In addition to being an Oracle Platinum implementation partner, Perficient is also an Oracle customer. In fact, we run several mission critical pieces of our business on Oracle. Recently, we went live on Oracle Sales Cloud Release 8. This was a migration from CRM On Demand to the latest Oracle SFA platform, Oracle Sales Cloud. As the project lead, I thought it would be helpful to share some of our project background and learnings for other companies who may be in the early planning stages.
Project Background:
• Using CRM On Demand for over 5 years
• Processes used:
– Account Management
– Opportunity Management
– Sales Lead Management
• Over 250 users
• Adoption for Opportunity Management was high, and we were operating with fairly accurate Pipeline data
• Needed to take the CRM system use beyond basic SFA and Pipeline management
Project Focus – User Adoption:
• Focus on Simplified UI – It is Oracle’s direction too for the UI – Keep it simple
• Mobile Sales in inbuilt contact and calendar sync was a great selling point to the users
• Focused on Outlook integration primarily for Calendar and Email integration
Reasons for Migration:
• Consistent with our enterprise application strategy
• Robust Functionality
– Better territory planning and territory management, forecasting, and analytics
– Better platform to support any customizations, and integrations needed
• Sales Cloud’s roadmap and future vision
– Currently on Release 8
– Release 9 to be launched in October
– Release 10, 11 in the Oracle development pipeline
• Native capabilities in the areas of mobile sales, outlook integration, and social networking
Project Statistics:
• 5 month project
• 2-3 Fusion Sales Cloud Resources
• 3 Integration Resources
Scope
• As-is conversion of objects, pages, data, and configurations
• Focus on Simplified UI and changes to meet user needs
• Support existing integrations
• Simplify reports and focus on reports used more frequently
• Deferred additional functionality such as territory management and forecasting
• Leveraged OOTB Fusion role, avoided custom roles
Data Conversion
Accounts, Contacts, Opportunity, Revenue, Leads and related child data
Interfaces
Outbound interfaces to Business Planning and Forecasting systems
In future blog posts, I’ll share more ideas on key learnings, change management, training and user adoption. Let me know if there are other aspects that you’d like to hear about.
Follow Perficient & Oracle on Twitter for the latest posts in our Oracle blog and more.
