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  • Nawfal El Hannoun
    Sales Cloud Swyx CTI Connection1
    Topic posted February 14, 2019 by Nawfal El HannounRed Ribbon: 250+ Points, tagged Configuration, Integration, PaaS/SaaS, Setup and Maintenance, Tip, Voice, Workflow 
    Title:
    Sales Cloud Swyx CTI Connection
    Summary:
    How to connect Swyx CTI with Oracle Sales Cloud
    Content:

    Dear community,

    is there a good tutorial on how to connect sales cloud to a swyx CTI?

    The use case will be:

    Customer calls a number—> the sales manager or an inside sales team group number

    the called manager or the team member picking up will get his sales cloud contacts screen opened

    the customer is beeing looked up within existing contacts using his calling phone number automatically, so that the colleage responding is presented with the detailview of the calling contact is ready to edit it.

    Once done, the call is logged within the activities as an inbound call, and ghe  coöleage gets an option to write a call summary/memo.

    2 nd scenario: the caller is not recognized within contacts, so the called colleage gets the contacts creation view opened and ready to edit.

    3rd scenario, a colleage opens a contact or account record, all phone numbers seem to be hyperlinked, and he may dial by clicking on the number. At the end of the call, logging and call report as in first scenario.

    Please help me achieving this. The documentation is a bit confusing abput URLs to be used etc, and nothing specific about swyx/swyx clients.

    Many thanks in advance.

    Kind regards

    Version:
    Oracle Sales Coud Release 13 update 18C
  • Vicki Novosad
    UX Lab Tour at Oracle Headquarters15.0
    Topic posted January 17, 2017 by Vicki NovosadRed Ribbon: 250+ Points, tagged Architecture, Configuration, Core SFA, Customer Data Mgmt, Groovy, Import/Export, Industry Solutions, Integration, Mobilytics, OAUX, Outlook and Notes, PaaS/SaaS, PRM, Reporting and Analytics, Sales Performance Mgmt, Security, Setup and Maintenance, Smartphone, Tablet, UX, Voice, Web Services, Workflow 
    Title:
    UX Lab Tour at Oracle Headquarters
    Summary:
    UX Lab Tour at Oracle Headquarters
    Content:

    Being able to tour the Cloud UX Lab while at OpenWorld is an exceptional encounter! Glimpsing the forthcoming adventures Oracle is undertaking is breathtaking. I highly recommend all Oracle Customers to partake in the Cloud UX quest into the future.

    Image:
    Video:
  • Vicki Novosad
    Oracle Sales Cloud Special Interest Group [SIG1429]5.0
    Topic posted August 30, 2016 by Vicki NovosadRed Ribbon: 250+ Points, tagged Architecture, Configuration, Core SFA, Customer Data Mgmt, Groovy, Import/Export, Industry Solutions, Integration, Mobilytics, OAUX, Outlook and Notes, PaaS/SaaS, PRM, Reporting and Analytics, Sales Performance Mgmt, Security, Setup and Maintenance, Smartphone, Tablet, UX, Voice, Web Services, Workflow 
    Title:
    Oracle Sales Cloud Special Interest Group [SIG1429]
    Summary:
    Oracle Sales Cloud Special Interest Group [SIG1429]
    Content:
    2 results found
    • Vicki Novosad, Engineering/Oracle Applications Specialist, Laser Technology, Inc
      Allison Kutz, CX Practice Director, Apex IT
      Come join the Oracle Sales Cloud Special Interest Group meeting, and network with other Oracle Sales Cloud users. Learn how to prepare for an upgrade to Oracle Sales Cloud 11 and deploy it for Outlook, as well as Oracle Marketing Cloud integration. Other topics for discussion include Oracle Engagement Cloud, Oracle Integration Cloud Service, migrating from a classic to a simplified user interface, Oracle Eloqua and Oracle Sales Cloud Integration featuring the program canvas, and future user group meetings.
      SIG Meeting
      Sunday, Sep 18, 9:15 a.m. - 10:00 a.m. | Moscone West—2011
  • Vicki Novosad
    OpenWorld Sales Cloud SIG (SIG1429) Sunday, Sept 18,...5.0
    Topic posted August 22, 2016 by Vicki NovosadRed Ribbon: 250+ Points, tagged Architecture, Configuration, Core SFA, Customer Data Mgmt, Groovy, Import/Export, Industry Solutions, Integration, Mobilytics, OAUX, Outlook and Notes, PaaS/SaaS, PRM, Reporting and Analytics, Sales Performance Mgmt, Security, Setup and Maintenance, Smartphone, Tablet, UX, Voice, Web Services, Workflow 
    Title:
    OpenWorld Sales Cloud SIG (SIG1429) Sunday, Sept 18, 9:15 am - 10:00 am Moscone West - 2011
    Summary:
    Special Interest Group
    Content:

    Vicki Novosad, Laser Technology, Inc. and Allison Kutz, Apex IT are hosting Sales Cloud SIG at OpenWorld.  Come join the meeting and network with other Sales Cloud users.

