Apex IT Presents Oracle CRM On Demand for Customer Service - [PPT Powerpoint] (2024)

Apex IT Presents Oracle CRM On Demand for Customer Service - [PPT Powerpoint] (1)

Slide 1

Oracle CRM On Demand - Customer Service

Dan KudanovychHost – Practice Director

Greg SmithCRM On Demand Solution

Architect

Matthew CargleGuest CRM On Demand

Customer

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Slide 2

Program Agenda

Introductions

Request to Resolve Process

Value of SaaS Solution for Customer Service

Customer snap-shots

Guest Speaker

Program Objective Increase awareness of leveraging Oracle CRM On Demand for Service

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Slide 3

Dan Kudanovych | Moderator− Using and positioning CRM for 6 years− Oracle CRM On Demand expert

Greg Smith | CRM On Demand Solution Architect− Consulting and implementing CRM for 10+ years− Implemented and integrated CRM for a variety of companies

including BYU, State of Georgia, and NEC− Personal experience working in a Call Center environment− Specialties include CRM On Demand design and

configuration, business process improvement, and data quality management

Matthew Cargle | State of Georgia− Manager of Information Systems− Working with Apex IT to implement CRM On Demand to

Georgia Perimeter College, State Personnel Administration, Department of Corrections, State Accounting Office and the Department of Administrative Services

− Consulting and implementing CRM On Demand for 4 years

Presenters

Apex IT Presents Oracle CRM On Demand for Customer Service - [PPT Powerpoint] (4)

Slide 4

An Oracle Certified Platinum Partner, Apex IT supports the core platforms of the Oracle Applications Family, including:− CRM On Demand− PeopleSoft Enterprise − Siebel− Oracle E-Business Suite

Apex IT is a full service consultancy – our service offering addresses the entire application implementation continuum - everything from strategy development and implementation, to change management and training− Management Consulting− Web Services Development− Upgrade Lab− Managed Services− Hosting

Who is Apex IT?

“Apex IT is a gem that is consistently under budget and on time.”

- Paul Greenberg, CRM at the Speed of Light

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Slide 6

What Is the Request to Resolve Process?

Productivity Diagnosis Analysis

Dashboard Reports

Knowledge Management

Workflow

Render Other

Systems UI

History of Employee

Case Creation

Identify & Research

Diagnose & Close Case

System Directs Inquiry

Closure

Closure Email

CSREngages

Case Management

Links to other systems

ERP (Quotes, Orders, Financial AR/Credit, Products/Services)

Integration

Analyze

Surveys

Operational Reports

Email

Phone

Chat

Web Self Service

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Slide 7

Program Agenda

Introductions

Request to Resolve Process

Value of SaaS Solution for Customer Service

Customer snap-shots

Guest Speaker

Program Objective Increase awareness of leveraging Oracle CRM On Demand for Service

Apex IT Presents Oracle CRM On Demand for Customer Service - [PPT Powerpoint] (8)

Slide 8

Architecture− No servers, high-end PCs, data center, back-up/recovery plans

Deploying & Maintaining− No code on the client− Users can be anywhere… working from home

Ease of Use− Simple, role specific interface− Can bring in UI from other applications, or link to them (context relevant), or

integrate the data

Analytics & Reporting− Operational, Dashboard, and Trending/Historical reports (built in data warehouse)− Exception flagging and reporting

Total Cost of Ownership− Per seat license costs same or less than On Prem maintenance (not to mention the

license costs of On Prem)− Implementation & integration costs are typically half (or less) than On Prem− The business can maintain… lower involvement from IT

How is an Oracle SaaS solution different than typical On Premise application?

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Slide 9

Program Agenda

Introductions

Request to Resolve Process

Value of SaaS Solution for Customer Service

Customer snap-shots

Guest Speaker

Program Objective Increase awareness of leveraging Oracle CRM On Demand for Service

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Slide 10

Using CRM On Demand for multiple departments in Student Life Services

Career Services, Academic Advisem*nt, Testing Center, etc.

Case Management different than Call Tracking

Leverage Appointments/Tasks to schedule and track meetings/interactions between Advisors and Students

Tracks interaction, follow-up tasks and action plans

Integrated with Student Information System (S.I.S.)

