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atg-webcast-presentation-254179 1 Industry Leaders Combine to Deliver Best-In Class Cross-Channel CRM Retail and CommerceCRM, Retail, and Commerce The following is intended to outline our general product direction. It is intended for information purposes only, and may not be inco...

atg-webcast-presentation-254179
1 Industry Leaders Combine to Deliver Best-In Class Cross-Channel CRM Retail and CommerceCRM, Retail, and Commerce 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 purchasingand 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. 3 Agenda O l & ATG T th St t i R ti l• Oracle & ATG Together – Strategic Rationale • Oracle & ATG – Unified Product Strategy • Customer & Partner Feedback 4 Strategic RationaleStrategic Rationale 5 Oracle & ATG Together – Strategic Rationale • Businesses want to reach customers and carry out commerce through multiple channels • Businesses want to provide customers with common business processes• Businesses want to provide customers with common business processes and a unified experience across channels • Oracle & ATG together provide a complete and best-of-breed suite of products technology & applications (CRM Retail Supply Chain ERP)products - technology & applications (CRM, Retail, Supply Chain, ERP) - to enable cross-channel CRM, retail, and commerce • Oracle & ATG have a clear strategy and phased roadmap to integrate th i d t d idl d li thi ifi d i itheir products and rapidly deliver this unified vision • Customers, partners, and analysts have reacted positively to the acquisition and combined product roadmap 6 Oracle and ATG Address a Significant Market Opportunity e-Commerce Software1 Retail Applications Software2 CRM Software3 ATG is the Leading e-Commerce Software Provider Oracle is the Leading CRM and Retail Applications Provider 7 g pp SOURCES: 1. ATG Internal Estimate; 2. IDC, 2010 Worldwide Software Market Forecaster Vertical Markets Worldwide Market Level – December 2010 – Worldwide Application Software for 2009; 3. IDC, Worldwide CRM Applications 2010-2014 Forecast Update – September 2010 7 Reasons Why Companies Need ‘Cross Channel’ 1. Companies must interact with customers across more channels 2. These channels only support siloed processes, requiring duplication 3. These siloed channels dramatically increase integration expense 4 LOBs cannot make smart trade-off decisions to effectively align to KPIs4. LOBs cannot make smart trade off decisions to effectively align to KPIs across channels 5. CRM is not leveraged by today’s cross-channel customer journeysg y y j y 6. Frustrated customers lead to lost wallet share, loyalty and revenue 7 C t h l ill i i l l W b t h l 8 7. Customer channels will increasingly leverage Web technology Companies Must Interact with Customers Across More Channels Store Call Center Field Service Online Mobile Social Kiosks Clienteling 9 Clienteling These Channels Only Support Siloed Processes Social Mobile Online Store Call Center Field Service PRICINGPRICING PRICING PRICING PRICING PRICING ORDER CAPTURE PROMOTIONS ORDER CAPTURE PROMOTIONS ORDER CAPTURE PROMOTIONS ORDER CAPTURE PROMOTIONS ORDER CAPTURE PROMOTIONS ORDER CAPTURE PROMOTIONS LOGICLOGIC LOGIC LOGIC LOGIC LOGIC 10 DATADATA DATA DATA DATA DATA Siloed Channels Dramatically Increase Integration Expense • Integration of end-to-end processes spanning multiple systems • Replication of business logic and rules across• Replication of business logic and rules across channels • Replication of business process across channels • Replication of data across channels • Replication of business planning and management across channelsacross channels • Investment in multiple middleware systems and technology stacks 11 LOBs Cannot Make Smart Trade-Off Decisions to Effectively Align to KPIs Across Channelsg Cross-Channel Merchandise Optimization o y a l t y o r m a t i o n & L o Cross-Channel Merchandise Execution P i t f S l W b St /M bil C u s t o m e r I n f o Store Merchandising eCommerce/ Mobile Merchandising Catalog Merchandising Call Center Buying Behavior Point-of-Sale Buying Behavior, Loyalty, & Returns Management Web-Store/Mobile Buying Behavior, Loyalty, & Returns Management C Cross Channel Inventory Visibility Available to Promise & Fulfillment 12 Cross-Channel Inventory Visibility, Available to Promise, & Fulfillment CRM Is Not Leveraged By Today’s Customer Journeys WebWeb Comparison Site Buy Online Research Shop Buy ServicePickup Buy Online Contact Center Contact Center In-StoreIn-Store Visit Retail Store Chat Local Store Place Order Call to Research Accessory Return in Store CatalogCatalog Mobile Device Mobile Device Google Search Product Info Kiosk Begin Catalog Order Browse Catalog DeviceDevice eMaileMail SocialSocial Search Facebook Fan Club Email