Implement Oracle Sales Cloud in Six Weeks with Perficient Quick Start Services

• 1. Rapid Implementation of Oracle Sales Cloudwith Perficient & Oracle

2. Presenters2Alfred ArnaudGeneral ManagerPerficient CX PracticeLeslie BuhrerSenior Product DirectorOracle Sales CloudScott TschetterVice PresidentEastern CommunicationsSuresh KrishnanPractice DirectorPerficient CX Practice 3. About Perficient Case Study: Perficients Oracle Sales Cloud Implementation Sales 2.0 with Oracle Sales Cloud Perficients Quick Start for Oracle Sales Cloud Design and Implementation Best Practices Case Study: Eastern Communications Question and Answer Session Next StepsAgenda3 4. Perficient Profile4 Founded in 1997 Public, NASDAQ: PRFT 2013 revenue $373 million Major market locations: Allentown, Atlanta, Boston, Charlotte, Chicago, Cincinnati,Columbus, Dallas, Denver, Detroit, Fairfax, Houston,Indianapolis, Minneapolis, New York City, NorthernCalifornia, Oxford (UK), Philadelphia, Southern California,St. Louis, Toronto, Washington, D.C. Global delivery centers in China and India >2,200 colleagues Dedicated solution practices ~90% repeat business rate Alliance partnerships with major technology vendors Multiple vendor/industry technology and growth awards 5. Our Solutions Expertise5BUSINESS SOLUTIONSBusiness IntelligenceBusiness Process ManagementCustomer Experience and CRMEnterprise Performance ManagementEnterprise Resource PlanningExperience Design (XD)Management ConsultingTECHNOLOGY SOLUTIONSBusiness Integration/SOACloud ServicesCommerceContent ManagementCustom Application DevelopmentEducationInformation ManagementMobile PlatformsPlatform IntegrationPortal & Social 6. Perficients Oracle Practice1,800+ customer implementationsMulti-shore delivery options15 Oracle SpecializationsOracle ExpertsNational Systems Integrator15 years of Oracle experienceOracle Advisory Board MemberDEDICATED PRACTICESCX E-Business Suite EPM BI Oracle TechnologyINDUSTRY EXPERTISEHealthcare Life Sciences Financial Services Consumer Markets Energy66 7. CX Expertise14+ Years Experience500+ ImplementationsOracle Sales Cloud SpecializedPartnerSiebel Specialized PartnerDigital Design Agency forModern MarketingIndustry Expertise in Healthcare,Consumer Markets & FinancialServicesOnshore/Offshore DeliveryModel7 8. CX SolutionsMarketing CloudMarketing Advisory ServicesSmart Start PackagesSales CloudQuickStart PackagesMigration ToolkitsService CloudSiebel Upgrades & Open UICRM DesktopMobilityCX Strategy & RoadmapCX / CRM Readiness Assessment& Road Map Definition8 9. Case Study: PerficientBusiness Drivers/Criteria: Platform advantages with OBIEEand EBS Roadmap and future vision Multiple deployment options,including mobile and CRM desktop(Outlook Integration) Enhanced social and collaborationcapabilities Territory planning, analytics andforecastingImplementation and Results: 2-month implementation Integration with forecasting system &Oracle EBS Data migration from CRM OnDemand Consolidation of business automationworkflows and reporting9 10. Oracle Sales CloudLeslie Buhrer, Senior Director,Product ManagementNovember 11, 2014Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 11. Modern Sales in the CloudSell More, Know More, Grow MoreFast & EasyEasy to deploy,easy to use, easyto adaptMobile &ProductiveComplete mobility drivessales resultsInsight DrivenPipelineBuildingModern selling tools todrive demand across allchannelsCollaborativeIntegrated communication,coaching and team sellingdrive productivityPowerful analyticsoptimize salesperformance12435 12. Advantages of Cloud SolutionsIncrease BusinessAgilityBusiness-LevelConfigurationReduce OperationalCostsCap-Ex VS Op-ExModernizeApps 13. The Complete Solution13OracleSocialCloudOracleMarketing CloudOracleSalesCloudOracleCommerce CloudOracleServiceCloudOracleCPQCloudIntegrated Customer Experience FoundationIntegrated Customer Experience FoundationSocialNetworkMobileAnalytic KPIs &DashboardsPredictiveAnalyticsIntegrationsGlobalizations and Statutory LocalizationsWebMobileSocialIn-StoreContactCenter FieldService DirectSalesChannel 14. Usability: Velocity and ease in moving from leads throughcommissions Mobility: Anytime, anywhere access with smart phones andtablets Analytics: Embedded, real-time, and predictive information Social: Integrated, collaborative, pervasive, document sharing Customer 360: Customer information in one place withguided selling Predictive Analytics: Recommending what to sell next Integrations: Pre-built integrations