Oracle has aligned the CRM On Demand and Oracle CX roadmap to ensure that migrating customers do not run into any functional gaps.
Through AI, intelligent bots, customer 360 data, customers will experience benefits over and beyond CRM On Demand.
Many CRM On Demand customers have migrated and are happy Oracle CX customers. Oracle has also trained partners and provided migration tools.
A positive user experience leads to increased user adoption and ultimately, a better customer experience for your customers. With Release 41, we focused on several enhancements in the area of usability.
Some of the features include: The ability to edit multiple records at a time directly from a list. Administrators can make lists available to all roles. Team Users can be assigned to a list of records. Administrators can create Global Picklists for the Team record type. Group Calendar supports the ability to display Account, Contact Phone, and Activity Status information. Users can manage favorite records directly from list pages. Addresses can be added to Opportunities and made available in Maps. Custom fields are now supported for the Opportunity Partner and Account Partner record types. Maskable custom fields can now be created for Custom Objects.
In the area of Extensibility, we include the following features: Audit Trail as a child object is exposed in Web services v2.0. Finally, Custom Web Applets and Web Tabs with V3 Analytics Content is now supported via Web services.
Oracle continues to enhance and refine our advanced smart phone and tablet applications. Using Oracle'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's Connected Mobile Sales, licensed separately, provides access to customer information using native applications for iPhone, and Android devices. We enhanced the client to support the ability to update tasks to completed directly from task list pages. Recently viewed records are now synchronized between Connected Mobile Sales and Oracle's On-Demand solution. Finally, users can perform a right to left swipe gesture on any record from a List Page to navigate directly to the record's Edit page.
Oracle 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 area of Analytics.
Some of the features include: added Custom Object 4 and 5 dimensions to the Advanced Custom Object Historical Subject Area. Lead, Activity and Partner dimensions have been added to the Advanced Custom Objects Historical subject area. A new Personalized Content subject area has been added for historical reporting. V3 Reports and Dashboards can be added with Option links. Asset short text fields 46 to 70 can now be reported in Analytics. Optimized Picklist Code Values have been exposed in real time Reporting subject areas for all objects. Finally, Multi-select Picklists for Custom Object 1 and 2 have been exposed in real time Analytics.
Oracle's On Demand Release 41 continues support for popular browsers such as the latest versions of Google Chrome, Firefox and Android. Mobile browser support allows continuous access to critical customer data and helps executives and sales representatives alike manage business imperatives while on the go. Extensibility in the cloud underscores the importance of hosted 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.
Most businesses today recognize that selling and buying opportunities lie at every customer interaction across the enterprise: from direct to digital sales, from marketing to service interactions. Find the right partner for you to help connect sales and selling across the many different business processes.