Oracle Sales Cloud: How to Extend with PaaS [CON8477]

Oracle Sales Cloud: How to Extend with PaaS [CON8477]
John Vakoc – Senior Director, Oracle Shishir Agarwal - Senior Director, Oracle John Anto – Principal, Infovity October 02, 2014 This is a Title Slide with Picture slide ideal for including a picture with a brief title, subtitle and presenter information. To customize this slide with your own picture: Right-click the slide area and choose Format Background from the pop-up menu. From the Fill menu, click Picture and texture fill. Under Insert from: click File. Locate your new picture and click Insert. To copy the Customized Background from Another Presentation on PC Click New Slide from the Home tab's Slides group and select Reuse Slides. Click Browse in the Reuse Slides panel and select Browse Files. Double-click the PowerPoint presentation that contains the background you wish to copy. Check Keep Source Formatting and click the slide that contains the background you want. Click the left-hand slide preview to which you wish to apply the new master layout. Apply New Layout (Important): Right-click any selected slide, point to Layout, and click the slide containing the desired layout from the layout gallery. Delete any unwanted slides or duplicates. To copy the Customized Background from Another Presentation on Mac Click New Slide from the Home tab's Slides group and select Insert Slides from Other Presentation… Navigate to the PowerPoint presentation file that contains the background you wish to copy. Double-click or press Insert. This prompts the Slide Finder dialogue box. Make sure Keep design of original slides is unchecked and click the slide(s) that contains the background you want. Hold Shift key to select multiple slides. Apply New Layout (Important): Click Layout from the Home tab's Slides group, and click the slide containing the desired layout from the layout gallery. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

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Session Agenda 1 Oracle Sales Cloud Extend Oracle Sales Cloud with PaaS Oracle Cloud Marketplace Proof Point - Infovity Call to Action and Q&A 2 3 4 5

Oracle’s Cloud Leadership
10,000+ Cloud Enterprise Customers Cloud Customers in 180+ Countries 34 Languages 21,500,000+ End Cloud Users So in my closing slides, I’d like to discuss a little bit about how big Oracle is and why this is important to you. Yes, we have a substantial presence in the market as the second largest software company globally. We’re also an enormous cloud company – with over 21 million customers using our cloud solutions every day. No other company invests more in R&D in the cloud space. We have global data centres and support languages across the globe. Why is this important to you? Well, it essentially means that our commitment and ability to execute in Cloud is unparalleled. We see cloud computing as a fantastic opportunity to help our customer simplify IT – which is a sector that’s become increasingly valued in today’s global economy. And we’ve been dedicated across the globe towards making this happen. We’ll also be here to support our customers over the long-run, which is especially important when in an era of many failed social start-ups. KEY MESSAGE ON THIS SLIDE: No one invests more in cloud R&D than Oracle. With over 21MM cloud users, and over 2100 customers in our Customer Experience portfolio- these solutions power global customers in over 180 countries from 13 data centers. Our dedication to maintaining the most advanced hosting operations with the most secure data infrastructure is second to none… and we continue to invest in improving this infrastructure every day. 13 Global Data Centers 2+ Billion Cloud Transactions per Day 2,100+ Cloud CX Customers Oracle Confidential – Restricted 5

