JD Edwards Summit Oracle Sales Cloud An Introduction

JD Edwards Summit Oracle Sales Cloud: An Introduction for JD Edwards Customers Leslie Buhrer, Senior Director, Product Management Ervin Rhodes, Principal Product Manager, JD Edwards Enterprise. One Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 2

Agenda 1 The Customer Experience 2 CX Portfolio: Spotlight on Oracle Sales Cloud 3 Oracle Sales Cloud Integrated with JDEdwards 4 Customer Transformations 5 Path to the Cloud 3 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Why are Customers Moving to the Cloud? Is Your Organization Prepared? 1 in 2 of purchase cycle complete before engaging with a supplier sales reps need to be re-trained or turned over of B 2 B customer loyalty is driven by the sales experience Sources: CEB, Bain POV Future of B 2 B Sales Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 4

Modern Selling Imperatives Core Strategies to Improve Effectiveness With New Buyer 1 Knowledge is the only ticket to early buyer engagement 2 Sales must master modern selling techniques 3 New productivity paradigm: Everything is Mobile 4 Managers need to bring science to the art of selling Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 5

Modern Sales in the Cloud Sell More, Know More, Grow More 2 Mobile & Productive Complete mobility drives sales results Insight Driven 1 Powerful analytics optimize sales performance 3 Fast & Easy to deploy, easy to use, easy to adapt 4 Effective & Revenue Generating Collaborative Integrated communication, coaching and team selling drive productivity Modern selling tools to drive performance Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 5 6

Advantages of Cloud Solutions Increase Business Agility Modernize Apps Business-Level Configuration Reduce Operational Costs Cap-Ex VS Op-Ex Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

The Complete Solution In-Store Social Contact Center Field Service Mobile Web Oracle Social Cloud Oracle Marketing Cloud Oracle Commerce Cloud Oracle CPQ Cloud Oracle Sales Cloud Direct Sales Oracle Service Cloud Channel Integrated Customer Experience Foundation Globalizations and Statutory Localizations Integrated Customer Experience Foundation Social Network Mobile Analytic KPIs & Dashboards Predictive Analytics Integrations 8 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Customer 360 Demo SALES REPRESENTATIVE Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 9

Oracle Sales Cloud Overview Mobile Social Sales Automation Partner Relationship Management Sales Performance Management Analytics Extensibility and Platform-as-a-Service Customer Data Management Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

MIGRATION PLAN Increased Data Quality with Customer Data Management Enterprise Data Model Geo-coding & Address Validation Account & Contact Matching Account & Contact Enrichment Rules-based De-Duplication Integrated with Marketing Cloud, CPQ Cloud, and Service Cloud • Integrated with Oracle back-office customer data • • • Real-time and Batch Data Validation Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Improve Productivity with Mobile Sales • Apple, Android, and Blackberry support • Using native calendar and contact synch • Access critical data anywhere, anytime with disconnected mode • Enhanced interactive analytics with drilldown to more detailed information • Collaboration with sales team members with in-line social conversations • Task-driven smartphone app: Call Report • Attachment support • Mobilytics app for sales executives on i. Pad Forecasting Analytics on Mobile Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Improve Productivity with Social Collaboration • Collaborate through conversations on sales accounts and opportunities • Build cross-team knowledge by adding team members to the conversation • Teams work together on sales documents with real-time annotation and editing • Share documents, images and other rich media between people and groups • Integrated with Mobile Sales Cloud Sales conversations centered on key accounts and opportunities Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Dashboard Demo SALES EXECUTIVE Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 15

Improve Sales Insights with BI Dashboards • Operational data is presented as summary KPIs • Enhanced interactive analytics drill-down to more detailed information • Out-of-the box embedded reports include forecast trending • Mobile analytics on smart phone and tablet Rich graphical interface, drill-down precision Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Drive Revenue with Modern Forecasting and Pipeline Tools • Manage forecasts and analyze in multiple dimensions • Use Forecast Shaper to perform “What If” analyses View won amounts for current, past and upcoming quarters • Analyze sales stages using Pipeline Analyzer • Deal Radar tracks deals by team’s activities • Team Tracker can identify your highest and lowest performers • Keep your forecast on track with the Aging Monitor Drag and drop deals from one quarter to the next for as-if analysis Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Oracle Sales Cloud Integrated with JD Edwards Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 18

Oracle Sales Cloud Integrated CX Portfolio Service Cloud Contact Center/Knowledge Base JD Edwards Opportunity to Quote and Order Fulfillment Marketing Cloud Sales Cloud Integrated Marketing Campaigns & Leads CPQ Configure, Price, Quote Configure to Quote Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

What to Expect with Integrations Combined Sales Cloud and JD Edwards Enterprise. One Expertise e 8 s Cloud Relea s le a S le c ra O ne 9. 1 Integrating Enterprise. O s rd a w d E and JD 45923. 1 rt Doc ID 16 uppo My Oracle S INCLUDES: § Integration Process Flow and Use Cases § Sales Cloud Configuration § JD Edwards Enterprise. One Configuration § Entity Mapping and Program Logic § Integration Components/Run-time Services Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

A Modern and Agile Sales Cloud Saa. S Sales Force Automation • Manage - Customers - Leads - Opportunities - Territories - Forecasting Integrated CPQ and Backend • • • Configure, Price and Quote Ordering Supply Chain Management Order Orchestration Financials Manage connections to payment, fulfillment and other backend systems Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Accelerate Opportunity to Cash Primary Use Cases & Integration Methods Described in Configuration Guide Use Cases Item Master Import to Sales Catalog Account Synch to Customer Master Opportunity Conversion to Quote or Order Quote and Order Status Inquiry One View Order Management Reporting Integration Methods Batch Export / Import Web Services Embedded User Interfaces Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 22

Process Flow Example #1 Synch Accounts with Customer Master • Displays synch status • Button to initiate synch • Matching attempted • Synch status updated once complete Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 23

Process Flow Example #2 Convert Opportunity to Quote or Sales Order Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 24

Process Flow Example #3 View Back Office Fulfillment Operational Analytics • Launch One View reports • Gives sales reps back office insight • Drillable into JD Edwards Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Only Oracle can provide A Clear Path To The Cloud Introducing Customer 2 Cloud Program Transformational Incremental Financial Incentives Rapid Start-Up Services Packaged Cloud Integrations Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 34

Questions? Copyright © 2015, Oracle and/or its affiliates. All rights reserved.