Welcome to Oracle CRM On Demand, the smart customer relationship management solution that you access over the Web. Oracle CRM On Demand helps you to manage all your company’s sales, customer service, and marketing information:
In Oracle CRM On Demand, your information is grouped into the following main areas:
Calendar and Activities. Tracks your activities, including phone calls, events, and to-do lists.
Campaigns. Manages marketing campaigns and generates qualified leads and opportunities.
Leads. Tracks leads for new sales opportunities and automates the lead conversion process.
Accounts. Tracks companies with whom you conduct business.
Contacts. Tracks people associated with your accounts and opportunities.
Opportunities. Manages potential revenue-generating opportunities.
Forecasts. Generates forecasts to project quarterly revenue based on existing opportunities.
Service Requests. Manages customer requests for products or services.
Partners. Tracks the external companies or contacts at companies who sell or service products belonging to your company (Oracle CRM On Demand Partner Relationship Management Edition).
Partner Programs. Tracks the requirements and benefits for companies that are part of your company's partner programs (Oracle CRM On Demand Partner Relationship Management Edition).
Solutions. Stores answers to common questions or service issues.
Communication. Manages customer interactions through your call center (Oracle Contact On Demand).
Reports. Generates a variety of reports supplying over 250 separate analyses, including pipeline visibility and sales effectiveness.
Dashboard. Displays a series of charts, graphs, and tables organized around your key business areas.
Additionally, industry-specific solutions contain these record types:
Vehicles. Tracks service history and sales history of vehicles (Oracle CRM On Demand Automotive Edition).
Dealers. Tracks associations with dealers (Oracle CRM On Demand Automotive Edition).
Events. Manages events and invitees (Oracle CRM On Demand Life Sciences Edition)
Funds. Manages fund requests, credits, and approvals (Oracle CRM On Demand High Tech Edition and Oracle CRM On Demand Partner Relationship Management Edition).
Portfolios. Tracks portfolio accounts (Oracle CRM On Demand Financial Services Edition).
Households. Tracks information for a group of related contacts (Oracle CRM On Demand Financial Services Edition).
You may also see other record types depending on the industry-specific solutions you have implemented.
NOTE: Your company administrator can rename the standard record types, so you might see different tab labels. For example, your company administrator might change “Accounts” to “Companies.” Your company administrator can also add custom record types, as required.
|Published 5/13/2014||Copyright © 2005, 2014, Oracle. All rights reserved. Legal Notices.|