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Issue <strong>2011</strong>.<strong>02</strong><br />

Ensuring an optimised<br />

customer experience<br />

<strong>Customer</strong> Experience<br />

Management<br />

Why and how to ensure a consistently<br />

excellent customer experience across<br />

every channel<br />

Sales Productivity<br />

The best value tools to enable your<br />

sales teams to work smarter and be<br />

more productive<br />

Master Data Management<br />

How taking control of customer data<br />

drives improved service, increased loyalty<br />

and higher sales


“A multi-channel<br />

approach to the<br />

customer experience<br />

is no longer enough<br />

to ensure success.”<br />

In This Issue<br />

THE SECRETS OF<br />

GREAT CUSTOMER<br />

EXPERI<strong>EN</strong>CE<br />

MANAGEM<strong>EN</strong>T<br />

Welcome<br />

Forget multi-channel –<br />

go cross-channel!<br />

In today’s hyper-connected world, most companies are trying to maximise revenues<br />

by selling to and interacting with customers across multiple physical and digital channels.<br />

However, this multi-channel approach to the customer experience is no longer<br />

enough to ensure success.<br />

The proliferation of Internet-based platforms for commerce, information sharing and<br />

opinion forming means that customer behaviour is now guided by a wider range<br />

of influencers than ever before – most of whom are independent. In addition, customers<br />

are accessing these platforms via an ever-expanding range of devices, from<br />

smartphones to tablet computers.<br />

Given this fragmentation of influence and access methods, the potential for the customer<br />

experience to also fragment is considerable. The result is customer frustration,<br />

lower satisfaction and lost sales. That is why it is time for a new, cross-channel approach<br />

to customer experience management (CEM).<br />

This edition of <strong>Customer</strong> <strong>Concepts</strong> focuses on:<br />

CONNECTING THE CUSTOMER EXPERI<strong>EN</strong>CE – why and how to pursue sales, marketing<br />

and service consistency across channels<br />

SALES IN MOTION – the best value approach to enabling smarter, more productive<br />

selling from anywhere<br />

A HOLISTIC CUSTOMER VIEW – empowering deeper, broader customer relationships,<br />

improving customer service, and supporting sales through data centralisation<br />

For an even more detailed analysis on how to deliver a superior cross-channel commerce<br />

experience, you can also download a special white paper that recently appeared<br />

in DestinationCRM magazine: oracle.com/goto/cross­channel_commerce<br />

I hope you find this edition of <strong>Customer</strong> <strong>Concepts</strong> valuable. As always, ideas, suggestions<br />

