Oracle CRM On Demand Release 38 continues to drive home Oracle's commitment to ongoing excellence, delivering enhanced features and functionality on an agile and fast-paced release track to help accelerate sales and ensure customer productivity and revenue.
This latest Oracle CRM On Demand release provides new features in Usability, Mobile and Extensibility. Each of these areas follows the Oracle Customer Experience Strategy, providing a leading and compelling solution for customers and partners to access critical CRM information quickly and easily, all while using their preferred devices and applications.
MORE USABILITY TO DRIVE USER ADOPTION
A positive user experience leads to increased user adoption and ultimately, a better customer experience for your customers. With Release 38, we focused on several enhancements in the area of Usability.
Some of the features include: Global Picklists which allow administrators to share values of a picklist field with another picklist field on the same or different record type. Search fields can be configured with a default search value. The Notes description field supports HTML formatting by exposing an HTML formatting toolbar. The Service Request status field is editable, allowing administrators to define specific values to meet their business needs.
In the area of Extensibility, we include the following features: Sent emails from Oracle CRM On Demand can now be exported via the Email Monitor's Sent Email list page. In addition, other list functionalities such as list filters are also supported for the Sent Email list. Country names have been updated to conform to ISO standards. The GetPicklistValues Service API contains a new flag to allow the retrieival of picklist values that are either active, disabled, or both. Expression Builder contains a new HostName function that will return the hostname of the server where Oracle CRM On Demand is running. Partner users can select brand owner users in User Lookups. The character limit for Send Email Workflow Action’s Email Body has been increased from 2,000 characters to 16, 350 characters. Finally, Administrators can track Acknowledgements by users on Alert messages.
MORE MOBILE FOR THE MASSES
Oracle continues to enhance and refine our advanced smart phone and tablet applications. Using CRM On Demand's advanced mobile tools, sales representatives can focus on the customer and streamline the sales experience, while having the assurance that critical data is current and consistently synchronized between application and device.
Oracle CRM On Demand Connected Mobile Sales (CMS), licensed separately, provides access to CRM information using native applications for iPhone, and Android devices. We enhanced the client to support one-tap options on Contact List pages, and specific fields which displays an icon that provides easy access to actions such as emailing, calling, and mapping addresses. Also, the Asset record type is now supported in Connected Mobile Sales.
DOING BUSINESS YOUR WAY
CRM On Demand continues to expand its functionality release after release to adapt to your changing business needs. In this release, we made many enhancements in the are of Analytics.
Some of the features include: a new trigger event for workflow that can be used to schedule the generation and distribution for Analytics objects like analyses, dashboards, and dashboard pages. Account optimized picklist code values have been exposed in real-time reporting subject areas. Created by and Modified by fields are now available in Analytics. Custom Objects 1-3 are now exposed in a new Historical Analytics subject area called Advanced Custom Objects History. A new subject area called Shared Activity History provides the ability to analyze shared activities by account, contact, and user dimensions. Finally, a new content type named Personal Dashboard will be recorded in Usage Tracking for the personal dashboards that can be created and saved under My Folders in the V3 Catalog.
BROWSER AND CLOUD SUPPORT
Oracle CRM On Demand Release 38 continues support for popular browsers such as the latest versions of Google Chrome, Firefox and Android. Mobile browser support allows continuous access to critical CRM data and helps executives and sales representatives alike manage business imperatives while on the go. Extensibility in the cloud underscores the importance of hosted CRM server code with client-side extensions; this provides a platform for customers to create rich and powerful customizations. Better yet, customers can leverage Oracle infrastructure for inherent security and better performance.