    Topics of discussion with entail:

    • Engagement Cloud
    • Integrated Cloud Services
    • Release 11 Upgrade
    • Migration from Classic to Simplified UI
    • Outlook Integration
    • Eloqua and OSC Integration featuring the Program Canvas
    • Future User Group Meetings

    The session addresses your questions and concerns.

    SIG Meeting: Sunday, Sept 18th @ 9:15 am - 10:00 am in Moscone West room #2011.

    Hope to see you there! smiley

     

    Image:
  • Matt Sturm
    Oracle Sales Cloud Focus Group - Chicago - April 15th, 201625.0
    Topic posted April 18, 2016 by Matt SturmGreen Ribbon: 100+ Points, tagged Core SFA, Mobilytics, PaaS/SaaS, Sales Performance Mgmt, Setup and Maintenance, Smartphone, Voice 
    Title:
    Oracle Sales Cloud Focus Group - Chicago - April 15th, 2016
    Summary:
    Documentation from all Sales Cloud Foucs Group presentations
    Content:

    Collateral of Sales Cloud presentations and sales cloud user information that was recently presented at our Chicago - Sales Cloud Focus Group.

    Topics included: R11, R12, Mobile enhancements, Maximizing My Oracle Support, OSN Best Practices, CX Transformation and much more.

    Matt Sturm

     

  • Giles Emberson
    New Metrics for Oracle Fusion Cloud Applications5.0
    Topic posted February 12, 2016 by Giles EmbersonRed Ribbon: 250+ Points, tagged Configuration, Core SFA, Customer Data Mgmt, Groovy, Import/Export, Industry Solutions, Integration, Mobilytics, Outlook and Notes, PaaS/SaaS, PRM, Reporting and Analytics, Sales Performance Mgmt, Security, Setup and Maintenance, Smartphone, Tablet, Voice, Web Services, Workflow 
    Title:
    New Metrics for Oracle Fusion Cloud Applications
    Content:

    New Metrics for Oracle Fusion Cloud Applications

    We are pleased to introduce new subscription, usage and operational metrics for Oracle Cloud Fusion Applications. These metrics will allow you to better understand the use of your Oracle Cloud Services, including user activity, performance and subscription status.  We have started a phased roll out of the new metrics to customers in February with availability to all Release 10 production environments in the near future.  You will access the metrics by downloading reports directly from the My Services dashboard.  Because the metrics are provided in My Services, your Service Administrator(s) will have access to them.

     

    Once the metrics are available and you've had a chance to review them, you can help us by providing your feedback and ideas for further improvement of these metrics.  Refer to this link for a MOS Community page provided for this purpose. Problems or issues with metrics should be reported via a My Oracle Support Service Request (SR).

     

    Note: We sometimes find that some customers are not sure what the user ID or password is for their Service Administrators.  These login credentials are different from those used to access your Fusion applications.  If this applies to you, open an SR requesting that their passwords be reset.  Service Administrators will then receive a notification with their User IDs and temporary passwords, which they can reset when they log on to My Services.  Access to My Services is available through cloud.oracle.com; simply click on Sign In and follow the information provided.

     

    New Subscription Metrics

     

    Subscription metrics allow you to view usage of Cloud Applications based on subscription characteristics.  Most Oracle Cloud Applications are based on the number of active users associated with the service (e.g., Oracle Fusion Financials Cloud - Hosted Named Users) whereas others are based on record or transaction volume (e.g., Oracle Fusion Financials Expenses - Hosted Expense Reports).

     

    New Usage & Operational Metrics

     

    Usage and operational metrics allow you to view common activity of your Cloud Applications instances.  These metrics provide information over various time spans on user interface performance, user login patterns, scheduled job history, report execution history, etc.

     

    Metric

    Description

    Active Hosted Employees

    The count of every Person, regardless of Person Type, with at least one active assignment during the month reported.  Each Person is counted just once.  Displays the number of active hosted employees so that you can understand the status of certain HCM subscriptions (for example, Human Capital Base Cloud Service) relative to your entitlement.

