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Oracle CRM Overview

Shannon Holgate
Principal Sales Consultant, CRM
Program Agenda

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• Oracle/PeopleSoft Update: Applications
Unlimited
• CRM 9.0 Highlights
• The Roadmap
• How We Can Work Together

© 2006 Oracle Corporation – Proprietary and Confidential


Some Recent Applications Acquisitions

© 2006 Oracle Corporation – Proprietary and Confidential


Oracle Applications Strategy
Simply Put…

9 PROTECT Your Existing Investment

9 EXTEND the Value of Your Applications

9 EVOLVE You to the Next-Generation

© 2006 Oracle Corporation – Proprietary and Confidential


Protect.

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Your Investment

Siebel
$ Enterprise CRM

PeopleSoft
You Have A
$ Enterprise
Significant
JD Edwards
$ EnterpriseOne Investment
JD Edwards In Your IT
$ World
Systems
Oracle
$ E-Business Suite

© 2006 Oracle Corporation – Proprietary and Confidential


Your Investment

Siebel
$ Enterprise CRM

PeopleSoft
$ Enterprise
Which Will
JD Edwards
$ EnterpriseOne Be Preserved
$
JD Edwards Into The Future
World

Oracle
$ E-Business Suite

© 2006 Oracle Corporation – Proprietary and Confidential


Oracle Lifetime Support
Your IT Investment Can Be Supported Indefinitely

Premier
Support

Extended
Support

Sustaining
Support
Unlimited

0 1 2 3 4 5 6 7 8 9 10
Years of Support

© 2006 Oracle Corporation – Proprietary and Confidential


Extend.

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Current Version

Siebel
Version 7.8
Enterprise CRM

PeopleSoft
Version 8.9
Enterprise

JD Edwards
Version 8.11
EnterpriseOne

JD Edwards Version
World A7.3 & A8.1

Oracle
Version 11i.10
E-Business Suite

In the Past 24 Months, New Versions of All


Applications Product Lines Have Been Released

© 2006 Oracle Corporation – Proprietary and Confidential


New Versions are Strong

“We recently went live on PeopleSoft Enterprise


Enterprise Performance Management 8.9 and every level of the
8.9 organization has given it a big thumbs up.”
- Lori Austin, CFO Kansas City Board of Public Utilities

“Our implementation of JDE EnterpriseOne 8.11


was on time and on budget. With the improved
EnterpriseOne functionality and usability, we expect to improve
8.11 efficiencies and gain competitive advantage.”
- Phil Walton, Group Director of IT, Spirent Communications

“With the 11i.10 release, we can fully integrate our


E-Business training programs into the Oracle HRMS platform and
Suite leverage a rich new set of business intelligence and
11i.10 analysis capabilities.”
- Jim Richardson, Dir. Bus Process Engineering, Millipore

© 2006 Oracle Corporation – Proprietary and Confidential


Current Version Next Version

Siebel
Version 7.8 Version 8
Enterprise CRM

PeopleSoft
Version 8.9 Version 9
Enterprise

JD Edwards
Version 8.11 Version 8.12
EnterpriseOne

JD Edwards Version
Version A9
World A7.3 & A8.1

Oracle
Version 11i.10 Version 12
E-Business Suite

…Plus, New Versions of All Product Lines


Are on the Horizon
© 2006 Oracle Corporation – Proprietary and Confidential
A Glance at What’s New…
Oracle EBS 12.0
• Delivered on latest Fusion middleware technology
• Data model and functional architecture changes use Fusion
• Migration of numerous Oracle EBS applications to Fusion toolset
• Numerous industry and horizontal enhancements

Siebel Enterprise CRM 8.0


• Task-based user interface
• Specific functionality for Public Sector, Auto, Finance, Life Sciences, CPG
• Deeper desktop integration (MS Office, Outlook, etc.)
PeopleSoft Enterprise 9.0
• Adoption of Fusion Data Hubs, BAM technology
• Key customer driven enhancements
JD Edwards Enterprise One 8.12
• Business intelligence
• Blend management, transportation enhancements
JD Edwards World A9.1
• Desktop integration
• Improved corporate compliance support
• Improved process workflows

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Current Version Next Version

