Fellow Consulting English 20100325
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Transcript of Fellow Consulting English 20100325
Fellow Consulting AG Ludwigstr. 21/Theresienstr. 6-8 80333 München
Tel: +49 (0) 89 288 90 571 Fax: +49 (0) 89 288 90 45Web: www.fellow-consulting.de
Company Presentation
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
Agenda
1. Company
2. Tools and the idea behinda. Social Networks
b. Google
c. Email Integration
d. Offline Client
3. Roadmap and tools in the pipe
4. Sample business case
5. Live Demo
2
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
1. Company
2. Tools and the idea behinda. Social Networks
b. Google
c. Email Integration
d. Offline Client
3. Roadmap and tools in the pipe
4. Sample business case
5. Live Demo
3
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
Company – Facts
• Joint venture of some of the most experienced Oracle CRM On Premise and Oracle BI experts in Germany
– Founded in January 2009– Headquartered in Munich– Currently 17 Employees (8 CRM Consultants, 2 BI Experts, 7 Developers)
• In total more than 60 years of Siebel CRM project experience
• Some of the founders have started with Siebel 98
• Cross-industry expertise and technical know-how(et alii Pharma, Telco, High-Tech, Finance, Automotive, Retail, Energy)
• Fellow consultants have been and still are key players in the biggest Siebel On Premise Projects in Europe
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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
Company – Focus
• Complete focus on Oracle products– Oracle CRM On Premise (Siebel CRM)– Oracle CRM On Demand– Oracle Business Intelligence (BI)– Oracle Database– Oracle Fusion Middleware und– Oracle Master Data Management
• Started to develop Add-Ons for Oracle CRM On Demand in February 2009
• As „technology pioneer“ Fellow develops in the „Cloud“ and with state of the art techniques like Adobe Air
• Oracle Platinum Partner since January 2010
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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
1. Company
2. Tools and the idea behinda. Social Networks
b. Google
c. Email Integration
d. Offline Client
3. Roadmap and tools in the pipe
4. Sample business case
5. Live Demo
6
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
The idea behind it – Social Networks
• Information about individuals is out of date nearly as soon as you get it. Why not use the most current information of social networks in your CRM?
• Give a personal touch to your CRM data. See a face when you call• Additional information (hobbies, interest,...) populated in social
networks can be very useful for sales representatives• Must be integrated in CRM On Demand, simple to set up and intuitive
to handle
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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
1. Company
2. Tools and the idea behinda. Social Networks
b. Google
c. Email Integration
d. Offline Client
3. Roadmap and tools in the pipe
4. Sample business case
5. Live Demo
8
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
The idea behind it – Google (I)
• Information about companies is available for free, up to date and area specific on Google Maps. Why not utilize this in CRM?
• Sync missing data or validate existing data in your CRM with information available in Google
• See where your customer is located• Must be integrated in CRM On Demand, simple to set up and intuitive
to handle
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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
The idea behind it – Google (II)
• Google Maps can be used to visualize the locations of your customers, prospects or leads
• Depending on the degree of detail on the map, your customers are dynamically aggregated to clusters
• See what areas are well developed, which ones less
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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
The idea behind it – Google (III)
• Search for companies and industries local specific in Google and sync them directly to your Oracle CRM On Demand
• Search for a specific branch in a specific area (e.g. pharmacies in London) and add them as prospects
• Generate campaign lists in your CRM using Google local search
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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
The idea behind it – Google (IV)
• Be informed about the latest company activities using Google News, Yahoo and Twitter
• Get a clearer picture of your competitor or of a competing offer• Differentiate more easily and develop your uniqueness for your
customers
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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
1. Company
2. Tools and the idea behinda. Social Networks
b. Google
c. Email Integration
d. Offline Client
3. Roadmap and tools in the pipe
4. Sample business case
5. Live Demo
13
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
The idea behind it – Email integration
• Email integration should be automated without having to explicitly log into your CRM, without having to manually create activities, without having to manually create attachments
• Automatically relate Emails to the right contact and opportunity or service request
• Just in case the customer does not yet exist in your CRM system, CRM-Gadget creates the customer automatically after review
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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
1. Company
2. Tools and the idea behinda. Social Networks
b. Google
c. Email Integration
d. Offline Client
3. Roadmap and tools in the pipe
4. Sample business case
5. Live Demo
15
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
The idea behind it – Offline Client (I)
• Use your CRMOD data without internet connection• Access and maintain it from wherever you are• Synchronize it with your CRM On Demand when you are
online again
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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
The idea behind it – Offline Client (II)
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• Must be easy to install, intuitive to use and individually customizeable
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
• Close the loop– The link feature allows you to easily relate all kinds of data together– Establish relationships between Accounts, Contacts and Opportunities
• Individual filters– Create your own filters and
bookmark them as favorites
• Layout Manager– Customize the user interface
individually for your needs
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Drag & Drop
The idea behind it – Offline Client (III)
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
1. Company
2. Tools and the idea behinda. Social Networks
b. Google
c. Email Integration
d. Offline Client
3. Roadmap and tools in the pipe
4. Sample business case
5. Live Demo
19
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
Roadmap for the CRM Gadget 2 Go
Next steps for the
offline client
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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
Tools in the pipe – iGoogle support
• Integrate CRMOD Widgets in iGoogle• Campaign segmentation• Easily change layouts
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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
Tools in the pipe – CloudIntegration
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• Offers easy Oracle CRM On Demand integration combined with the benefits of cloud computing
• Features email processing, XML or Excel file parsing and a GUI with drag-and-drop capabilities that eases data mapping
• Define integration processes, adapters and mappings
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
1. Company
2. Tools and the idea behinda. Social Networks
b. Google
c. Email Integration
d. Offline Client
3. Roadmap and tools in the pipe
4. Sample business case
5. Live Demo
23
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
• You receive an Email that is important for your CRM activities• The Email is automatically or manually forwarded to CRM Gadget
email integration address
Sample business case (I)
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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
• CRM Gadget email integration parses the Email for contact information, automatically relates it to the right contact and opportunity or service request in the CRM
• If the contact doesn‘t exist it sends you an Email back to validate the contact details
• You validate the contact and it is created in the CRM On Demand
Sample business case (II)
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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
• In the CRM On Demand you can see additional information available insocial networks
• Sync missing detailsdirectly to yourCRMOD data
Sample business case (III)
26
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
1. Company
2. Tools and the idea behinda. Social Networks
b. Google
c. Email Integration
d. Offline Client
3. Roadmap and tools in the pipe
4. Sample business case
5. Live Demo
27
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
Where People work together
28
Resources & Contact
Product pages
• http://desktop.crm-gadget.com• http://www.crm-gadget.com • http://wiki.crm-gadget.com
Contact us
• [email protected]• http://www.fellow-consulting.com