11g Release 7 (11.1.7)
Part Number E20373-08
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Oracle® Fusion Applications Sales Implementation Guide 11g Release 7 (11.1.7) Part Number E20373-08 |
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This chapter contains the following:
Manage Mobile Sales Application Configuration
FAQs for Manage Mobile Sales Application Configuration
The Oracle Fusion Mobile Sales application enables mobile salespersons to track and update sales information on their smartphone, enabling them to keep up-to-date with sales activities in their enterprise while on the move.
The key features of Mobile Sales include the following:
Application Home Page: The application home page provides salespeople with access to critical information when they are in the field. All functional areas of the application are arranged in a grid on the home page.
Sales Account Management: Salespeople can access reference information, as well as current events about the customer while on the road.
Opportunity Management: From the mobile opportunity management page, the salesperson can access current and critical information about his opportunities and can share opportunity updates with the sales team.
Lead Management: With access to open leads while on the road, the salesperson can act upon the leads and reduce the sales cycle time.
Calendar and Tasks: These features enables the salesperson to view events occurring in the next two weeks, and a list of all open tasks, helping the salesperson to manage appointments and tasks on the road.
Contacts: Contacts can be phoned or e-mailed from the Actions menu. The application displays a list of the salesperson's key contacts by default, and all other contacts can be found using the search feature. Contacts who do not want to be phoned or e-mailed will have the Email Contact and Call Contact features disabled for their respective contact records.
Sales Analytics: Salespeople can access business intelligence reports from the home page. Analytics also are embedded contextually for each account that a salesperson is viewing on the mobile application. The contextual reports include data on sales account revenue trends, sales account win/loss trends, and sales account win/loss reasons.
Alerts: The application automatically sends alerts to the salesperson when new leads are assigned or opportunities of interest become available.
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, create latitude and longitude custom fields for Contacts; secondly, obtain map data from a third party, and create a script to populate the latitude and longitude custom fields; thirdly, open the Oracle Fusion Mobile Sales client on a smartphone, and specify a radius for the proximity query; and finally, check your updates are reflected in the Around Me feature.
|
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 the Mobile Sales application without having to do specific customizations for any particular device.
Implementors can manage the following for the mobile sales application:
Enable standard Oracle Fusion Sales, Customer Center, Marketing, and Common objects that are not enabled by default for smartphones.
Enable custom Sales, Customer Center, Marketing, and Common objects for smartphones.
Change the fields (including custom fields) visible on Mobile Sales for mobile-enabled Sales, Customer Center, Marketing, and Common objects (standard or custom objects).
The following steps illustrate how to test Oracle Fusion Mobile Sales (Mobile Sales) customizations using a sandbox. Sandboxes are standalone environments where you can define and test customizations, before deploying the customizations to the main Oracle Fusion application. It is recommended that you test all of your customizations in a sandbox before publishing them to the main application.
Note
Refer to the Oracle Fusion Applications Extensibility Guide for more information about sandboxes.
In this topic you will use the Oracle Fusion CRM Application Composer to customize Mobile Sales pages or objects in a sandbox environment, and then view your customizations on your smartphone prior to publishing the changes.
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 5, iPhone 4S, iPhone 4, iPhone 3GS, iPod Touch, and iPad (the iPad is supported for Oracle Fusion Mobile Sales release 11.1.5 and above).
The BlackBerry mobile operating systems: 5.0, 6.0, and 7.0
The following BlackBerry models: 9900, 9800, 9300, 8900, 8500, 9000, 9650, 9700, 9530, 9550. If your specific BlackBerry device is not supported, but runs on a supported BlackBerry mobile operating system (5.0, 6.0, or 7.0) and is part of the same series as a supported BlackBerry model, then you can install Oracle Fusion Mobile Sales at your own risk. If you encounter any issues you may be asked to reproduce the issue on a supported model.
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 that you want to alter (for example, a Contact or Opportunity), 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.
Navigate to the Application Composer, select the Sales application, and select Mobile Pages under the Common Setup list. In the Mobile Pages page, select Manage Mobile Reports and create the report, entering the Oracle Business Intelligence Analyses report details. Finally, add the report to the Mobile Reports Springboard page, or the Mobile Reports Sales Account page, by selecting either Configure Mobile Reports: Springboard or Configure Mobile Reports: Sales Account.
Note that you can add Oracle Business Intelligence Analyses reports, but you cannot add Oracle Business Intelligence Publisher reports.
Navigate to Setup and Maintenance and search for the Manage Product Group Usage task. Select the Miscellaneous tab and find Hide products for Oracle Fusion Mobile Sales. Set the value to No to display a list of Products and therefore enable users to attach a Product to a Revenue Item. If required, users will still be able to attach a Product Group to a Revenue Item, as well as a Product.
If a Product list is not displayed then a user will only be able to attach a Product Group to a Revenue Item.
Administrators can choose to enable or disable the automatic saving of passwords on users' smartphones by setting the Password Save on Phone Enabled profile option within the Manage Administrator Profile Values task.
The customized version of the Oracle Business Intelligence report will be displayed on users' smartphones. Also, any filters you have created for the report will reflect the changes you have made to the report.
You need to have a Mobile CRM Sales Representative duty role to be able to access Oracle Fusion CRM Mobile Sales. The delivered, 'out of the box' application has this role granted in the sales_representative, sales_manager, and sales_VP job roles.
Using your iPhone, log onto iTunes and access the App Store. Search for the Oracle Fusion Mobile Sales application and download. Enter your username, password, and the Oracle Fusion CRM server details to sign into the client. When you enter the Oracle Fusion CRM server details, you will need to enter the CRM server location - this will be the same location as the deployed Oracle Fusion Sales application, for example, crm-sales.example.com.
