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HP- ORACLE CRM CASE STUDY
Rashi
Upasana
KaustubhiMBA | TERI University
HP-ORACLE CRM OFFERINGS
Brief Overview
MBA | TERI University
Why
Enterprise
CRM?
• To accelerate the growth of
HP’s Top line and Bottom
line
• To provide the company's
global sales force with an
automated—and standard—
way to perform contact
management and account
planning
– Have a totally customer
centric view
– Understand all customer
interaction points
– Have consistent, global
customer information
– Personalize segmentation by
customer typeMBA | TERI University
• Integrates customer activity
data in an Oracle "customer
master" database
• Provide remote salespersons
with the ability to track a
customer's activities across
organizations
• Provides dynamic
personalization for Web visitors
and automatic lead routing
• Establishes an ongoing dialog
with customers so that
customers will gain greater
control over their relationships
with HP
Oracle
Enterprise
CRM?
MBA | TERI University
Customer
Demand
Creation
Lead
Generati
on
Lead
Mgmt.
Opportu
nity
Mgmt.
Quoting
Order
Mgmt.
Contracts
Service
Mgmt.
Oracle
HP
CRM
MBA | TERI University
C
O
M
P
E
T
I
T
O
R
S MBA | TERI University
CRM
Vendors
MBA | TERI University
Enterprise CRM
Vendors
MBA | TERI University
ORACLE VS. SAP
MBA | TERI University
• Highlights:
– Business intelligence and
analytics; rich interactive reports
and dashboards
– In-built integration to Oracle E-
Business Suite, Peoplesoft and JD
Edwards
– One of the largest application
software companies in the world
– Offering virtually everything
needed to run a business
• Customer Focus:
– Enterprise, Mid-Size, Small
• Business Model:
– Hosted, On-Premise
• Highlights:
– Offers integrated suite of CRM,
ERP, Supply Chain, HR, Financial
and other enterprise applications
– “SAP is CRM Leader” –Forrester
– Leader in CRM Magazine’s 2009
CRM Market awards
– One of the largest software
companies the world
• Customer Focus:
– Enterprise and Mid-Size
• Business Model:
– Hosted and On-Premise
MBA | TERI University
• CRM Products:
– Oracle CRM On Demand
– Siebel CRM
– Oracle E-Business Suite CRM
– PeopleSoft Enterprise CRM
– JD Edwards EnterpriseOne CRM
• Built on Siebel’s award-winning
CRM application with more than
12 years of experience, Oracle
CRM On Demand offers the most
strategic, comprehensive, and
cost-effective hosted CRM
solution on the market
• CRM Products:
– SAP CRM
– SAP Business All-in-One
– SAP Business by Design
– SAP Business One
• SAP CRM was developed to
address the unique, end-to-end
requirements for major
industries including: Auto,
Chemicals, Consumer Products,
Retail, Telecommunications,
Industrial Machinery &
Components, Utilities, Oil &
Gas, Wholesale DistributionMBA | TERI University
• HP’s focus on “ Total
Customer Experience”
• Multiple separate CRM
systems
• Obtain global forecast
• 360o customer view
• Leverage the internet: Web
everything, internet
computing
• Comprehensive, fully
integrated suite of solutions
– Oracle Sales Online combines
interactions over Web, phone
and email
Why
Oracle?
MBA | TERI University
Mark Barrenechea, Senior Vice President, Applications Development, Oracle
Oracle Sales Online allows HP to consolidate
all of its data in one place, thus allowing sales
representatives and sales management
access to the most current data and helping
ensure large-scale participation by HP
employees
Mike Overly, Worldwide CRM Project Manager, HP Business Customer Organization
Oracle’s CRM solution has
allowed us to pursue sales
opportunities and view
consistent forecasts from a
global perspective, rather
than a regional one
MBA | TERI University
Challenges
and
Issues
• Phasing out legacy systems
• Merge data, business
processes and technology
with current CRM program
• Independent business units
• Speed and agility
requirements to anticipate
customer needs
• Adaptability to new
business models
MBA | TERI University
• Revenue and profit growth
• Individual ways of working-
salespeople
– Habits and assumptions
entrenched organizationally
and culturally
• As painless as possible-
busy executives
Challenges
and
Issues
MBA | TERI University
Success
• Standardize-and-Customize
– Leverages Oracle’s portal technology
– Customize interfaces for client information, contact activities, etc.
• Web-based CRM training to educate on “how to use-and-
apply”
– Localized web courses in some native languages
• Change Managers
– Measure CRM performance
– Develop and track project communications
– Guide “busy executives” in communicating customer-focused policies
• Vertical silos: Enterprise wide solution, NOT a point product
• The Power of One:
- Sticking to one system rather than adopting 10 diff solutions-
thereby avoiding integration issues.