Order Confirm w/Rec Share Experience on Twitter Read Reviews Troubleshoot On Community 13 Fan Club on Twitter On Community Frustrated Customers Lead to Lost Wallet Share, Loyalty and Revenuey y LOST REVENUELOST REVENUECUSTOMER FRUSTRATIONCUSTOMER FRUSTRATION Percentage of customers dissatisfied g with cross-channel experience Revenue lost by enterprises in 16 key global economies due to customer defections and abandoned purchasesPercentage of multi-channel customers that switch vendors after 14 customers that switch vendors after a single bad experience Customer Channels will Increasingly Leverage Web Technology Ki k P i t f S l Mobile Shopping Kiosk Point of Sale Clienteling GET /index.html HTTP/2.0 Host: www.example.com HTTP HTML Java 15 Companies Want a Single-Provider Solution That… • Leverages customer information from all channels and systems • Manages interactions across all channels• Manages interactions across all channels • Unifies commerce, merchandising, marketing, and service across all g, channels • Provides personalized, choreographed consumer journeys across all channelsconsumer journeys across all channels • Integrated to supply chain management, and order orchestration and fulfillment 16 Oracle and ATG Together BESTBEST ININ CLASSCLASSBESTBEST--ININ--CLASSCLASS CC Ch lCh lCross Cross ChannelChannel CRM | Retail | CommerceCRM | Retail | CommerceCRM | Retail | CommerceCRM | Retail | Commerce 17 Unified Product StrategyUnified Product Strategy 18 Oracle and ATG Deliver Best-In-Class CRM, Retail and Cross-Channel Commerce, 1. Deliver cross-channel sales, marketing, service and loyalty 2. Provide cross-channel merchandising, pricing and order capture 3. Support integrated order orchestration, order management, order fulfillment, and intelligent supply chain managementg pp y g 4. Exploit industry standard Fusion Middleware 19 Why Oracle + ATG for Retail - Today Best-in-Class CRM, Retail, and Cross-Channel Commerce Unify online and offline merchandising11 Receive targeted Receive targeted offer via emailoffer via email Automate end-to-end cross-channel retail operations including order22 Go to Web, chat Go to Web, chat with agent andwith agent andReceive thankReceive thank--you SMS andyou SMS andretail operations, including order capture, supply chain, fulfillment, and service 22 with agent and with agent and orderorderyou SMS and you SMS and loyalty rewardloyalty reward Deliver seamless cross-channel consumer experience33 Pick up items in Pick up items in storestore Ask cashier to Ask cashier to place additional place additional Web order for Web order for item not at storeitem not at store 20 Why Oracle + ATG for Telecommunications - Today Best-in-Class CRM, Retail, and Cross-Channel Commerce Enable next-generation, integrated self-service channels Review product Review product friend referred to friend referred to onon FacebookFacebook 11 Reduce time to market for new on on FacebookFacebook Go to Web, clickGo to Web, click-- toto--call agent and call agent and dd it tdd it tReceive thankReceive thank--22 Reduce time to market for new products and services add item to add item to wishlistwishlistyou emailyou email22 Lower costs and improve operating efficiency through integrated cross- channel order and supply chain management Visit store and Visit store and complete ordercomplete orderActivate service Activate service on on smartphonesmartphone33 21 management Why Oracle + ATG for Financial Services - Today Best-in-Class CRM, Retail, and Cross-Channel Commerce Provide personalized recommendations for financial products and services Accept Accept personalized personalized offer via ATMoffer via ATM 11 products and services Enable continuous cross-channel offer via ATMoffer via ATM Receive followReceive follow-- up email with linkup email with link Visit branch; Visit branch; Web info is Web info is waiting forwaiting for22 Enable continuous cross-channel processes up email with link up email with link to HTML formto HTML formwaiting for waiting for application application completioncompletion 22 Support and integrate key customer interactions across channels ClickClick--toto--call/chat call/chat and ask agent for and ask agent for help filling out help filling out formform Proactively receive Proactively receive directions to local directions to local branch on branch on smartphonesmartphone 33 22 Why Oracle + ATG for You Best-in-Class CRM, Retail, and Cross-Channel Commerce CUSTOMER TODAY TOMORROWCUSTOMER TODAY TOMORROW Planning and Planning and Optimization, Optimization, Merchandise Merchandise Operations, StoresOperations, Stores Order Mgmt, DOOOrder Mgmt, DOO, , Supply Chain Supply Chain ManagementManagement Marketing and Marketing and Loyalty Loyalty ManagementManagement Best-in-Class Commerce Customer ServiceCustomer Service