Oracle Marketing Cloud
The Complete Solution In-Store Contact Center Social Field Service Mobile Direct Sales And as you can see here, we’re committed to cloud by making our solutions comprehensive, integrated, and advanced. We have a complete integrated CRM Cloud solution, which nobody else can offer. Our customers can select what they need, when they need it. Typically, we see that customers will decide to take on some functionality – such as sales and social – and then grow into the rest as need (such as future commerce and marketing capabilities). Our tight integration offers a comprehensive and advanced cloud solution. We also usually help customers develop a roadmap based on what makes sense to them. In closing, let’s discuss next steps to further understand your functional requirements so we can develop a tailored roadmap for you. KEY MESSAGE ON THIS SLIDE: Only Oracle can deliver this full suite of cloud capabilities to manage the entire Customer Experience lifecycle. From marketing cloud, sales cloud, Sales Performance Management, SRM, CPQ, commerce, and service cloud… each of these is a clear market leader from just about any analyst- Forrester, Gartner, etc. These solutions already help our customers win… every day. With over 21MM users. Integrated together, they can truly transform your business and your Customer’s Experience. Pick the capabilities you need most- and deploy them quickly… with confidence they’ll work together with the rest of architecture. Our global network of Oracle experts and partners can help you plan how to get there- and pick where to start. Web Channel Oracle Social Cloud Oracle Marketing Cloud Oracle Sales Cloud Oracle Commerce Cloud Oracle Service Cloud Oracle CPQ Cloud Integrated Customer Experience Foundation Globalizations and Statutory Localizations Integrated Customer Experience Foundation Social Network Mobile Analytic KPIs & Dashboards Predictive Analytics Integrations Oracle Confidential – Internal/Restricted/Highly Restricted

Personalize Your CX Cloud
Tailor within SaaS. Enrich with PaaS. Oracle CX Cloud Social Cloud Mobile Services Database Services Java Services Developer Services Document Services BI Services Marketplace 3rd party apps Oracle gives you the capability to personalize your cloud within the cloud applications and then allows you to go beyond SaaS to enrich your cloud through a variety of services offered all on ONE cloud platform. Oracle CX Cloud comes with a full range of tailoring capabilities; support for selecting data fields to display on mobile devices, OSN or social collaboration is part of CX cloud out of the box as well as a business process flow composer that allows on the fly changes to business processes/approval processes as needed. Oracle Cloud PaaS enables additional standards based tooling (from database to Java) for you to enrich and build new applications. The Oracle CX Cloud can be enriched with: -- Mobile Services to create mobile apps - Database Services for storage and data import needs - Java Services opens the full power of Java from simple modifications to complete applications and or modules (as represented by customizations for industry verticals) - Developer services for managing your customizations that support the developers needs - <<<<<<To the speaker: Today (July 13, 2014), OSN is part of SaaS apps, CX Fusion. At a later date, Rightnow and will be including OSN at the apps level, Eloqua is also being planned to include OSN. Social Cloud refers to the other services that enable the social listening and social engagement at the PaaS level.>>>>> - Document Services support your external document storage and document transport. management needs - BI Services for custom enterprise grade business intelligence, dashboards, and reporting -- Get and use hundreds of certified 3rd party apps from Oracle Cloud partners to quickly add enrich your cloud even more. All these services are supported on a common infrastructure where the user model is the same, SSO is enabled, and Identity Management provides the secure access you get with Oracle’s applications which is enriched by Oracle Cloud Platform as a Service. Governance is an important concept that speaks to how Oracle manages day to day operations and keeps your data and applications secure. Oracle Cloud PaaS is used across Oracle Cloud Applications and provides one common platform for your entire business. Rich tailoring capabilities Mobile support Embedded social collaboration Tailor approvals/ workflows Social relationship management Listening, engagement Enterprise social network Data management Mobile APIs Federated identity Mobile security Any platform, any device Data storage Data import Logic and business rules UI modifications Full power of J2EE Source code management Build deploy tools Web service repository External document collaboration Offline syncing Web, mobile, desktop Enterprise analytics Reporting Unique apps By cloud partners Certified One Cloud Platform

