Oracle crm overview

I. Oracle CRM – Module Footprint
 EBusiness Suite represents a complete end-to-end solution addressing major business
processes including marketing, sales, contracts, customer service, eCommerce, order
fulfillment, supply chain, manufacturing, financials and human resources in one tightly
integrated suite of products.
 Marketing Suite providescampaignplanningandexecution,budgetmanagement, list creation,
reportingandanalysistools. Oracle Marketingenablesmarketingprofessionals to drive quality
leads to sales, expand reach and maximize marketing effectiveness by providing a
comprehensive setof marketingautomation,analysisandmulti-channelexecution capabilities,
in addition to seamless integration with sales, service and operations.
 Sales Suite provides integrated tools for all those who are involved in the sales process,
includingfield salespeople, telesales agents, distributors and resellers, customers purchasing
over the Internet and sales executives. Armed with up to the minute information regarding
customers, leads and opportunities, as well as forecasts and compensation plans and
projections,youcanproactivelyandeffectively incite your sales force while providing them all
the information they need to close sales. It enables the field sales force, telesales teams,
resellers, and web storefronts to collaborate in closing more business together as one sales
team.
 Contracts Suite enablesauthoring,executingandmanagingcontracts,warrantiesand extended
warranties;providingvisibilitytocontract entitlements and proactively acting upon contractual
commitments. Whetheryouare the buyeror the seller,issuingcontractsor receivingthem, the
contracts suite will automate the full contract life cycle.
 Service Suite manages service activities with the goals of profitability, employee productivity
and complete customersatisfactionbyaddressing all service and support activities from initial
contact withyourcustomerthroughissue resolution.Automatingyourserviceeffortsallowsyou
to transform an area that has historically proven to be a cost center and into a revenue
generatorforyour business. Thisfamilyof applicationsprovidescustomersupport,field service
and depotrepairfunctionality. Inaddition,Oracle Servicesoffers complete visibility into spare
parts availability, logistics, service billing and customer contract entitlements. Customer Care
provides full access to customer information from each touch point in the enterprise and to
each customercare agentor otheremployeeswhointeractwiththe customer.All of the Service
products can be deployed across web, call center and mobile field channels.
 ECommerce Suite of products will allow you to do all of this on the web! It enables you to
establishprofitablelong-termrelationshipswithyourcustomersthroughone-to-one marketing
and personalizedshoppingexperiencesaswell asproactive supportandself-service capabilities.
Oracle E-Commerce synchronizesall customerinteractionsandtransactionsbyintegratingweb-
based channels with traditional channels.

 Marketing Intelligence provides an enterprise-wide view of all marketing activities to enable
assessment and monitoring of current performance through a state-of-the-art Performance
Management Framework. That means you can react in real-time instead of having to wait to
the end of a campaign to analyze its performance. Changing the course of a campaign
midstream will allow you to increase your revenues and decrease your costs.
 Oracle MarketingOnline facilitates the creation, tracking and analysis of marketing campaigns
executed via the web, email and telemarketing. This is where you would create a campaign
designedtogenerate interest on the part of your customer. For the purpose of illustrating our
“Campaign to Order”businessflow,we will use the example of anemail campaign. OMOcan be
usedto create a letterthatwill be emailedtoatargetedlistof customersyouhave identified as
most responsive to this type of campaign. With sophisticated list management tools, OMO
allowsyoutoimport, generate and profile customers and prospects. That means you can slice
and dice yourdata to target specificcustomerswithcampaigns that are tailored to their buying
patterns. Additional functionality in OMO includes e-merchandising to help you target your
online visitorswithpersonalizedads,offersandproductrecommendations;aswell as control of
budgets and costs ensuring complete and accurate analysis of ROI so you know where you
marketing dollar is going.
 Marketing Encyclopedia System (MES) provides a central repository for storing and retrieving
informationinavarietyof formatsincludingHTML,digital video,andpowerpoint. This enables
salesandmarketingprofessionalstosendinformationbothinternallyand externally with ease.
 Contracts Intelligence (Interaction Center Intelligence) is a new offering in the Contract Suite.
Thisapplicationwill help your business make well-informed tactical and strategic decisions by
converting contracts transactional data into business knowledge.
 Contracts for Sales automate the sales contracting process. Via integration with the sales
products, including iStore, a new sales contract can be created each time a purchase occurs.
IntegrationwithOSOand OTS allows the Contracts for Sales module to create contract-related
opportunities that can be included in your sales forecasts.
 Contracts for Service enable creation and management of service contracts, warranties and
extended warranties. This is where we will be checking for entitlement in the business flow.
Integration with the service suite of products allows your customer service representative to
verify entitlement information like coverage hours, contracted reaction times, and bill rates.
Likewise,once the service has been performed, and the field agent is capturing the associated
costs, thismodule’sintegrationwiththe Chargesmodule of Teleservice will apply any discounts
this customer is entitled to receive.

