Copyright of CRMIT- 2012. All rights reserved.

Confidential Information
Oracle Fusion CRM:
An Overview
Confidential information
Agenda
Fusion CRM : Design Objectives
CRM Evolution
Easy, Effective & Efficient usage of Fusion CRM
Fusion CRM Components
Fusion CRM Roadmap
Confidential information
The DracIe Fusion User Experience - buiIding bIocks
5: Measure 4: Prototype
3: Design
2: Analyze
1: Research
Confidential information
The EvoIution of CPh
?
?
1980s 1990s 2010 2000
V
a
l
u
e
Time
Client/Server Web 1.0 Web 2.0
Contact Contact
Management Management
Sales Sales
Management Management
Sales Sales
Productivity Productivity
Confidential information
DracIe Fusion CPh
Easy. Effective. Efficient.
Easy: Faster time to value
Easy to use: Web 2.0 on Browser, Desktop and Mobile
Easy to configure: Application, Page, Process & Report Composer
Easy to deploy: Cloud based SaaS Solution
Effective: Higher win rates
Know your customers better: Customer Center
Harness your network and collaborate: Social and Activity Streams
Business intelligence for sales: Opportunities, Competitors and References
Efficient: More quality opportunities
Complete sales tasks faster: Role-base UI and Streamlined Task Flows
Generate and convert better leads: Sales Predictor and Sales Campaigns
Create better sales plans: Territory, Quota and Incentive Compensation
Confidential information
Fusion CPh: Easy to Configure
Application Composer
enables business users
to extend the application
with new objects and
attributes
Page Composer
enables business
users to customize the
look and feel of the
user interface
Process Composer
enables business
users to easily
modify business
processes
Report Composer
enables business
users to easily
create & modify
reports
Confidential information
Fusion CPh: Easy to 0epIoy
Public Cloud Private Cloud
On Premise Hybrid
Deployment Options
Confidential information
Fusion CPh: Effective through Customer Center
Customer Center
recommends the next-best-
product-to-sell to each
customer
Customer Snapshot
summarizes key customer
data in a single place
Customer Center provides
comprehensive customer detail,
including data from external
sources and 3
rd
party providers
Confidential information
Facebook and LinkedIn
integration to provide users
with easy access essential
social networking sites
Activity Streams provide real time
updates that notify users of any
activity impacting their
customers and deals
Discussion forums enable
users to post topics and
collaborate on critical sales
and customer issues
Fusion CPh: Effective through SociaI Networking
and Fora
Confidential information
Opportunity Landscape
provides sales reps with
more and higher quality
sales opportunities
Opportunity Management tracks
competitors and how to best
position against them to win
deals
Opportunity Management
identifies the ideal customer
references for each sales
opportunity
Fusion CPh: Effective through Embedded SaIes
InteIIigence
Confidential information
Fusion CPh: Efficient by CompIeting SaIes Tasks
Faster
Mass Update enables users to
update fields on multiple
records at one time
Quick Edit provides
pop up to update most
commonly used fields
Fast forecasting provides ability
to quickly edit and adjust sales
forecasts
Confidential information
Territory Management
maximizes account and
market coverage
Quota Management
optimizes quota allocation
and tracks performance to
plan
Incentive Compensation aligns
incentives to sales goals and
track payments
Fusion CPh: Efficient by Cenerating etter SaIes
PIans
Confidential information
Campaign Management builds
targeted campaigns and
measures sales follow-through
and effectiveness
Lead Management enables lead
nurturing and lead scoring
based on pre-defined criteria
Opportunity Landscape
identifies the best sales
prospects within each sales
reps territory
Fusion CPh: Efficient through Lead Ceneration
and Conversion
Confidential information
CentraIized and Unified User Experience
8VHU,QWHUIDFH6KHOO
Global Area
Local Area
Contextual
Area
Regional
Area
Contextual
Information:
Analytics
Summaries
Derived or
Computed Information
Notes
Contextual
Information:
Analytics
Summaries
Derived or
Computed Information
Notes
Transactions
Information
Actions
Transactions
Information
Actions
Common Tools and Services:
Navigation
Tagging
Search
Preferences and Personalization
Help
Common Tools and Services:
Navigation
Tagging
Search
Preferences and Personalization
Help
Specific Tools:
Task List
Quick Create
Focused
Reports
Activity Guides
Specific Tools:
Task List
Quick Create
Focused
Reports
Activity Guides
Confidential information
FUSIDN CPh CDhPDNENTS
Oracle Fusion CRM Base
Oracle Fusion CRM Desktop
Oracle Fusion Enterprise Contracts
Oracle Fusion Incentive Compensation
Oracle Fusion Quota Management
Oracle Fusion Sales Catalog
Oracle Fusion Sales Predictor
Oracle Fusion Smart Phone Edition
Oracle Fusion Territory Management
Oracle Fusion Transactional Business Intelligence
Oracle Fusion Customer Hub
Oracle Fusion Marketing
Oracle Fusion Partner Relationship Management
Confidential information
Sales Planning
Territory Management
Territory Management
Campaign Management
Campaign Management
Incentive Compensation
Incentive Compensation
Sales Predictor
Sales Predictor
Lead Management
Lead Management
Opportunity Management
Opportunity Management
Customer Center
Customer Center
Desktop Integration
Desktop Integration
Sales Prospecting
Sales Productivity
Quota Management
Quota Management
Forecasting
Forecasting
Sales Campaigns
Sales Campaigns
Mobile Sales
Mobile Sales
Oracle Fusion Platform
Partner Management
Partner Management
Pre-Integrated Modules in the Suite
Customer Data Management
Customer Data Management
Contracts
Contracts
Talent Management
Talent Management
Expense Management
Expense Management
Financial P&L
Financial P&L
Business Intelligence
Business Intelligence
Collaboration
Collaboration
Extensibility
Extensibility
Fusion CPh v1
Confidential information
DPACLE FUSIDN CPh ASE
Sales Dashboard
Sales Forecasting
Activity Stream
Lead Management
Opportunity Management
Customer Center
References and Competitors
Assignment Manager
Confidential information
DPACLE FUSIDN CPh 0ESKTDP
Seamless Microsoft Outlook integration
Automatic two-way synchronization : Accounts, Contacts, Leads,
Opportunities, Email, Calendar and Tasks
Full-featured offline access
Powerful customizations
Confidential information
DPACLE FUSIDN ENTEPPPISE CDNTPACTS
Clause and Template Library
Guided Contract Creation
Contract Printing
Microsoft Word Collaboration
Contract Deviations Reporting
Clause Usage Analysis
Contract Import
Contract Text Search
Confidential information
DPACLE FUSIDN INCENTIVE CDhPENSATIDN
Sales performance dashboards
Business-user-driven, Real-time reporting
Dispute management
Rich, adaptable plan design
Powerful expression builder and multidimensional rate tables
Sales credit allocation and hierarchical rollup rules
Configurable payment approval, draw and recovery rules
Cross-organization crediting and multicurrency calculation
Integration web services, file-based import/export and ETL
capabilities
Scalable enterprise platform
Confidential information
DPACLE FUSIDN UDTA hANACEhENT
Quota Management Aligned with Territory Management
Set Accurate Quotas Using Data-Driven Intelligence
Simple Quota Entry Interface
Quota Assignment Notification to Compensation Planning
Midyear Sales Resource Change; Effective Dated / Pro-rated
Quotas
Quota Definition for Prime and Overlay Salespeople
Customizable Quota Formulas
Top-down and Bottom-up Quota Reconciliation
Quota Planning Environment Separate from Current Quotas
Sales Business Analytics
Confidential information
DPACLE FUSIDN SALES CATALDC
Create an n-tiered hierarchy of product groups
Use the same product groups in many different types of business
rules
Define who can purchase a product or group of products
Select products and promotions with a graphical sales catalog
Leverage keyword search, product comparison and narrow-by filters
Confidential information
DPACLE FUSIDN SALES PPE0ICTDP
Select customer and product attributes for building predictive models
Set up, manage and train predictive models
Set up prediction rules based on business or tribal knowledge not
inherent in the data
Analyze the performance of prediction models using inbuilt reports
such as leads adoption, attribute correlation
Retrain models as the underlying data changes thus improving the
accuracy of prediction
Manage the eligibility of customers and products for generating
recommendations
Simulate recommendations before generating leads
Confidential information
DPACLE FUSIDN ShAPT PHDNE E0ITIDN
Intuitive, task-focused user interface designed for mobile devices
Contact and account management
Calendar and contact integration
Opportunity and lead management
Maps, phone, and email integration
Real-time analytics
View CRM contacts geographically close
Support for BlackBerry

