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How to Integrate ISV Applications into the Oracle Sales Cloud

How to Integrate ISV Applications into the Oracle Sales Cloud. Sanjay Sinha, Oracle Sundeep Parsa, Oracle Dan Koellhofer, CallidusCloud Ellen Mason, White Springs. Safe Harbor.

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How to Integrate ISV Applications into the Oracle Sales Cloud

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  1. How to Integrate ISV Applications into the Oracle Sales Cloud Sanjay Sinha, Oracle Sundeep Parsa, Oracle Dan Koellhofer, CallidusCloud Ellen Mason, White Springs

  2. Safe Harbor 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. Oracle Sales Cloud Customers by Geography

  4. Average Number of Seats by Industry Data as of Q4FY13

  5. Oracle Sales Cloud Key Platform Priorities

  6. Program Agenda • Oracle Sales Cloud Partner Ecosystem Overview • Common Integration Design Patterns • Best Practices; Oracle PaaS for SaaS • ISV Partner Examples

  7. Oracle Cloud ISV Integration Strategy • Best in Class • Open • Complete Oracle Cloud Applications Oracle Cloud Platform Oracle Cloud Marketplace (100+ Business Apps)

  8. Oracle Cloud Marketplace • Customers:Cloud computing marketplace where Oracle customers can easily browse, evaluate and buy trusted business applications • Partners:A new cloud applications distribution channel that generates demand for our partners and extend their success in the cloud

  9. Oracle Sales Cloud – ISV Ecosystem Configure, Price, Quote Sales Planning & Methodology Sales Productivity Data Quality & Enrichment Sales Collaboration Email & Calendar Integration Document & Contract Generation Billing; Field Service Sales Intelligence Lead Generation Telephony Sales Compensation

  10. Oracle Sales Cloud ISVs

  11. Common Integration Design Patterns

  12. Extending Applications Customization Needs Need for Platform Capabilities Multi-channel Composite Applications Web Mobile Desktop Custom Application Integration Web Services Custom UI Functional Extensions Process Customization UI Customizations Personalization Basics Innovate Cross-Application Security Common, Scalable Infrastructure

  13. Extending Applications Customization Needs Need for Platform Capabilities Oracle Cloud Platform Services ADF ADF Mobile Multi-channel Composite Applications Web Mobile Desktop Custom Application Integration Web Services Custom UI Application Extensibility Functional Extensions Process Customization UI Customizations Personalization Basics Innovate Oracle Cloud Common Infrastructure Services Cross-Application Security Common, Scalable Infrastructure

  14. Extending Sales Cloud - Integration Points User Interface Web Services Security

  15. UI Integration Extending Oracle Cloud Applications Oracle Cloud PaaS Oracle Cloud Apps Partner Cloud Apps Embed, Navigate Customers, Partners, Suppliers, etc.

  16. Web Services Integration Extending Oracle Cloud Architecture Oracle Cloud PaaS Oracle Cloud Apps Partner Cloud Apps Customers, Partners, Suppliers, etc.

  17. Extend Cloud Applications with Java Cloud ISV Connector Architecture ISV Connector UI Extensions ADF UI UI Web Services Custom Objects, Web Services Web Services ISV Cloud

  18. ISV Partner Examples

  19. The Behavior Platform from Badgeville Sales Productivity • Badgeville provides a gamification platform to influence successful enterprise operational behaviors using game, reputation, and social mechanics • Open Integration Components for UI & realtime gaming event capture: • Page Composer & Javascript • Application Composer & Web Services • Java Cloud Services PaaS

  20. The Behavior Platform from Badgeville Embed Sales Operations Game Mechanics With UI Shell Customization

  21. The Behavior Platform from Badgeville Lead Generation Campaign “Mission” Status On Click… • Sales Cloud user creates a Lead

  22. The Behavior Platform from Badgeville Motivational Rewards Based On Objective Achievements…

  23. The Behavior Platform from Badgeville Accumulated Individual “Stats”

  24. CleanCRM from ActivePrime Data Quality • Cleaner data maximizes sales and marketing efficiency • Batch de-duplication of Accounts, Contacts, and Leads in Oracle Sales Cloud • Find and merge duplicates; one click operation with UI embedded in Oracle Sales Cloud. Uses Page Composer, Javascript, and Web Services.

  25. CleanCRM from ActivePrime Invoke Directly From Oracle Sales Cloud UI • Data Steward accesses Oracle Sales Cloud. The user clicks on the ActivePrime link.