 Contracts for Rights appliestoany companyinterested in managing agreements related to the
acquisition and licensing of intellectual properties like patents, trademarks, or materials for
which a copyright is required. It features an Intellectual Property Catalog functioning as a
central repositoryforthe collectionanddissemination of all property information as well as an
automated quality assurance validation process that is user-definable.
 The Sales Intelligence application is designed to provide fast answers to hard questions.
Utilizingitsextensive reportingcapabilities,seniorexecutives, sales managers, and analysts can
obtain comprehensive views of sales results in order to assess current performance, to meet
quotas, and to monitor customer performance. Key sales analysis reports include sales force
performance,saleseffectivenessandrevenue management,aswell ascustomer,product,sales-
channel, and pipeline analyses.
 Oracle iStore providesbusinesseswiththe necessarycomponentstobuildpowerful,global, and
scalable Internetstorefronts. Itenablescompaniestosell productsandservices in a secure and
personalized environment.
 Sales Online is an HTML-based application for field sales representatives, managers and sales
executives. Keyfunctionality,similartoTelesales,includesmanagementof customers,contacts,
leads, opportunities, quotes and orders. In OSO you can generate forecasts that can also be
viewed in Telesales.
 Mobile FieldSales extendsthe benefitsof the Oracle sales applications even further to mobile
sales professionals. It exists in two versions: wireless–which is connected to the central
database viathe wireless connection, and disconnected – (for palm and laptop) – which uses a
copy of the central database residing on the device allowing the user to synchronize with the
central database when user returns to the office.
 Oracle Telesales provides lead qualifying and ranking engines that will allow you to optimize
your agent’s time and efforts. As with our example, once the lead is qualified, it is converted
intoan opportunity.Opportunities can then be converted into quotes, and quotes into orders.
Telesales functionality also enables agents to register people for events and fulfill collateral
requests.Telesalesisfullyintegratedwiththe Interaction Center products traditionally utilized
ina call centeratmosphere. Soforinstance,inourexample,integrationwithOracle’sAdvanced
InboundandScriptingproductswouldenable thisinboundcall tobe routedtoan agentspecially
designated to work on this campaign, and a script could be launched at the time of the call to
assist the agent through the sales process.
 Incentive Compensation allowsyoutoeasilyconfigure new incentive programs, approve them
online,anddeploythemworldwide. Automatingthe salescompensationprocessreduceserrors

