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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
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.
Oracle Corporation Solutions Offerings ,[object Object]
Oracle Fusion Middleware
Oracle Applications
Oracle Services
Oracle Servers
Oracle Storage
Oracle Operating System
Oracle Virtual MachineInformation Technology ,[object Object],Applications Development  Traditional  On Demand About Oracle ,[object Object]
More than 370,000 customers worldwide
More than 20,000 partners
105,000 employees, including:
35,000 sales & marketing
16,000 support,[object Object]

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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.
  • 3.
  • 10.
  • 11. More than 370,000 customers worldwide
  • 12. More than 20,000 partners
  • 14. 35,000 sales & marketing
  • 15.
  • 20. 18M Marketplace AccountsPartner Portal145 Countries 10 Languages 35,000 Internal users 105,000Territory Lookup users 300,000Partner users
  • 21.
  • 22. Go Fast – 1 Year to Rollout
  • 26. Drive value with BIEngagement Integration Analytics
  • 27. Global CRM Single Instance Ecosystem Implementation planned
  • 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
  • 30.
  • 31.
  • 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
  • 37. Do Not Contact Visibility