By getting
the right material to the right sales people at the
right time, revenue opportunities increase, the productivity
of the sales team increases, and the probability of
closing sales increases. The user will experience a
fully integrated interface – also called a "mashup"
or a "composite application." There are a
variety of ways ShareMethods can be used with Oracle
CRM on Demand:
Custom Web Tabs: A complete view of your documents
is available from a custom web tab. Salespeople are
taken to a "Document Center" tab that is displayed
from within Oracle CRM as shown below. This page displays
categories and sub categories of documents stored in
ShareMethods allowing a user to drill down into categories
or to perform full text searches to find a specific
sales or marketing document.
Web Links: Using ShareMethods, Oracle CRM On
Demand users can seamlessly access sales, marketing,
and support materials relevant to a specific Account,
Opportunity, or any other object. This can be achieved
by setting up "Web Links" in Oracle CRM that
perform searches for documents matching key Accounts
or Opportunities, or a specific keyword. The user will
be presented with a list of sales and marketing materials
that are directly related to the Account or Opportunity.
Users can also attach documents to an Account or an
Opportunity (or both). A sample screen view is shown
below.
See our Product Overview page
for more details about the document management capabilities
that come with ShareMethods for Oracle CRM on Demand.
Private Cloud: An on-premise installation
option is available for customers who need to deploy
the system behind an organization firewall or on a secure
network.
Select a button to request a free, no obligation, 30
day trial or request a personal demo...
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