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

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

3. 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.
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 s.
PHONE: we talk
SHAREPOINT: Good at doc storage, but usage dropped when that’s all it did… people reverted back to s
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 , 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.

4. Social Network Cloud
Secure Collaboration

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

6. OUTLOOK PLUG-IN
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7. MOBILE / TABLET APP
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8. MOBILE / TABLET APP
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9. 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 traffic, and delivering a competitive edge by RESPONDING FASTER
Latest versions of docs / proposals are easily found
Oracle Social Network has DIMINISHED INTERNAL S 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

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

11. 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

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

13. ADDITIONAL RESOURCES CLOUD.ORACLE.COM eBOOK 30+ TRAINING VIDEOS
WHITEPAPER
RELEASE 11 NOTES
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