Easy migration from Salesforce.com to Oracle Sales Cloud for more productive sales reps.

1. SFDC to Oracle Sales Cloud Migration
Overview, Offerings, and Playbook
David Sheridan Vice President, Global Oracle CX Delivery
Keith Inouye VicePresident, US Growth Pillars
Bill Haskins Director, Oracle CX Business Development
October 27, 2014

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Oracle Sales Cloud – Hitachi Consulting Perspective
Salesforce Automation Value Drivers
Versatility
Collaboration
Integration
Performance
Automation
Intelligence
Progress Towards Individual, Team and
Corporate Targets
Enablement of Guided, Streamlined
Business Processes
Predictive, Contextualized Analytics and
Leading Indicators
Access Anytime, Anywhere, on Any Device –
Online or Disconnected
Cross-Team Knowledge Integrated With Other
Business Processes
Open APIs For Exchange of Data with 3rd Party
and Back End Applications

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Salesforce.com to Oracle Sales Cloud Migration
Program Overview

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SFDC to Oracle Sales Cloud Migration
Methodology Overview
• Why we suggest Oracle Sales Cloud for our Clients
– Enhanced Usability and Mobility with Sales Cloud Simplified UI equates to a
High Level of User Adoption
– 13 months of rolling data to support your enterprise needs
– Unlimited Data Dashboard refreshes to manage your customers in Real Time
– Robust Territory Management and forecasting functionality for Sales Teams
• How we alleviate the pain of SFDC Migration
– Leverage SFDC SME resources to create an instance assessment
– CRM Refresh – Utilize HCC methodology & best practices to your CRM
instance. We provide recommendations to optimize new functionality and
lean down your business processes
– Leverage your current SFDC configurations to assist in a rapid migration
Benefits
• Certified, reference able Oracle
Sales Cloud and CRM experts
• Leverage existing successful
SFDC configuration
• Reduced time to achieve the
benefits of Sales Cloud
• Estimates Sales Cloud Migration
effort base on a bottom up
assessment
• Defined timeline
• Proven migration methodology

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SFDC to Oracle Sales Cloud Migration
Assessment | Key Steps
Hitachi Consulting’s Oracle Sales Cloud SFDC Migration Assessment is an appropriate option for Salesforce customers
considering Oracle Sales Cloud. The program targets customers who are:
– Current Salesforce Customers
– Considering a long term investment in Oracle Fusion applications
– Considering a deployment of Oracle Sales Cloud to a specific target audience within their organization for the
purpose of proving a business case or pilot
– Desire an assessment from certified, referenceable consultants with SFDC application expertise and Oracle
Sales Cloud deployment experience
• HCC SFDC Experts
lead in-depth
discovery of current
SFDC environment
• HCC SFDC experts
create an SFDC
instance Analysis
• HCC Oracle Sales
Cloud Experts
provide
recommendation for
migration effort
Engage Review Assess

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• Certified, reference able Oracle
Sales Cloud and CRM experts
• Leverage existing successful
SFDC configuration
• Reduced time to achieve the
benefits of Sales Cloud
• Estimates Sales Cloud Migration
effort base on a bottom up
assessment
• Defined timeline
• Proven migration methodology
SFDC to Oracle Sales Cloud Migration
What’s Covered - Initial Assessment
Benefits
• User Roles and permissions
• User Hierarchy
• SFDC Integration
– WebService API Built
Integration
– AppExchange Deployed
Packages
• Record Counts
• Custom Object Data Model
• Sales Processes
• Lead Assignment Rules
• Assets
• Object Deep Dive
– Field Management
– Validation
– Page Layouts
– Triggers/ Workflows
– Object Model Relationship
– Record Types
• Reporting/BI
– Dashboard Captures
– Custom built Subject Areas
– Reports Custom WebTab

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Oracle Sales Cloud Migration Estimates
Low | Medium | High Complexity

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Oracle Sales Cloud Migration Estimates
Low | Medium | High Complexity Engagements
Salesforce.com or CRMOD to OSC
(LOW Complexity)
• Summary | Resource Mix
– 6 Weeks | $130K
– Resources - Onshore (35%) | Offshore (65%)
• Program Scope
– Recommended for under 50 seats
– Detailed Sales Cloud future enhancement roadmap and six
month health check
– Single-phase migration
– One classroom training session and end user Quick Guides
– Out of box Sales Cloud objects plus one custom
– Mobility, Simplied UI and out of box Outlook integration
– Data migration of up to 250K records
– Out of box reports, five custom reports and one dashboard
Salesforce.com or CRMOD to OSC
(MEDIUM Complexity)
• Summary | Resource Mix
– 8 Weeks | $165K
– Resources - Onshore (35%) | Offshore (65%)
• Program Scope
– Recommended for over 50 seats
– Detailed Sales Cloud future enhancement roadmap and six month
health check
– Single-phase migration
– Includes one classroom training session and end user Quick Guides
– Out of box Sales Cloud objects plus two custom
– Includes mobility, Simplied UI and out of box Outlook integration
– Data migration of up to 500K records
– Out of box reports, ten custom reports and two dashboards
Salesforce.com or CRMOD
to OSC
(HIGH Complexity)
Please contact Bill Haskins at 214.226.1181 for detailed discussions on providing an
accurate migration estimate. A review of existing customizations, integrations, and data
conversion needs will need to be conducted.

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Key Contacts
Global Oracle CX Practice Contacts
Dave Sheridan
Vice President
Oracle CX Global Practice Leader
www.hitachiconsulting.com
999 18th Street Suite 3300S, Denver, CO 80202
Phone: 303.807.6380
Email: dsheridan@hitachiconsulting.com
Bill Haskins
Director, Business Development
US Oracle CX Practice
www.hitachiconsulting.com
14643 Dallas Pkwy, Suite 800, Dallas, TX 75254
Phone: 214.226.1181
Email: bill.haskins@hitachiconsulting.com