    Advanced Collections Cloud Service

    The count is based on the number of active users which are assigned the "Manage Collections Dashboard" privilege.

    Automated Invoice Processing Cloud Service - Hosted 1,000 Records

    Provides information regarding the number of payables invoices created through automated invoice imaging processing on your Fusion Cloud Applications instance. The table displays the number of invoices processed per month.  The number of invoices does not include invoices created through other methods (e.g. Payables Invoice Workbench).

    Business Intelligence Publisher Report Usage

    Provides information regarding the most frequently used Business Intelligence (BI) Publisher reports on your Fusion Cloud Applications instance. The table includes information about which reports are run, the number of executions of each report, the number of times the execution of each report succeeded and failed and the average run time. The information is provided on a daily, weekly and monthly basis.

    Career Development Cloud Service

    The count of active users for the "Fusion Career Development Cloud Service" is based on the number of active users which are assigned the "Manage Development Goal" privilege.

    Expenses Cloud Service - Hosted Expense Report

    Provides information regarding the number of expense reports created on your Fusion Cloud Applications instance. The table displays the number of expense reports created per month.

    File Attachments

    Total storage used by all file attachments uploaded in the application by users.

    Financials Cloud Service

    The count of active users for the "Fusion Financials Cloud Service - Hosted User" is based on the number of active users with at least one of the following privileges. If a user is assigned more than one of the following privileges, that user is counted only once toward the service.

     

    • Access Financial Reporting Center
    • Manage Bank Statement and Reconciliation Activities
    • Manage Billing Activities
    • Manage Budgetary Control Activities
    • Manage Collections Dashboard
    • Manage Fixed Asset Additions
    • Manage Fixed Asset Financial Transactions
    • Manage Fixed Asset Retirements
    • Manage Fixed Asset Tracking
    • Manage Fixed Asset Transactions Activities
    • Manage General Accounting Activities
    • Manage Inquiry and Reporting Activities
    • Manage Journal Activities
    • Manage Payables Activities
    • Manage Payables Invoices Activities
    • Manage Period Close Activities
    • Manage Receivables Activities
    • Manage Receivables Balances Activities
    • Manage Revenue Activities

    Global HR Base Cloud Service - Database Storage

    Records

    Identifies the count of each unique instance of a worker with any number of assignments: past, current, or future.  Each person is counted only once.  The intent of this metric is to display the number of HCM Person Records so that you can understand subscription status relative to your Database Storage Record entitlement.

    Global Payroll Cloud Service

    The count of persons for whom payroll was calculated during the reported month.

    Goal Management Cloud Service

    The count of active users for the "Fusion Goal Management Cloud Service" is based on the number of active users which are assigned the "Manage Performance Goal" privilege.

    Grants Management Cloud Service

    The count is based on the number of active users which are assigned any of the following privileges. If a user is assigned more than one of the following privileges, that user is counted only once toward the service.

    • Manage Award
    • View Award

    Hosted Named Users

    Displays the monthly maximum number of Active Named Users by cloud service for those cloud services which base their subscriptions on active named users.  This metric is calculated on the first day of the month following the month to which it applies.  For example, June values will be determined on July 1.  Values will not be reported for the current month until that month ends. 

    It displays the number of Active Named Users authorized to access each of the services to which you subscribe so that you can understand subscription status relative to your entitlement.

    Active named users for a cloud service are determined in one of two ways, depending on how they are documented in Fusion Applications service descriptions:

    • Counting the number of users with the security privileges necessary to access to the cloud service; or
    • Counting the number of persons managed by the cloud service (used only for HCM services).

    Load as Sessions and Page Views over Time

    Identifies the number of page views for the time period to which it applies (daily, weekly or monthly) and the number of sessions for that time period.  This metric is intended to help you understand how much work your users are doing when they log in.  A high ratio of page views to sessions means that they are accessing multiple user interfaces; a low ratio means that they are accessing fewer user interfaces.

    Page Response Time: Advanced

    Identifies the number of page views for the time period to which it applies (daily, weekly, or monthly) and the average amount of time (in seconds) required to load all pages.   It also identifies the percentage of page load times as poor, fair or good.  This metric will help you understand how often your users are waiting for slow pages to appear.

    Page Response Time: Basic

    Identifies the average amount of time, in seconds, required to load all pages. Information is provided on a daily, weekly and monthly basis.  Its intent is to report online performance for you and help you identify trends with online performance.

