Using crm desktop with oracle crm on demand

Copyright of CRMIT-© 2012. All rights reserved. Confidential Information

Using CRM Desktop

With Oracle CRM On Demand


Agenda

What Is

CRM Desktop

Types Getting

Ready

Industry VerticalsQ & A Contact

InformationUsage Steps


What Is CRM Desktop?

• CRM access from your familiar Microsoft Outlook interface

• Increases CRM user adoption and maximizes sales productivity

• Features– Seamless Microsoft Outlook integration

– Unified data

– Mobility

– Customizability

• All emails, calendar events, and tasks can be linked to the right Contact, Account, Lead, or Opportunity in CRM

• When sending a meeting invite or an email, a single click captures the action and quietly updates CRM in the background

• Extends the forms, menus, folders, and toolbars of Microsoft Outlook, to display rich CRM data

• Smart UI capabilities (Example: Type-ahead filtering and auto-suggestion)

Source: http://www.oracle.com/us/products/applications/crmondemand/oracle-crm-desktop-ds-495335.pdf


Types

• Oracle CRM Desktop is available for

– Siebel CRM

– Oracle CRM On Demand � Focus Of this

presentation


Getting Ready : 1

• Step 1 : Raise a service request to Oracle

Support, to enable access to CRM Desktop for

your user ID

• Step 2 : Once done, Set the following role

privileges

– “Enable CRM Desktop Access”

– “Manage CRM Desktop Access”


Getting Ready : 2

• Step 3 : Download CRM Desktop for Oracle CRM

On Demand from http://edelivery.oracle.com


Getting Ready : 3

• Step 4 : Create Installer Package

– Admin > Oracle CRM On Demand Desktop >

Administer Customization Packages > Fill the form &

Save

• Step 5 : Install CRM Desktop

• Step 6 : Configure Login ID / Password


Usage Steps : 1

• System Tray > CRM Desktop Icon > Right Click >

Show Control Panel


Usage Steps : 2

• Configure each object you want to access from

CRM Desktop


Usage Steps : 3

• You can define one or more filters per object, if

you want to download / use only limited set of

records from CRM On Demand


Usage Steps : 4

• Once configured, Right click on CRM Desktop

Icon in System tray and select “Synchronize

Now”

• You can repeat this whenever you want to sync

records between online and offline


Usage Steps : 5

• Now you will notice CRM Desktop toolbars in

Microsoft Outlook


Usage Steps : 6

• Click on the folder list to see all CRM Objects

configured

• Click on an object to see records and to edit /

insert new data


Usage Steps : 7

• Notice the “Oracle” Icon in the top left corner,

you can use it for viewing a particular record in

CRM On Demand (Live)


Usage Steps : 8

• Create a new Lead / Opportunity etc., by using

the “New” button in respective folders


Usage Steps : 9

• At any given point of time, you may change the

options of your CRM Desktop via the

corresponding System Tray menu option


Usage Steps : 10

• When creating a Calendar entry (Example:

Appointment / Meeting request), notice the

buttons available to link the same to CRM On

Demand easily


Q & A

Email : [email protected]

Copyright of CRMIT-© 2012. All rights reserved.

This document and translations of it may be copied and furnished to others, and derivative works that comment on or otherwise explain it or assist in its implementation may be prepared, copied, published, and distributed, in whole or in part, without restriction of any kind, provided that the above copyright notice and this section are included on all such copies and derivative works. However, this document itself may not be modified in any way, including by removing the copyright notice or references to CRMIT, without the permission of the copyright owners. This document and the information contained herein is provided on an "AS IS" basis and CRMIT DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY WARRANTY THAT THE USE OF THE INFORMATION HEREIN WILL NOT INFRINGE ANY OWNERSHIP RIGHTS OR ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

http://www.crmplusplus.com

http://www.crmit.com

http://twitter.com/#!/crmitsolutions

http://www.facebook.com/people/Crmit-Corp/100002244457350#!/profile.php?id=100002244457350

https://plus.google.com/#105417478549877517638/posts

http://blog.crmit.com

Follow Us On

Using crm desktop with oracle crm on demand

Technology

Transcript of Using crm desktop with oracle crm on demand