Presentation is loading. Please wait.

Presentation is loading. Please wait.

Copyright © 2006, Oracle. All rights reserved. 1 Oracle Online Training Materials – Usage Agreement Use of this Site (“Site”) or Materials constitutes.

Similar presentations


Presentation on theme: "Copyright © 2006, Oracle. All rights reserved. 1 Oracle Online Training Materials – Usage Agreement Use of this Site (“Site”) or Materials constitutes."— Presentation transcript:

1 Copyright © 2006, Oracle. All rights reserved. 1 Oracle Online Training Materials – Usage Agreement Use of this Site (“Site”) or Materials constitutes agreement with the following terms and conditions: 1. Oracle Corporation (“Oracle”) is pleased to allow its business partner (“Partner”) to download and copy the information, documents, and the online training courses (collectively, “Materials") found on this Site. The use of the Materials is restricted to the non-commercial, internal training of the Partner’s employees only. The Materials may not be used for training, promotion, or sales to customers or other partners or third parties. 2. All the Materials are trademarks of Oracle and are proprietary information of Oracle. Partner or other third party at no time has any right to resell, redistribute or create derivative works from the Materials. 3. Oracle disclaims any warranties or representations as to the accuracy or completeness of any Materials. Materials are provided "as is" without warranty of any kind, either express or implied, including without limitation warranties of merchantability, fitness for a particular purpose, and non-infringement. 4. Under no circumstances shall Oracle be liable for any loss, damage, liability or expense incurred or suffered which is claimed to have resulted from use of this Site of Materials. As a condition of use of the Materials, Partner agrees to indemnify Oracle from and against any and all actions, claims, losses, damages, liabilities and expenses (including reasonable attorneys' fees) arising out of Partner’s use of the Materials.

2 Copyright © 2006, Oracle. All rights reserved. 2 Purpose: This document provides an overview of features and enhancements included in Release 8.1. It is intended solely to help you assess the business benefits of upgrading to Release 8.1. This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement, which has been executed and with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without prior written consent of Oracle. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. 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 in this document remains at the sole discretion of Oracle. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code. Disclaimer:

3 Copyright © 2006, Oracle. All rights reserved. 3 Siebel Marketing 8.1 Siebel Marketing Objectives After completing this learning session, you will be able to: Describe the new features and enhancements in the Siebel Marketing 8.1 Release Describe new capabilities, integration options and systems process flows

4 Copyright © 2006, Oracle. All rights reserved. 4 Siebel 8.1 Marketing Overview World Class Lead Management Enhanced end-to-end lead management process flows Enhanced list and response import Enhanced data integration and data quality capabilities Advanced rules framework for lead scoring and routing Web and Marketing New usability enhancements Advanced system manageability Enhanced web landing pages/web surveys

5 Copyright © 2006, Oracle. All rights reserved. Lead Management Functional Deep Dive

6 Copyright © 2006, Oracle. All rights reserved. 6 World Class Lead Management Enhanced end-to-end lead management process flows Enhanced list and response import Enhanced data integration and data quality capabilities Advanced rules framework for lead scoring and routing Web and Marketing New usability enhancements Advanced system manageability Enhanced web landing pages/web surveys Siebel 8.1 Marketing Overview

7 Copyright © 2006, Oracle. All rights reserved. 7 Integrated Sales and Marketing process Measure Effectiveness Assess Feedback from Sales Channel Modify Lead Gen Program Acquire Right Contacts Execute Programs Capture & Qualify Leads Distribute Leads Accept/ Reject Work Oppty Plan Programs MarketingSales InvestmentReturn

8 Copyright © 2006, Oracle. All rights reserved. 8 Improved alignment between Marketing and Sales Streamlined lead process. More clarity on how to implement the lead management process within Siebel Consistent information flow from Marketing to Lead Qualifiers to Sales Higher Quality Leads Better qualified Better data quality Automated scoring Accelerated end-to-end process of lead management Self service methods of importing lead information Support for dedicated Lead Qualification team to focus sales reps on qualified opportunities Flexible routing logic to get highest value leads to right reps Time-based reminders and escalations More flexibility for local teams Local control for Sales and Marketing Ops to define lead scoring and routing Better visibility into the whole process Siebel Lead Management 8.1 – Benefits

9 Copyright © 2006, Oracle. All rights reserved. 9 Integrated Sales and Marketing process Measure Effectiveness Assess Feedback from Sales Channel Modify Lead Gen Program Acquire Right Contacts Execute Programs Capture & Qualify Leads Distribute Leads Accept/ Reject Work Oppty Plan Programs MarketingSales InvestmentReturn

10 Copyright © 2006, Oracle. All rights reserved. 10 Capture Leads - Enhanced Data Import Self-service import of lists from third party sources, offline files and other IT systems Support for contacts, prospects, accounts, leads and responses Enhanced UI to upload lists, manage list mappings, and monitor jobs Processes records through a quarantine process where data quality matching, address cleansing is performed Extensible mapping and loading logic Enhanced error handling

11 Copyright © 2006, Oracle. All rights reserved. 11 Data Import Framework Staging Area Import File Core CRM Contacts Accounts Leads Responses Prospects Channel assignment and scoring Multi-threaded batch import Contact import workflow Lead import workflow Response import workflow Prospect import workflow Account import workflow Contacts Accounts Leads Responses Prospects Configurable and extensible import framework Dedicated import logic for each primary object

12 Copyright © 2006, Oracle. All rights reserved. 12 Reusable mappings Mappings driven by selected object Data Import: File Mapping View Business users can map their files to target fields Mapping fields appear based on the main object selected

