Oracle CRM Training

Describe E-Business suite

Associate job roles with the basic sales flow

Describe customer types

Describe the lead to order process

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

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

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

Identify the setups for Resource Manager

Describe implementation consideration for Resource Manager

Describe how to implement Resource Manager in Forms

Explain how to implement Resource Manager in HTML

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

Describe Territory Manager

Create geographic territories

Create named account territories

Set up Territory Assignment Program

Define campaign terminology

Describe the sales campaign flow

Create a sales campaign schedule

Create a target group

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

Define opportunity management and its functions

Explain opportunity related setups

Create an opportunity from a sales lead

Create an opportunity without a sales lead

Personalise the Oracle Sales user interface, search region, sales funnel, and home page

Publish saved searches

Manage saved searches and reports

Describe report personalisation features

Describe the forecasting process

Define forecasting terminology

Explain forecast related setups

Create Product Category worksheet

Generate forecasts

Review forecast history

Set forecasting profile options

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

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

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

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

Discuss the key benefits of Oracle Sales Offline

Set Sales Offline profile options

Customise menus and descriptive flex fields

Understand the Sales Offline architecture

Explain synchronisation types and preferences

Discuss versioning and template identification

Describe product dependencies and major integration points

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