or requests regarding any aspect of the magazine are always welcome!<br />

Best regards,<br />

Steve Fearon<br />

Vice President, Applications Sales Development,<br />

Alliances & CRM On Demand, EMEA<br />

Oracle United Kingdom<br />

Next Issue<br />

GAIN INSIGHTS INTO<br />

SHAPING YOUR<br />

SERVICE EXCELL<strong>EN</strong>CE<br />

Contact Us<br />

FOR FURTHER<br />

INFORMATION<br />

0870 876 8301<br />

applications_gb@oracle.com<br />

<strong>Customer</strong>s commonly use multiple channels and devices<br />

within the context of a single purchase. However,<br />

the way most companies manage the customer experience<br />

has not changed. Discover new approaches to CEM<br />

and the technologies empowering them.<br />

SIX KEY CEM TR<strong>EN</strong>DS<br />

1) The move away from a siloed approach to CEM, towards<br />

an integrated approach that leverages cloud-based software<br />

tools to increase revenues and reduce costs<br />

2) A shift in thinking which acknowledges that customers<br />

use multiple channels per buying decision, and seeks to<br />

ensure a smooth experience as they switch between them<br />

3) A focus on improving sales effectiveness through the<br />

integration of mobile access to sales tools<br />

4) The increasing use of social networking tools within<br />

customer groups and sales organisations<br />

5) Efforts to create a more balanced distribution of sales<br />

opportunities across sales territories.<br />

6) The evolution of powerful but easy-to-use CEM applications<br />

based on open standards<br />

Watch the webcast:<br />

oracle.com/goto/crm_online_forum<br />

MAXIMISING SOCIAL COMMERCE<br />

Combining customer data and social media presents an<br />

enormous but largely untapped opportunity for merchants.<br />

Only few early adopters have succeeded in going beyond a<br />

passive “monitoring the conversations” exercise, or placing<br />

a storefront on Facebook by pairing customer data from social<br />

media channels with their existing CRM, Web analytics,<br />

merchandising and e-commerce systems. Nevertheless, industry<br />

observers believe this shift, often referred to as “social<br />

CRM” or “sCRM,” represents the next great wave in<br />

online commerce.<br />

Download the white paper:<br />

oracle.com/goto/maximize_social_commerce<br />

<strong>EN</strong>ABLING CUSTOMER EXPERI<strong>EN</strong>CE<br />

MANAGEM<strong>EN</strong>T<br />

Independent analyst Forrester believes we are transitioning<br />

into a new era of agile commerce in which the right<br />

<strong>Customer</strong> Experience Management<br />

Delivering a cross-channel experience<br />

2. 3.<br />

approach to CEM can increase sales, improve customer<br />

retention, lower costs and enhance differentiation. Oracle<br />

is developing the CEM solutions you need in this new business<br />

environment.<br />

Watch the webcast:<br />

oracle.com/goto/forrester_cem<br />

INTEGRATING MARKETING & LOYALTY<br />

Organisations’ CEM processes need to catch up with the<br />

way customers make purchases today. That means ensuring<br />

customer interactions are consistent and valuable, irrespective<br />

of the channel used. To achieve this, thorough customer<br />

profiling for increased marketing effectiveness, a personalised<br />

user experience, and rewarding loyalty are all essential.<br />

Watch the webcast:<br />

oracle.com/goto/crm_online_forum<br />

NEW CUSTOMER SERVICE TECHNOLOGIES<br />

Oracle is developing a range of technologies that enable a<br />

consistent cross-channel customer experience. Real-Time<br />

Decisions supports the delivery of tailored product recommendations<br />

based on individual user behaviour. Oracle Policy<br />

Automation provides a simple user interface for customers<br />

and service agents to easily execute potentially complex<br />

tasks. Oracle E-Billing gives customers much greater insight<br />

into their spending patterns and makes optimisation recommendations.<br />

Oracle Real-Time Scheduling ensures customers<br />

can perform tasks or receive purchases at their convenience.<br />

Finally, Oracle’s Live Help solution powers smart<br />

live website service interactions based on user behaviour.<br />

Watch the webcast:<br />

oracle.com/goto/crm_online_forum<br />

Getting it right<br />

Discover the seven steps to boosting sales and customer<br />

satisfaction while lowering service costs:<br />

oracle.com/goto/seven_steps


Imagine having access to comprehensive information<br />

about your pipeline, opportunities, leads, accounts and<br />

contacts, plus the ability to analyse and update it – all in<br />

real time, and all via your smartphone or other mobile<br />

device. Enterprise­class Cloud­based CRM solutions like<br />

Oracle CRM On Demand make it possible.<br />

Picture the scene. Prior to an important sales meeting, you<br />

realise you do not know all the customer attendees. So you<br />

take out your phone, look up their public profile on a site like<br />

LinkedIn and import it into your contact management tool.<br />

Then you access a complete history of all the inter actions<br />

with this prospect, the details of the current oppor tunity,<br />

and other relevant information such as recent press releases.<br />

You are now fully informed, improving the chances of<br />

a successful meeting. Not only that, after the meeting you<br />

perform follow-up activities such as updating oppor tunity<br />

details and creating tasks as you walk to your car.<br />