and time lost to calculation of commissions. It also allows you to motivate your sales force by
giving the user real time access to compensation data.
 Partners Online provideskeypartnerrelationshipfunctionalityinbothmarketingandsales. On
the Marketingside,itenablesyoutoextendyourreachtothird partiesinorderto jointly
developandexecutego-to-marketstrategies. Onthe salesside,forcompaniesthatleverage
distributors,resellers,andothermarketinfluencers,the toolsprovidedinOPOwill matchand
route opportunitieswhile providingacomplete visionintoandcontrol of the salesanddelivery
cycle.
 Collections enable collections agents and managers, account managers and revenue
management staff to resolve delinquencies and recover outstanding debts from customers,
allowing you to identify delinquent customers and employ proactive methods to obtain
payment. Because the productautomatesredundantandtime-consumingactivities,agents can
spend more time working directly with customers.
 Service Intelligence is a reporting tool that can be used to monitor the service request to
resolution flow we have just outlined. For instance, OSI can help to identify which customers
have the most unresolvedissues,trackunresolvedservice requestsandidentify which products
may need more self-service solution information so you can reduce service requests.
 iSupport providesacomprehensive customerservice portal where users can serve themselves
or receive assistedservice.SolutionManagementfunctionalityprovides an online repository of
service solutions for common problems. In our example, the customer searches the Solution
ManagementSystem(formerlyknownasKnowledgeBase) forproblemresolution information,
but is unable to resolve the problem there. Additional functionality in iSupport includes the
abilitytocreate Service Requestsandtomanage Installed Base records—information regarding
productssoldto customers—onboththe customerandthe service side. Now ourcustomercalls
in to a teleservice agent.
 Teleservice providesyourcustomerservice representatives with the information they need to
respond effectively and proactively to customer issues. The Service Requests application
features a centralized area where agents can view basic customer information, enter detailed
problem descriptions, search for resolutions, and assign tasks, and view service histories and
otherinformation.Chargesfunctionalityfacilitatesbillingof customers for services. Teleservice
also features the ability to create relationship plans.
In our scenario, when the customer calls in, the agent will be able to view the product via
InstalledBase,viewthe entitlementinContracts,create the service request in Teleservice, and
searchfor a solutioninthe SolutionManagementSystem. If there is no solution, the agent can
either create a task for a field service agent to go out to the site via Field Service or bring the

product in for repair utilizing Depot Repair. In our flow, the agent chooses to send out a field
service agent. In order to assign a field representative, they agent may use Scheduler.
 FieldService consistsof twokeyfeatures: aDispatch Center which provides dispatchers with a
centralized view and point of control for prioritizing, scheduling, dispatching, and monitoring
tasksfor fieldservice representatives; as well as a Field Service Report which allows agents to
capture all relevantinformationfromacustomersite visit including material usage, labor time,
expenses and counter readings.
 Depot Repair provides functionality required for tracking and management of the repair
process. From initially logging a repair order, to receiving the product, repairing it, shipping it
back and invoicing the customer, Depot Repair spans the life cycle of the repair process.
 Scheduler allows for enhanced scheduling functionality. By considering criteria such as
territories, skill sets, availabilities, response times, travel times and distances, spare parts
availabilityandmostimportantlycosts,Schedulercanassistbyproviding advice or can be set to
auto-scheduleresources optimized to your business needs. Once the assignment is made, the
information is transmitted to the Field Service agent.
 Mobile Field Service provides wireless and disconnected solutions for field agents via laptop,
palm and cell phone.
 Spares Management allows Field Service Reps to view car-stock quantities, order additional
parts,and track partsorders. IntegrationwithOracle Inventory and Order Management allows
Spares to provide the additional logistics and planning features required to manage a service
parts inventoryacrossmultiple locations Inthe businessflow we have introduced,afieldservice
representative was dispatched to the customer site. However, for certain products, it may be
more feasible to have the product sent in for service. In that case, Oracle provides you with
Depot Repair.

Because companiesneedtomanage multiple channelsof communication,call centersare
evolvinginto interactioncenters.
 Oracle Scriptingis a script-authoringtool designedtoguide call center agents through complex
interactions. Prompts of upsell and cross-sell information can help agents maximize sales
opportunities. Meanwhile,Scripting’ssurveycomponent allows you to ‘take the pulse’ of your
customers and prospects and analyze their responses.
 EMail Centerreceivesandparsesinbounde-mail,routingeachemail according to user-defined
rules that consider e-mail content, agent skills and business rules. It provides the receiving
agent with a list of possible responses based on an analysis of the incoming message content.
 Interaction Center Intelligence merges interaction data with business data providing unique
insights into interaction center operations and business results yielding a strategic reporting
solution. It allows you to define goals for agent performance and call quality metrics then
measure adherence to those goals in real-time.
 CRM Application Foundation provides standard API’s for accessing and manipulating business
objects including customer, resource, and task records. It also provides robust processing
engines exemplified by the Territory Manager and 1-to-1 Fulfillment.
 Resource Manager is a single repository for defining business resources: people, equipment,
venues,etc. Once anentityisdefinedasaresource,itbecomesvisible to the entire CRMSuite.
 Territory Manager is used to automatically assign transactions like opportunities, leads and
service requests to sales, service and collection teams. However, as opposed to being one -
dimensional and basing transaction assignments on a single attribute like postal code, area
code, country or product expertise, Oracle’s Territory Manager component can assign
transactions according to multiple criteria.
 Assignment Manager is integrated with the resource availability calendar to weigh resource
availability and skill sets to determine the assignment of resources to tasks and of tasks to
individualsorgroupsof people. Assignment manager can be set to function automatically or it
can be usedmanuallytosuggest possible assignments. It can also be used in conjunction with
the Scheduler application to choose resources based on optimizing costs for that resource.
 Task Manager provides a single model for all tasks processed by the CRM suite. Tasks are
created and assigned to groups or individuals, they may be recurring, associated to other
businessobjects, or they may have dependencies defined. For instance, a sales methodology
may be created that consists of a predefined set of tasks which need to be completed
subsequently.

