Oracle Sales Cloud Release 10 User Experience Investments: Increasing participation through consistency, context, and tools
By Mvaughan-Oracle on Oct 25, 2015
As you may have heard, the Oracle Applications User Experience (OAUX) team is shifting its focus to the second part of our “Simplicity, Mobility, Extensibility” strategy for Release 10. The linchpin to that part of the story? Increasing the participation of users. We know that if users don’t find value in the application, they won’t use it, which could cost you time and money. You’ve seen how we’ve developed our strategy since Release 7, and we’ve had a mind to increase participation even more with Release 8 and Release 9. Here, we’ll demonstrate the ways in which Release 10 of Oracle Sales Cloud provides that value.
The top takeaways for Oracle Sales Cloud Release 10 user experience?
- A gorgeously updated, consistent, mobility-focused user experience
- Dead-simple tools for making the experience look like your company for your users
- A seamless way to add what is unique for your business or industry with our user interface developer toolkit
- An ongoing investment in refining, adding to, and updating the user experience based on customer feedback
A simplified, unified user experience for the Oracle Sales Cloud
Now that we think of the cloud as our platform, making the Sales Cloud user experience seamless across devices and applications is imperative.
The clean, modern, contemporary entry experience for Oracle Sales Cloud provides everything the user needs in one stop. The user experience still focuses heavily on the “Glance, Scan, Commit” design philosophy: The home experience allows you to take a quick glance at your device to see what you need to know, then scan if you need more information, and finally commit to a work task if necessary.
This is the tablet- and laptop-friendly home experience in Release 10 of Oracle Sales Cloud.
Glanceable, scannable, convenient access
A grouping (such as “Sales” for Sales Cloud users) now allows users to combine commonly used areas and access them directly from the home page.
Grouped icons in Release 10 of Oracle Sales Cloud.
The icons in groupings are organized in logical, related categories that are still glanceable. Accessing groupings is convenient from anywhere in the user experience via the filmstrip at the top of the screen when you are in an area. Only icons specific to a grouping are shown in the scannable filmstrip at the top. Icons are even more scannable because the user experience design clusters them and places them under category icons when appropriate.
The filmstrip view of groupings provides convenient access to what you need to work productively.
Increasing context for workers
Begun in Release 8, Infolets continue to allow users to quickly access context -- necessary additional information about a task -- in an efficient, timely, and engaging way. You can scan Actual vs. Quota to check on your deal pipeline or Top Open Deals to see where you might want to spend your time. If something needs your attention, it’s easy to commit and dig a little deeper into the task.
Context goes even deeper on the Sales Cloud Release 10 home screen with infolets.
Style your cloud, your way
Visual design is an integral part of the Oracle Applications Cloud user experience, so we’ve paid particular attention to it in Release 10. Now it’s even easier to configure your cloud visual design to match your branding and identity for a consistent user experience.
There are now have even more options for matching your business’s color scheme and logo in Appearance.
Customers have more flexibility to define the logo, the background, and the color scheme according to your branding using either files or URLs. You can also modify button colors and add corner rounding.
You’ll recognize flat dark, flat light, matte, rich, and shiny icon styles from previous releases, but the dot style is new.
Oracle has also enhanced general usability and provided some updated visuals in Release 10, such as icon style. The icon styles are the same, but they have received a different visual treatment. You can now exactly match your organization’s color palette to enforce consistency across applications because modifying the logo or color schemes applies the changes everywhere.
What’s unique to your business, industry: Designing your own user interface
We know there are pieces of functionality that you want that are custom to your business and industry. You also want new applications to look and feel like the rest of your cloud. The Oracle cloud user experience strategy has included a toolkit for just this need since Release 8, and now it’s being updated for Release 10. Sketch the user interface in an hour using our tools, get the buy-off you need, then use the prepackaged tools to build it and deploy it.
Page Integration allows your administrators to add a new page containing an iframe. This allows external applications to be integrated seamlessly into the Oracle Applications Cloud, creating a consistent user experience. Administrators can conveniently manage all new pages from a single location. You can even pick a matching icon.
Core features have been updated in Oracle Sales Cloud Release 10.
Oracle has continued to invest, based on ongoing customer feedback, in updating, adding to, and enhancing core Sales Cloud functionality. White space analysis, mass select, and team calendar are all examples of our ongoing commitment to providing a superior user experience.
Convenience at the core
White Space Analysis provides the ultimate in convenience. It’s a simple way to increase selling with visuals for potential deals, all from within one convenient view. Easily scan each square within the grid to identify Opportunities, Leads, Assets, and Recommendations in context. It’s easy to edit an account when you need more detail, too.
The clean, graphic view of White Space Analysis in Oracle Sales Cloud Release 10 sets you up for easy scanning while making it convenient to drill down for more detail.
Directly from White Space Analysis, a sales professional can select a square in the grid to review opportunities, and they can also create a Recurring Schedule, which allows you to review or modify the schedule for a product. The quantity and amount entered will be repeated for each transaction for consistency, or you can edit them to ensure accurate sales forecasts.
Cards like you’ve never seen them before: Now it’s easy to consolidate all of your contacts in Oracle Sales Cloud Release 10.
The contacts card view has also been redesigned to include mass select, making it more convenient for you to merge and enrich your contact information.
At a glance, users can get a sense of their schedules with Team Calendar in Oracle Sales Cloud Release 10.
The simplified design increases participation with quick and easy access to your team’s calendar. It offers multiple calendar viewing options -- one for everyone! -- and leverages resource hierarchy to help your sales teams close deals.
Partner deals and Sales Predictor increase context
Now you can count partner deals! Extend the cloud to your partner network through the Deal Registration work area. Channel managers can manage deals from their partner communities easily, all from one convenient view. Partners can create new deals and review or edit their existing ones, including those pending approval, returned, expiring, and drafts. Allowing partners to enter their deals into your sales pipeline will increase visibility, helping you make the right decisions in context.
The Sales Predictor in Oracle Sales Cloud Release 10 offers an attractive visual display of the information you need to evaluate trends and activity. The Sales Predictor contains enhanced tools and reports to help analysts and power users evaluate sales trends and activities. Insight from asset and buying patterns analysis gives sales analysts the context to create and manage rules to promote targeted products.
Find out more
Release 10 of Oracle Sales Cloud demonstrates Oracle’s ongoing commitment to users who want to participate when the experience is consistent and convenient.
- Oracle Sales Cloud Release 10 Readiness
- Oracle User Experience Release 10 Readiness
- Oracle Sales Cloud Release 10 Videos
- Cloud User Experience Tools: The Full Extensibility Story for Release 10
- Cloud User Experience Tools: The UX Developer Toolkit