1. Company Presentation Fellow Consulting AG Ludwigstr. 21/Theresienstr. 6-8 80333 München Tel: +49 (0) 89 288 90 571 Fax: +49 (0) 89 288 90 45Web: www.fellow-consulting.de
2. Agenda Company Tools and theideabehind Social Networks Google Email Integration Offline Client Roadmap and tools in thepipe Sample businesscase Live Demo 2
3. Company Tools and theideabehind Social Networks Google Email Integration Offline Client Roadmap and tools in thepipe Sample businesscase Live Demo 3
4. Company – Facts Joint venture ofsome of themostexperienced Oracle CRM On Premise and Oracle BI experts in Germany Founded in January 2009 Headquartered in Munich Currently 17 Employees (8 CRM Consultants, 2 BI Experts, 7 Developers) In total morethan 60 years of Siebel CRM projectexperience Some of thefoundershavestartedwithSiebel 98 Cross-industryexpertise and technicalknow-how(et alii Pharma, Telco, High-Tech, Finance, Automotive, Retail, Energy) Fellow consultantshavebeen and still arekeyplayers in thebiggestSiebel On Premise Projects in Europe 4
5. Company – Focus Completefocus on Oracle products Oracle CRM On Premise (Siebel CRM) Oracle CRM On Demand Oracle Business Intelligence (BI) Oracle Database Oracle Fusion Middleware und Oracle Master Data Management Started to developAdd-Onsfor Oracle CRM On Demand in February 2009 As „technology pioneer“ Fellow develops in the „Cloud“ and withstate of the art techniqueslike Adobe Air Oracle Platinum Partner sinceJanuary 2010 5
6. Company Tools and theideabehind Social Networks Google Email Integration Offline Client Roadmap and tools in thepipe Sample businesscase Live Demo 6
7. Theideabehindit – Social Networks Information aboutindividualsis out of date nearly as soon as youget it. Whynotusethemostcurrentinformation of socialnetworksin yourCRM? Give a personal touch to your CRM data. See a face whenyoucall Additional information (hobbies, interest,...) populated in socialnetworkscanbeveryusefulforsalesrepresentatives Mustbeintegrated in CRM On Demand, simple to set up and intuitive to handle 7
8. Company Tools and theideabehind Social Networks Google Email Integration Offline Client Roadmap and tools in thepipe Sample businesscase Live Demo 8
9. Theideabehindit – Google (I) Information aboutcompaniesisavailableforfree, up to date and areaspecificon Google Maps. Whynotutilizethis in CRM? Syncmissingdataorvalidateexistingdata in your CRM withinformationavailable in Google See whereyourcustomerislocated Mustbeintegrated in CRM On Demand, simple to set up and intuitive to handle 9
10. Theideabehindit – Google (II) Google Mapscanbeused to visualizethelocations of yourcustomers, prospectsorleads Dependingon thedegree of detail on themap, yourcustomersaredynamicallyaggregated to clusters See whatareasare well developed, whichonesless 10
11. Theideabehindit – Google (III) Searchforcompanies and industrieslocalspecific in Google and syncthemdirectly to your Oracle CRM On Demand Searchfor a specificbranch in a specificarea (e.g. pharmacies in London) and addthem as prospects Generatecampaignlists in your CRM using Google localsearch 11
12. Theideabehindit – Google (IV) Be informedaboutthelatestcompanyactivitiesusing Google News, Yahoo and Twitter Get a clearer picture of yourcompetitoror of a competingoffer Differentiatemoreeasily and develop your uniqueness for your customers 12
13. Company Tools and theideabehind Social Networks Google Email Integration Offline Client Roadmap and tools in thepipe Sample businesscase Live Demo 13
14. Theideabehindit – Email integration Email integrationshouldbeautomatedwithouthaving to explicitly log intoyour CRM, withouthaving to manuallycreateactivities, withouthaving to manuallycreateattachments Automaticallyrelate Emails to the rightcontact and opportunityorservicerequest Just in casethecustomerdoesnotyetexist in your CRM system, CRM-Gadget createsthecustomerautomaticallyafterreview 14
15. Company Tools and theideabehind Social Networks Google Email Integration Offline Client Roadmap and tools in thepipe Sample businesscase Live Demo 15
16. Theideabehindit – Offline Client (I) Useyour CRMOD datawithoutinternetconnection Access and maintainitfromwhereveryouare Synchronizeitwithyour CRM On Demandwhenyouareonline again 16
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18. Theideabehindit – Offline Client (III) Close the loop The link feature allows you to easily relate all kinds of data together Establish relationships between Accounts, Contacts and Opportunities Individual filters Createyourownfiltersand bookmarkthem as favorites Layout Manager Customizetheuserinterface individuallyforyourneeds Drag & Drop 18
19. Company Tools and the idea behind Social Networks Google Email Integration Offline Client Roadmap and tools in thepipe Sample businesscase Live Demo 19
24. Tools in thepipe – CloudIntegration Offers easy Oracle CRM On Demand integration combined with the benefits of cloud computing Features email processing, XML or Excel file parsing and a GUI with drag-and-drop capabilities that eases data mapping Defineintegrationprocesses, adapters and mappings 22
25. Company Tools and the idea behind Social Networks Google Email Integration Offline Client Roadmap and tools in the pipe Sample businesscase Live Demo 23
26. Youreceive an Email thatisimportantforyour CRM activities The Email isautomaticallyormanuallyforwarded to CRM Gadgetemailintegrationaddress Sample businesscase (I) 24
27. CRM Gadgetemailintegrationparsesthe Email forcontactinformation, automaticallyrelatesit to the right contact and opportunityorservicerequest in theCRM Ifthecontactdoesn‘texistitsendsyou an Email back to validatethecontactdetails Youvalidatethecontact and itiscreated in the CRM On Demand Sample businesscase (II) 25
28. In the CRM On Demandyoucansee additional informationavailableinsocialnetworks Syncmissingdetailsdirectly to yourCRMOD data Sample businesscase (III) 26
29. Company Tools and the idea behind Social Networks Google Email Integration Offline Client Roadmap and tools in thepipe Sample businesscase Live Demo 27