Siebel
Version 7.8 Version 8
Enterprise CRM

PeopleSoft
Version 8.9 Version 9
Enterprise

JD Edwards
Version 8.11 Version 8.12
EnterpriseOne

JD Edwards Version
Version A9
World A7.3 & A8.1

Oracle
Version 11i.10 Version 12
E-Business Suite

Now Let’s Extend Indefinitely…

© 2006 Oracle Corporation – Proprietary and Confidential


Applications Unlimited
Stay on the Applications Product Line of Your Choice

Siebel
Enterprise CRM
• Continued Product Releases
PeopleSoft
Enterprise • Customer Driven Product Roadmaps

JD Edwards • Dedicated Development Teams


EnterpriseOne
• No Forced Upgrades
JD Edwards
World
Tailored for Your Industry,
Oracle Processes, and Geography
E-Business Suite

© 2006 Oracle Corporation – Proprietary and Confidential


Applications Unlimited Roadmap
Delivering On Oracle’s Commitment to Applications CHOICE

Delivered In Progress In Planning

• PeopleSoft Enterprise 9.0 • E-Business Suite 12 • E-Business Suite


• Siebel 7.8 • PeopleSoft Enterprise 9.0 • PeopleSoft
Enterprise
• CRM On Demand • JD Edwards
Release 11 EnterpriseOne 8.12 • JD Edwards
EntepriseOne
• JD Edwards • JD Edwards World A9.1
EnterpriseOne 8.11
• Siebel 8.0 • JD Edwards World
• Oracle Retek
• CRM On Demand • CRM On Demand
Release
• Oracle G-Log 5.5 Release 12
• Oracle Portal 7.3 • Portal Integrations • Oracle Retek

• Retek Integrations • Telephony@Work • Oracle Demantra

• G-Log Integrations
Integrations • Oracle G-Log

• Siebel Integrations
• Oracle Portal
• Oracle
Telephony@Work

© 2006 Oracle Corporation – Proprietary and Confidential


Evolve.

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Siebel
Version 7.8 Version 8
Enterprise CRM

PeopleSoft
Version 8.9 Version 9
Enterprise

JD Edwards
Version 8.11 Version 8.12
EnterpriseOne

JD Edwards Version
Version A9
World A7.3 & A8.1

Oracle
Version 11i.10 Version 12
E-Business Suite

Although the Applications Product Lines Will be


Protected and Extended into the Future…

© 2006 Oracle Corporation – Proprietary and Confidential


Siebel
Version 7.8 Version 8
Enterprise CRM

PeopleSoft
Version 8.9 Version 9
Enterprise

JD Edwards
Version 8.11 Version 8.12
EnterpriseOne

JD Edwards Version
Version A9
World A7.3 & A8.1

Oracle
Version 11i.10 Version 12
E-Business Suite

&
Next Generation Applications

… A New Generation of Business Applications


Will Be Created and Released In PARALLEL

© 2006 Oracle Corporation – Proprietary and Confidential


Oracle’s Next
Generation of Business
Applications is Called
Fusion Applications

© 2006 Oracle Corporation – Proprietary and Confidential


Siebel
Enterprise CRM

PeopleSoft
Enterprise

JD Edwards
EnterpriseOne

JD Edwards
World

Best Practices

Best Practices

Best Practices
Best Practices

Best Practices

Oracle
E-Business Suite

Oracle Fusion Applications

Fusion Applications Will Include the “Best of”


Functionality From All Applications Product Lines

© 2006 Oracle Corporation – Proprietary and Confidential


Oracle Will Provide Upgrade Scripts
to Move to Fusion Applications

Siebel 7.8
Enterprise CRM 8

PeopleSoft 8.8
8.9
Enterprise 9.0

Upgrades
JD Edwards XE Fusion
8.11
EnterpriseOne 8.12 Applications
JD Edwards A7.3
A8.1
World A9

Oracle 11i.10
E-Business Suite 12

CONFIDENTIAL:
© 2006 Oracle All and
Corporation – Proprietary capabilities
Confidentialand dates are for planning purposes only and may not be used in any contract
Manage Multiple Product Lines
Through Efficient Resource Allocation
New Technology
Siebel Platform

New Features &


Maintenance
World
Operations

Enterprise
One • Focus new
technology
investment
Enterprise on Fusion
• Keep existing
E-Business lines focused
Suite on enhancing
product
Fusion functionality
for existing
markets
Operations
• Centralize
operations
Pre-Acquisition GM Model

© 2006 Oracle Corporation – Proprietary and Confidential


A Comment on Upgrades…

• Moving from supported Siebel, PeopleSoft, JD Edwards, and Oracle


product lines to Fusion will be an UPGRADE
• Data conversion for Oracle EBS will involve an
“in place” upgrade
• Data conversion for Siebel, PeopleSoft, and JD Edwards products will
involve a process known as an “A to B” upgrade in which data is
mapped from a source to target system using ETL tools

Reimplementation of Systems is Not Required!