Best-in-Class CRM Online CommerceOnline Commerce Online Online MerchandisingMerchandising Search and Search and SearchandisingSearchandising Recommendations Recommendations and Live Helpand Live Help Best-in-Class Retail Online CommerceOnline Commerce Online Online MerchandisingMerchandising Search and Search and SearchandisingSearchandising Recommendations Recommendations and Live Helpand Live Help Best in Class CRM RecommendationsRecommendations KnowledgeKnowledgeBest-in-Class CRM On Demand Recommendations Recommendations and Live Helpand Live Help Online CommerceOnline Commerce Knowledge Knowledge ManagementManagement Self ServiceSelf Service Best-in-Class CRM On DemandCRM On Demand Marketing On Marketing On Planning and Planning and Optimization, Optimization, PRM On DemandPRM On Demand 23 Best in Class Optimization CRM On DemandCRM On Demand DemandDemand Merchandise Merchandise OperationsOperations PRM On DemandPRM On Demand Introducing ATG Commerce 10 • The culmination of 15 years of Commerce experience, innovation leadership and customer successinnovation, leadership and customer success • The largest and most significant release in 10 years • Reflects and enables the evolution from ‘eCommerce’ to ‘Cross-channel commerce’ 24 ATG Commerce 10 Driving Cross-Channel Commerce 25 ATG Commerce 10 Empowering Business Users • Built for simplicity and usability • Enables personalized cross–channel merchandising – Catalogs, Pricing, Promotions, Content • Drives consistent interactions across all ‘Sites’across all Sites – Web, Mobile, In-store, Contact Center 26 ATG Commerce 10 Market-Leading Merchandising Applications 27 ATG Optimization Optimizing Cross-Channel Interactions • Live Help – Unified agent console with ClickUnified agent console with Click to Call, Chat & Email integration – Improved agent productivity and security features • Recommendations – Live recommendations management & analyticsmanagement & analytics – More powerful merchant control over relevancy and filtering 28 Integrating ATG with Oracle Fusion Middleware Add Best-in-Class Oracle Technology to Industry-Leading Online Commerce Platform • Integration with Oracle Business Intelligence Suite Enterprise Edition for full range of analytic and reporting capabilities • Certification with Oracle WebLogic Server for high availability and scalability, and superior Oracle integration • Integration with Oracle Coherence for leading replicated and distributed data management and caching • Integration with Oracle Universal Content Management for enterprise-class content management • Certification with Oracle Identity Management for management of high population B2C customer bases • Certification with Oracle Database11g R2, and Oracle Exalogic for complete, integrated application-to- disk solution • Integration with Oracle SOA Suite and Oracle BPM Suite for standards based process orchestration• Integration with Oracle SOA Suite and Oracle BPM Suite for standards-based process orchestration • Integration with Oracle WebCenter Services for communities and social collaboration within ATG • Integration with Oracle Real-Time Decisions for cross-channel, unified real-time decisioning and 29 Integration with Oracle Real Time Decisions for cross channel, unified real time decisioning and messaging Integrating ATG with Oracle Siebel CRM and Oracle E-Business Suite Add Best-in-Class CRM and ERP to Industry-Leading Online Commerce Platform • Integration with Oracle E-Business Suite (EBS) for unified supply chain management, available to promise (ATP), fulfillment, and unified product masterp ( ), , p • Integration with Siebel and Oracle EBS Order Management for cross-channel, consistent commerce processes, pricing and promotions, content personalization and real-time product recommendations • Integration with Siebel Loyalty to reward and recognize customers and enable loyalty currency forIntegration with Siebel Loyalty to reward and recognize customers and enable loyalty currency for commerce across channels • Integration with Siebel Marketing for cross-channel, closed-loop campaign management and dynamic 1:1 personalized communication • Integration with Oracle Fusion Distributed Order Orchestration for cross-channel order orchestration and fulfillment across heterogeneous supply chains • Integration with Siebel Service to enable cross-channel support, including knowledge management 30 g pp , g g g and live help Integrating ATG with Oracle Retail Applications Add Best-in-Class Retail Applications to Industry-Leading Online Commerce Platform • Integration with Oracle Retail Point of Service for unified customer recognition and cross-channel order execution • Integration with Oracle Retail Merchandising for cross channel inventory visibility &• Integration with Oracle Retail Merchandising for cross-channel