A Personalized CX Cloud
Tailor the delivered UI TAILOR User Experience Change existing business processes Add new data fields Mashups to other apps Create mobile apps Access documents externally Simplify BI across the business Develop apps, access data & test quickly ENRICH CX Cloud SaaS PaaS By tailoring your CX Cloud within your applications, you can receive the following benefits: Improve the user experience Increase user satisfaction Protect all your changes across software updates Some ways your business users can tailor your CX cloud today are: Configure and display your logos on the screen Change built-in approval processes Add data fields on the fly, create mashups to other applications Modify dashboard reporting And all UI changes apply to all devices Social conversations are part of the software and your users can tailor these conversations to be updated based upon activities as they occur in your business. All automated. By enriching your CX Cloud with Oracle Cloud PaaS, you can receive the following benefits: Extend capabilities to create new features and new applications You get one platform for your entire business with standards based tools that are the most widely used in the industry Streamlined development with applications portable to other platforms Some ways your IT folks can enrich your CX cloud today are: Create mobile apps Share documents externally on any device Simplify and unify BI across the business Use certified 3rd party apps from Oracle Cloud partners Develop/test fast with DB Cloud Service, Java Cloud Service, Developer Services Aggregate data fast with DB Cloud Service, Java Cloud Service And your IT team could create applications with tools they already use today and that over millions of developers use today (no searching around for a developer with a unique proprietary skill set and increased ramp up time to development. Start coding today with Java.) Oracle provides one cloud platform that extends it SaaS applications using tools that are widely known and accepted as industry standard. And the apps you create with Oracle PaaS are portable to other platforms if you want to move them. A few examples of unique apps some customer created are: A Travel Authorization application which allows sales management to pre-approve travel for all sales personnel. A Call report application that allows an airline carrier in France to generate a yearly call plan for sales reps to help them execute calls

Oracle Sales Cloud

Tailor Your Brand Add your logo. Change look & feel.
Users expect a simplified, tailored experience Brand uniqueness is important to business units within a corporation Each business unit can present their unique brand experience Here we show an actual customer use case as to why the brand labeling on the display made a difference to the user and the business. An example is a major consumers products corporation that has several known brands under it – this often is the case in companies that offers many products and brands. Having the ability for each division or subsidiary to be able to display their unique brand experience is important! And also the best part because other data that is used throughout the corporation can be made available to the divisions if desired. Such as territory assignment data, no need to re-enter that information if it is useful to another division.. Also divisional forecasts can be rolled up for corporate viewing. “I don’t know if using Oracle Sales Cloud could get any easier, for our initial users it has been an easy adoption. It’s almost as easy as using a consumer app.” — Molly Anderson, Chiro One Wellness Centers

Tailor Data Fields Place data fields on page. Validate entries.
Users expect flexibility to define and add fields as needed Example: quickly add a drop down box “opportunity type” Sales managers can track types of sales from their dashboards Here we show an actual customer use case as to why the adding data fields made a difference to the user and the business. IN this case the sales manager wanted to keep track of the types of opportunities that were coming in – which ones were closing the fastest. He added a drop down box to add opportunity type. This is just one example of how you can place fields anywhere on the screen and also have the data validated upon entry.

Tailor Workflow Processes
Configure rules. Test for conditions. Workflow processes often vary depending on business conditions Easily modify built-in workflows to make changes to: a sales approval process contract signoffs special order process approve product availability by country Here we show an actual customer use case as to how the changed approvals process made a difference to the user and the business. You can change workflows to change a sales approval process, a certain contract value that needs special approval or A special order approval process. Or even approvals to make products available in certain countries. These are just some examples as to what you can do…

Tailor Dashboards Create unique views. Analytics built-in.
Each role looks at data differently to conduct their job Role based security built-in. Each role sees only data relevant to them Managers and users are empowered to tailor their views of data Leads to discovery and new ways to improve the business Here we show an actual customer use case as to how tailored reporting dashboards made a difference to the user and the business. Oracle has designed SaaS with apps with analytics built-in from day one, not added on afterwards as an after thought. (notes: SFDC has recently bought Relate IQ for $350M July 11, 2014 to provide analytics strengths that they do not have. See addtl SFDC notes below: Salesforce.com is also without sophisticated business intelligence (BI). Customers seeking data warehousing, data mining, online analytical processing (OLAP) or predictive analytics will need to procure third party solutions from AppExchange or elsewhere. - See more at: strengths.php#sthash.yoQTfJEe.dpuf

