Territory Management is a foundational component of Oracle Sales Cloud that enables many key Sales Force Automation (SFA) processes. This document will introduce fundamental concepts of Territory Management. It will provide an overview of key capabilities and explain how these capabilities can improve the overall performance of your sales organization to make your sales force more effective and productive.
Nucleus Research announced the winners of its 11th annual Technology ROI Awards, highlighting organizations that have successfully leveraged IT deployments to maximize value per dollar spent.
Batesville deployed Oracle Sales Cloud to replace an aging custom application that didn’t support managers’ need for greater visibility into the company’s evolving product mix. Nucleus found the deployment enabled Batesville to increase the productivity of sales people and managers and enable managers to have more visibility into the pipeline to increase coaching opportunities.
Many potential customers and partners of Oracle Sales Cloud would like to understand from third parties if the claims Oracle makes about the product are accurate. Conducting extensive research, including interviewing customers, systems integrators, and others with firsthand experience of the application, has allowed Constellation to provide an objective view through three customer case studies. This report offers insights into four of Constellation’s primary business research themes, the Next-Generation Customer Experience, Technology Optimization and Innovation, Digital Marketing Transformation and the Future of Work.
The shift in computing towards the cloud and away from being within the four walls of an organization creates an opportunity to more closely align CRM projects with business needs, as Elavon’s experiences with the Oracle Sales Cloud demonstrates. This can also require business users to assume some of the project responsibilities IT organizations have traditionally performed. Being able to build and rely on a strong internal and external team can overcome this difficulty in ways that have a positive benefit for one’s career.
The accelerating release cadence of cloud CRM vendors are often about playing catch up with the features and functions of competitors, not on the ultimate goal of sales force automation: more sales. In looking the latest Oracle Sales Cloud release, Nucleus found that a focus on sales productivity and addition of key capabilities to simplify, focus, and automate tasks for both reps and managers is likely to drive better adoption, more effective use, and better sales results.
Sales managers have faced the same challenges since long before CRM applications were invented. However, new tools and technologies are making their jobs easier. The future of sales performance management is integrated with CRM and social collaboration. It helps managers provide real-time coaching and motivation in context to drive better sales behaviors and, ultimately, better sales results.
The Oracle Service Cloud is powerful and easy to use. This is especially true when customers implement best practices for deploying their Service Cloud presence, learn how to manage their data, and understand limits of the various features of the Service Cloud.
Employees are already bringing their own high-tech devices to work, hoping to use familiar technology to be more productive. Encouraging that trend can slash IT costs, raise morale, boost productivity, and help your company project a cutting-edge image to customers.
Within the field service industry, the customer service function is traditionally viewed as a cost center. It’s necessary to maintain customer-facing operations in order to deliver, install, or maintain products. Customer service is an essential part of doing business, particularly in the business-to-business (B2B) space or within maintenance organizations.
Since the introduction of cloud applications for customer relationship management in 1999, cloud architecture has become a driver of business innovation. Over the years, industry perception about on-demand solutions has changed from risky and inferior to viable and cost-effective. Today, cloud solutions run many mission-critical tasks for enterprises large and small.
The concepts set forth in this document provide guidance for customers interested in integrating Oracle E-Business Suite (EBS) and Oracle Field Service Cloud in order to achieve maximum efficiencies in field service operations.
The Consortium for Service Innovation (CSI) has developed a KCS verification program, which is a formal process for assessing vendor tools and verifying their ability to support KCS practices. Oracle Knowledge v8.4 has been KCS verified for KCS v4 for many years and recently its latest version 8.6 has become verified for KCS v5. This guide describes how to implement KCS v5 using Oracle Knowledge.
The Consortium for Service Innovation has published a set of practices for implementing Knowledge Centered Support (KCS) and they have created a software verification process to validate that software is capable of implementing KCS. Oracle Service Cloud Knowledge Foundation has been KCS verified for KCS v4 for many years and has just recently become verified for KCS v5. This guide describes how to implement KCS v5 in Oracle Service Cloud Knowledge Foundation.
Choosing the right field service management solution is an important decision that can save your business time and money and affect your customers’ satisfaction. You need to make sure your field service management solution has all the right features to enable success. So how do you start?
In this white paper, you will learn the general concepts behind predictive analytics and how they can be applied to a field service organization. The paper will cover the basic metrics that should be tracked, the use of performance pattern profiles, and how these principles can predict future events.
This white paper explores past trends that have led to the enablement of the connected workforce and provides insights into how a highly functioning connected workforce can operate with today’s commonly available technology (such as smartphones and tablets). This paper also provides examples of how a connected workforce can incorporate disruptive future technologies and trends, such as the Internet of Things, wearable devices, or self-driving cars.
Field service managers are required to do more than ever. Corporate leaders ask that front-line managers control costs and increase customer satisfaction—without cutting corners on safety and quality. Reading between the lines, the goal is to optimize service efficiency.
In a comparative analysis of three routing methodologies for mobile workforces, time-based routing yielded more-accurate travel times than either linear-distance or street-level routing. Time-based routing outperformed street-level routing in a test case with a large sample size (more than 6,000 trips) in urban, suburban, and rural environments. Consequently, time-based routing results in schedules that are more stable throughout the day and more thoroughly optimized across an entire enterprise, while consuming minimal computing power and eliminating a single point of failure.
This white paper examines how sales process optimization contributes to establishing a customer-centric value stream, and describes several key performance indicators (KPIs) by which a company can measure the success of implementing a streamlined sales initiative and its impact on overall business performance.