11g Release 6 (11.1.6)
Part Number E20373-06
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Oracle® Fusion
Applications Sales Implementation Guide 11g Release 6 (11.1.6) Part Number E20373-06 |
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This chapter contains the following:
Manage Mobile Sales Application Configuration
FAQs for Manage Mobile Sales Application Configuration
How can I disable the synchronization of Calendar entries and Contacts to a smartphone
How do I install the Oracle Fusion Mobile Sales Blackberry Application
How can I add an Oracle Business Intelligence report to Oracle Fusion Mobile Sales
How can I display a list of Products for a Revenue Item
How can I set up the automatic saving of passwords on users' smartphones
Why can't I access Oracle Fusion CRM Mobile Sales
The Oracle Fusion Mobile Sales application serves a critical need for mobile sales force personnel as a means to receive time-critical updates regarding the sales activities in the enterprise. For the deploying organization, one of the greatest benefits of the mobile application is increased sales representative productivity.
The main functionality and features of the application are:
Application home page: The application home page provides sales representatives with access to critical information when they are out in the field making sales calls and decisions. All functional areas of the application are arranged in grid fashion on the home page, using icons for functional areas, with labels corresponding to those areas. Users touch an icon to navigate to the corresponding object.
Sales account management: With access to the sales accounts in their territory while on the road, the sales representative can access reference information (for example, customer location on a map) as well as current events about the customer (for example, news headlines via RSS feeds). This information creates a sales representative who is more knowledgeable and responsive to the customer.
Opportunity management: From the mobile opportunity management page, the sales representative can access current and critical information about their opportunities and quickly share opportunity updates with the sales team. From the organization standpoint, the benefits are increased accuracy of the pipeline and forecast, since sales representatives can more readily provide updated information about opportunities even while on the road.
Lead management: With access to their open leads while on the road, the sales representative can more quickly act upon the leads and reduce the sales cycle time. From the organization standpoint, the benefits are increased accuracy of the pipeline, since sales representatives can more readily provide updated information about leads even while on the road.
Calendar and tasks: Use of the mobile calendar and tasks allows the sales representative to view events occurring in the next two weeks, and a list of all open tasks, helping the sales representative to manage appointments and tasks on the road.
Contacts: The application displays a list of key contacts, and using Search a sales representative can search for all contacts. Contacts can be easily phoned or e-mailed from the Actions menu in the Contact page, using the Email Contact and Call Contact feature. Contacts that do not want to be phoned or e-mailed will have the Email Contact and Call Contact features disabled.
Sales analytics: Sales representatives can access business intelligence reports (current period performance and opportunity pipeline) from the home page. Analytics also are embedded contextually for each account a sales representative is viewing on the mobile application, thus providing him with useful contextual insights into his accounts. The contextual reports include data on sales account revenue trends, sales account win/loss trends, and sales account win/loss reasons.
Alerts: Alerts are automatically sent out for new leads assigned to the sales representative, as well as updates to opportunities of interest.
Oracle Fusion Mobile Sales provides sales representatives with access to critical sales data and functionality using smart phones. Mobile Sales gives the field sales representative instant access to sales objects such as sales accounts, contacts, opportunities, leads, tasks, calendar, notes, and interactions. Sales representatives can access the data via the native applications on the Apple iPhone or Blackberry smartphone.
For the administrator, Oracle Fusion Mobile Sales allows complete control over what content to show on the mobile application. Administrators can choose existing or custom objects, including fields, to be displayed on the mobile phones.
After the prerequisite of implementing Oracle Fusion Sales, Mobile Sales requires very minimal setup. Mobile Sales is built using the same technical stack as the Oracle Fusion Sales application, and therefore re-uses much of the setup from that application.
Mobile Sales is integrated with the following other Oracle Fusion products or modules:
Oracle Fusion Sales
Oracle Fusion Marketing
Oracle Fusion CRM Common Components, including calendar, notes, and interactions
Mobile Sales leverages the setup from each of these components, and therefore does not need any explicit setup, except for the following areas:
Security and authentication
News feed sources
Implementing Mobile Sales involves setting profile options and, optionally, customizing the fields and objects that users can view on their mobile devices.