Tailor Display on Any Device
Configure. For any device. Users expect to access information from any device Quickly select fields to have data display on any device: Web Mobile Outlook pages Users expect to access information from any device. Here you can select which data fields should display on the web, on mobile or on outlook pages

Tailor Social Conversations
Contextual conversations. Get auto updates from Sales Cloud. Brings sales teams together for topical information sharing: link directly to a conversation automatically update specific conversations based on sales activities reference structured and relevant conversations for historical purposes access from any device: web, mobile, desktop Here we show an actual customer use case as to why enabling OSN made a difference to the user and the business. Here a sale was closed and the information was automatically updated into the sales and deal team’s conversation thread. Other notes: Oracle Social Network provides a developer site which explains how to enrich applications with Social Capabilities. These social capabilities enable applications to take advantage of OSN Conversations, Social Objects (making business transactions social), Content, and People capabilities. These social capabilities can be added to applications via embeddable social plug-ins (similar to the Facebook newsfeed and like boxes). As well, Oracle Social Network provides an extensive and secure set of REST APIs for custom integrations.

Extend Oracle Sales Cloud with PaaS

Create a Mobile App Automated lead follow-up.
App assists sales reps in lead follow-up process: Salesperson scans a business card with phone Assigns a follow-up date to self or inside salesperson Saves as a Contact to Oracle Sales Cloud Salesperson is alerted on a specific date to follow-up with contact Here we show an example of creating a mobile app to solve a common sales problem – lead follow-up and how to advance sales follow-ups for the business Example: An automated lead follow-up app: Everyone knows how hard it can be to follow-up on leads or contacts after conferences/shows. So many leads so little time. This app allows a salesperson to be scan business card and set a future reminder to follow up on the lead/business contact. With Oracle PaaS, you can go beyond SaaS apps, to create mobile apps that can run on any device across your entire business.

Share Documents Externally
Share documents with partners. Document Cloud Service. Collaborate on a sales opportunity with partners Create a shared folder for a specific partner / opportunity Embedded folder in the Sales Cloud UI Users can leverage all Document Cloud functionality for managing shared folder content Across web, mobile, desktop and offline Here we show an actual customer use case as to why the advanced document sharing made a difference to the user and the business. Here you can use Oracle Document Cloud Service to create a shared folder for partners to work on a specific opportunity with your sales team.

Business Value of Enriching
How customers enrich their CX cloud Examples: Business Benefits: 1 Create a Mobile App Assist sales reps with automated lead follow-up Next – we will take a closer look at the value your business can receive from enriching your CX Cloud: Here are some specific customer examples that we will go into deeper on the next slides: 2 External Document Sharing Share documents with partners 3 Unify and Simplify BI Gain visibility into partner sales data quickly 4 Get certified 3rd Party Apps Create stunning proposals, contests for reps 5 Develop App & Access External Data Create drug application for MD

Oracle Database & Java Cloud
Full-featured: Dedicated 11gR2 or 12c DBMS Secure: Encryption - Network, DB, Storage Highly Available: Data Guard, RAC Cluster Managed: Oracle Backs Up, Patches, Upgrades All DB Tools: SQL Loader, Data Pump, JDBC, OCI, Enterprise Manager, Any Third Party Tools Full portability: On-premise to Cloud Java: Full-Featured: WebLogic 12c or 11g Instance WebLogic/Java & Database RAC integration Clustering, In-Memory, High Availability, Elastic Load Balancing, Scale Up & Scale Out Managed: Oracle Back Up/Restore, Patching, Application Server Management Full portability: On-premise to Cloud

Oracle Integration & Process Cloud
Cloud-Cloud, Cloud-On Premise, On Premise-On Premise Elevated Integration Experience Full Oracle Service Business Functionality in the Cloud Virtualize & Integrate Orchestrate, Transform, Monitor Auto discovery & Mappings, API management Process: Design, Deploy & Manage Process, Rules, Forms, Tasks Integrate with Oracle & non-Oracle Applications Integrate with Oracle Document Services Perform work effectively using Mobile/Web/ Interfaces Monitor using Process Dashboards