© 2006 Oracle Corporation – Proprietary and Confidential


Oracle Offers You CHOICE…

Continue with your current


applications system which will be protected
and extended indefinitely into the future
-- Or --
Based on your requirements and timeline,
you can upgrade to the next generation
Fusion Applications when available

…Whatever You Decide,


Oracle Will Take Care of You!

© 2006 Oracle Corporation – Proprietary and Confidential


Protect. Extend. Evolve.
The Value of Your Software Investment.

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
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Oracle/PeopleSoft Update

© 2006 Oracle Corporation – Proprietary and Confidential


Oracle’s Applications Strategy
Applications Unlimited Delivers More…
9More Choice
• Remain On Existing Applications • Deploy Additional Modules
• Upgrade To New Releases • Adopt Fusion Technology

9More Visibility
• Customer-Driven Product Roadmaps

9More Value
• Dedicated Development Teams
• Continued Product Releases

9More Time
• No Forced Upgrades • Oracle Lifetime Support

© 2006 Oracle Corporation – Proprietary and Confidential


Serving PeopleSoft Customers
Dedicated PeopleSoft Development Team
Team Charter
• High quality production support so that our customers can run their
businesses with the highest degree of software service.
• Increase the value of that investment through the delivery of high-value, low
risk software enhancements.
• Bring innovation to these customers through the delivery of Fusion
technology on the PeopleSoft Enterprise product platform.
Business Unit Scope
• Development, PeopleTools, QA, Doc/Curriculum Dev, and Product Strategy
• Pillar coverage:
• Human Capital Management (HCM) • Customer Relationship Management (CRM)
• Financial Management Solutions (FMS) • Supplier Relationship Management (SRM)
• Asset Lifecycle Management (ALM) • Supply Chain Management (SCM)
• Enterprise Service Automation (ESA) • Enterprise Learning Management (ELM)
• Enterprise Performance Management (EPM)

© 2006 Oracle Corporation – Proprietary and Confidential


Serving PeopleSoft Customers
Dedicated PeopleSoft Development Team
General Manager
Doris Wong

CRM Development Vice President PeopleTools Development Vice President


Andrea Ruiz Binu Mathew

HCM Development Vice President Application Architecture and Technology


Carolyn Cozart TBD

SCM Development Vice President Information Development Director


Stephanie Merenda Greg Parikh

FMS/ALM/ESA Development Vice President Application Environments Vice President


Alex Man Kim Green

EPM Development Vice President Quality Engineering


Alex Man TBD

Product Strategy Vice President


John Webb

© 2006 Oracle Corporation – Proprietary and Confidential


How the PeopleSoft BU Fits at Oracle
CRM Related Teams at Oracle

John Wookey
SVP, Applications Division

Jesper Anderson Ed Abbo Doris Wong


SVP Industry, EBS ERP & SVP EBS/Siebel/Fusion CRM General Manager, PeopleSoft
Fusion Strategy

Carolyn Chambers
Paco Aubrejuan John Webb
VP EBS/Siebel/Fusion CRM
VP Industry Product Strategy VP PeopleSoft Strategy
Strategy

© 2006 Oracle Corporation – Proprietary and Confidential


Continued Product Releases
Beginning with Release 9.0
Latest Release Next Release

Version 9.0 Version 9.1 Unlimited

PeopleSoft Release 9.0 Timeline


• All product families planned for delivery in the next 12 months
Enterprise Enterprise Performance Management 9.0 GA in Q3
Learning
Management Customer Relationship Management 9.0 GA in Q3
9.0 GA in Q2 Financials/Supply Chain Management 9.0

Portal 9.0

Human Capital Management 9.0

Next 12 Months

Applications Unlimited has NO impact on


the current release 9.0 content or schedule

© 2006 Oracle Corporation – Proprietary and Confidential


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Enterprise One CRM 8.12

© 2006 Oracle Corporation – Proprietary and Confidential


Preview: EnterpriseOne 8.12

Major
New Modules Enhancements Tools 8.96
• Supply Management • Supply Chain • Total Ownership
- Operational Sourcing Management Experience

