2. Highlights
More Features
More Value
Gain 360º Insights
Shape Outcomes
Accelerate Agility
Introduction
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2
The explosion of digital channels has led to a never-ending growth of consumer-driven content.
The increased sharing of content, such as peer-to-peer product and service reviews, is fueling an
environment of accelerated competition. Outpacing the competition now requires having a data-driven
customer strategy more than ever before. However, according to our research, six out of ten companies
have more data than they can use effectively, yet most executives claim that they are not getting the
information they need to make important decisions—with 93% of them losing revenue as a result.
Winning Through Analytics
An independent research by CSO Insights
shows that when companies arm their
managers with advanced and predictive
analytics, they experience 15% higher close
rates of forecast opportunities, 20% more reps
meeting or exceeding quota, and 34% lower
sales reps turnover. How can you achieve
similar business results?
OracleTransactional Business Intelligence
Enterprise for CRM Cloud Service has been built
from the ground up to help business leaders
answer the tough questions they face every day,
questions that require cross-source analyses,
advanced trending and predictive capabilities
Introduction
spanning sales, marketing, customer service,
and other business functions. It provides leading-
edge tools to help leaders proactively drive a
successful customer-centric business strategy
that incorporates the complete customer lifecycle.
Executives losing revenue
claiming they are not getting
the right information to make
the right decisions
93%
Managers with advanced
Analytics experience more
reps meeting or exceeding
quota
20%
Introduction
3. Highlights
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Introduction
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MoreValue
While Oracle Sales Cloud Analytics (OTBI Standard) is designed for line workers and their
managers to support daily operations, OTBI Enterprise for CRM delivers advanced and predictive
analytics designed to address the tough problems and answer the challenging questions facing
sales leadership.The combined solution of OTBI Standard and OTBI Enterprise delivers more rapid
answers to hundreds of business questions through the most secure, integrated, and complete
spectrum of analytics capabilities – all via the simplicity of the cloud – on any device.
OTBI and OTBI Enterprise together cover the Full Spectrum
OTBIEnterpriseOTBIStandard
CRMInformationMaturity
Transactional Increasing Business Value Strategic
What is happening?
Why is it happening?
Can we change
what’s happening?
What might
happen?
Transactional
Data & Basic
Analyses
Consolidated
Reporting
Advanced
Analysis
Cross-Process
and Functional
Analysis
Predictive
Analysis
• Simple list reports
• Single source of data
• Basic Pipeline, Forecast
and Opportunity Reports
• Basic Trending
• Fixed hierarchy reporting
• Ad-hoc analyses
• Process-specific analyses
• Advanced historical
trending
• Comparative analyses
• What changed and
Why analyses
• Rolling averages
• Scorecards
• As Is vs. As Was
• Optimized for large
data volumes and
high performance
• Integrated Analytics
• Multiple sources of data
• Multiple heirarchies
• Advanced cause
and effect analyses
• Exploratory analyses
• Predictive Analysis
• Scoring
• Regression Analyses
• A/B test analyses
• Risk identification
and Analysis
• What-if scenario
analysis
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4. Highlights
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Gain 360º Insights
Shape Outcomes
Accelerate Agility
Introduction
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Gain 360ºBusiness Insights
Too often senior business executives are playing catch-up or making decisions based on
“gut feel” because of disjointed customer interactions and data silos. In the recent Oracle-
and Intel–sponsored study byThe Economist Intelligence Unit, 76% of C-level executives
assert that they need cross-department input to derive insights from data. OTBI Enterprise
for CRM Cloud Service breaks down information silos and delivers a unified, cloud-based
analytic foundation with built-in role-based cross-source metrics to drive better decision
making and leadership alignment at all levels.
Chief Revenue Officer
Use OTBI Enterprise for CRM
Cloud Service to:
• Develop revenue generation
strategies based on current,
historical, and predictive
insights to achieve targeted
growth.
• Set and proactively meet
sales forecasts with broad,
deep cross-functional
insights into success drivers.
• Identify and mitigate revenue
achievement risk with holistic
forward-looking insights.
Service Executives
Use OTBI Enterprise for CRM
Cloud Service to:
• Ensure a consistent, high-
quality customer experience
across all touch points.
• Identify where risk exists
in securing business
renewals or closing new
opportunities. Strategize
cross-functionally to
mitigate that risk and
close deals.
• Ensure customer loyalty
and CSAT.
Operation Analyst
Use OTBI Enterprise for CRM
Cloud Service to:
• Support strategic planning,
forecasting, problem solving.
• Monitor key metrics across
sales, marketing, service
and customer experience,
and other cross-functional
activities.
• Monitor/optimize cost and
efficiency of CRM programs.
