Oracle APPS CRM Online Training

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Oracle APPS CRM Online Training course

Duration: 5-6 Weeks

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