Oracle APPS CRM Online Training Course
Module 1: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
Module 2: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
Module 3: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
Module 4: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
Module 5: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
Module 6: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
Module 7: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
Module 8:CRM Application Foundation: Territory Manager
● Describe Territory Manager
● Create geographic territories
● Create named account territories
● Set up Territory Assignment Program
Module 9:Sales Campaigns
● Define campaign terminology
● Describe the sales campaign flow
● Create a sales campaign schedule
● Create a target group
Module 10: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
Module 11: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
Module 12: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
Module 13: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
Module 14: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
Module 15: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
Module 16: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
Module 17: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
Module 18: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
Module 19: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
