This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Feature | Notes |
|---|---|---|
| 14 AUG 2020 | Filter Companies by Technographics Category and Vendor | Updated document. Delivered feature in July 2020. |
| 02 JUL 2020 | Created initial document. |
This document outlines the features in Oracle DataFox and describes any tasks you might need to perform for this service. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
Column Definitions:
Features Delivered Enabled
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Action is Needed BEFORE Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
|||||
|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
||
Filter Companies by Technographics Category and Vendor
On the Company Search page, you can now filter, search, and build lists using the technographics vendor and category.
For example, you can create a filter for a list of companies that use a specific technographics category. Previously, you had to add the category for each product individually.
Similarly, you can use the Technographics Vendor filter to create a list of customers that use the tech stack of a specific company.
This screenshot shows how you can filter companies using the ERP technographics category.
This screenshot shows how you can filter companies that use Oracle Corporation as technographics vendor.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
To see which technographics vendor and categories companies use, add these fields on the Company Search page.
- On the Companies page, click the Customize fields icon.
- In the Customize Field dialog box, in the Inactive Fields section, enter Technographic Categories and Technographic Vendors.
- Click the Add icon.
- Click Close.
Key Resources
Integrations with Oracle CX Sales
View Smart Talking Points from Oracle Sales Assistant
You can view signals, account scores, and tier details for accounts from Oracle Sales Assistant. Use Oracle DataFox data to prioritize your target accounts and source more opportunities.
Ask Oracle Sales Assistant about an account you’re interested in and view news and signals for the enriched account from the past two weeks. You can also request to view all the recent news for the account.
This screenshot shows an account in Oracle Sales Assistant enriched with smart talking points.
Steps to Enable
Before you view enriched accounts from Oracle Sales Assistant, you must integrate with Oracle CX Sales. See Integrate with Oracle CX Sales.
Tips And Considerations
To filter signal categories that you want to see from Oracle Sales Assistant, set the skill Signal Filters setting. See Configure Sales Assistant.
Key Resources