Siebel CRM Innovations

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Siebel CRM Innovation Pack 2015
Release Preview
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Siebel CRM
Product Management
March, 2015

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Safe Harbor Statement
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.
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Agenda
Siebel CRM CX Strategy
Release Highlights
 Customer Experience
 Industry Information
 Business Agility
Information
1
2
3
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Siebel CRM CX Strategy
Overview and Release Themes
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Complete Customer Experience Platform
Oracle Customer Experience
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Oracle
Marketing
Integrated Customer Experience Foundation
Social
Network Mobile Integrations
Oracle
Sales
Oracle
CPQ
Oracle
Commerce
Oracle
Service
Oracle
Social
Analytic KPIs &
Dashboards
Predictive
AnalyticsMDM & DQ
Siebel CRM

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CX Portfolio Delivers Cloud Solutions that Augment Siebel
Oracle Marketing Oracle Commerce Oracle Sales & CPQ Oracle Service Oracle Social
• Digital Marketing
• Dynamic Content
• Digital Body Language
• Campaign Orchestration
• Personalized eCommerce
• Web Content Management
• Faceted Search and
Navigation
• Sales Performance Mgmt
• Mobile Analytics
• Social Collaboration
• Configure, Price and Quote
• Online Channel Support
• Guided Self Assistance
• Frequently Ask Questions
• Context Driven Knowledge
• Social Marketing
• Social Lead Generation
• Social Monitoring and
Engagement
Siebel CRM
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Key Packaged Oracle CX Integrations
Sales Cloud to
 Marketing Cloud
 CPQ Cloud
 Service Cloud
 Social Cloud
 OSN
 CRMOD
 Siebel
 EBS
 JDE
Social Cloud to
 .
 .
 .
Marketing Cloud
Sales Cloud
Service Cloud
 .
 .
 .
Commerce
CRMOD
Siebel
Service Cloud to
 .
 .
 .
Sales Cloud
Social Cloud
OSN
 .
 .
.
.
Commerce
Siebel
EBS
OTBI-E
Commerce to
 .
.
 .
Service Cloud
CPQ Cloud
Social Cloud
 .
 .
Siebel
OTBI
CPQ Cloud to
 Sales Cloud
 CRMOD
 Commerce
 EBS
 OTBI-E
 Available Today  Roadmap
Integrated
Marketing Cloud to
 Sales Cloud
 Social Cloud
 CRMOD
 Siebel
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How to Approach Cloud Transformation
• Focused Augmentation – Address specific CX pain points by augmenting existing processes
using best of breed Cloud CX capabilities. Minimal impact, Quick wins.
• Process Transformation – Transform specific end to end processes by replacing them or
augmenting them with Cloud CX solutions. Medium impact, Short term wins.
• Siebel and CX Coexistence – Embrace Cloud solutions when you are ready. Siebel and the
Cloud CX suite are complimentary. Incremental Strategy, Long term.
Oracle
Marketing
Integrated Customer Experience Foundation
Social
Network
Mobile Integrations
Oracle
Sales
Oracle
CPQ
Oracle
Commerce
Oracle
Service
Oracle
Social
Analytic KPIs &
Dashboards
Predictive
Analytics
MDM & DQ
Siebel CRM

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Simplicity with Sophistication
Customer Experience
Industry Innovation
Business Agility
Cloud Ready
Engineered Systems

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Solution
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Overview and Key Features

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Customer Experience
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Simplified UI for Cloud Applications
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• New Open UI theme that aligns
perfectly with look & feel of
Oracle’s cloud applications
• Simplified UI designed for
speed and usability
• Identical user experience across
both applications
Siebel with CX Cloud applications
and seamless user experience

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User Interface
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• jQuery Charting framework
Continuous enhancements to the Open
UI framework empowering developers
• Oracle Documents Cloud Service
integration for attachments