• Manufacturing • Customer • Customer-Driven


Relationship Features
- Grower Management Management
• Updates & Additions to
- Grower Pricing • Human Capital Platform Support
and Payments
Management
- Blend Management
• Financial
Management

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Customer Relationship Management

Related Case
and Opportunity
E
Key n • Visibility to related case or
h opportunity information from
Business a within activity detail
n
Driver • One-click access to case or
c
e opportunity detail
Businesses require m
unprecedented visibility to e
n Activity Entry with
customer and operational t
information s Reduced Keystrokes
• Defaults for active type,
identifier type, and duration

© 2006 Oracle Corporation – Proprietary and Confidential


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Enterprise CRM 9.0

© 2006 Oracle Corporation – Proprietary and Confidential


CRM 9.0 – Quick Facts
ƒ Generally Available August 14th
ƒ Well received by Press and Analysts
“ ‘It's good news for PeopleSoft customers. The
name of the game from a user point of view is
to extend and enhance their existing
investment. This provides a clear message to
PeopleSoft CRM customers that the product will
be supported and enhanced going forward.’ "
ƒ Bill Band, Forrester Research as quoted in
Oracle upgrades PeopleSoft CRM from
SearchCRM.com

© 2006 Oracle Corporation – Proprietary and Confidential


CRM 9.0: Largest PeopleSoft CRM Release
Delivers on Technology, Delivers on Applications
ƒ PeopleSoft CRM 9.0: Largest PeopleSoft CRM
release since 8.0
ƒ 2X the features as 8.9

ƒ PeopleTools 8.48: Largest PeopleTools Release in


the history of PeopleSoft/Oracle

Underscores Oracle’s commitment to PeopleSoft


applications and customers

© 2006 Oracle Corporation – Proprietary and Confidential


PeopleSoft CRM 9.0 Themes
ƒ Extend Value with Next Generation Technology
ƒ Standards based technologies today to ease integration and lower
costs
ƒ Invest in the foundation for Fusion

ƒ Drive Superior Ownership Experience


ƒ Usability, productivity and performance enhancements direct from
customers, usability studies – “the customers’ release”
ƒ Marketing, Sales, Service – value add for existing investments

ƒ Deliver Deep and Adaptive Industry and Business Processes


ƒ Delivered business processes and incremental functionality for
Financial Services and Communications markets
ƒ Continue CRM for Higher Education investment

© 2006 Oracle Corporation – Proprietary and Confidential


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Extend Value with Next


Generation Technology

© 2006 Oracle Corporation – Proprietary and Confidential


Extend Value Using Next Generation Technology
Integrating Key Fusion Capabilities into Release 9

Web Services
Share PeopleSoft release 9 functionality with other applications

Business Process Orchestration


Define and coordinate cross-application business processes

Customer Data Hub


Consolidate, enhance, and share master customer data

XML Publisher
Enable business users to create documents leveraging XML data

Business Activity Monitoring


Operational management via personalized, real-time dashboards

© 2006 Oracle Corporation – Proprietary and Confidential


Web Services
Share More PeopleSoft Functionality with Other Applications

• CRM delivers 19 Web Services, 70+ Service Operations


• PeopleTools 8.48 delivers Tools to create Web Services
Other
Applications
New Web Services in R9

Corporate Network

• Orders • Invoices • Procure- • Recruiting


• Leads to-pay • Person
• Payments
• Cases • Vendor • Job data
• Financial • Demographic
• Customers sanctions validation
• Tasks data
(OFAC*)

CRM FMS SCM HCM

© 2006 Oracle Corporation – Proprietary and Confidential


Best in Class BPM
Design Execute Monitor

Standards based business process orchestration with BPEL Process Mgr


ƒ Design business processes with a graphical UI
ƒ Provide industry standard interfaces for applications and legacy system integrations
Tight integration to PeopleSoft CRM
ƒ Initiate business processes from PeopleSoft transactions
ƒ Plug and play external services with delivered CRM web services
ƒ Creation of tasks and alerts from BP
ƒ Track business process progress with graphical monitor

© 2006 Oracle Corporation – Proprietary and Confidential


Customer Data Hub
Integrate Out-of-the-Box with EBS R12

Master Customer ƒ Consolidate customer data from multiple


Data systems into a central location

ƒ Ensure quality customer information


Customer DQM* ƒ Resolve duplicate customer and transaction
Data Hub data and prevent future duplications
ƒ Enrich with 3rd party content, such as D&B

