CX/CRM BEST PRACTICES SALES CLOUD BEST PRACTICE SHARING Presented by Bryan Hinz, Allison Kutz

Meeting Agenda ORACLE SOCIAL NETWORK DEMO LEADING PRACTICES SHARING BENCHMARKS What customers are saying

COLLABORATION GAP I’ll start by telling you the Apex IT story… I think it’s a very common story. In the past, we collaborated using many different tools. EMAIL: I can’t keep up, storage limits, not the easiest to find things. CHAT: Great at real-time communication, has a history, but not a place to store documents, and can’t connect that conversation with CRM or emails. PHONE: we talk SHAREPOINT: Good at doc storage, but usage dropped when that’s all it did… people reverted back to emails CRM: Most of this isn’t connected, with exception of Outlook. Today these collaborations often take place outside of where the work is actually happening—in email, chats, phone calls, or doc mgmt, disconnected social networks—and typically aren’t recorded completely, let alone in a single location. Teams throughout the process are not using the same tools.

Social Network Cloud Secure Collaboration

Meeting Agenda ORACLE SOCIAL NETWORK DEMO LEADING PRACTICES SHARING BENCHMARKS What customers are saying

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Results & Benefits 9 Increased sales-team productivity and saved more than TWO HOURS A WEEK per representative Sales team can collaborate more quickly and efficiently on new business proposals and contracts… ultimately improving visibility, boosting productivity by eliminating excessive e-mail traffic, and delivering a competitive edge by RESPONDING FASTER Latest versions of docs / proposals are easily found Oracle Social Network has DIMINISHED INTERNAL EMAILS BY 90% and reduced the time taken for internal meetings on project and customer reviews by up to 80%. Staff members are more engaged and collectively responding to resolve issues and to progress Opportunities

Meeting Agenda ORACLE SOCIAL NETWORK DEMO LEADING PRACTICES SHARING BENCHMARKS What customers are saying

11 Leading Practices For Oracle Social Network (OSN) BRAINSTORM USE CASES What processes could you use and who are the users? Proposal development and approvals? Post-Sales processes? Sales Collateral? Business Reviews? Strategic Account Planning? DEVELOP NAMING CONVENSIONS Makes searching easier when the Conversations and Opportunities increase DEVELOP SOCIAL COLLABORATION POLICY HR Purposes PILOT THOSE PROCESSES WITH A GROUP OF PEOPLE Refine, then Deploy to Masses Remember, you have 100 OSN seats for every 1 OSC seat INSTITUTIONALIZE PROCESSES That is when you get adoption

Meeting Agenda ORACLE SOCIAL NETWORK DEMO LEADING PRACTICES SHARING BENCHMARKS How are you using OSN?

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