<strong>ORACLE</strong> CRM ON DEMAND RELEASE 19<br />

The latest release of the complete, integrated and<br />

enterprise-class Oracle CRM On Demand solution is making<br />

this kind of mobile productivity a reality for tens of thousands<br />

of sales people globally.<br />

In addition to the mobility aspects, Release 19 features<br />

multi ple enhancements in industry-specific functionality,<br />

transaction and communication integration, collaboration<br />

and the delivery of the platform as a service.<br />

Watch a video about the new functionality:<br />

oracle.com/goto/crm_online_forum<br />

Oracle CRM On Demand Release 19 enables sales organisations<br />

of all types and sizes to:<br />

Sales Productivity Master Data Management<br />

Closing deals via the cloud Master your data, maximise customer<br />

relationships<br />

Oracle CRM On Demand in action<br />

Discover how organisations all over the world<br />

are leveraging the power of Oracle<br />

CRM On Demand:<br />

oracle.com/goto/leverage_crm_on_demand<br />

GET SMARTER<br />

Oracle CRM On Demand provides the historical ana lytics<br />

and real-time reporting to support informed decision-<br />

making. It also integrates sales and marketing information<br />

to create a unified pipeline for greater effectiveness visibility,<br />

better quality leads, higher close rates and a shorter sales<br />

cycle. In addition, it provides a 360-degree view of the customer<br />

across all channels through a hosted contact centre,<br />

integrated sales, marketing and service data, and integration<br />

with Microsoft Outlook.<br />

Watch Oracle customers talk about getting smarter:<br />

oracle.com/goto/increased_visibility<br />

GET MORE PRODUCTIVE<br />

Oracle CRM On Demand provides quick, easy access to<br />

complete customer information via mobile devices such as<br />

smartphones and the iPad. It helps you replicate success<br />

by allowing you to change workflows to close performance<br />

gaps between sales people.<br />

Watch Oracle customers talk about getting more<br />

productive: oracle.com/goto/increased_productivity<br />

GET THE BEST VALUE<br />

Oracle CRM On Demand enables tailored industry-specific<br />

processes that help you maximise the effectiveness of your<br />

sales, marketing and service activities. It also offers the security,<br />

integration, scalability, and flexibility that only come<br />

with a truly enterprise-class SaaS solution, in addition to low<br />

total cost of ownership.<br />

Watch Oracle customers talk about getting the best value:<br />

oracle.com/goto/best­crm­value/en<br />

Greater competition increases the importance of retaining<br />

customers. However, poor customer data quality<br />

and management stop many organisations from maximising<br />

the service, up­selling­ and cross­selling opportunities<br />

that would deepen their customer relationships<br />

and increase loyalty. We identify five key aspects of creating<br />

and extracting value from master customer data.<br />

1) CONSOLIDATION THAT <strong>EN</strong>SURES<br />

COMPLET<strong>EN</strong>ESS<br />

A comprehensive, accurate and up-to-date view of customer<br />

information is the foundation of great customer relationships.<br />

This consolidated view will enable you to extract the<br />

insight you need to improve customer service and spot new<br />

sales opportunities. Look for a tool that delivers the interfaces,<br />

services and processes necessary to consolidate customer<br />

data from multiple heterogeneous systems.<br />

2) CLEANSING THAT MINIMISES ERRORS &<br />

DUPLICATION<br />

Ensuring data accuracy requires effective tools to analyse,<br />

standardise, cleanse and de-duplicate the data to eliminate<br />

errors and redundant information. Ideally, it should also be<br />

possible to easily enrich each customer record by integrating<br />

additional, external information.<br />

3) GOVERNANCE THAT SUPPORTS COMPLIANCE<br />

FULFILM<strong>EN</strong>T<br />

Secure data handling and privacy policy compliance is essential<br />

for building and maintaining customer trust. Proper<br />

data governance provides a solid framework for determining<br />

who can access and edit specific data fields. This helps<br />

ensure full internal accountability for data management and<br />

reduces the chances of data errors or misuse.<br />

4) SHARING BETWE<strong>EN</strong> OPERATIONAL SYSTEMS<br />

To extract maximum value from centralised master customer<br />

data, you need to be able to share it across key business<br />

processes. For example, sales personnel should be able<br />

to call up information on a customer’s most recent service<br />

requests that might affect their next conversation. So, it is<br />

important that customer data is accessible to multiple applications<br />

across the organisation.<br />

5) INTEGRATION WITH EXECUTION TOOLS<br />

Once a complete, centralised set of master customer data<br />

has been established, it can be used to improve service levels<br />

and maximise possible up- or cross-selling opportunities.<br />

4. 5.<br />

This requires integration with tools that help you extract insight<br />

from customer data and use it to, for example, design<br />

loyalty campaigns based on a more thorough understanding<br />

of a customer’s buying behaviour, service experience, and<br />

likely needs.<br />

Oracle <strong>Customer</strong> Hub, Oracle’s lead <strong>Customer</strong> Data Integration<br />