- Ensures that CRM business processes, technologies, data, and
implementation methods are consistent across the company.
MBA | TERI University
Stakeholder
Approach
Vision:
Today and
Tomorrow
Success
Metrics
Change
Leadership
Success
MBA | TERI University
THANK YOU!
Any Questions?
MBA | TERI University

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HP-Oracle CRM

  • 1. HP- ORACLE CRM CASE STUDY Rashi Upasana KaustubhiMBA | TERI University
  • 2. HP-ORACLE CRM OFFERINGS Brief Overview MBA | TERI University
  • 3. Why Enterprise CRM? • To accelerate the growth of HP’s Top line and Bottom line • To provide the company's global sales force with an automated—and standard— way to perform contact management and account planning – Have a totally customer centric view – Understand all customer interaction points – Have consistent, global customer information – Personalize segmentation by customer typeMBA | TERI University
  • 4. • Integrates customer activity data in an Oracle "customer master" database • Provide remote salespersons with the ability to track a customer's activities across organizations • Provides dynamic personalization for Web visitors and automatic lead routing • Establishes an ongoing dialog with customers so that customers will gain greater control over their relationships with HP Oracle Enterprise CRM? MBA | TERI University
  • 6. C O M P E T I T O R S MBA | TERI University
  • 9. ORACLE VS. SAP MBA | TERI University
  • 10. • Highlights: – Business intelligence and analytics; rich interactive reports and dashboards – In-built integration to Oracle E- Business Suite, Peoplesoft and JD Edwards – One of the largest application software companies in the world – Offering virtually everything needed to run a business • Customer Focus: – Enterprise, Mid-Size, Small • Business Model: – Hosted, On-Premise • Highlights: – Offers integrated suite of CRM, ERP, Supply Chain, HR, Financial and other enterprise applications – “SAP is CRM Leader” –Forrester – Leader in CRM Magazine’s 2009 CRM Market awards – One of the largest software companies the world • Customer Focus: – Enterprise and Mid-Size • Business Model: – Hosted and On-Premise MBA | TERI University
  • 11. • CRM Products: – Oracle CRM On Demand – Siebel CRM – Oracle E-Business Suite CRM – PeopleSoft Enterprise CRM – JD Edwards EnterpriseOne CRM • Built on Siebel’s award-winning CRM application with more than 12 years of experience, Oracle CRM On Demand offers the most strategic, comprehensive, and cost-effective hosted CRM solution on the market • CRM Products: – SAP CRM – SAP Business All-in-One – SAP Business by Design – SAP Business One • SAP CRM was developed to address the unique, end-to-end requirements for major industries including: Auto, Chemicals, Consumer Products, Retail, Telecommunications, Industrial Machinery & Components, Utilities, Oil & Gas, Wholesale DistributionMBA | TERI University
  • 12. • HP’s focus on “ Total Customer Experience” • Multiple separate CRM systems • Obtain global forecast • 360o customer view • Leverage the internet: Web everything, internet computing • Comprehensive, fully integrated suite of solutions – Oracle Sales Online combines interactions over Web, phone and email Why Oracle? MBA | TERI University
  • 13. Mark Barrenechea, Senior Vice President, Applications Development, Oracle Oracle Sales Online allows HP to consolidate all of its data in one place, thus allowing sales representatives and sales management access to the most current data and helping ensure large-scale participation by HP employees Mike Overly, Worldwide CRM Project Manager, HP Business Customer Organization Oracle’s CRM solution has allowed us to pursue sales opportunities and view consistent forecasts from a global perspective, rather than a regional one MBA | TERI University
  • 14. Challenges and Issues • Phasing out legacy systems • Merge data, business processes and technology with current CRM program • Independent business units • Speed and agility requirements to anticipate customer needs • Adaptability to new business models MBA | TERI University
  • 15. • Revenue and profit growth • Individual ways of working- salespeople – Habits and assumptions entrenched organizationally and culturally • As painless as possible- busy executives Challenges and Issues MBA | TERI University
  • 16. Success • Standardize-and-Customize – Leverages Oracle’s portal technology – Customize interfaces for client information, contact activities, etc. • Web-based CRM training to educate on “how to use-and- apply” – Localized web courses in some native languages • Change Managers – Measure CRM performance – Develop and track project communications – Guide “busy executives” in communicating customer-focused policies • Vertical silos: Enterprise wide solution, NOT a point product • The Power of One: - Sticking to one system rather than adopting 10 diff solutions- thereby avoiding integration issues. - Ensures that CRM business processes, technologies, data, and implementation methods are consistent across the company. MBA | TERI University
  • 18. THANK YOU! Any Questions? MBA | TERI University