from Research In Motion (RIM)

Support for iPhone

from Apple
Confidential information
DPACLE FUSIDN TEPPITDPY hANACEhENT
Define territories using rich customer, channel, and product
attributes, as well as named accounts
Build territories for different types of sales resources, including
prime, overlay, partner, inside sales, and channel sales
Centralized or decentralized territory administration with delegated
authority
Territory proposals that isolate pending territory changes from
impacting active territories
Detect gaps and overlaps in territory coverage
Preview results of sales account, lead, and opportunity assignments
Real-time territory metrics and embedded analytics to assess
effectiveness of territories
Date effective sales territories and versioning
Confidential information
DPACLE FUSIDN TPANSACTIDNAL I
Analyze sales pipeline
Determine which products and customers to target
Understand which competitors are faced most often and how to win
against them
Analyze top partners
Compare partners against their peer group
Identify aging leads
Confidential information
DPACLE FUSIDN CUSTDhEP HU
Effective closed-loop data quality management
Consolidated Data Governance Dashboard
Flexible duplicate resolution mechanisms and comprehensive
history
What-if analysis in data management
Declarative business policy specification
Integrated data quality metrics
Customer model that is comprehensive and easily extensible
Confidential information
DPACLE FUSIDN hAPKETINC
Integrated sales and marketing analytics
Robust segmentation engine Common CRM database with built-in
data quality services
360 view of customers from within a transactional system
Campaign planning and task management
Mutli-channel campaign management
Sales campaigns for field organizations
Intelligent lead distribution
Lead management with opportunity landscape
Lead scoring and Lead assessment scripts
Built-in enterprise collaboration between sales and marketing
Cross channel response management
Reusable templates
Confidential information
DPACLE FUSIDN PPh
Partner Recruitment
Partner Management
Partner Delegated User Administration
Partner Programs including Market Development Funds
Configurable Partner Portal
Indirect Sales Processes
Lead Management
Deal Registration
Approvals
Territory Management
Incentive Compensation
Confidential information
Fusion CPh Poadmap
V1.0
Sales
Marketing
PRM
Customer Hub
Contracts
Mobile
Outlook
Extensibility
V1.1
Service
Support
Quoting
Vertical Editions
V1.2
Commerce
Order Mgmt
Call Center
Field Service
Confidential information
A
Thank you
st@crmit.com
http:llwww.crmit.coml
http:llbIog.crmit.coml
Confidential information
Pesources
http://www.oracle.com/us/products/applications/fusion/fusion-crm-
170775.html
http://www.oracle.com/partners/en/knowledge-
zone/applications/fusion-apps-030116.htm