Leveraging in HR Organization

Level 1 HR Help Desk

Tracks Employees HR related requests

Can link to HR system for more information

Integrate with HR to bring over employee data

Can store HR policies and procedures in centralized Knowledge Base

Customer snap-shots

Apex IT Presents Oracle CRM On Demand for Customer Service - [PPT Powerpoint] (11)

Slide 11

Program Agenda

Introductions

Request to Resolve Process

Value of SaaS Solution for Customer Service

Customer snap-shots

Guest Speaker

Program Objective Increase awareness of leveraging Oracle CRM On Demand for Service

Apex IT Presents Oracle CRM On Demand for Customer Service - [PPT Powerpoint] (12)

Slide 12

Guest SpeakerMatthew Cargle

Governor Sonny Perdue creates “The Commission for a New Georgia”

Faster

Friendlier

Easier

40 person Customer Service center

Agents have varied expertise

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Slide 13

Created an HR Shared Services team (aka HRSS)

Acts as HR Department for many state agencies

What do they do?

Create Service Requests for every call

Trend top reasons for calls

Trend top agencies that call in

Dedicate an “Account Manager?”

Quickly find past interactions

Georgia State Personnel Administration

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Slide 14

Organizations

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Slide 15

Getting the Right Information Efficiently

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Slide 16

Identifying the Appropriate Contact

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Slide 17

Creating a Service Request

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Slide 18

Interaction History is Easily Recorded

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Slide 19

Very capable to accommodate a variety of operations

State of Georgia Personnel Administration offices

RFP for Contact Center with CRM – CRMOD was strongest candidate

Apex IT offers expertise

Apex IT lowers cost of implementation

Summary

Apex IT Presents Oracle CRM On Demand for Customer Service - [PPT Powerpoint] (20)

Slide 20

Dan Kudanovycho. (920) 499-2472c. (612) 281-4264

[emailprotected]

Apex IT Presents Oracle CRM On Demand for Customer Service - [PPT Powerpoint] (2024)

FAQs

Is Apex a CRM? ›

Apex addresses the digital customer experience through the implementation of dedicated cloud solutions. We work in CRM in sales and customer service in public and private markets con SAP® Sales & Service Cloud and Microsoft®Dynamics. We propose B2B and B2C e-commerce solutions based on.

Does Oracle have a CRM? ›

Oracle Siebel CRM has unrivalled customization and integration capabilities, an open architecture for a truly personalized user experience, and can be deployed either on-premises or in the cloud. It's a key component of Oracle's customer experience (CX) and industry solution strategy.

Is Apex Salesforce or Oracle? ›

Oracle offers a suite of software and cloud solutions, including Oracle APEX, to support businesses' digital transformation journeys.

Is Apex owned by Oracle? ›

Oracle APEX (also known as APEX) is an enterprise low-code application development platform from Oracle Corporation.

What is Oracle CRM On Demand? ›

About Oracle CRM On Demand

Oracle CRM On Demand is a cloud-based suite containing integrated, business applications that enable organizations to make decisions and manage costs of operations.

How many companies use Oracle CRM? ›

430K+ Companies use Oracle CRM.

What is CRM software for customer service? ›

CRM (customer relationship management) is the combination of practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle. The goal is to improve customer service relationships and assist with customer retention and drive sales growth.

Is Salesforce a CRM or not? ›

Salesforce is the leading CRM platform that comes with a lot of standard functionality (think out-of-the-box products and features). It helps companies run their business effectively and increase revenue. Many companies use Salesforce for different purposes, depending on their specific needs and business goals.

What is APEX in Salesforce? ›

Apex is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements on the Lightning platform server in conjunction with calls to the Lightning Platform​ API.

Are APEX and Salesforce the same? ›

Apex: It is a proprietary programming language provided by Salesforce. It is specifically designed for Salesforce environment. Apex is used for writing server-side code to customize Salesforce applications.

Is Epic systems a CRM? ›

Epic Cheers is a healthcare-specific CRM (customer relationship management) that helps organizations automate and personalize their current processes to increase and improve patient experiences, care, and loyalty.

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