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Uniting Business and Technology www.cdgroup.com Oracle’s Siebel CRM On Demand and Integration to EBS Pam Davis Melissa Wangberg
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Growth and the Customer
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Industry Average Loyalty Leader Retail Food 5% 10% 15% 25% 30% 0% 20% Rental Cars Motor- cycles Luxury Autos Credit Cards AirlinesInsuranceMutual Funds 8% 14% 17% 30% 5% 18% 5% 30% 18% 26% 13% 3% 6% 24% 30% 5% Source: Bain Consulting (Frederick Reichheld, “The Loyalty Effect,” Harvard Business School Press). Customer loyalty leaders’ growth rates vs. industry averages Why it Pays to be Customer Centric
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The Problem
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The Solution 5 Easy to Use 360 Degree Customer View Pipeline Visibility and Business Trending Performance Dashboards Historical Trend Analysis Prebuilt Integration Complete customer history (quotes, orders, assets, SRs) Sales Coaching and Assessment Virtual Call Center Email Marketing Collaborative Web 2.0 Features Sticky Notes & Message Center Widgets & RSS Feeds Siebel CRM On Demand
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Uniting Business and Technology www.cdgroup.com
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“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.” Larry Ellison CEO
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8 Oracle CRM On Demand – Rapid Innovation Release 3 Offline Outlook Sync Partners & Competitors Release 2 Attachments Advanced Import Release 1 Sales Marketing Service Analytics Release 5 Web Services enablement Release 7 Call Center On Demand Release 9 Branding Lotus Notes integration Release 4 Outlook Email Integration Products & Assets Globalization Release 6 Industry Editions Sales Process Coach Desktop integration Release 8 Advanced Calendar Group Sharing Segmentation Wizard Release 10 Custom Tabs & Tables Multiple sales processes Intelligent scripting Data mgmt Delivering value faster than other on demand solutions Release 11 Email campaigns Forecasting multi-currency rollups Release 12 Analytics enhancements Forecast visibility Release 14 Next-generation usability Advanced customization and administration Enterprise integration Expanded CRM 2003 2004 2005 2006 2007 2008 Release 15 Collaborative features Widgets/RSS feeds Release 13 Prebuilt integration to Oracle EBS
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Real Results Customer Results 30% increase in customer satisfaction Doubled profits in two years $31 million savings in call center costs 32% increase in new retail checking customers 25% decrease in cost per call 65% decrease in order-processing time 20% increase in call- handling speed 14% increase in cross- sell revenue
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Siebel CRM On Demand
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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
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Boost Sales Productivity and Effectiveness Automatic lead qualification Two-tier lead management Sales process coaching Automatic opportunity assessments Triangulated forecasting Easy to replicate the success of your best salespeople Features Benefits Increases lead quality and conversion Close more deals, more quickly Improves sales effectiveness
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Improved Pipeline Visibility
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Increased Marketing Effectiveness Comprehensive campaign execution and analysis features Embedded email marketing Create targeted, personalized campaigns Execute Campaign Create Targeted Campaign Assign Leads for Follow-up Segment Customers Import Prospect List Analyze Campaigns Features Benefits Turnkey marketing solution saves time, increases productivity Improves marketing campaign effectiveness Powerful analytics enables focus on highest impact campaigns
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Customer Insight Through Analytics Pre-built dashboards that analyze customer value, profitability, loyalty Customer trend reporting Intuitive report designer to build custom analysis Features Benefits Know who your most important customers are Proactively address vital customer issues Strengthen loyalty through better responsiveness
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Financial Services Referral/lead management Household/contact management Financial profiling and portfolio tracking Customer analysis Life Sciences Medical education/events management Complex relationship management Medical field sales planning and forecasting High Tech Asset management Marketing fund management Account, contact, & opportunity mgmt Quota management Automotive Dealer profiling Vehicle & dealer service management Retail and Fleet opportunity management Pre-built Industry Solutions
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Instant Value Integration with Oracle E-Business Suite
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Tools for Collaboration
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The Next Generation Mobile Application Supports: Blackberry Lookup/Call a Contact Jot Down Notes Get Directions Check Schedule Create New Appointments Assign Tasks & Follow-up Check To-Do’s Add Call Notes Manage Opportunities Headed to Meeting After Meeting Through-out Day Mobile Sales Assistant Application Simple, Intuitive, Task Focused App to Increase Sales Rep Productivity While On the Go Productivity & Collaboration –Directions/Routing Capabilities –Auto-Prompt Reminders for Tasks –Team and Customer Contacts Collaboration –Recent Items & Draft Bench
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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
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Increase Customer Satisfaction and Loyalty Call Center On Demand 360° customer view Centralized knowledgebase Call scripting Real-time service optimization with analytics Customer satisfaction surveys Easy to use service solution increases customer satisfaction and loyalty Features More personalized, consistent service First call resolution Reduced training costs Benefits
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22 Announcing Oracle CRM On Demand Release 15 Sticky Notes & Message Center Widgets RSS feeds Action Bar enhancements Customizable dashboards Features Benefits Drive collaboration among users Bring the best of the Web to CRM to increase productivity Access CRM where users want it: in the application, on portals, on the desktop Unparalleled ease of use
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CD Group, Inc. We offer the optimal blend of business insights and technology expertise Business ConsultingTechnology Implementation Planning Profitability Solutions Financial Analysis and Business Case Development Requirements Definition and Software Selection Change Readiness and Change Management Process Engineering Improved Decision Making 16 years of experience Expertise in 4 classes of software: – ERP, BI,CRM and E-Business Expertise with 2 ERP systems: – JD Edwards and Oracle EBS Expertise in technology platforms – Oracle, Microsoft, IBM Full range of employee-based Delivery services Customer-centric and quality- centric We understand and respect that Information Technology is an enabler and not a solution unto itself.
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