Download Oracle CRM On Demand Deployment Guide by Jeff Saenger PDF

By Jeff Saenger

Grasp Oracle CRM On call for Foster long term shopper relationships and speed up productiveness utilizing the confirmed concepts and most sensible practices during this Oracle Press advisor. Oracle CRM On call for Deployment Guideshows the best way to manage, customise, and deal with a dynamic software-as-a-service resolution throughout your online business. improve implementation plans, maximize person adoption, construct applets and portals, combine net 2.0 good points, and use analytics dashboards. the newest layout, tuning, and knowledge defense thoughts also are lined during this functional source. identify company targets, venture requisites, and key good fortune metrics employees an implementation workforce and advance potent rollout plans Configure, installation, and administer Oracle CRM On call for deal with clients and limit entry utilizing roles and privileges customise revenues, advertising, and repair techniques with the article version Embed exterior content material and URLs utilizing the net prone API Distribute real-time BI utilizing dashboards and complicated reporting instruments include net tabs, mashups, Google companies, and RSS feeds Use workflow to automate enterprise procedure administration

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Extra resources for Oracle CRM On Demand Deployment Guide

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Each of the application objects (Account, Contact, Opportunity, and so on) contains a predefined set of Custom Fields that you enable as you need them. Custom Fields come in multiple data types (text, currency, pick-list), and there are a fixed number of total fields available to choose for each object. ■■ Screen Layouts may be configured to show or hide any of the available objects and fields for a particular business process. You can also set up layouts to dynamically change what fields show up, depending on the type of data being viewed or a particular stage in your business process.

These are SaaS and/or mobile applications that are sold under a separate subscription and offer out-of-the-box plug-and-play integration to CRM On Demand. The extensions fall into two categories: ■■ CRM On Demand sales productivity extensions delivered by Oracle ■■ Partner solutions delivered via the CRM On Demand certified partner program CRM On Demand offers six productivity extensions: Email Marketing, Deal Management, Partner Relationship Management, Call Center On Demand, Mobile Sales Assistant, and Sales on the Go.

Oracle Support does not provide consulting advice, and you will likely be referred to Oracle Consulting Services for billable assistance. The second is any request that involves integration with CRM On Demand. Oracle Support is not able to diagnose problems with or review custom Web Services integrations, and they will deflect any request in that area. In the next section, we will highlight the User Forums for CRM On Demand. These are terrific sources of expertise for implementation and customization questions that you should consider.

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