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Partner Relationship Manager Portal
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New HTIM partner portal
• HTIM (High Tech Industry
Manufacturing) Partner Relationship
Manager (PRM)
• New Home page with configurable
banners and navigational links based
on their partner’s requirements
• New artifacts such as Partner
Programs, Partner Finder, Sales Order,
Info Center CX Partner Portal, Quote
Screen CX, Product Catalog Screen

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Industry Innovations
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Energy
Education &
Research
Comm’s
Comm’l
Banking
Chemicals
Aerospace &
Defense
Automotive
Eng. & Const. High Tech
Industrial Mfg.
Insurance &
Health
Life Sciences Logistics Media & Ent.
Natural
Resources
Oil & Gas
Public Sector
Travel &
Transp.
Utilities Wealth Mgmt.
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Public Sector
• New UI renderer for full RWD
• Streamlined user experience for
service partners
• Managing referral orders more
efficiently
• Reviewing service provider’s assets,
and agreements
• Managing provider profiles
World Class Citizen Self-Service
Portal driven by OPA
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Consumer Goods
New mobile application
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• Consumer Goods Mobile application
for merchandising to improve sales
effectiveness
• New Home page UI to drag and drop
Route Accounts to Calendar
• Van Sales and Inventory Cycle Counts
Functionality

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Life Sciences
• Pharma Mobile disconnected
mode enhancements
• eDetailing functionality in both
connected and disconnected
modes on any device
• Present digital content with
clients and provide complete
closed-loop marketing process
Enhanced eDetailing
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Clinical
• Site Training Planning and Tracking
• Complete solution for Site Training
• Define and Publish training plans
• Track training status and completion by site contact
• Web Service to sync training data with external systems
• Risk Assessment and Categorization Template (RACT)
• Create RACT templates for clinical programs, protocols, regions and sites
• Apply RACT templates at programs, protocols, regions and sites levels to calculate
risk at each level
Enhanced Clinical Trials Management System (CTMS)
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Financial Services
• Rule Based Application Capture
• Guided walkthrough of application
process
• Provide Product Overview
• Auto population of known details
• Signature Capture
• Application Approval Status
Mobile Relationship Banker
Application

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Business Agility
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Install, Patching and IRM
• Upgrade paths to support direct upgrade to IP2015
• Ability to upgrade from IP2014 to IP2015
• Database Server Configuration wizard screen help
• LDAP Client installation is integrated as part of the Siebel Installer.
• Security, TLS and SHA2 and SHA3 support have been added throughout
the application
Continued enhancements for
the uptake of Innovation Packs
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Data Quality & Governance
Embedded EDQ Access in UCM
(Oracle Customer Hub)
• Increased Business Agility through
a single Dedicated Screen(s) in
UCM directly linked to EDQ
• Faster access & configuration of
related Data Quality rules and
processes
Delivering a true “Single MDM
Platform” application
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Certifications
• Microsoft Windows Server 2012
Server R2 for Siebel Server
components
• Microsoft SQL Server 2012 R2
• IBM DB2 LUW v10.5
• IBM DB2 for zOS v11
• Oracle Java 8
Supporting the latest platforms,
databases and open standards
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Siebel Composer
• Developer Preview
• Runtime configuration
• NO more SRF and Web Templates
• Ability to edit meta-data in the
browser
• Preview and deploy simple
changes
• Available for developers to trial
Web based IDE with Meta-data
based configuration changes
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Information
Additional Resources
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 Siebel CRM CX strategy, solution information, feature videos etc
– http://www.oracle.com/us/products/applications/siebel/overview/index.html
 Oracle Customer and Partner Success Stories (including Siebel CRM)
– http://www.oracle.com/search/customers/browse?Ns=InDateMillis%7C1&Ntt=Siebel
 For support issues, My Oracle Support - Support Issues (Doc ID 1466493.2)
– https://support.oracle.com/epmos/faces/DocumentDisplay?id=1466493.2
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Siebel CRM Resources

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Siebel CRM Online
youtube.com/OracleSiebelCX
oracle.com/siebel
@oraclecrm
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