 Notes facilitate creation, search, maintenance and sharing of notes related to customers,
opportunities, campaigns, service requests, etc. Notes, when used in conjunction with
Interaction History, can help provide a true 360-degree view of the customer. (Next Slide)
Notes are one of the places that best exemplifies the common look and feel provided by the
Foundation components
 Calendar servestwomainpurposes,todefineresource availability and to advance productivity
at an individual, group, or organization level.
 1-to-1 Fulfillment engine supports both high-volume and one-off document fulfillment in
electronicformatslike email andfax. Forexample, the marketing and sales applications use 1-
to-1 Fulfillment for email campaigns as well as to fulfill individual collateral requests.
 Interaction History provides a framework for capturing all interaction data associated with
customer contacts, whether automatic or involving an agent. For example, when a customer
visitsaniStore,aninteraction is logged in the repository. Then later, when that customer calls
in to the call center, the call center agent can see that the prior interaction had occurred.
 Escalation Manager allows you to proactively and reactively respond to potential problem
situations. With workflow capabilities that allow you to create business rules, monitor the
completionof tasks,andescalate issuesautomaticallywhenthe businessrulesare violated, you
can proactively stay on top of your game. By defining escalation territories, you have
predefined resources responsible for handling reactive escalations that may occur
 Common Application Architecture includes functionality that supports both CRM and ERP
applications. For instance, TCA – Oracle’s Trading Community Architecture – consists of a
database schema and APIs or Application Programming Interfaces allowing you to model the
complex relationships that occur within a business community and to enter that data
consistentlythroughoutthe enterprise. Because the modelisnothierarchical,itenables Oracle
applicationstomodel complex B2B2Crelationships and not to be limited to either a B2B or B2C
implementation. TCA provides a single source of truth, delivering a true 360-degree view of
your customer [1].

II. Overviewof Oracle Install Base
1) Definition of Install Base
 Oracle Install Base is an item instance life cycle tracking application that facilitates
enterprise-wide life cycle item management and tracking capability.
 It helps you to track instance from the time that it is received in inventory, in work in
process, in projects, at customer sites, and throughout the return and repair process.
 Oracle Install Base is a centralized repository of information for an item instance and
its tracking details including location, status, ownership, party, account and contact
relationships, and configuration data linked to Contracts, service requests repairs.
 The installed base is our information resource to determine each customer's product
and installation details, including item numbers, serial and lot numbers, revision
history, order numbers, order dates, current status, customer addresses, technical
and administrative contacts, prices, quantities, agreements, ship dates, and
installation dates.
 Its functionality helps you track the models and options installed at your customer
sites, including serial numbers and product revision numbers.
 It is capable of tracking serialized and non-serialized item instances including tangible
and intangible Items.
2) Terminology
 Tangible Items
Item instances can be used to track tangible items, that is, physical, real-world objects,
that can be assembled and shipped, such as computers, engines, machine parts, and
so on.
 Intangible Items
Item instances can be used to track intangible items such as software, services,
licenses, and agreements. For example, a telephone number can have different
services such as call waiting and conference call. These can all be defined and tracked
as components of the telephone service.
 Serialized Items
When a trackable item is defined in Oracle Inventory as serialized, each item instance
derived from that item requires a unique serial number and individual tracking. The
item instance will always have a quantity of 1.

