RevenueDeployment LocationIndustryProducts
USD 4 Bn+North AmericaHealth InsuranceOracle Sales Cloud
Oracle Marketing Cloud
Siebel CRM

Vision Service Plan (VSP) is a Vision care health insurance company operating in the US, Canada, Australia, Ireland, and the UK. With the aim of building business processes to ensure business growth and maximize user adaptability, Oracle Sales Cloud was selected for its fully formed packaged solution specifically designed for SFA (Sales Force Automation).

Top Customer Objectives and Challenges

  • Siebel does not meet the needs for a Sales Force Automation (SFA) solution (specifically, offering Selling empowering functionality)
  • The majority of Field Sales reps are not using Siebel at all
  • Fully integrate Oracle Sales Cloud with Siebel, and maintain Siebel for Operations management (servicing and renewing clients)
  • Implement Mobility to improve user adoption
  • Implement Analytics and Territory Management
  • Offer intuitive and modern sales rep focused user interface

Results

  • Integrated Oracle Sales Cloud and Siebel using web services;
  • Captured Customer, Competitor and Partner details to provide a 3600 summary
  • Integrated with Sales/Marketing using Oracle Marketing Cloud for all objects in Oracle Sales Cloud
  • Configured Enterprise mobile application for iOS to maximize user adoption and improve the usability
  • Delivered Sales Analytics dashboards for reps and executives to get insight into Customers, Opportunities and Competitors
  • Delivered usage pattern tracking and gamification to drive adoption within the organization

Key Benefits Achieved

  • A system that helps end users in sales process offering increased data integrity
  • Consolidated insight into sales data for VSP’s business users
  • Accurate reports to get information regarding the Customers, Opportunities, Competitors Partners and Activities
  • Mobility for access any time anywhere
  • Data capture and data quality improved by 40%
  • Opportunity cycle became faster by as much as 25%
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