solution, is a key part of Oracle’s approach to master data<br />

management.<br />

Learn more about Oracle <strong>Customer</strong> Hub:<br />

oracle.com/goto/customer_hub<br />

Integrating your customer data with a solution like Oracle’s<br />

Siebel Loyalty Management enables you to extract insight<br />

that helps you understand your customers more<br />

deeply, serve them more effectively, and maximise sales<br />

opportunities.<br />

Learn more about Oracle Siebel Loyalty Management:<br />

oracle.com/goto/Siebel_Loyalty_Management<br />

For the latest thinking from Oracle on master data management,<br />

read the Oracle Master Data Management<br />

blog: blogs.oracle.com/mdm<br />

Learn more<br />

Discover how master data management can<br />

support the success of Cloud computing initiatives:<br />

oracle.com/goto/mdm_and_cloud_computing


Success with Oracle solutions<br />

Hundreds of organisations across the globe are using<br />

Oracle solutions to help optimise the customer experience,<br />

enhance sales productivity and establish a set of<br />

master customer data. Here are just a few examples.<br />

AMBU A/S, D<strong>EN</strong>MARK<br />

Ambu A/S develops, produces, and markets diagnostic and<br />

life-supporting equipment and solutions to hospitals and<br />

rescue services. The company selected Oracle CRM On<br />

Demand to help it:<br />

• Lower its CRM development and maintenance costs while<br />

increasing scalability to meet future requirements<br />

• Standardise sales processes across its sales affiliate<br />

organisations<br />

• Increase the depth of information recorded for both converted<br />

and unconverted sales opportunities<br />

• Improve insight into customer buying behaviour to improve<br />

campaign and sales activity effectiveness<br />

Results included:<br />

• Improved customer data quality, enabling more targeted<br />

sales and marketing activities to precisely defined customer<br />

segments<br />

• Increased sales performance and pipeline visibility through<br />

mobile access to detailed account information<br />

• Enablement of real-time reporting capability<br />

• Scalable system launched in ten countries within twelve<br />

months<br />

Allan Murphy Bruun, Business Consultant, Ambu A/S, comments:<br />

“Oracle CRM On Demand is a proven CRM platform<br />

with options for strong integration with other applications.<br />

Oracle’s features, such as pipeline management, lead generation,<br />

and tracking tools, have improved our ability to apply<br />

best-practice sales processes.”<br />

Read the full story:<br />

oracle.com/goto/ambu_sales_pipeline_visibility<br />

<strong>Customer</strong> Voices<br />

G<strong>EN</strong>TOO GROUP, UK (PUBLIC SECTOR)<br />

This leading property development and management organisation<br />

needed to boost customer satisfaction, loyalty, retention<br />

and advocacy through a more personal, high-quality<br />

service, while simultaneously cutting overhead and improving<br />

staff efficiency. Implementing Oracle CRM on Demand<br />

helped the company improve customer satisfaction by 20%<br />

and cut annual IT costs by $190,000. David Dixon, Director<br />

of <strong>Customer</strong> Experience at Gentoo Group reports: “Oracle<br />

CRM On Demand has enabled us to innovate and reengineer<br />

our business around customers and communities, win<br />

the hearts and minds of our committed employees, and<br />

drive out cost as we expand our portfolio of creative, holistic<br />

housing and lifestyle solutions for a new-generation.”<br />

Read the full story:<br />

oracle.com/goto/gentoo_client_satisfaction<br />

CSA CONSULTANTS, INDIA<br />

This leading east-Indian IT services and consultancy firm<br />

wanted to consolidate its customer information and improve<br />

its lead conversion rates. CA Manoj Mani Agrawal, Managing<br />

Director, CSA Consultants Pvt. Ltd, reports: “Oracle CRM<br />

On Demand enables us to record and maintain our cus tomer<br />

and sales information in one place, which has improved our<br />

ability to cross-sell and up-sell products and ensured leads<br />

are always followed up. We are now generating 30% more<br />

leads and the number of leads that result in a sale has<br />

increased by 50%.”<br />

Read the full story:<br />

oracle.com/goto/csa_lead_generation<br />

Learn more now!<br />

Learn more about how organisations like yours are<br />

succeeding with Oracle CRM On Demand:<br />

oracle.com/en/products/applications/<br />

crmondemand<br />

<strong>Customer</strong> Voices<br />

Success with Oracle solutions<br />

MCKESSON PHARMACY, USA<br />

McKesson Pharmacy Systems and Automation (MPS&A),<br />

provides comprehensive pharmacy management system<br />

suites and business services to more than 7,000 pharmacies<br />

and handles approximately 300,000 service requests annually.<br />