 Non-Serialized Items
When a trackable item is defined in Oracle Inventory as non-serialized, it is typically
for smaller objects whose real-world instances do not require individual tracking. For
example, a screw could be defined as a non-serialized, trackable item; an order for 100
screws would result, after order shipping, in the creation of one item instance, with
quantity 100.
3) Basic Tracking
Items which we want to track are specified in the Master Item list in Oracle Inventory.
Subsequently, when a particular real-world instance of the item is created, an item
instance record is created in Oracle Install Base. Any significant changes to the item
instance will also be recorded in Oracle Install Base.
4) Functional Overview
 Instance maintenance
o It provides for creation, updating, querying, and copying of instances through Install
Base user interfaces and through integration with other applications (CRM
applications :Field Service and ERP applications :Receipts, WIP completion)
o It can track an item instance from the time that it is received in inventory, in work
in process, in projects, at customer sites, and throughout the return and repair
process.
o It provides tracking of location, status, addresses, contacts, business party
relationships, inter-instance relationships, an extended set of attributes for pricing,
and the instance itself.

 Instance to multiple party/account relationships
It provides for association of an instance to different party types such as party,
employee, or vendor along with relationship types such as Owner and Service
Provider. Each party can have multiple accounts.
 Accounting classifications
It provides for associations of an instance with different account types, such as
inventory, customer product
 Multiple Inter-Instance Relationships
It provides for different kinds of relationships or product configurations that can exist
between instances such as component-of, member-of, connected-to. It also supports
the creation of a component-of structure at the time of instance creation from Bill of
Materials (BOM).
 History of all changes
o It records any changes made to an instance in terms of the transaction type, the
source reference, date, and time.
o It tracks changes to the inter-instance relationships, party/account relationships,
location, resources, version labels, operating units.

5) Example of Transactions That Use Oracle Install Base
 Purchase Orders
The following diagram shows the high-level flow for purchase orders.
The receipt of the component materials on the purchase order is recorded by Oracle
Inventory, and Oracle Install Base starts to track the item instances.
III. Overviewof Service Contracts
• Definition of a Business Contract
A contract is a legally binding agreement between parties, consisting of an offer and
acceptance for the performance and/or delivery of goods and services in return for
some form of consideration.
A. Contracts for Service
• Enables a business to design service offerings tailored to customer need
• Types of Service Contracts:

 Warranties
 A warranty represents a support service that is always included with a
given serviceable product.
 It is component in the bill of material for a serviceable product and
associated with the customer product in the installed base upon ordering
and shipment of the product to the customer.
 The price of a warranty is assumed to be included in the price of the
serviceable product, and is therefore not separately priced.
 Warranties are defined by the hours of coverage provided and the scope
of the service coverage in terms of material, labor, and expense.
 Warranties can be automatically created upon the sale of goods or
services in Oracle Order Management.
 Coverage start date for warranties can be synchronized with the
installation date of the covered equipment.
 Extended Warranties
 They are generally sold to the customer at an additional cost at the time
their products are purchased.
 You can sell the extended warranty contract using Oracle Order
Management at the time the product is sold or you can author it
manually in Service Contracts.
 If you create the Extended Warranty through Order Management, the
billing is done in advance for the entire contract duration.
 If you create an Extended Warranty in Service Contracts, you can take
advantage of the recurring billing feature.
 Service Level Agreements
 The agreement you designate for a particular service program, called the
service agreement, is not copied to the installed base or a service
agreement contract is created when a service item is sold via the contract
authoring process
 Service contracts (also referred to as service agreements) are contracts
that are usually sold to customers to support, repair and/or maintain
some product or service that the customer owns.
 They can be authored to cover specific serial numbers or all instances of
an inventory item; all products owned by a customer or installed at a site;
as well as all items included with a system.