Set the following profile options:
Password Save on Phone Enabled: Specifies whether users are allowed to store their login password on their mobile devices. Set to Y to allow saving, or N to not allowing saving. Allowing users to save passwords makes it easy for users to log in to the mobile application without the need to enter a password each time they access the application.
RSS Feed Source profile options: Administrators can set up to five RSS feed sources. These sources are used to display news feeds when viewing account details on the mobile application. If using the RSS Feed profile options, also set the Number of RSS Feed URLs Configured profile option.
To view and modify the mobile application profile options, within the Setup and Maintenance work area, search for the Manage Administrator Profile Values task. Once you find the task, select Go to go to the task. In the Profile Options search, select Mobile Sales as the application, and then select the profile you want to change.
For customization purposes, Mobile Sales is integrated with the same tool used for customizing the Sales application, Oracle Fusion CRM Application Composer. A simple five-step process guides administrators through the process of configuring specific fields and objects that users can manage on their mobile devices. To customize Mobile Sales, log in to CRM Application Composer and configure Mobile Sales pages.
This example demonstrates how to enable the Around Me feature for Contacts on a smartphone. The Around Me feature uses your current location to run a proximity query on objects with location information, for example, Customers and Contacts.
Firstly you create latitude and longitude custom fields for Contacts; secondly you obtain map data from a third party, and create a script to populate the latitude and longitude custom fields; and finally you open the Oracle Fusion Mobile Sales client on a smartphone, and specify a radius for the proximity query.
|
Field |
Value |
|---|---|
|
Display Label |
Latitude |
|
Indexed |
Yes |
|
Updateable |
Yes |
|
Searchable |
Yes |
|
Field |
Value |
|---|---|
|
Display Label |
Longitude |
|
Indexed |
Yes |
|
Updateable |
Yes |
|
Searchable |
Yes |
Oracle Fusion CRM Application Composer lets implementors customize the Oracle Fusion Mobile Sales iPhone and Blackberry applications. Using Application Composer, implementors can manage which objects and fields are visible on Mobile Sales without having to do specific customizations for any particular device.
Implementors can manage the following for the mobile application:
Enable for the mobile device standard Oracle Fusion Sales objects that are not enabled by default
Enable for the mobile device custom Sales objects
Change the fields (including custom fields) visible on Mobile Sales for mobile-enabled Sales objects (standard or custom objects)
Change the fields (including custom fields) visible on Mobile Sales for contacts
Note
To customize the sales contact object model, select the Trading Community Org Contact object under the Common application in Application Composer. To expose those sales contact object model changes on Mobile Sales pages, you must select the Mobile Contact object under the Sales application in Application Composer, then select the Pages node on the object's navigation tree.
To customize Mobile Sales for a given object, select the application you want to customize within Application Composer, and then select the parent object to manage. Select the Pages node in the navigation tree, then select the Mobile Pages tab to see the mobile configuration options for the parent and its child objects. For details on Application Composer, refer to the Oracle Fusion Applications CRM Extensibility Guide.
The Oracle Fusion Mobile Sales client is supported on the following Apple and Blackberry platforms and devices:
The Apple mobile operating system, iOS 4.3 and above
The following Apple mobile devices: iPhone 4, iPhone 3GS, iPhone 3G, iPod Touch
The Blackberry mobile operating systems, 5.0 and 6.0
The following Blackberry models: 9800, 9300, 8900, 8500, 9000, 9650, 9700, 9530, 9550
You can disable, or enable, the Calendar and Contacts synchronization buttons on the sign out page. Navigate to Setup and Maintenance and go to the Manage Administrator Profile Values task. Search for the Enable Calendar Synchronization and Enable Contact Synchronization profile options, and set the options to either Y (to enable synchronization) or N (to disable synchronization). The default profile option values are set to Y.
Navigate to the Application Composer; find the Sales object, such as Contact or Opportunity, that you want to alter the default filter criteria for, and expand the view of the Sales object. Click on Pages and then the Mobile Pages tab. Edit the Sales object, and select the desired Configure Filter for List View option.
Ensure the Blackberry's Wi-Fi is on, then using the Blackberry's browser, enter the following URL: http(s)://host:port/sales/faces/MobileInstallerMain (the word 'host' should be replaced with the location of where the Oracle Fusion CRM application is deployed). Enter the authentication credentials to sign in, and click Start Download to start the download and installation.