13 Copyright © 2006, Oracle. All rights reserved. 13 Data Import: File Mapping View Reusable mappings Designate required fields per mapping if desired (note: user keys at object level still apply) Control which fields can be updated and what determines an exact match

14 Copyright © 2006, Oracle. All rights reserved. 14 Manual or scheduled import End user can review and cleanup any data problems Data Import: Job Setup Rejected records returned in separate file for easy review and correction Supports scheduled one-time or repeating jobs

15 Copyright © 2006, Oracle. All rights reserved. 15 End user can monitor progress of the import Data Import: Job Monitoring Job Status view show progress of import task and any errors which occur Click ‘Refresh’ button to update page with latest information

16 Copyright © 2006, Oracle. All rights reserved. 16 Diagram of how data actually comes in the system Staging Tables XML File - - John Doe Oracle S_LEAD_IMPT S_CONTACT_IMPT S_ORG_EXT_IMPT Workflow process S_LEAD S_CONTACT S_ORG_EXT Siebel Object Manager Rules Delimited Text File Base Tables Insert data De- dupe Move to Base Tables Move to Base Tables

17 Copyright © 2006, Oracle. All rights reserved. 17 The Lead Import Workflow Process

18 Copyright © 2006, Oracle. All rights reserved. 18 Lead Import Logic

19 Copyright © 2006, Oracle. All rights reserved. 19 Response Import Logic

20 Copyright © 2006, Oracle. All rights reserved. 20 Account Import Logic

21 Copyright © 2006, Oracle. All rights reserved. 21 Contact Import Logic

22 Copyright © 2006, Oracle. All rights reserved. 22 Summary: Siebel 8.1 Import vs. Previous Releases Previous ReleaseSiebel 8.1 Import Import process Hard coded business serviceWorkflow driven Supported objects (ability to insert and update) Prospects Responses Contacts Accounts Prospects Responses (with survey answers) Leads Import file types Delimited text and fixed widthDelimited text, fixed width, XML Mappings Direct buscomp fieldsExtensible integration objects Job Monitoring Status field and # of errorsStep by step progress messages Error Handling Admin must open log filesRejected records returned in a file to end user for review and correction Required Fields Hard codedConfigurable based on mapping and object Scheduling NoneScheduled one time and repeating jobs Deduplication Only contacts and prospectsDeduplication for each party in the file, including accounts and contacts in same row

23 Copyright © 2006, Oracle. All rights reserved. 23 Integrated Sales and Marketing process Measure Effectiveness Assess Feedback from Sales Channel Modify Lead Gen Program Acquire Right Contacts Execute Programs Capture & Qualify Leads Distribute Leads Accept/ Reject Work Oppty Plan Programs MarketingSales InvestmentReturn

24 Copyright © 2006, Oracle. All rights reserved. 24 Siebel Lead Management 8.1 – Distribute and Manage Leads Increased alignment, control and effectiveness of response to order process Enhanced Capabilities Improved data flow to sales Lead channel selection rules Lead scoring rules Closed loop lead lifecycle management Enhanced ‘Lead Qualifier’ UI Explicit lead conversion, rejection Time tracking of lead changes to support time-based reassignment and escalation

25 Copyright © 2006, Oracle. All rights reserved. 25 Use Siebel Rules Framework to develop lead scoring logic. Example: Lead scoring - example

26 Copyright © 2006, Oracle. All rights reserved. 26 Example Rule Setup in Siebel Business Rules Tool

27 Copyright © 2006, Oracle. All rights reserved. 27 Local control of lead routing process Each sales division can select it’s preferred parameters for lead scoring, routing method, and time limits

28 Copyright © 2006, Oracle. All rights reserved. 28 Integrated Sales and Marketing process Measure Effectiveness Assess Feedback from Sales Channel Modify Lead Gen Program Acquire Right Contacts Execute Programs Capture & Qualify Leads Distribute Leads Accept/ Reject Work Oppty Plan Programs MarketingSales InvestmentReturn

29 Copyright © 2006, Oracle. All rights reserved. 29 Lead Status and Lifecycle Defined lead statuses Actionable Disposition Rerouting possible Time based New Lead passed to Sales Lead Status Accept Retire Reject Result Opportunity Created Lead Archived Not a Lead Nurture To Be Reassigned Qualified Convert Converted Rejected

30 Copyright © 2006, Oracle. All rights reserved. 30 Lead Qualification User Interface Lead Status is used to control the Lead Lifecycle

31 Copyright © 2006, Oracle. All rights reserved. 31 Tracking of lead lifecycle Quick action buttons for Lead Qualifiers and Sales Reps Lead Qualification User Interface

32 Copyright © 2006, Oracle. All rights reserved. 32 Lead converted to Opportunity

33 Copyright © 2006, Oracle. All rights reserved. Lead Management Demonstration

34 Copyright © 2006, Oracle. All rights reserved. Summary

35 Copyright © 2006, Oracle. All rights reserved. 35 World Class Lead Management Enhanced end-to-end lead management process flows Enhanced list and response import Enhanced data integration and data quality capabilities Advanced rules framework for lead scoring and routing Siebel 8.1 Lead Management

36 Copyright © 2006, Oracle. All rights reserved. 36 Additional Resources Siebel 8.1 Bookshelf Marketing User Guide Siebel Business Rules Administration Guide Additional TOI’s to watch Siebel 8.1 and Web Marketing Siebel Business Rules

37 Copyright © 2006, Oracle. All rights reserved. Thank You


Download ppt "Copyright © 2006, Oracle. All rights reserved. 1 Oracle Online Training Materials – Usage Agreement Use of this Site (“Site”) or Materials constitutes."

Similar presentations


Ads by Google