Posts Tagged ‘Sales Cloud’

Co-Browsing – Browsing together Oracle Co-browse is a collaboration tool that can be used during phone or chat interactions to enable an agent to see the screen of the customer that he’s interacting with. Engagement Cloud R13 provides out-of-the-box support for co-browsing.  The Co-browse feature is used to engage customers online and provide real-time assisted […]

Oracle Digital Customer Service is an offering within Oracle Engagement Cloud that enable you to provide your customer account users with self-service access to their own service requests and relevant knowledge articles through a web interface. Digital Customer Service is a pre-built reference application for online customer service solutions that can be re-branded and extended […]

The Spring ’18 Release showers Sales Cloud users with new Lightning Experience (LEX) features providing improvements to navigation, search, data integrity, and operational consistency. Other noteworthy — and hotly anticipated — Sales Cloud features and improvements surround the debut of several Classic favorites now available in LEX. And now to the specifics… Important Salesforce Sales […]

With Oracle Sales Cloud R13, Oracle is announcing two new enhancements to the Opportunity module: Opportunity Copy Map and Product Subtab. Opportunity Copy Map Copy map functionality has been added to the Opportunity module which allows source Opportunity child objects and fields to be copied to the new Opportunity child objects and fields.  To handle […]

The difference between winning and losing sales opportunities often depends on a sales rep’s ability to build strong relationships. High-performing sales teams seem to inherently know how to seek out and develop the key relationships they need to win, but they sometimes struggle to do this consistently. Several roadblocks can prevent building strong, deal-winning relationships: […]

At the end of a successful deployment or when a Salesforce org has been up and running for a while, clients often find it useful to dedicate a certain number of hours toward general or function-specific support. These support hours can be used on an “as needed” basis for questions and org enhancements. We typically […]

Last year, I attended my first Dreamforce—a spectacular conference that brings thousands of people within the Salesforce ecosystem to San Francisco each year. In between the epic events and action-packed sessions, it was the introduction of Einstein in the main keynote that kept me wondering how artificial intelligence will influence CRM. From speech recognition to […]

Salesforce and Google are working to “assist” us a work. Tom Holman from Google, Daniel Chang and Sriram Iyer from Salesforce, and Greg Malpass from Traction on Demand presented a session on the topic at Dreamforce 2016. Tom is the product manager for Google G Suite, which Google just announced, but really is a rebranding and […]

Oracle provides multiple ways of reporting from Oracle Cloud (Fusion) Apps.  Oracle HCM Cloud, CX Cloud, SCM Cloud and Cloud ERP all have Oracle Transactional Business Intelligence (OTBI) built into the application.  In addition, Oracle Business Intelligence Cloud Service (BICS) can also access Oracle Cloud application data and load it into the BICS Database via Data Sync.  While […]

The 2015 Dreamforce keynote started with a few songs by Stevie Wonder. When “Signed, Sealed, Delivered, I’m Yours” came on, it became required to dance. Stevie, you’ve still got it. That is a great example of what Dreamforce does to people year over year; it gets you so excited that you cannot sit still in […]

Making the Most of Oracle Sales Cloud When Oracle developed Sales Cloud, they focused on making the system fast and easy to use, reducing incidences of user frustration. Oracle has built a modern selling environment that is collaborative, insight-driven, and mobile, meaning it can be accessed anywhere. In a mobile-driven world this can improve productivity […]

Getting it right the first time. When choosing and rolling out a new solution, a few key steps can help you avoid roadblocks, waste, and frustration. To leverage the strengths of the new tool and increase user adoption, the first step is making the SaaS vs. Enterprise Decision, and choosing the right cloud products. SaaS […]