Slide 3 - Oracle Sales Cloud Release 9

Call_Report_App / Friday, January 11, 2019

Slide 3 - Oracle Sales Cloud Release 9

Slide notes

Welcome to Oracle Sales Cloud training for Release 9. In this session, we’ll talk about the new Oracle Sales Cloud

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Slide 4 - Agenda

Slide notes

In this session we’ll show how the Call Report app can help you prepare for upcoming meetings and report on them in a minute or less and we’ll see a video showing the application.

Finally, we’ll talk about some implementation specifics.

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Slide 5 - Enhancements Overview

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The Call Report app enables you to:

• Review and prepare for upcoming appointments. You can view appointment details to learn about meeting objectives, attendee status, and related opportunities.

• View previous call reports to get insight into business milestones and meeting discussion details

• Log a call report for a past appointment to capture information and increase sales forecast accuracy

• Email call report summaries to follow-up after a meeting

• Share a call report on Oracle Social Network to keep your sales team up-to-date and collaborate with your team members anytime, anywhere

Let’s take a look at each of these in detail.

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Slide 6 - Upcoming Appointments

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Prepare for meetings by viewing your next and future appointments. You can also review the meeting location and call or e-mail the primary contact.

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Slide 7 - Appointment Details

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You can drill-down into an upcoming appointment to review details related to opportunity, account, contact, and objectives for the meeting. You can see the invitees for the meeting including their meeting status. You can also call or e-mail an invitee by tapping on the call or e-mail icon.

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Slide 8 - Upcoming Appointments and Appointment Details

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With one click, you can review your upcoming appointments, prepare for your meetings and reach out to the primary contact. Appointment details give you quick access to meeting information. Having a complete, up-to-date view of your meeting in one place allows you to be more productive while on the road and move deals forward during the meeting.

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Slide 9 - Alert Attendees

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If you are running late for your meeting or just want to reach out to the attendees before the meeting, you can send them an e-mail from the appointment details page. Just tap Actions menu on the top right and select I’m Late or E-mail attendees.

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Slide 10 - Previous Call Reports

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Tapping the last or previous call report link allows you to view previous call reports related to your upcoming appointments. This keeps you up to date on any changes to the opportunity, like updates to the revenue, win probability, sales stage, or close date. You can also see who attended previous meetings, look at the objectives and read meeting notes.

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Slide 11 - Previous Call Reports

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By having easy access to previous call reports, you can get insight into meeting discussion details and see how the opportunities are progressing, who is doing what and how much time is spent on prospecting and other activities.

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Slide 12 - Log a Call Report

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You can tap your past appointment and log a call report for it. Through the call report, you can directly update key information for the related opportunity.

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Slide 13 - Log a Call Report

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You can view a list of objectives for the related appointment and tap to select or un-select it to indicate whether an objective was completed or not. Similarly, you can select or un-select an attendee to indicate their attendance. If you want to add a new contact or internal employee to indicate their meeting attendance, you can search and add the person to the call report. You can also enter meeting minutes to capture a discussion point so that it is available for future reference.

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Slide 14 - Log a Call Report

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By logging a Call Report, you can capture business meeting discussion details as well as opportunity updates based on the meeting with the customer. The call report will help you take a snap shot of the updates in real-time and see how the opportunities are progressing, who is doing what, and how much time is spent on prospecting and other activities.

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Slide 15 - E-mail Call Report Summary

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You can tap a link to launch the native e-mail client and reach out to your customer after the meeting. The e-mail is addressed to all attendees and pre-populated with appointment subject, response template, appointment time, attendees, and notes.

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Slide 16 - E-mail Call Report Summary

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By e-mailing a call report, you can quickly follow-up with a summary and keep customer informed regarding the next steps.

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Slide 17 - Share Call Report

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You can share the Call Report on Oracle Social Network to keep your sales team informed. Tap Share and Post to add the call report to Oracle Social Network.

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Slide 18 - Share Call Report

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Integration with Oracle Social Network allows you to keep your sales team up-to-date with business milestones and meeting discussions. You can further collaborate with your team regarding your deals and sell as a team.

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Slide 20 - Summary of Enhancement Capabilities

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Here is the summary of the features we've discussed.

With the Call Report app, you can:

• Review upcoming appointments to prepare for the meetings

• View previous call reports for the upcoming appointments to get insight into business milestones and meeting discussion details

• Review upcoming appointment details to learn about meeting objectives, attendees’ status and related opportunity

• Log a call report for a past appointment to capture business milestone and increase sales forecast accuracy

• E-mail call report summary to follow-up with your customer after the meeting with meeting

• Share a call report on Oracle Social Network to keep your Sales team up-to-date and collaborate on your deals with your team members anytime, anywhere

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Slide 21 - Slide 19

Slide notes

That concludes the audio portion of this presentation, thank you for listening. There is no audio in the implementation advice section.

You can easily pause and rewind any of these slides if you require additional time to take in the detail.