Gain 360º Insights
5. Highlights
More Features
More Value
Gain 360º Insights
Shape Outcomes
Accelerate Agility
Introduction
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Shape Future Outcomes
Oracle RightNow’s annual “Customer Experience (CX) Impact Report” found that 86% of U.S.
adults say they will pay more for a better customer experience, and 89% who stopped doing
business with an organization due a poor customer experience began doing business with
a competitor.The ability to predict and respond to changing customer behavior, forecast
performance, reduce risk and uncertainty is a must-have for delivering a superior customer
experience.Why? Because the impact on performance is clear. In a six-year study, customer
experience leaders outperform laggards by 77%.
Be One Step Ahead
OTBI Enterprise for CRM Cloud Service
delivers ready-to-use advanced analytics
for historical, trending, and predictive
analysis as well as data enrichment across
sales and other functional areas. It enables
forward looking decision making along the
CX workflow processes, such as:
• Forecast Risk: Gain insight into forecasts
at risk of not meeting projections, the
underlying factors why, and what can
be done to reverse that risk.
• Opportunity Risk: Combine sales,
service and other organizational data
to project which opportunities may be
at risk of not progressing as expected,
which of those to focus remediation
activities on, and what remediation
activities to pursue to close the
opportunity.
• Book-of-Business Risk: Assess account renewal
risk based on historical, current, and future
outlooks, understand driving factors, and
proactively engage to maximize customer
lifetime value.
Shape Outcomes
6. Highlights
More Features
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Gain 360º Insights
Shape Outcomes
Accelerate Agility
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Accelerate Business Agility
Many business leaders are embracing packaged analytics to start solving business problems
right away. Sales and customer service executives are no exception. Predefined content allows
them to spend less time preparing data and creating metrics, and more time strategizing and
analyzing information across the business. OTBI Enterprise for CRM Cloud Service enables
business executives to get a more precise understanding of their customers, increase
engagement, and predict and ensure sales success.
Faster Time to Value
Use OTBI Enterprise for CRM Cloud Service
to quickly find answers to tough questions
such as:
• Are we on track to meet revenue,
product, and customer service targets?
• How does current performance compare
to prior periods, and why?
• How is performance trending, and what
is driving these trends?
• How can we use this knowledge to
improve the business?
• How can we move these trends in the
right direction?
• How can we overcome known risks to
meet revenue and service goals?
Accelerate Agility
7. Highlights
More Features
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Shape Outcomes
Accelerate Agility
Introduction
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Delivered in the Oracle Cloud and designed specifically for business sales executives, senior
management, their executive peers, and analysts who use Oracle CX Cloud Services to drive
sales performance, OTBI Enterprise for CRM Cloud Service delivers everything they need to gain
360º business insights, shape future outcomes, and accelerate business agility. Key features include:
• Executive Dashboards - Understand global
sales performance and perform better risk
profiling to achieve forecasted goals
• In-ContextAnalytics - Gain instant insight into
key challenges and then strategically impact
sales and service management
• Cross-SourceAnalytics - Generate a unified
view of sales performance from across
multiple business systems
• Advanced and PredictiveAnalytics - Get
historical, comparative, and predictive
views that provide snapshots in time, data
enrichment, and event interpretation
• PipelineAnalytics - Gain complete visibility
into pipeline performance
• ForecastAnalytics - Increase robust product
performance and revenue forecasting
• AccountAnalytics - Gain deeper insight
into key customer profiles
• Service RequestAnalytics - Gain insight into
service request incident and activity trends
Highlights
Highlights
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• FastTime-to-Value - Dashboards and analytics
immediately deliver strategic insights
• Easy-to-Use - Reduces training costs and
increases user productivity with a single
Oracle business analytics user experience
• Easy Integration - Combine Oracle CX Cloud
data with Oracle E-Business Suite, PeopleSoft,
and third-party external data sources for
broader, enterprise-wide insight and analyses
across functional areas
• AvailableAnywhere - Available on theWeb,
tablets, and smartphones.
• Oracle Cloud - Achieve cost, efficiency, and
time-to-value benefits with cloud solutions
completely managed, upgraded and
maintained by Oracle
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More Features
9. Highlights
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Accelerate Agility
Introduction
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Oracle has supplied the world’s
top companies with customer
relationship management
solutions for decades and with
this unparalleled experience,
Oracle continues to modernize
customer relationship manage-
ment with a full set of Oracle
Customer Relationship Man-
agement analytics.
Get Started!
For more information
visit cloud.oracle.com
or call +1.800.633.0738
to speak to an
Oracle representative.
Oracle has supplied the world’s top companies with customer relationship management solutions
for decades and with this unparalleled experience, Oracle continues to modernize customer
relationship management with a full set of Oracle Customer Relationship Management analytics.
Get Started