Oracle Mobile & Messaging Cloud
Enterprise Mobile Backend-as-a-Service (mBaaS) Cross-Platform Mobile Apps Sync, Push and Notifications APIs: Object Storage, User Management & Custom Mobilize Oracle Applications & Enterprise Assets Messaging: Asynchronous JMS-based pub-sub messaging Guaranteed Delivery Messaging Cloud, On-Premise, Cloud-Cloud JMS, Web Sockets, REST API Dynamic messaging (JMS) for applications on-premise & on Oracle Cloud

Oracle Documents & Social Network Cloud
Anywhere Access: File Sync & Share Rich Collaboration: Workspaces & Conversations Mobile Productivity: Native Mobile Apps & Editing Content Platform: APIs, Metadata, Workflow, Security Enterprise Grade: Secure Data Isolation, Governance Fully Managed: Patched, Backed Up, Upgraded Integrations: With On-premise Content & Apps Social Network: Rich Connections: People, Profiles, Walls Rich Conversations: Real-time Interactive Discussions Active Feeds: Conversations, Activity Streams, Notifications Discovery: Social Graph, Recommendations, Follows Objects: Social in-context on any Application Object Synchronous Communications: Voice, Web, Video Rich API Platform: Build and Extend Social Apps

Faster change with less cost
SPEED to innovate with STANDARDS to keep moving fast ✓ Less development time – less constraints imposed by the platform No training needed for developers– using well known language Better debug tools ✓ 9 Million Java developers worldwide Easy to find developers, less cost to business Port code to any open platform – no lock in Less development time is on an Oracle platform because that are less restrictive limits imposed,,, unlike other platform providers. Up to 25% of a developers can be used seeking ways to comply with other cloud providers highly restrictive constraints. Oracle provides your business with decreased cost and faster development than other platfrom providers. Your development team most likely knows Java and Oracle tools, they can get started right away creating applications, etc Oracle has extensive debut tools that make it fast and easy to test code There are over 9 Million Java developers worldwide. Other platform providers use proprietary languages that take time to learn and it can be very hard to find developers with that experience and they can be very costly once you do find them. That applies to making changes to the code much later down the road as well. Code created on an Oracle platform is built on standards meaning it can be ported to any open platform and run. You are not locked in to using Oracle. In the short term, you’re focused on speeding up innovation You need to digitize key business processes and create an engaging user experience And, you want software updates that contain the latest innovations, so you don’t risk falling behind the times. What happens down the road when perhaps you want to create new apps or your own innovations? Oracle’s difference is it combines SPEED WITH STANDARDS to help you innovate now and keeps you moving fast into the future. Standards such as having an integrated framework with consistent data model for your business with unified access controls. And, having familiar tools can help you get there faster and more inexpensively, when you want to create even more innovations across your entire business In the long term, standards allow you to keep moving fast and allow you to scale innovation across your business with less cost We think you need a modern cloud that contains both “SPEED WITH STANDARDS” to succeed ✓ ✓ ✓ ✓

Oracle Cloud Marketplace

Search, Filter and Browse for Applications...
Search for Cloud applications by application name, vendor or keywords Filter results by supported platforms supported languages Browse the catalog by business categories Sort by results by highest rated or most recent updates

... and Services Search for service offerings by vendor or keywords
Filter by Oracle product focus and language Filter by Regional coverage Browse by Industry specific solutions Sort by best rated and recently added

Oracle Cloud Marketplace Adoption
Oracle Partners actively using the Oracle Cloud Marketplace Currently available applications on the Marketplace 350+ 250+ Service Integrators selling their professional services on the Marketplace People visiting the Marketplace site daily 100+ 1600+

Proof Point - Infovity

Adorb – Advertising Order and Subscription Billing
John Anto, Technical Manager, Infovity