inventory visibility & reservations and endless aisle product assortments • Integration with Oracle Retail Price Management and Price Optimization for optimized pricing and promotions across all channels • Integration with Oracle Retail Assortment and Category Planning for optimized cross-channel assortments • Integration with Oracle Retail Demand Forecasting for accurate cross-channel sales and g g inventory demand • Integration with Oracle Retail Advanced Inventory Planning for optimized inventory distribution across the supply chain using commerce information 31 Customer & Partner FeedbackCustomer & Partner Feedback 32 Customers and Partners Respond Positively “As a customer of both Oracle and ATG, we view the integration of the two companies as a natural fit. We look forward to new efficiencies that address our online and cross-channel business strategies and help us further provide superior customer experiences.” Kevin Cunnington, Global Head of Online “With customers rapidly moving to online digital channels for commerce, Oracle and ATG combined will offer leading companies all f th biliti th d f i l id t d liof the capabilities they need, from a single provider, to deliver consistent and high quality cross-channel customer journeys that result in high-value brand experiences. Ewen Sturgeon, CEO, LBi EMEA 33 g , , Analysts Respond Positively “Oracle has already assembled quite a few key components to the new connected commerce offering with robustOracle has already assembled quite a few key components to the new connected commerce offering with robust CRM, merchandising, analytics, inventory management, etc. and with this addition to its portfolio extends the platform significantly. In particular, ATG adds a robust platform that works across online, in store and mobile channels creating the new omni-channel commerce offering.” Michael Fauscette Group Vice President Software Business Solutions–Michael Fauscette, Group Vice President, Software Business Solutions “Oracle’s acquisition of ATG is important for current Oracle Retail users who’ve been contemplating an ecommerce f h b t it l t t it f th id k t ith d t d t d t d l ti il bl frefresh, but it also creates an opportunity for the mid-market, with end-to-end-to-end-to-end solutions available from a single vendor. Oracle is assembling a stunning suite of retail products.” –Paula Rosenblum, Managing Partner “eCommerce sits at the gateway for Social CRM, Mobile, and Cloud. Companies now realize the need to consolidate multi-channel efforts onto common platforms. ATG gives Oracle one of the leading eCommerce platforms.” –R “Ray” Wang, Principal Analyst and CEO 34 Note: IDC Quote Source -- “Modern eCommerce, or is that just next gen commerce?” Michael Fauscette, IDC, November 8, 2010 Press Respond Positively “Analysts said the acquisition, due to close early next year, was a good move for Oracle as it boosted its competitive position against Salesforce.com, as well as International Business Machine Corp…"It's a nice, safe acquisition for Oracle," said Avian Securities analyst Jeff Gaggin, adding that the deal will expand Oracle's retail software portfolio, hi h i l d R t k t il ft it i d i 2005 ” (11/2/2010)which includes Retek, a retail software company it acquired in 2005.” (11/2/2010) “While ATG’s e-commerce application may not be industry-specific, it will complement Oracle’s already extensive CRM software ” (11/3/2010) “The news is that Oracle is buying independent ecommerce software provider, ATG of Cambridge MA for $1 billion I think it’s a good move for both companies ” (11/2/2010) Oracle’s already extensive CRM software.” (11/3/2010) Cambridge, MA for $1 billion. I think it s a good move for both companies. (11/2/2010) “Oracle can now offer a complete multi-channel commerce solution across web, branch, call to click and mobile ” (11/11/2010) 35 call-to-click and mobile.” (11/11/2010) SummarySummary 36 Oracle & ATG Together – Strategic Rationale • Businesses want to reach customers and carry out commerce through multiple channels • Businesses want to provide customers with common business processes• Businesses want to provide customers with common business processes and a unified experience across channels • Oracle & ATG together provide a complete and best-of-breed suite of products technology & applications (CRM Retail Supply Chain ERP)products - technology & applications (CRM, Retail, Supply Chain, ERP) - to enable cross-channel CRM, retail, and commerce • Oracle & ATG have a clear strategy and phased roadmap to integrate th i d t d idl d li thi ifi d i itheir products and rapidly deliver this unified vision • Customers, partners, and analysts have reacted positively to the acquisition and combined product roadmap 37 38
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