with CX Suite,Siebel, and ERPOracle Sales Cloud 2.0 15. Why Customers Are Moving On-Premise customers adding agility: Gaining mobility,collaboration and sales efficiencies Customers embracing full customer experience: Sales,Marketing, Commerce, Service, and Social Complete and integrated solution: One vendor, one tech stackSee our customer storiesOracle Sales Cloud YouTube 16. Oracle Sales Cloud Tailored for IndustriesA Blueprint with Best Practices for Industries Communications High Tech & Industrial Manufacturing Consumer Goods Retail Execution Financial Services Retail Banking 17. Perficients Oracle Sales Cloud Quick Start17 Defined timeline | measurable value Rapid implementation in a few weeks Leverage Perficients deep expertise inCRM/CX Templates for data migration Exploit rich product functionalities andadopt best-practice business processes Phased, modular implementationapproach Interactive, iterative approach toanalysis, design and development Transparent approach to development 18. Perficients Quick Start Approach18 Visual, iterative design Iterative design and end-userinvolvement to accelerate adoption Change management facilitation User Adoption Focus: Ease of use anduser value Goal: Client self-sufficiency post-implementation Risk Mitigation: Emphasize time to value Simpler solutions to complex issues Interactive, iterative approach toalternate design options 19. MethodologyProject PlanProject OrganizationConfiguration DesignData MappingSecurity MatrixConfigure ApplicationConfigure SecurityDevelop Data Load RoutinesConference Room PilotFine tune securityPerform Data LoadsEnd user TestingTrain the trainerDeploy configurations to ProdProject ClosureKnowledge Transfer19PlanDesignDevelopPrototype/TestGo-Live 20. 20Plan Detailed project planning Detailed analysis of CRM On Demand andinventory of migrations / development items Development iteration planning Requirements reviewDeliverables- Project Plan- Development Iteration PlanDevelopmentIteration 1 Application configuration Data conversion development- Configuration workbooks- Configured application- CRP 1DevelopmentIteration 2 Application configuration Workflow configuration Application security configuration Data conversion development- Configuration workbooks- Configured application- CRP 2Validation UAT by client End-user training- Issue log / resolutions- Training DocsDeployment Final prod data conversions Application deployment to prod- Deployment Plan- Deployment Checklist- Data Load Plan 21. 21Scott TschetterVice President 22. About Eastern Communications Mid-sized corporation NYC headquarters Specialize in engineering and sales ofcommunication equipment In business more than 37 years Customers include Army, Army-NationalGuard, Navy, NYPD, MTA, Port Authority andNassau County OEM Experienced significant growth the last 4 years22 23. CRM Selection Criteria23 Customizable - A programthat we could make our ownand fit our very specificbusiness model Flexibility A program thatwould grow as we grew Cost - A program thatwouldnt break our bank Multi-faceted - A programthat allowed for mobileapplications and had acollaboration tool 24. CRM Selection Criteria Experienced A company that wasexperienced with Oracle and knew theprogram Understanding Understood whatEastern did and what we wanted. Didntwant a cookie cutter implementation Leadership A company that could helplead this process and make suggestionson best practices Capable of Training A company thatwould help train our staff. Didnt want acompany that was just looking for returnwork Cost | desired reasonable costs24 25. Early Results25 Going great! Perficient has been available to help withissues post implementation Perficient has been very patient withteaching us and the knowledge we learnedallows us to customize the program aftertheir departure Oracle is flexible and allows for changes.We knew when we started that we werentgoing to get it perfect the first time andOracle is a very flexible program Oracle allows for us to get thestandardization and continuous access toinformation we were looking for 26. Stay in TouchSuresh KrishnanPerficient Practice [email protected] with Us: Twitter: @PRFT_Oracle Oracle Blog: blogs.perficient.com/oracle/ http://www.perficient.com/Partners/Oracle/Oracle-CX/Sales-Cloud26 27. Please submit your questions in the chat box.We will get to as many as possible, time permitting.27 28. Thank you for your participation today.Please fill out the survey at the close of this session.28