ƒ Share single master customer data


Oracle SAP Legacy
across the enterprise

9Enhance customer knowledge and business insight


9Leverage your existing IT investments
9Generally Available CY 2007
* Data Quality Management

© 2006 Oracle Corporation – Proprietary and Confidential


XML Publisher
Enable Business Users to Format and Deliver Documents
and Reports
Data Sources XML Publisher Output Formats Destination
PeopleSoft Publishing • Email
Enterprise R9 Engine PDF HTML EDI
XML RTF XML Excel • Printer
CRM • Fax
ESA

FMS Templates Order


Letters
(examples) Confirmations
HCM
Fund Online
SCM Transfers Paychecks
Government
Bills
Business Grant Forms
Any XML
Data Source
User

Embedded in CRM applications for real-time merge of correspondence


management

© 2006 Oracle Corporation – Proprietary and Confidential


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Drive Superior Ownership


Experience

© 2006 Oracle Corporation – Proprietary and Confidential


Superior Ownership Experience
Common Enhancement Highlights

ƒ Actionable 360-Degree View


ƒ Redesigned Worklist
ƒ Auto-save of recent searches providing
streamlined processes with reduced clicks and
page transfers
ƒ Enable Quick Create in search results

© 2006 Oracle Corporation – Proprietary and Confidential


Actionable 360-Degree View
Streamline call handling and service resolution process

•EditContact Info
within the 360
•Related Grids
•Contextual
Actions: Create
Case with a Quick
Code, Close Case
•Carry more
information from
the 360 when
creating a Case or
Service Order

© 2006 Oracle Corporation – Proprietary and Confidential


Worklist Redesign
Improve agent efficiency and decision making
•Folder structure for
organizing work
•Saved Search for
common searches
•Bulk Reassign
Cases and Service
Orders
•Improved
transaction specific
data displayed
•Personal comments
to WL items
•Notification Purpose
and Priority
displayed

© 2006 Oracle Corporation – Proprietary and Confidential


Superior Ownership Experience
Service and Multi-channel Enhancement Highlights

ƒ Dynamic rendering of Case user interface,


optimized based on role, business unit or other
criteria
ƒ Redesigned multi-channel toolbar – Universal
Agent Desktop
ƒ Global payroll integration for HelpDesk for
Human Resources
ƒ Service Level Agreement enhancements
ƒ Case Task Management

© 2006 Oracle Corporation – Proprietary and Confidential


Text Trays
Speed data entry for commonly keyed text

•Text is automatically
populated in fields
using hot keys

•Users memorize
quick keys or select
from Text Tray

•Users subscribe to
System quick keys or
create their own

•Available in Chat,
Case and E-mail

© 2006 Oracle Corporation – Proprietary and Confidential


Superior Ownership Experience
Sales Enhancement Highlights
Order Capture
ƒ Bulk Service management
ƒ Future-dated orders, Temporary Orders
ƒ Enhanced Order Status management
ƒ Management of Subscriptions
Sales/Contact Management
ƒ Group Calendar; Tasks on Company, Partner, Call Report
ƒ Call Report Standalone, BtoB
ƒ Business Carding
ƒ Email integration using Infosynch
ƒ Mobile Sales – Task & Business carding enhancements, support
for Intellisync Mobile Suite

© 2006 Oracle Corporation – Proprietary and Confidential


Enhanced Order Status

Link to
Process
Monitor

© 2006 Oracle Corporation – Proprietary and Confidential


Superior Ownership Experience
Marketing Enhancement Highlights

ƒ Integration framework to 3rd party offer


management solutions
ƒ Enhanced survey capabilities with online
marketing
ƒ Integration with Student Administration 8.9
ƒ OLM: Frequency Management, Dialog Mover,
Usability and Performance Enhancements,
Enhanced Bounce Management

© 2006 Oracle Corporation – Proprietary and Confidential


Offer Management
Leverage 3rd party optimization engine for automated,
real-time, self-learning offers
•Present
communication
messages or
product/service
offers
•Measure offer
effectiveness and
profile the target
buyer
•Track history with
offer presentation,
customer response,
and reporting

© 2006 Oracle Corporation – Proprietary and Confidential


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Deliver Deep and Adaptive


Industry & Business
Processes

© 2006 Oracle Corporation – Proprietary and Confidential


Deep and Adaptive Industry Processes
ƒ Adaptable business process management tools to meet
the needs of rapid growth, changing processes and to
integrate with heterogeneous systems