    Performance Management Cloud Service

    The count of active users for the "Fusion Performance Management Cloud Service" is based on the number of active users with at least one of the following privileges. If a user is assigned more than one of the following privileges, that user is counted only once toward the service.

    • Cancel Worker Performance Document
    • Create Performance Document
    • Create Performance Document By Manager
    • Create Performance Document By Worker
    • Create Worker Performance Document Mass Process
    • Manage Performance Template
    • Provide Performance Evaluation Feedback
    • Reopen Performance Document
    • Reset Worker Performance Evaluation Status
    • Transfer Performance Document
    • View Performance Worker Dashboard
    • View Worker Performance Management Document

    Project Billing Cloud Service

    The count is based on the number of active users which are assigned any of the following privileges. If a user is assigned more than one of the following privileges, that user is counted only once toward the service.

    • Maintain Project Contract Revenue
    • Manage Project Billing Event
    • Manage Project Contract Invoice
    • View Project Contract Invoice Distribution Lines

    Project Costing Cloud Service

    The count is based on the number of active users which are assigned any of the following privileges. If a user is assigned more than one of the following privileges, that user is counted only once toward the service.

    • Manage Project Budget
    • Manage Project Capital Asset
    • Manage Project Cost Activities
    • Manage Project Expenditure Item
    • Manage Project Forecast
    • Manage Project Performance
    • Manage Project Task Structure for Billable Tasks
    • Review Project Performance

    Project Management Cloud Service

    The count is based on the number of active users which are assigned any of the following privileges. If a user is assigned more than one of the following privileges, that user is counted only once toward the service.

    • Manage Project Requirements
    • Manage Project Work Plan
    • View Project Performance

    Project Resource Management Cloud Service - Managed Resources

    The number of resources managed using Fusion Project Resource Management cloud service for execution of projects.

    Purchasing Cloud Service

    The count is based on the number of active users which are assigned the "View Purchasing Work Area" privilege.

    Purchasing or Self Service Procurement Cloud Service

    The count is based on the number of active users which are assigned the "Manage Requisition" privilege.

    If Self Service Procurement is part of the subscription, the count represents the number of active users for Self Service Procurement. Otherwise, the count represents Purchasing active users that have the authority to create requisitions.

    Scheduled Processes Usage

    Provides information regarding the most frequently used scheduled processes on your Fusion Cloud Applications instance. The table includes information about which processes are run, the number of executions of each process, the number of times the execution of that report completed with success, warning or error, and the average run time. The information is provided on a daily, weekly and monthly basis.

    Sessions by Browser and Time

    Number of user logins during the period broken down by the users' browser type. If a user session spans two reporting periods, it is counted once in each period.

    Sessions by Country and Time

    Identifies the number of user sessions during the period broken down by country. The country is determined by the IP address of the device the user is accessing the system from.  If the user is accessing via a proxy server, the IP address of the proxy server is used to determine the country.  If a user session spans two reporting periods, it is counted once in each period.

    Sessions by Device OS

    Number of user logins during the period broken down by the users' device operating system type.  If a user session spans two reporting periods, it is counted once in each period.

    Sessions Over Time

    Identifies the number of user sessions during the period.  If a user session spans two reporting periods, it will be counted once in each period.

    Sourcing Cloud Service

    The count is based on the number of active users which are assigned the "View Supplier Negotiation Work Area" privilege.

    Storage Records and Sales Cloud Service Activity

    Number of total records created in Oracle Sales Cloud Service as of that date for the object.

    Supplier Portal Cloud Service

    The count is based on the number of active users which are assigned the "Access Supplier Portal Overview" privilege.

    Supplier Qualification Cloud Service

    The count is based on the number of active users which are assigned the "View Supplier Qualification Workarea" privilege.

    Talent Review & Succession Management Cloud Service

    The count of all persons present in any of the following:

    • For all talent review meetings that occurred during the last 12 months: total number of unique reviewees.
    • For all talent review meetings that occurred during the last 12 months: total number of unique reviewers or participants not already included in the count of reviewees.
    • For all talent review meetings that occurred during the last 12 months: total number of unique business leaders not already included in the above counts.
    • For all talent review meetings that occurred during the last 12 months: total number of unique delegated reviewers not already included in the above counts.
    • For all talent review meetings that occurred during the last 12 months: total number of unique of facilitators not already included in the above counts.
    • Total number of unique "implicit" incumbents on job, job family, model (job) profile, or position succession plans not already included in the above counts.
    • Total number of unique "named" incumbents on incumbent succession plans not already included in the above counts.
    • Total number of unique candidates on all succession plans not already included in the above counts.
    • Total number of unique talent pool members in all talent pools not already included in the above counts.
    • Total number of unique talent pool owners across all talent pools not already included in the above counts.

