on demand document genererator for oracle's crm on demand

Teleportboulevard 110 1043 EJ Amsterdam 020-4868146

www.ebicus.com

Document generation

for

Oracle CRM On Demand


www.ebicus.com

Agenda

� Introduction Ebicus

� On Demand Document (ODD)

� Product Description

� Added Value

� Example

� Summary

� Proposition


www.ebicus.com

Introduction – who are we?

Ebicus is specialized in implementing, managing and maintaining

solutions based on Oracle software for her customers. Within the Oracle software spectrum we have a special focus for

Oracle/Siebel CRM & BI applications.

� Founded in 1999

� Located in Amsterdam

� Experience in more than 40 different Siebel environments, 15 Oracle CRM On Demand environments and 10 Oracle BI Apps environments.

� Strong focus on cooperation, knowledge, quality and flexibility.

Our motto: Excellence in Oracle/Siebel CRM & BI


www.ebicus.com

� Implementation support

� Application management and maintenance

� Ebicus Remote Competence Centre (located in Amsterdam)

� Onsite support

� Training sessions

� Product development

� Integration services with backoffice systems

� Ebicus-connector for CRM On Demand

� Add-Ons

� Time-sheet On Demand

� On Demand Document

Introduction – what is it we do?


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1. User request document in

CRM On Demand

2. Oracle CRM On Demand for-

wards request to On Demand

Document using data from the

current page

3. On Demand Document returns

document to the user

On Demand Document (ODD):

Document generation within CRM On Demand


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ODD – How does it work?

� User-friendly interface to create templates

� Use easy-to-use HTML-editor

� Write your own HTML

� Import your current templates

� Central administration of templates

� Revision control

� Make changes to templates available for the entire organization

with just one click

� Use the expertise of your marketing employees

� Unlimited freedom in using data stored in CRM On Demand

� Use data from multiple objects in the same template

� Use multiple instances of the same object

� Enrich your templates with extra variables from outside CRM On

Demand

� E.g. date fields


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Advantages of using ODD:

1. Higher return on investments in marketing

� What do we see in practice?

� Multiple, different ways of communicating used by sales and

marketing employees

� Inefficient use of time by employees because they keep recreating layouts for communications

� What is possible?

� Use your corporate style in all communications

� Central management of templates by experts

� High flexibility because of revision control functionality

� This results in:

� A uniform way of communication with customers through the entire organization

� Higher quality of all communications


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� Higher quality and service level

� Support standardizing and execution of specific processes and

procedures

� Uniform way of communicating, independent of employee.

� Qualitative formatting and content of communications

� Higher efficiency

� Fully integrated with CRM On Demand

� Generate documents with just one mouse-click in CRM On Demand

� Quick access to professional letters and e-mails.

� Using data from CRM On Demand prevents duplicate address-

files.

� ODD is user-friendly which results in high end-user acceptation


2. Higher return on investments in employees


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� Get the most out of your valuable data in CRM On Demand

� Examples:

�Appointment confirmations for activities, combined with data from contacts and accounts

�Quotations based on opportunity data

�Confirmation of correct reception of a service request

�Special offers or promotions to one specific customer

�Customer-specific directions


3. Leverage your CRM On Demand data


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Demonstration


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� OSH

� Supplier

� Johnnie McGregor

� Sales Rep OSH

� Jane Williams

� Contact Windsor

� Windsor Central

� Customer

1. Make appointment over phone

2. Appointment confirmation

Example:

Appointment confirmation


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Example:

Appointment confirmation

http://www.youtube.com/watch?v=NjWqNxW_yPI

Use this hyperlink for a demonstration


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Demonstration of

administrative tasks:

1. Open template

2. Edit template

3. Preview changes

Example:

Template administration


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Let On Demand Document help you to achieve higher return on investments in:

1. Marketing

2. Employees

3. Data stored in CRM On Demand

Summary:

Higher return on investments with ODD


www.ebicus.com

Start today!

For more information:

Joris Ferwerda

[email protected]

+31(0)6-42439576

on demand document genererator for oracle's crm on demand

Documents