Who We Are Corporate Snapshot Products and Expertise Customer Base
Founded 2008 125 + consultants worldwide, growing Global R&D Centers – Silicon Valley and India Products and Expertise Adorb – Insertion Order and Subscription Oracle CX Cloud Practice Oracle HCM Cloud Practice Oracle ERP Cloud Practice Integration Service - AppConnect Customer Base 70+ active customers References for Oracle Applications Cloud and EBS 80% of business is from customer referrals and repeat business

Insertion Order and Subscription
Adorb: Ad Insertion Order and Subscription in Media Order Management and Billing for Media and Subscription Industry Automate the lifecycle of Insertion Orders Streamline creation, updates, and capturing of ad impressions and clicks Capture License, SaaS, Online Ad, Subscription Change Management Plug-Ins Supports One-Time, Recurring and Usage Billing Oracle footprint for Adorb Oracle Sales Cloud Oracle Financials Cloud Oracle Java Cloud Service Insertion Order and Subscription

Business Value Automates Billing and Revenue mgmt Improves cash flow
Dynamic and Accurate Billing Improves Business Agility Embedded Intelligence

UI Mashups – Opportunity Details page Web Services (Orders, Invoices)
Adorb Architecture Ad servers REST UI Mashups – Opportunity Details page ADF UI Customer, Account Web Services (Opportunity) Web Services (Orders, Invoices) Web Services (Invoices) Opportunity close triggers Order Insertion in Adorb

Integration Pattern UI Mashup Event based Outbound Services
SSO experience Data Sync – Export, Import

Value Proposition of Oracle PaaS
Security Performance Meeting SLA Open Standards Deployment - Getapp Security - We leverage Oracle Sales Cloud Security for providing SSO experience - No need to build the whole identity management infrastructure Performance - Ability to scale for customers - Monitor the performance metrics and finetune - No need for separate admin for performance tuning Meeting SLA - Oracle PaaS takes care of availability - Metrics to meet SLAs - Monitoring tools and utilities come from Oracle PaaS Open Standards - Freedom to use the latest technology – AJAX, HTML5, AngularJS, Spring - Freedom to bring Opensource projects and take advantage of open standards tech

Customer Case Study Adorb Challenge Solution footprint Results
Complete Opportunity to Cash solution on the Cloud Industry Specific Billing Solution footprint Oracle Sales Cloud Adorb – Order Management and Billing Oracle Financials Cloud Results Integrated Solution using Oracle PaaS Implementation in 4 weeks (Sales and Financials Cloud Integration) Adorb Security - We leverage Oracle Sales Cloud Security for providing SSO experience - No need to build the whole identity management infrastructure Performance - Ability to scale for customers - Monitor the performance metrics and finetune - No need for separate admin for performance tuning Meeting SLA - Oracle PaaS takes care of availability - Metrics to meet SLAs - Monitoring tools and utilities come from Oracle PaaS Open Standards - Freedom to use the latest technology – AJAX, HTML5, AngularJS, Spring - Freedom to bring Opensource projects and take advantage of open standards tech

John Anto, Technical Manager
Q & A Thank You Infovity, Inc. John Anto, Technical Manager

Call to Action and Q&A

cloud.oracle.com/marketplace
Find how to integrate you existing vendors solutions with Oracle Cloud Discover new apps and integration solutions to extend your Oracle Cloud services Already using an integration – Rate and Review on the Marketplace ISVs and SIs – develop for the Oracle Cloud and Become a Cloud Marketplace Publisher

This is a Safe Harbor Front slide, one of two Safe Harbor Statement slides included in this template. One of the Safe Harbor slides must be used if your presentation covers material affected by Oracle’s Revenue Recognition Policy To learn more about this policy, For internal communication, Safe Harbor Statements are not required. However, there is an applicable disclaimer (Exhibit E) that should be used, found in the Oracle Revenue Recognition Policy for Future Product Communications. Copy and paste this link into a web browser, to find out more information. For all external communications such as press release, roadmaps, PowerPoint presentations, Safe Harbor Statements are required. You can refer to the link mentioned above to find out additional information/disclaimers required depending on your audience.

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