    Task Management Cloud Service

    The count is based on the number of active users which are assigned the "Manage Project Tasks" privilege.

    Time and Labor Cloud Service

    The count of active users for the "Fusion Time and Labor Cloud Service" is based on the number of active users which are assigned the "Manage Time Work Area" privilege.

    Total Logins by Product

    Identifies the total number of logins for the time period to which it applies (daily, weekly, or monthly) and further breaks down these logins by product.  Its intent is to identify the reason users are logging in by determining the first application page to which the user navigates after they log in.  In addition to end user-directed products, it also identifies products shared across Fusion Applications; an example is Functional Setup Manager.

    Unique User Logins per Day

    Provides information regarding the number of unique users who logged into the Fusion Cloud Applications in a given day, to indicate user activity and adoption.

    Unique User Logins per Week

    Number of Unique users who logged into the Fusion cloud application in a given week. The intent of this metric is to indicate user activity and adoption.

    Uptime & Downtime Status

    Identifies planned outages based on the snapshot of "Current Status" on the My Services Dashboard.  Days with planned outages are identified in amber.  If multiple planned outages occurred during one day, all are identified.

    Workforce Compensation Cloud Service

    The count of all persons included in a Compensation Worksheet during the preceding 12 months for the month reported.

    Workforce Reputation Management Cloud Service

    The count of active users for the "Fusion Workforce Reputation Management Cloud Service" is based on the number of active users with at least one of the following privileges. If a user is assigned more than one of the following privileges, that user is counted only once toward the service.

    • Compliance Mgr
    • Manage Workforce Reputation Administration
    • Reputation Dashboard Mgr
    • Reputation EE
    • Reputation Score Mgr
    • Search and Review Skills
  • Vicki Novosad
    Sales Cloud SIG Meeting at OpenWorld15.0
    Topic posted September 28, 2015 by Vicki NovosadRed Ribbon: 250+ Points, tagged Architecture, Configuration, Core SFA, Customer Data Mgmt, Groovy, Import/Export, Industry Solutions, Integration, Mobilytics, Outlook and Notes, PaaS/SaaS, PRM, Reporting and Analytics, Sales Performance Mgmt, Security, Setup and Maintenance, Smartphone, Tablet, UX, Voice, Web Services, Workflow 
    Title:
    Sales Cloud SIG Meeting at OpenWorld
    Summary:
    SIG meeting at OpenWorld
    Content:

    Come join us for the first "Oracle Sales Cloud" SIG meeting at OpenWorld.  Please select session Oracle Sales Cloud SIG Meeting (SIG 9794) in "My Schedule" or follow this link to Quest http://www.questdirect.org/events/2793546

     

  • Kathy Miedema
    Oracle Voice for Oracle Sales Cloud now on iTunes75.0
    Topic posted August 7, 2014 by Kathy MiedemaRed Ribbon: 250+ Points, tagged UX, Voice 
    Title:
    Oracle Voice for Oracle Sales Cloud now on iTunes
    Summary:
    Maybe you saw the demo of Oracle Voice at Oracle OpenWorld 2013. Now you can use it yourself. See our demos, and get more useful links on the Oracle user experience.
    Content:

    Oracle Voice, a product designed by the Applications User Experience (UX) team for the Oracle Sales Cloud, just became available for download. See and learn more about it:

    •    Wish there was a Siri-like virtual assistant for sales reps? Oracle Voice for Sales Cloud is now on the iTunes app store.
    •    Selling from your iPhone was never this fast, friendly & fun. See Oracle Voice for Sales Cloud in action.
    •    Oracle Voice helps fuel your Oracle Sales Cloud rocket with current sales data. Selling was never this fast, friendly and fun.

    And don´t forget to drop by and check out Oracle Voice at the Smartphone and Nuance demo stations at Oracle OpenWorld 2014 in San Francisco. These demo stations will be located at the Sales - CX Central @ OpenWorld demo area on the second floor of Moscone West.

    The Applications UX team also now has a bigger presence on the Oracle Cloud website. Look for a section on user experience that leads to the Usable Apps website.

    And a recently published ebook on simplified UI user experience design patterns from the Applications UX team is gaining its own momentum with endorsements and reposts like this one on the Interactive Media blog. Use our free ebook yourself to tailor or build your own apps.