The company selected Oracle Siebel CRM to help it:<br />

• Enable order tracking<br />

• Ensure a more responsive service to customers<br />

• Empower management with a unified view of customer<br />

data<br />

• Enable targeted trend analysis to enhance decision-making<br />

The implementation has enabled McKesson to transform<br />

the customer experience it delivers through:<br />

• A comprehensive view of customer data<br />

• Improved service order tracking and resolution<br />

• Process automation via integration with other business applications<br />

such as warehouse management<br />

Gary Johnson, Vice President, <strong>Customer</strong> Support, McKesson<br />

Corporation, comments: “Oracle’s Siebel CRM is helping<br />

us to take our customer service to a whole new level.<br />

We can respond faster and more thoroughly to pharmacy<br />

customers’ inquiries, expedite service and parts requests,<br />

and make more targeted operational decisions utilising the<br />

analytical tools of Oracle Business Intelligence Enterprise<br />

Edition.”<br />

Read the full story:<br />

oracle.com/goto/mckesson_improve_service<br />

6. 7.<br />

NIKO GROUP, BELGIUM<br />

Niko Group supplies Europe with innovative, stylish, and<br />

user-friendly electro-technical solutions and services. The<br />

company selected Oracle Siebel CRM to help it:<br />

• Centralise data for more than 70,000 customer and prospects<br />

spread across multiple legacy systems<br />

• Integrate customer and prospect information for faster<br />

proposal creation<br />

• Improve customer transaction transparency<br />

• Integrate an easy-to-use lead management tool<br />

• Increase cross-selling opportunities<br />

The implementation has enabled Niko Group to transform<br />

the customer experience it delivers through:<br />

• Centralisation of all customer data accessible via a standardised<br />

interface<br />

• Standardised customer management processes and increased<br />

customer information availability<br />

• Improved proposal generation and management through<br />

synchronisation of Siebel CRM with proposal application<br />

Guido Peeters, IT Project Manager, Niko Group, comments:<br />

“Oracle’s Siebel CRM enables us to both improve our quality<br />

of service towards existing customers and optimise the way<br />

we address prospects.”<br />

Read the full story:<br />

oracle.com/goto/consumer_goods_success<br />

EMAAR PROPERTIES, UAE<br />

Emaar Properties has used Oracle Master Data Management<br />

to achieve a 360˚ view of its customers and generate deeper<br />

insight into customer buying behaviour.<br />

Watch the video:<br />

oracle.com/goto/emaar_buying_behavior<br />

Learn more now!<br />

Access more information on these and a wide range<br />

of other Siebel CRM customer success stories:<br />

oracle.com/en/products/applications/siebel


Oracle Applications Strategy<br />

Update event series<br />

MASTER THE NEXT WAVE OF PRODUCTIVITY AND<br />

INNOVATION<br />

This event highlights the trends that are impacting business<br />

today and illustrates how the balance of the right strategies<br />

and actions can have a positive impact on business<br />

performance and the bottom line. Attendees will gain<br />

insight into Oracle’s product strategy, including the latest<br />

Access tools and resources that prove the value of Oracle<br />

products and solutions to your business. Click on one of<br />

the links below for access to a wide range of white papers,<br />

product documents, videos, podcasts and customer<br />

testimonials.<br />

<strong>Customer</strong> Experience<br />

Management<br />

Learn more about <strong>Customer</strong><br />

Experience Management:<br />

oracle.com/goto/<br />

customer­experience/en<br />

Oracle CRM Web Forum<br />

Check out the Oracle CRM Web Forum at<br />

oracle.com/goto/crm_online_forum to learn more<br />

about Oracle’s latest CRM strategy and solutions<br />

Sales Productivity<br />

Learn more about Sales<br />

Productivity:<br />

oracle.com/goto/<br />

sales­productivity/en<br />

8.<br />

Stay Informed!<br />

blogs.oracle.com/crm<br />

Master Data<br />

Management<br />

youtube.com/OracleCRM<br />

twitter.com/OracleCRM<br />

facebook.com/OracleCRM<br />

Learn more about Master Data<br />

Management:<br />

oracle.com/goto/<br />

data­management/en<br />

Copyright © <strong>2011</strong> Oracle and/or its affiliates. All rights reserved.<br />

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. This document is provided for information purposes<br />

only and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether<br />

expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect<br />

to this document and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any<br />

means, electronic or mechanical, for any purpose, without our prior written permission.<br />

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