Quote Management – Quote Simple. Quote Smart

Shouldn't Quote management be a part of the CRM solution itself? This is a classic question we hear from our customers very often. They are really puzzled when we tell them that an opportunity, to some extent, is the CRM's final touch point. Once an opportunity is won, it is assumed that it gets converted … Continue reading Quote Management – Quote Simple. Quote Smart

Oracle Sales Cloud Partner Relationship Management (PRM) – Configuration considerations

The Partner Relationship Management (PRM) component of Oracle Sales Cloud focuses on process automation between companies (brand owners) and channel partners. It allows companies to coordinate business planning activities, share information, conduct commerce across the channel. Processes, Objects, and Roles are various setup considerations for Sales Cloud PRM. This article shall provide required inputs for … Continue reading Oracle Sales Cloud Partner Relationship Management (PRM) – Configuration considerations

Getting started with Oracle Sales Cloud Security

If you are coming from a very light weight Cloud CRM application (e.g. CRM On Demand) where users could only have a single role and functional privileges, data security authorizations specified in wizard based role console, Oracle Sales Cloud’s security framework could look daunting. Oracle Sales Cloud security framework has Duty Roles, Abstract Roles, Job … Continue reading Getting started with Oracle Sales Cloud Security

Oracle Mobile Application Framework for a More Engaging Customer Experience

Oracle Mobile Application Framework (MAF) within JDeveloper provides a feature rich framework for mobile application development under an umbrella of Java Technologies. This widened the paradigm for mobile application development, because it had always been a problem to develop an application for such multifarious hand held devices where the challenges to create one for each … Continue reading Oracle Mobile Application Framework for a More Engaging Customer Experience

Contextual Enterprise Applications

We live in an age of ‘Consumerization of IT’. There is very little doubt that this reality will have to be embraced by organizations in the coming years. Thanks to the ‘Consumerization of IT’, users of enterprise applications expect the same experience that they derive through some of the consumer applications. This experience could mean … Continue reading Contextual Enterprise Applications

Can Remote Device Monitoring benefit Field Service organizations?

How to deliver a knock-your-socks-off customer experience (CX) during Field Service? Does Customer Service experience ensure winning your customers for rather longer tenure than anticipated? In a non-creepy style, of course. Today's field service management apps are not only limited to resource tracking. Location is great to know, but it's just the beginning of what … Continue reading Can Remote Device Monitoring benefit Field Service organizations?

Smart Phones for Smarter CRM

M-PESA, a phone based money transfer and micro-financing service is said to have had pro-found impact on Kenyan households to manage their money. In a country where only 1 percent Kenyans has a landline, this smart cell phone based service has changed the life of 70 percent population. As per Bill and Melinda Gates Foundation … Continue reading Smart Phones for Smarter CRM

Oracle Sales Cloud – Best Practice Data Model for Accounts, Contacts & Activities

Through releases 8 and 9, Oracle Sales Cloud started to standardize its data model around Accounts, Contacts and Activities. Accounts Previously “Customers” object included both organizations and individuals to whom we sold. Organizations were called Customers and Individuals were called Consumers. But from R8, Organizations and Individuals are separated and are now called Accounts and … Continue reading Oracle Sales Cloud – Best Practice Data Model for Accounts, Contacts & Activities

Modern Marketing: The New Digital Dialogue

  Modern Marketing implies marketing Machines. Business is social. Business is marketing. Marketing is social. In 2014 our programmatic speech at the consumer averages 4000 messages per day, a great bulk of it digital. Few listen. Many tune out. Most stare. We have a long way to go in building the marketing machines. How might … Continue reading Modern Marketing: The New Digital Dialogue

Introduction to Oracle Customer Experience Offerings

Customer experience is a term getting prominence in the previous few years, thanks to the changed expectations from customers who started demanding from organizations. This meant the driving seat was getting changed to customers instead of organizations. This soft affected all parts of a company such as sales, presales, design, production, quality control, marketing, commerce … Continue reading Introduction to Oracle Customer Experience Offerings