Statistics Indicate There is Progress to be Made Oracle Confidential – Internal/Restricted/Highly Restricted7 of execs say customer experience is critical to their business advantage are just getting started with a customer experience initiative consider their customer experience initiative to be advanced 97% 39% 20% Source: 2013 “Global Insights on Succeeding in the Customer Experience Era” (2013)
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | CX Portfolio: Spotlight on Sales Cloud & CPQ Cloud Oracle Confidential – Internal/Restricted/Highly Restricted8
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle’s Cloud Leadership 21,500,000+ End Cloud Users 13 Global Data Centers 2+ Billion Cloud Transactions per Day Cloud Customers in 180+ Countries 34 Languages 10,000+ Cloud Enterprise Customers 2,100+ Cloud CX Customers Oracle Confidential – Internal/Restricted/Highly Restricted 9
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |Oracle Confidential – Internal/Restricted/Highly Restricted10 The Complete Solution Oracle Social Cloud Oracle Marketing Cloud Oracle Sales Cloud Oracle Commerce Cloud Oracle Service Cloud Oracle CPQ Cloud Oracle CPQ Cloud Integrated Customer Experience Foundation Social NetworkMobile Analytic KPIs & Dashboards Predictive AnalyticsIntegrations Globalizations and Statutory Localizations Web Mobile Social In-StoreContact Center Field Service Direct Sales Channel
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle CPQ Cloud Oracle acquired BigMachines, the global leader in Cloud-based CPQ. About Big Machines Established in 2000, BigMachines is headquartered in Deerfield, IL, with offices in Chicago, Frankfurt and London. 100% SaaS delivered. Can run stand-alone or integrated with Oracle Sales Cloud, SFDC, or CRM On Demand. More than 300+ companies, including ADP, Coca-Cola, Siemens and Vodafone, rely on BigMachines’ flexible CPQ Cloud to connect and automate their sales processes. Dozens of highly referenceable customers across verticals running eBusiness/JDE/others for ERP
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Pricing and Quoting Ensure consistent application of pricing and discounting rules, and automatically generate customer-friendly quotes in multiple formats Workflow Approvals Route orders for review & approval, ensure 100% accuracy and eliminate approval bottlenecks with automated workflow Proposal Generator Create, customize and brand proposals for sales reps, channel partners or sales channels, and customers Channel Management Standardize and enhance the sales process for channel partners, VARs and distributors Product Configurator Ensure 100% accurate quotes and orders and eliminate data entry errors Contract Execution Automate contracts, route contracts for approvals and signatures, store contracts with accounts or opportunities and analyze trends Order Execution Eliminate manual and repeated data entry into multiple systems Guided Selling Guide users to the optimal products and options based on customer needs with guided selling functionality Reporting Improve quote management, forecasting, and product management with better information and insights Oracle CPQ Cloud Comprehensive Sales Management Capabilities
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Sales Cloud Overview Mobile Partner Relationship Management Extensibility and Platform-as-a-Service SocialSales Automation Sales Performance Management Analytics Customer Data Management
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Sales Cloud Integrated CX Portfolio Sales Cloud Marketing Cloud Integrated Marketing Campaigns & Leads Service Cloud Contact Center/Knowledge base Configure, Price, Quote Configure to Quote CPQ Siebel Complex processes and workflows, call center and field service
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | What the Analysts are Saying Oracle Confidential – Internal/Restricted/Highly Restricted15
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | “Oracle Sales Cloud offers typical opportunity management capabilities, but also includes incentive compensation, territory planning and built-in analytics. Oracle is currently on its eighth release for Oracle Sales Cloud. The offering has appeared on more shortlists and has significantly increased the number of customer references implementing it since 2013.” Rob Desisto, Vice President Gartner, Magic Quadrant July 2014 Oracle Confidential – Internal/Restricted/Highly Restricted 16
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | “The streamlined user interface and usability focus make Oracle Sales Cloud easy to adopt and use with virtually no training. The smartphone and tablet user experiences virtually eliminate data entry and are enhanced with sales productivity capabilities that guide salespeople through the entire selling process.” − Rebecca Wettemann, Vice President Nucleus Research Inc. Oracle Confidential – Internal/Restricted/Highly Restricted 17
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | DEMO Sales Cloud & CPQ Cloud Oracle Confidential – Internal/Restricted/Highly Restricted18
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Sales Cloud to CPQ Cloud Configure, Price, and Quote in the Cloud (from Account or Opportunity) View proposal document from Sales Cloud Updated Revenue Opportunity Quote summary synched to Sales Cloud Account Overview Showing Open Quotes Account Quote UI Quote Proposal Generated Updated Opportunity Revenue
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Implementation Details Oracle Confidential – Internal/Restricted/Highly Restricted20
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Solution Components Top level Quote object in Sales Cloud Create, Update, Delete operations provided in public services Quote and Proposal are visible in Sales Cloud (Opportunity & Account) Opportunity Revenue Lines refreshed by CPQ Quote Lines automatically Oracle Confidential – Internal/Restricted/Highly Restricted 21 CPQ Cloud embedded in Sales Cloud shown seamlessly to user by leveraging SSO 5 5 Ability to create, edit, version and duplicate a quote from Sales Cloud 6 6 Central setup page to configure the cloud and its parameters 7 7 Customer and Contacts synced while creating a quote 8 8 Bi-directional synchronization of products between Sales and CPQ Cloud 9 9
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Business Process Logic Sales Data Quote/ Sales Order Data Quote/ Sales Order Data Data Synch via Web Services Browser View of Sales and Quoting Data Quotes/Sales Order Flow Sales Cloud CPQ Cloud Data Sync Product, Quote/Sales Order Display CPQ Cloud Data Display Sales Data Legend Customer Flow Opportunities Flow Integration Architecture
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Recommended Best Practices Synchronize products between Sales Cloud and CPQ Cloud Define users in Sales Cloud and CPQ Cloud Enable SSO for a seamless user experience Follow detailed instructions in Sales Cloud – CPQ Cloud Integration guide Oracle Confidential – Internal/Restricted/Highly Restricted 23 Implement custom application logic on extensible quote & order object in Sales Cloud
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Key Takeaways Oracle Confidential – Internal/Restricted/Highly Restricted24
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Key Takeaways No-training user experience for sales reps, sales managers and channel account managers Oracle Sales Cloud and CPQ combined ensure a modern SFA solution that is easy to use and configure Accurately configure and price products by leveraging a prebuilt integration between Sales Cloud and CPQ Cloud Industry leading CPQ solution enables pricing management, approvals and configuration of products Oracle Confidential – Internal/Restricted/Highly Restricted 25
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Backup Slides Oracle Confidential – Internal/Restricted/Highly Restricted 27
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Designs in progress, Not Final Flow: Opportunity to View/Edit Quote
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Flow: Opportunity to View/Edit Quote Designs in progress, Not Final
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Flow: Opportunity to View/Edit Quote Designs in progress, Not Final
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Flow: Opportunity to View/Edit Quote Designs in progress, Not Final
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Designs in progress, Not Final Flow: Account to View Quote
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Flow: Account to View Quote Designs in progress, Not Final
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Flow: Account to View Quote Designs in progress, Not Final
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | User Actions / UI Flow Oracle Sales Cloud UI CPQ Cloud UI Add Quote Edit Quote Duplicate Quote Version Quote Delete Quote Return to Sales Cloud
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Integration Use Cases Admin User Associate Sales Cloud instance to a CPQ Cloud instance