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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 processv
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