ƒ Delivered business processes and incremental


functionality for Financial Services and Communications
markets

ƒ Continued CRM for Higher Education investment

© 2006 Oracle Corporation – Proprietary and Confidential


Deep and Adaptive Industry Processes
ƒ Communications
ƒ Delivered business processes for Mobile Number Portability,
Lost/Stolen Wireless Handset and Prepaid Account Setup
ƒ Enhanced Order & Service Management, Support for the Wireless
Market

ƒ Financial Services
ƒ Delivered sample business processes for Financial Account
Creation and Lead & Referral Management
ƒ Web Services for Remote Portlets (WSRP) enablement of financial
service portal pagelets, creation of new portlets

ƒ Higher Education
ƒ Higher education packaged analytics, Integration to 8.9 Campus
Solutions
ƒ Investment in Online Marketing, foundation for Student Lifecycle
Management

© 2006 Oracle Corporation – Proprietary and Confidential


Release 9.0 Advantages
Applications and Technology Drivers

Combination of 8.9 and 9.0 feature set provides Invest in technology that
strategic advantage is foundation for future

Demand Driven Release - built Next Generation Technology


specifically for the installed base embedded in applications
Applications Unlimited
& Lifetime Support

Applications Technology

© 2006 Oracle Corporation – Proprietary and Confidential


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What Customers Are Saying


about 9.0

© 2006 Oracle Corporation – Proprietary and Confidential


Customers Talk about CRM 9.0
Today
ƒ Used for their global retail banking division and is the basis for their
multi-channel banking platform
ƒ Differentiate themselves in a competitive marketplace with
personalized services and high quality customer service
ƒ Live on Marketing, Telemarketing, Sales, Support
ƒ Installed CRM 8.9 in Brazil (2005) and Upgraded (October 2006) to
CRM 8.9 in The Netherlands
Why 9.0 is Compelling
ƒ BPEL to replace their homegrown BPM solution and support their
multichannel banking platform
ƒ Enhanced SLA functionality to entitle based on customer value
ƒ Case user interface dynamically rendered based on business unit,
tailored and optimized for the different regional retail divisions
ƒ Correspondence management with XML Publisher
ƒ Tasks enabled for Companies
ƒ Enhanced Worklist capabilities

© 2006 Oracle Corporation – Proprietary and Confidential


Customers Talk about CRM 9.0
Today with 8.9
ƒ Support student and faculty facilities and IT requests, bolster student
recruitment & retention
ƒ Data quality management a huge issue
ƒ Partnership with Oracle to define CRM for Higher Education offering
ƒ Live on 8.9 Support, Chat, Self-Service, Marketing, Online Marketing

Why 9.0 is Compelling


ƒ Reduction of customizations - get support on this functionality from Oracle,
lowers DePaul's cost to maintain the applications
ƒ New functionality to increase productivity in the contact center
ƒ Case user interface dynamically rendered based on business unit, tailored and
optimized for the different business processes required for IT vs Facilities
support
ƒ Service oriented architecture for easier integration with various systems at the
University for enrollment management/prospecting
ƒ Data Quality Management using the Customer Data Hub

© 2006 Oracle Corporation – Proprietary and Confidential


Customers Talk about CRM 9.0
High Tech Customer
Today with 8.8
ƒ Global single instance call center. Vision of integrated multichannel contact center
pushing high volume/low value customers to lower cost channels
ƒ BtoB sales force selling computers, servers, software to education institutions and
SMB. Integration to SAP Financials
ƒ 7000 internal users live on Sales, Support, implementing CTI with

Why 9.0 is Compelling


ƒ Accumulation of 8.9 + 9.0 features compelling
ƒ 360-Degree View and Worklist enhancements for improved agent productivity
ƒ Universal Agent Desktop for true universal queue with Genesis providing the foundation
for a multichannel contact center
ƒ Significant number of customizations now standard in the combined 8.9 and 9.0
release enhancements
ƒ Web Services provide the flexibility to call PeopleSoft logic in the back-end from
their own custom user interfaces that are optimized for their call flows
ƒ Oracle Fusion Middleware (BPEL and Oracle Portal) provide standards based
integration technology today bringing them closer to Fusion