  26. CleanCRM from ActivePrime Embedded UI and Security • CleanCRM application is displayed within Sales Cloud iFrame - using a token to authenticate to CleanCRM

  27. CleanCRM from ActivePrime Select Data Sets and Invoke Sales Cloud API Methods • User sets CleanCRM options and clicks on the Find Duplicates button. • CleanCRM invokes Sales Cloud Web Service. The results are displayed as a list of possible deduplication candidates…

  28. CleanCRM from ActivePrime User Chooses De-dupe Resolution For Each Candidate

  29. QAS from Experian Data Quality and Enrichment • Interactive address verification for call centers speeds address capture, increases efficiency and reduces keystrokes needed to capture an address • Automatic call out to QAS service to validate contact information at the time of entry • Button to perform manual call-out to QAS service to verify existing address; QAS API credentials sent from Oracle Sales Cloud Oracle Sales Cloud Sales Cloud Extensions Java Cloud Proxy Service

  30. QAS from Experian Augment and Correct Incomplete Data

  31. QAS from Experian Correct Ambiguous Data

  32. QAS from Experian Enrich Customer Information for Missing Fields

  33. QAS from Experian Lookup and Add Net New Customer Information

  34. QAS from Experian QAS from Experian Page Composer Extensions QAS Connector QAS On Demand Web Services Address validation

  35. Commissions from CallidusCloud Sales Compensation Dan Koellhofer VP Product Management

  36. Commissions from CallidusCloud Sales Compensation • Allows Sales Reps and Managers to easily track and manage sales performance dashboards • CallidusCloud Connector on Java Cloud maps and synchronizes the Sales Cloud Opportunity with CallidusCloud • Federated login to CallidusCloud • Embedded iFrame for Callidus Reporting & Analytics and Connector Admin on Sales Dashboard tab

  37. Commissions from CallidusCloud Compensation and Performance Dashboard For Rep – Embedded UI

  38. Commissions from CallidusCloud Per Opportunity Forecast Compensation Report Drill Down

  39. Commissions from CallidusCloud Sales Operations, Management, and Individual Reporting & Analytics

  40. Callidus Data Sync Connector 1. Dynamic Mapping selection 2. Initiate Synchronization

  41. Commissions from CallidusCloud CallidusCloud Commissions Federation for Web SSO UI Mashup for Sales Dashboard (Page Composer) – CallidusCloud Commissions and Connector Callidus Connector UI Callidus ICM, Reporting and Analytics WS Client Callidus Web Services Synchronize Opportunity from Sales Cloud to Callidus Transactions Web Services

  42. Riva from Omni Technology Solutions Email and Calendar Server-to-Server Sync TasksNotesEmailOpportunities Custom categoriesAnd more… Oracle Sales Cloud Email System (On-Premise or Cloud) (On-Premise or Cloud) ContactsAppointmentsMeetingsRecurring events

  43. Riva from Omni Technology Solutions IBM Notes Calendar Sync Example

  44. CTI Connector from Interactive Intelligence Telephony • Customer Interaction Center™ (CIC) is an all-in-one contact center platform for multichannel interactions, deployed on-cloud, on-premise, or as a managed service. • Seamless information exchange for increased agent productivity • Sales Cloud interface is embedded with CIC’s call control features including transfer, hold, conference, disconnect, and “click-to-call”

  45. CTI Connector from Interactive Intelligence Increase Productivity with Toolbar Features and Data Synchronization • Outbound Click-to-dial • Inbound call notification • Agent status • Call control: Hold, Hang-up, Transfer, Conference • Automatic screen-pop of contact details and interaction dialogs • Call wrap-up and Interaction logs

  46. CTI Connector from Interactive Intelligence Architecture and Inbound/Outbound Flow Javascript Connector for Click2Dial toolbar

  47. CPQ from BigMachines Quotes and Orders • CPQ solutions with a powerful rules engine for complex ordering and guided selling processes. • Syncs to Sales Cloud opportunity, thus enabling a faster, accurate and more efficient sales process. • UI Mashup with BigMachines and Custom Quote User Interface • Integration with Opportunity, Accounts, Products, Contacts, Custom Quote

  48. CPQ from BigMachines Select Opportunity, then “Create Quote”

  49. CPQ from BigMachines Quotes and Orders • Opportunity and Sales Rep information is carried over seamlessly through Single Sign-On.   • Add Line Items to begin configuring your quote.

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