Oracle Sales Cloud (Fusion CRM) Release 7 ‘FUSE’ – a New Face Introduced!

Oracle Fusion CRM provides an alternative set of simplified user interfaces called FUSE  for some selected standard objects.

Oracle Sales Cloud Homepage

These simplified pages are ideal for busy sales people who want a very streamlined and fast-loading experience when accessing core sales force automation tasks using their laptops or tablets.This is a simple, modern, productive way for users to complete their top quick-entry tasks.

The idea is to provide a clear, productive user experience that is backed by the full functionality of Fusion Applications.All Sales Cloud UIs serve the  common application infrastructure, including shared data, security and analytic capabilities.

The first release of the FUSE focuses on three types of users. It provides a fully functional gateway to Fusion Applications for:

  • New and casual users who need quick access to self-service tasks
  • Professional users who need fast access to quick-entry, high-volume tasks
  • Users who are looking for a way to quickly brand their portal for employee

it has been designed for any device — Mac, PC, iPad, Android, SmartBoard — in the browser. Implementation scope may choose to introduce the simplified UI or not, depending upon requirements.

There are no steps necessary to enable these enhancements. Simplified UI is available by default for all users with the Sales Administrator and Sales Representative roles. The simplified UI is accessed through a separate URL which gives you the choice of when to make it available to your sales force. Oracle communicates the new URL information to the administrators with the upgrade information.

Comparison of Simplified UI (Pages) and Desktop UI

Comparison

When a sales rep needs to access more advanced features or more detailed information, they can easily navigate to the desktop UI by clicking items with double arrow icons.

The administrator can easily select a color theme, icon style, button shape, and logo to personalize the user experience from the Settings page.

Home Page:

Home page contains 2 sections, the left section will have company wide announcements for Sales Representative. Right side section in the home page will have icons which will allow Sales Representative to navigate to specific object in one click.

Object Home page:

Opportunity

When a Sales Representative navigates to Opportunity Object in FUSE page,  Sales Representative will see list of Opportunities filtered by Record Set (defaulted to My Opportunities) and filtered by date (filtered to current quarter). These new features  would allow Sales Representative to view fewer set of current working will add additional benefit to the users.

The bottom section of the page contains sales performance data, it shows the Sales Representatives target quota and the quota achieved till current date in the current quarter and previous quarters.

The Keyword search and Manage Sales Forecast link (Link to desktop UI) are available in right pane which allows Sales Representatives to seamlessly navigate to Desktop UI.

Detail Page:

Opportunity Detail Page

The Detail page of FUSE contains limited number of required fields to create record and capture the most required information for the Sales Representative.The page also contains the tabs on the left side to access the limited standard Objects which are most required for the Sales Representative to capture the most required information. Also the Action Menu in the top right corner will have limited actions available to be performed. For all other object specific actions Sales Representative has to navigate to desktop UI to capture all the detailed information and to perform other actions.

Seamless navigation to Desktop UI:

Navigation to Desktop UI

Sales representative accessing FUSE page in a separate url would be able to seamlessly connect to desktop UI.

Bottom Line:

FUSE pages are very intuitive and task focused pages with limited number of fields and actions, gives easy navigation and use for Sales Representative. The pages are so simple to the extent where no  help or training required to help Sales Representative to understand the application. FUSE will definitely help to save Sales Representatives effort in capturing the information and help in spending more time in field Sales.

For any Feedback/ clarifications
Jai Krishnan
Lead Business Consultant
CRMIT Solutions Bangalore
Email: r.jaikrishnan@gmail.com

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About Jai Krishnan
Hi I have 7+ years of Experience in Oracle CRM domain demonstrating hands on implementing solutions in Oracle Siebel CRM, Oracle CRM on Demand and Oracle Sales Cloud (Fusion CRM). I have worked with various organizations having exposed to Telecom, Banking &Financial Services, Public Sector, Healthcare industry verticals with focus on Business Analysis and consulting and recognized for consistent success in developing applications and streamlining the processes for the clients. For any queries/comments Contact: r.jaikrishnan@gmail.com

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