Oracle CRM On Demand Release 28 continues to drive home Oracle's commitment to ongoing excellence and innovation, 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, Extensibility and Industry Innovation. 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 28 there have been several key enhancements to our User Interface designed with common user tasks in mind. The new Enhanced List View allows users to view the full details of a record while on a list page. This level of interactivity lets users quickly work a call list, activity list or update a series of opportunities directly from their custom list, without having to navigate back and forth between the list and the record details. Custom Tooltips enables administrators and business managers to provide help, tips and guidance to their users when creating or editing records. Simply hovering over a field will give the user that extra piece of assistance, ensuring that they know what's required to adhere to business processes.
The CRM On Demand calendar has been improved by adding click-to-create; simply click on the date and time you need to meet, and no more worries about entering the time manually. For those late night or early morning meetings, a visual indicator is displayed on the calendar to let you know there is a meeting that has scrolled off the screen, reminding you of meetings you can't see.
Building on the popularity of Maps functionality from our last release, new features to search based on Appointment Address and Route Planning have been added in CRM On Demand Release 28. When planning a trip, a user can now set the address of their appointment as a proximity center, and use it to see all the other appointments in the area. Once identified, the user can then set waypoints to build a turn by turn set of directions to help them get to each meeting - they can even set custom stopping points such as a restaurant, the airport or the hotel.
MORE MOBILE FOR THE MASSES
Oracle continues to enhance and refine our advanced smart phone and tablet applications, easing the process of selling, signature capture, modification tracking, and distribution of product materials and samples. Using 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, Android and BlackBerry devices. New features in version 1.4.10 include a fully updated user interface that creates many improvements in navigation and usability, automatic pre-population of key fields when creating activities, searching and filtering enhancements for Custom Objects and Custom Notes, and support for Apple iOS 8.
Oracle CRM On Demand Disconnected Mobile Sales (DMS) is a separately licensed native iPad application that complements the existing capabilities that are available in Oracle CRM On Demand's Life Sciences Edition such as signature capture, samples management, allocations and call planning. New features in DMS Release 1.9.1 have added more options for eDetailing including the ability to track and report on what aspects of a presentation have been delivered so that next time a rep visits a physician, they will know precisely what has been presented and what hasn't - down to the individual page level. In addition, to ensure procedural compliance, more options are available to report on how much of a presentation was provided to the physician. For sales representatives that travel across time zones, a unique feature has been added that will allow them to perform a call submission based on the time zone the call was in instead of the time zone the representative is in. This enhancement ensures that call submission processes are followed while allowing representatives to provide an update while the information is still fresh in their mind.
One of Oracle CRM On Demand's key strategies is to provide enhanced functionality for industry verticals, many of which are applicable to multiple industries. Included in our latest release are enhancements for Life Sciences such as the ability to include the Activity identifier in the Sample Transaction Export enabling you to easily group all sample drop items related to a Call together for reporting and compliance purposes. Cross vertical features include the ability to trigger workflow based on the change of an address ensuring downstream systems are properly kept up to date; and more reporting options in Household Portfolios, Vehicle Metrics and Partner Accounts.
Users have many different tools they work with, and many different systems. Providing access to key CRM On Demand data in the variety of tools available is a key strategy for Oracle. CRM On Demand Desktop permits access to all CRM information online or offline. Users can manage CRM On Demand appointments, activities, opportunities, and more directly within Outlook using CRM On Demand Desktop, increasing user adoption and decreasing training costs.
CRM On Demand Release 28 has introduced the ability to synchronize contacts to the native iOS device calendar or contact app by supporting the CalDAV and CardDAV standards. Appointments and contacts can now be viewed, created, updated and deleted right from your native iOS Calendar and Contact Apps and visible in CRM On Demand automatically; and visa versa.
Generating access for other clients, the iCalendar (.ICF) and vCard (.VCF) standard has also been added for CRM On Demand. Users will be able to import appointments and contacts - including photos - from CRM On Demand into other applications, saving them from having to enter data manually when sharing it with their colleagues. The vCard can be imported into CRM On Demand as well, automatically creating a new contact from a shared business card; much faster than typing it in.
BROWSER AND CLOUD SUPPORT
Oracle CRM On Demand Release 28 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.
SOCIAL RELATIONSHIP MANAGEMENT
Interacting with customers via social channels is rapidly becoming a key strategy to drive customer satisfaction. Oracle CRM On Demand Release 28 offers tightly coupled integration to the full set of Oracle's Social Relationship Management Suite including Oracle Social Network, which provides internal conversation and document collaboration; Social Marketing which allows the creation of a lead from a Social Campaign directly in CRM On Demand; and Social Engagement and Monitoring that enables users to create a Service Request from a social post and respond to your customers in the channel they have decided to engage with you.
DOING BUSINESS YOUR WAY
CRM On Demand continues to expand its functionality release after release to adapt to your changing business needs. In CRM On Demand Release 28, we have improved our RESTful API by adding Book and Team support, allowing you to drive even more visibility; an Only Data option that provides the field names and values as a result, generating a cleaner set of data for importing, reporting or ETL activities; more object coverage; and authentication methods that support the creation of sessions both with and without Single Sign On.
As with each release, enhancements have been made to improve Web services. Release 28 sees the addition of Custom Web Links to Web Services, as well as a series of Custom Object APIs to gain direct access to their child objects.
For Analytics reporting, continuous performance improvements and increased object coverage underscore Oracle's commitment to provide the tools to generate critical business intelligence that help map the path to future initiatives. In Release 28, real-time analytics support has been added for Custom Objects 16 to 20 within Advanced Custom Objects and real-time reporting capability on the many to many relationships of Accounts and Contacts. Coverage was added for even more Financial Services objects, providing out of the box granular reports for Household Associated Portfolios and Principal Partner Accounts.