On Demand Document Genererator for Oracle's CRM On Demand
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Transcript of On Demand Document Genererator for Oracle's CRM On Demand
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
Document generation
for
Oracle CRM On Demand
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
Agenda
� Introduction Ebicus
� On Demand Document (ODD)
� Product Description
� Added Value
� Example
� Summary
� Proposition
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
Introduction – who are we?
Ebicus is specialized in implementing, managing and maintaining
solutions based on Oracle software for her customers. Within the Oracle software spectrum we have a special focus for
Oracle/Siebel CRM & BI applications.
� Founded in 1999
� Located in Amsterdam
� Experience in more than 40 different Siebel environments, 15 Oracle CRM On Demand environments and 10 Oracle BI Apps environments.
� Strong focus on cooperation, knowledge, quality and flexibility.
Our motto: Excellence in Oracle/Siebel CRM & BI
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
� Implementation support
� Application management and maintenance
� Ebicus Remote Competence Centre (located in Amsterdam)
� Onsite support
� Training sessions
� Product development
� Integration services with backoffice systems
� Ebicus-connector for CRM On Demand
� Add-Ons
� Time-sheet On Demand
� On Demand Document
Introduction – what is it we do?
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
1. User request document in
CRM On Demand
2. Oracle CRM On Demand for-
wards request to On Demand
Document using data from the
current page
3. On Demand Document returns
document to the user
On Demand Document (ODD):
Document generation within CRM On Demand
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
ODD – How does it work?
� User-friendly interface to create templates
� Use easy-to-use HTML-editor
� Write your own HTML
� Import your current templates
� Central administration of templates
� Revision control
� Make changes to templates available for the entire organization
with just one click
� Use the expertise of your marketing employees
� Unlimited freedom in using data stored in CRM On Demand
� Use data from multiple objects in the same template
� Use multiple instances of the same object
� Enrich your templates with extra variables from outside CRM On
Demand
� E.g. date fields
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
Advantages of using ODD:
1. Higher return on investments in marketing
� What do we see in practice?
� Multiple, different ways of communicating used by sales and
marketing employees
� Inefficient use of time by employees because they keep recreating layouts for communications
� What is possible?
� Use your corporate style in all communications
� Central management of templates by experts
� High flexibility because of revision control functionality
� This results in:
� A uniform way of communication with customers through the entire organization
� Higher quality of all communications
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
� Higher quality and service level
� Support standardizing and execution of specific processes and
procedures
� Uniform way of communicating, independent of employee.
� Qualitative formatting and content of communications
� Higher efficiency
� Fully integrated with CRM On Demand
� Generate documents with just one mouse-click in CRM On Demand
� Quick access to professional letters and e-mails.
� Using data from CRM On Demand prevents duplicate address-
files.
� ODD is user-friendly which results in high end-user acceptation
Advantages of using ODD:
2. Higher return on investments in employees
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
� Get the most out of your valuable data in CRM On Demand
� Examples:
�Appointment confirmations for activities, combined with data from contacts and accounts
�Quotations based on opportunity data
�Confirmation of correct reception of a service request
�Special offers or promotions to one specific customer
�Customer-specific directions
Advantages of using ODD:
3. Leverage your CRM On Demand data
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
Demonstration
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
� OSH
� Supplier
� Johnnie McGregor
� Sales Rep OSH
� Jane Williams
� Contact Windsor
� Windsor Central
� Customer
1. Make appointment over phone
2. Appointment confirmation
Example:
Appointment confirmation
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
Example:
Appointment confirmation
http://www.youtube.com/watch?v=NjWqNxW_yPI
Use this hyperlink for a demonstration
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
Demonstration of
administrative tasks:
1. Open template
2. Edit template
3. Preview changes
Example:
Template administration
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
Let On Demand Document help you to achieve higher return on investments in:
1. Marketing
2. Employees
3. Data stored in CRM On Demand
Summary:
Higher return on investments with ODD
Teleportboulevard 110 1043 EJ Amsterdam 020-4868146
www.ebicus.com
Start today!
For more information:
Joris Ferwerda
+31(0)6-42439576