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Oracle Mobile Sales
Assistant 2.0
Blackberry & iPhone
Darlene Shum
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. Standard Safe Harbor Statement
What is CRM On Demand?
4
• Browsers
• Portlets
• Gadgets
• PDAs
Easy to Use and Collaborative
What You Need: Wherever You Need It!
Everything I need in one place
Revolutionizing Mobile CRM
• 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
Oracle Mobile Sales Assistant
• Simple, Intuitive, Task Focused App to Increase Sales Rep
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Mobile CRM
Our high pace of innovation…
• We made 9 releases available in 12 months
across devices including Blackberry Bold, Pearl, Curve, Storm, 8800, 8900 and two iPhone
applications.
• We are on MSA Version 2.0 taking advantage of the very latest device capabilities on the iPhone and Blackberry.
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Mobile CRM
Oracle’s strong commitment to the iPhone
• Oracle offers 5 applications for the iPhone on the App Store already
– Oracle Business Indicators
– Oracle Business Approvals for Sales Manager
– Oracle Business Approvals for Managers
– Oracle Mobile Sales Forecast
– Oracle Mobile Sales Assistant
Example: Oracle Mobile Sales Forecast iPhone
– A mobile application designed to provide simple visibility into the opportunity pipeline
–
Key Features:
• Filtered view of opportunities
• Real time Forecast
• Quick access to key data
• Compare expected revenue to quota
• Easy-to-use native widget application
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Mobile Sales Assistant (MSA)
The right approach to adoption and productivity
•
Most mobile CRM applications have
failed.
•
Past approaches have not been
designed to practically meet users’
needs.
Web 2.0 and CRM:
Sales users want to sell more, not spend hours reporting on their pipeline in CRM. Sales 2.0 is about empowering sales reps to close more deals through enabling collaboration, productivity, and a rich user experience.
Mobile Sales Assistant (MSA)
Data Driven Applications List Based Extends Majority of Functionality Approach: Top-Down Heavy Client
Complex
Current Mobile Solutions
Current Mobile Solutions
Why is Designing for Mobile Users and Devices Important?
Field Sales Rep
Sales Approach • Impatient, On the go
• Juggling Multiple Deals
• “Don’t Make Me Think!”
• Hate Training
Work-style while mobile is different than at Desk
Most Frequent Daily Tasks: Contacts, Calendar, and Collaboration
Check Voice Mail/Email Review Calendar Itemize To Do List Respond To Voice Mail /Emails Work To Do List
Simple, User Focused & Collaborative
Approach: Users & Mgt Gain Value Simple, Intuitive User Interface Task-Centric Productivity Tools
Industry Targeted Mobile Apps
Next Generation Approach
Next Generation Approach
New Approach to Mobile Applications
Mobile Sale Assistant – Highly Consumable
Design Principles:
• Simple: Self registration and setup
• Usable: No training required
• Device Intuitive
• Task Focused: Meets an discrete needs
• Valuable: Delivers instantaneous value
• Collaborative: innate sharing and social capabilities
• Light: Minimal IT footprint, self installing
• Configurable: not customizable so unbreakable
Mobile Sales Assistant
It Simply Works The Way You Work
Z
Extend CRM
value and ROI
X
Use it anywhere
Y
Increase adoption
and productivity
Throughout the Day
¡
Manage Leads and Opportunities
Update Account Notes
Connect With Sales Team
Mobile Sales Assistant
It Works When, Where and How You Work
Before Meeting
e
Lookup or Call a Contact Get Directions After Meetingf
Update Tasks Check Schedule Create New AppointmentMobile Sales Assistant
Device Integrated and Social
Connect sales teams
and customers in real time.
Share contact information
Streamline collaboration
Attach Messages and Notes for others
Social Intuitive
Works the way your device works
Click to dial / email / sms
Resume use in place (bookmark)
Click to log email activity in CRM OnDemand
Collaborative Feature – Message Center
• Automatic updates with CRM On Demand
• View notes from subscribed records • Attach notes to CRM records
– Add to Contact
– Add to Account
– Add to Opportunity
Architected for Usability
Application Adaptability:
– Real-time Data Access and Record Caching
– Real-time Updates - No Sync required
– Store and Forward Data Send
– Integrates with PIM and CRM Data
PDA Assistant on Mobile Device Siebel CRM On Demand XML Over HTTP ORCL eLocation
Custom Virtual Machine
Custom Component Framework
Native OS PIM Library Network Comms Library Database Library OTHER Web Service Web Service Web Service Settings & Cache PIM Data
Mobile Sales Assistant on mobile device
Everyone’s Favorite Feature - Today’s Screen
• Managing your day while on the go (Today’s Screen)
– With Mobile Sales Assistant you can view today’s appointments, contacts, and related tasks in one glance. And, with a single click, connect with colleagues or follow up with customer contacts to get a head start on the day.
– Today’s Schedule
– Today’s Contacts
High Priority Sales Feature - Manage your Leads
• Access Leads, Follow-up, or Share with others
– Managing your leads and collaborating with others while on the road is easy with Mobile Sales Assistant. With a couple clicks you can access your leads, follow-up, and share them with others.
High Priority Sales Feature - Manage Opportunities
• Managing Opportunities
– Lookup Opportunities
– Update information in real time
High Priority Sales Feature – Account Management
• Lookup Account Team and schedule Appointment
– Collaborating with your Account team or with Customer contacts is simple with Mobile Sales Assistant. You can email or set up appointments with both groups.
Usability Feature – Record Lookup
• Automatic download of initial data • New leads and opportunities
• Cache updated based on usage
• Single-click CRM search (searches
local data and CRM stored data in the cloud)
Usability Feature – Calendar Updating
• CRM calendar on your phone • Automatic download of
appointments
• List and day views
Features and Functions Summary
• Today’s View
• Calendar
• Tasks / Activities
• Message Center Collaboration
• Account Team Management
• Notes • Contacts • Accounts • Employees • Opportunities • Leads • Lookup • Email Logging to CRM
• Internationalized – Supports 13 languages and double-byte.
BlackBerry
• MSA Connector for Siebel • Oracle SOA Suite (BPEL) • One mobile app supports
both CRM On Demand and Siebel (via middleware)
iPhone
• Consistent features and operation with BlackBerry • Account Management • Automatic resume when
launching app
Siebel
• Broad device support: Storm, Curve, Pearl, 8800, 8900
• Less need to search due to larger data cache
• Message Center Integration
Oracle Mobile Sales Assistant 2.0
Common Themes
•
Sales people mostly in the field.
•
Need to do a few important things remotely
but very easily.
•
Had past failed or low user adoption mobile
CRM deployments.
•
Focused on end user value and productivity.
•
Evaluated solutions from other CRM and
Mobile vendors.
What’s new in MSA 2.0 for BlackBerry
• 100 record per object cache • 12 supported languages
• Message Center integration
• Automatic updates and filtering of lead and opportunity lists
• Log an email • Refreshed UI
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Oracle Mobile Sales Assistant - Roadmap
Increase Sales Productivity on the Road
• Custom labels • Custom fields • Custom objects • Blackberry Storm • Blackberry Tour • Siebel CRM connector Configurability Configurability Platforms Platforms Verticals Verticals • Wealth mgmt • High tech • Life Sciences
