The CRM at Oracle series highlights Oracle's internal implementation of Oracle CRM products such as Siebel CRM and Oracle CRM On Demand.
Oracle leverages Siebel CRM to develop an effective solution to address the Do Not Call and Email Permissible Use requirements.
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CRM at Oracle Series: Do Not Call & Do Not Email
1. CRM at Oracle – Do Not Call & Do Not Email Deepak Gupta Melanie Mann Richard Lau Vice President Principal Consultant Director CRM Systems Sales Systems CRM Architecture
2. The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
28. CRM at Oracle – Do Not Call & Do Not Email Deepak Gupta Melanie Mann Richard Lau Vice President Principal Consultant Director CRM Systems Sales Systems CRM Architecture
29. Do Not Contact (DNC) Ensure full compliance with all government laws by having a Oracle specific DNC flag Ability to track why the DNC flag was updated, who updated the flag, etc. Systematic method to update the government DNC flag to ensure compliance with regulations “Single source of truth” for sales & marketing for contacts and their communication preferences
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32. Oracle rep requests that an individual is not to be contacted for 90 daysEmail & Postal Mail Sales DNC
33. Benefits of Functionality Compliance with global legal requirements by adding Oracle specific DNC flag Audit tracks when the Oracle DNC flag was updated and by whom Regular processing of the Government DNC flag information DNC functionality available in all Sales and Marketing systems
34. Sales and Marketing Business Process Reps ensure that contacts are not on the DNC list before reaching out to them by phone or email Emails sent to multiple contacts are created as email marketing campaigns Customer communication preferences are updated in the system Activities are created to update the customer preferences flag, which syncs with all contacts with the identical phone and email Allowable lead follow up if not actively being worked will be automatically closed to ensure compliance
35. CRM at Oracle – Do Not Call & Do Not Email Deepak Gupta Melanie Mann Richard Lau Vice President Principal Consultant Director CRM Systems Sales Systems CRM Architecture