© 2006 Oracle Corporation – Proprietary and Confidential


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New Offerings

© 2006 Oracle Corporation – Proprietary and Confidential


Call Center On Demand Integration
Eliminate Telephony Complexity

•Delivers Computer
telephony integration
(CTI)
•Skills-based routing
•CTI integration uses
IVR data for
contextual
application screen
pops
•Integrated with
PeopleSoft 8.9
Support, HelpDesk &
HR HelpDesk
•Scale up or down as
demand changes

© 2006 Oracle Corporation – Proprietary and Confidential


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The Roadmap

© 2006 Oracle Corporation – Proprietary and Confidential


Continued Product Releases
Beyond Release 9.0

Focus of PeopleSoft Roadmap


• Ongoing adoption of Fusion technology components
• Integration – X PeopleSoft & to other Oracle products where it makes sense
• New enhancements – innovation, usability, performance & customer focused
• Consideration for back-porting selective capabilities to prior releases which
have a supported migration path to Fusion
PeopleSoft Release 9.1 Timeline

Post Updates of Integrations,


Features & Web Services

PeopleSoft Solicit Feedback and PeopleSoft Release 9.1 GA


Release 9.0 GA’s Finalize PeopleSoft (18-24 Months After 9.0 GA)
Release 9.1 Plan

2006 2007 2008

© 2006 Oracle Corporation – Proprietary and Confidential


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How We Can Work Together

© 2006 Oracle Corporation – Proprietary and Confidential


How We Can Work Together
Updates and Information from Oracle
• How do we communicate?
• Fusion CRM User Group Website
• Customer Connection
• Oracle.com
• Conferences - OpenWorld, Collaborate
• Customer Focus Groups

• Upcoming Communications
• Advisor Calls – 9.0 Deep Dives, Oracle Updates
• Upgrade Community
• 9.1 Focus Groups

© 2006 Oracle Corporation – Proprietary and Confidential


How We Can Work Together
9.0 Upgrade User Community
• Hosted by the Fusion CRM User Group
• Register at http://www.fusioncrm.org, select “Interest Area” of
“9.0 Upgrade”
• Subscribe to 9.0 Upgrade Forums, network with others that
are part of the 9.0 Upgrade Community
• Website updated Wednesday 10/25
• Sponsored by Oracle
• Webcast 1st Week of December for “Upgrade 101”
• Webcast to follow on Upgrade topics of interest driven by the
9.0 Upgrade User Community

© 2006 Oracle Corporation – Proprietary and Confidential


How We Can Work Together
9.0 Upgrade User Community
• Hosted by the Fusion CRM User Group
• Register at http://www.fusioncrm.org, select “Interest Area” of
“9.0 Upgrade”
• Subscribe to 9.0 Upgrade Forums, network with others that
are part of the 9.0 Upgrade Community
• Website updated Wednesday 10/25
• Sponsored by Oracle
• Webcast 1st Week of December for “Upgrade 101”
• Webcast to follow on Upgrade topics of interest driven by the
9.0 Upgrade User Community

© 2006 Oracle Corporation – Proprietary and Confidential


How We Can Work Together
9.0 Early Success Program
What is It?
• An Oracle program to assist PeopleSoft customers in their upgrade
to CRM 9.0
Benefits
• Focused attention from PeopleSoft GSC, Development and Strategy
Management…including regularly scheduled conference calls
• Oracle Solution Center performs technical upgrade
• Assigned Support Manager for the duration of the ESP upgrade
• Prioritized review of all ESP related cases/incidents
• Inclusion into the “We Care” program after go-live
• Opportunity to influence future direction of the product
Additional information
• Send email with contact information to:
peoplesoft-early-success_us@oracle.com

© 2006 Oracle Corporation – Proprietary and Confidential


How We Can Work Together
Customer Focus Groups

What is It?
• Opportunity to provide direct feedback on requirements and
design of CRM 9.1
Benefits
• Small groups working directly with Development and Strategy
Management
• Opportunity to influence future direction of the product
Additional information
• To apply for participation, send email with contact information
to: melissa.bond@oracle.com

© 2006 Oracle Corporation – Proprietary and Confidential


How We Can Work Together
9.0 Information on Customer Connection

•Transfer of Information (TOI)


•Recorded Presentation of Functional Details of CRM 9.0

•To Access
•Log on to Customer Connection
•Click on Oracle University
•Click on Access Current Release Online Training
•Navigate to Enterprise CRM 9.0 TOIs

© 2006 Oracle Corporation – Proprietary and Confidential


© 2006 Oracle Corporation – Proprietary and Confidential

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