 These contracts often take advantage of the ability to bill on a recurring
basis either monthly, quarterly or annually and can give the customer the
ability to pay for their services in advance or in arrears of the period of
service.
 Subscription Contracts
 They can also be sold through Oracle Service Contract for both tangible
and intangible items.
 Tangible items include magazines, collateral, or any other physical item
that can be shipped through Oracle Order Management.
 Intangible items can be collateral sent via e-mail or permission to access a
web site for a set period of time.
• Enables a business to track usage of products and services with product and service
counters
• Provides flexible bill settlement at predefined intervals or at contract termination
• Automates the service and support process by defining, managing, and executing
entitlements
IV. Field Service
• Oracle Service enables us to create field service requests; select and dispatch field service
personnel; and track the material, labor, and expenses of any field service.
• A rule-based engineer selection process is utilized to identify the appropriate service
personnel. These service personnel can then be notified about the field service visit and
customer.
• Oracle Service facilitates effective communication amongst field service personnel,
dispatchers, and customers through a powerful messaging feature.
• Based on service request parameters, we can also launch a workflow to resolve problems.
• We can facilitate both inbound and outbound communications with powerful messaging
capabilities.
• Using Oracle Service's billing capability, customers can be invoiced on itemized or
consolidated material, labor, and expenses incurred during the field service visit.

 Setup
 Before you enter field service requests, define the service group and support
level combinations that categorize your field service personnel by skill and
ability.
 Service groups are a means of loosely grouping together field service
personnel; support levels indicate varying grades or skills.
 You can associate one or many support levels with each service group.
 In the Dispatch Rules window, specify rules to match service group/support
level combinations with particular customers, products, and geographical
locations.
 These rules will be used when you dispatch personnel to address service
requests.
 Define action types, statuses, problem codes, and resolution codes for your
field service requests.
 Service Request Entry and Personnel Dispatch
 When a service request is logged, enter a service request action to follow up
on the request.

 Dispatch your personnel to resolve the request, either manually or according
to the dispatch rules you have defined.
 After you assign personnel to a service request action, you can launch a
customized workflow process (if you have associated one with the action
type) to coordinate notifications and instructions for the appropriate
employees.
 Resolution and Billing
 You can bill your customer for labor, materials, and expenses while
addressing a service request or after resolving one.
 Use the Field Service transaction group in the Charges window when you
enter charge details.
 Keep track of materials used in resolving the request by entering information
in the Transactions window.
 When you submit a charge as a sales order, billing information interfaces
with Oracle Order Entry/Shipping to be passed to Oracle Receivables, and
material transaction information interfaces with Oracle Inventory[2].
V. Service Charges
 Agents in a call center create service requests when customers call with a specific
request. They bill their customers for services, request for parts, returns, or exchange of
parts when Oracle Order Management creates the invoice.
 Charges allow consolidation of all labor, material, and expenses incurred during remote
support, field service, and depot repair into a single charge with multiple lines.
 Customer can be billed for labor, materials and expenses either while a service request
is being addressed or after one is resolved.
 The following diagrams illustrate typical scenarios when agents need to bill their
customers.

In the above diagram when a call center receives a customer call requesting for a part
replacement, the agent creates a service request using the Create Service Request HTML
page. The agent navigates to the Update Service Request page and then to the Charges
region to create a charge for the part replaced. The agent enters all details regarding the
charge and saves it. After the part has been replaced the agent submits the actual
charge. The charge details are submitted to Oracle Order Management and the agent
can view the corresponding order details in the Charges page.

In the above diagram the agent adjusts the price for a Debrief created charge line.
Agents can adjust the net price for a Debrief created charge line and submit these
charge lines from the Charges page. After the charges lines are submitted to Oracle
Order Management an invoice is created for it. The invoice details can be viewed in the
Charges region under the Order sub region [3].
REFERENCES
1) http://www.google.co.in/url?sa=t&rct=j&q=&esrc=s&frm=1&source=web&cd=1&ca
d=rja&ved=0CDMQFjAA&url=http%3A%2F%2Fwww.mi-
oaug.org%2Fprsnt%2Fcrm_overview.doc&ei=YfbdUtetDISGrAeX-
oDwDg&usg=AFQjCNEnAaD_mrWtNv-VnxJMcXXLbrmj9g&bvm=bv.59568121,d.bmk
2) http://docs.oracle.com/cd/A60725_05/html/comnls/us/cs/fdsvc01.htm
3) http://docs.oracle.com/cd/E18727_01/doc.121/e13496/T468199T560172.htm

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