ORACLE CRM Course Content



INTRODUCTION TO ORACLE CRM SERVICE FUNDAMENTALS
Understand iStore’s shopping cart and ordering functionality and other key features
Understand features of Oracle’s sales applications
Create leads and convert them into opportunities
Create opportunities and convert them into quotes
Describe Campaign Flows, schedules and target groups
Under geographic territories and named territories, set up in Territory Manager
Explain the Basic Sales Flow
Set up common components, such as Notes, Tasks and Calendars
Describe the Lead to Order Process
Create Customers and Contacts using Oracle trading Community Architecture model
Create Employees and Users, Import Resources, and assign roles and responsibilities to users
Understand implementation steps required to set up sales products
Describe integration points between Oracle Sales and Oracle Marketing applications
Understand Global Address formatting
Understand Oracle Sales related personalization features available in OA Framework
Create proposals for leads, opportunities or quotes
OVERVIEW OF LEAD TO ORDER PROCESS
Describe E-Business suite
Associate job roles with the basic sales flow Describe customer types
Describe the lead to order process
OVERVIEW OF SALES PRODUCTS
Describe Oracle sales products like Sales, Telesales, Quoting, Proposals, Territory Manager, iStore, Incentive
Compensation, and Sales Offline
Describe setups to make Oracle Telesales and Oracle Sales interoperable
Explain the differences between Oracle Telesales and Oracle Sales
DEPENDENCIES
List mandatory dependencies for a sales implementation
List some optional dependencies
List Accounting sales-related setups
Define the Advanced Product Catalog
Describe integration between Oracle Sales applications and Oracle Marketing
ORACLE COMMON APPLICATION COMPONENTS: NOTES, TASKS AND CALENDAR
Describe Oracle Notes
Set up Oracle HTML Notes
Describe Oracle Task Manager
Set up Oracle HTML Task Manager
Describe Oracle Calendar
Set up Oracle HTML Calendar
RESOURCE MANAGER
Identify the setups for Resource Manager
Describe implementation consideration for Resource Manager
Describe how to implement Resource Manager in Forms
Explain how implement Resource Manager in HTML
CUSTOMERS
Explain the Oracle Trading Community Architecture (TCA) model
Define the features that enable you to enter and maintain customer and contact information
Set up party classification
Understand global address formatting and validation
Merge parties or customer accounts
CRM APPLICATION FOUNDATION: TERRITORY MANAGER
Describe Territory Manager
Create geographic territories
Create named account territories
Set up Territory Assignment Program
SALES CAMPAIGNS
Define campaign terminology
Describe the sales campaign flow
Create a sales campaign schedule
Create a target group
LEAD MANAGEMENT
Define Lead Management
Explain lead related setups
Create a lead
Discuss how leads are qualified, ranked, and assigned
Convert a lead to an opportunity
Identify how to accept, decline, or reassign a lead
OPPORTUNITY MANAGEMENT IN ORACLE SALES
Define opportunity management and its functions
Explain opportunity related setups
Create an opportunity from a sales lead
Create an opportunity without a sales lead
OA FRAMEWORK PERSONALIZATION IN ORACLE SALES
Personalize the Oracle Sales user interface, search region, sales funnel, and home page
Publish saved searches
Manage saved searches and reports
Describe report personalization features
FORECASTING IN ORACLE SALES
Describe the forecasting process
Define forecasting terminology
Explain forecast related setups
Create Product Category worksheet
Generate forecasts
Review forecast history
Set forecasting profile options
ORACLE PROPOSALS
Describe Oracle Proposal application
Describe some key features
Define key elements of a proposal
Identify applications that integrate with Oracle Proposals
List high-level implementation steps
Create a proposal from a lead, an opportunity, a customer, a quote, or as a standalone document
Describe how to generate a proposal version
SALES CONTRACTS IN QUOTING
Describe the benefits of Sales Contracts in Oracle Quoting
Print a quote with contract terms
Enable Oracle Sales Contracts functionality for Oracle Quoting
Negotiate contract terms for a quote
QUOTING
Describe the Oracle Quoting application
Describe some key features
List Oracle Quoting user interfaces (UIs)
Describe mandatory dependencies
List common Oracle Quoting integrations with other Oracle applications
List high-level implementation steps
Create a quote
ORACLE ISTORE
Describe the Oracle iStore application and list some key features and benefits
List common iStore integrations with other Oracle applications
List high-level setup steps
Explain basic shopping cart and ordering functionality
Describe how to register iStore users
Define DBI for iStore
SALES OFFLINE
Discuss key benefits of Oracle Sales Offline
Set Sales Offline profile options
Customize menus and descriptive flex fields
Understand the Sales Offline architecture
Explain synchronization types and preferences
Discuss versioning and template identification
Describe product dependencies and major integration points
DAILY BUSINESS INTELLIGENCE: ORACLE SALES AND ORACLE QUOTING
List Oracle Daily Business Intelligence (DBI) key features
Describe DBI for Sales and DBI for Quoting
Explain DBI for Sales and DBI for Quoting key performance indicators
List setup steps for Sales and Quoting DBI applications

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