The Oracle Sales Cloud: Implementation training covers mandatory tasks that need to be performed once the system has been installed and provisioned for your use. It also explores some common administration and configuration tasks.
This course is relevant for any customers using Fusion Applications through Release 11.1.7
This course is appropriate for Oracle Cloud deployments.
Learn To:
· Navigate the application and manipulate data.
· Manage users and resources.
· Perform basic file-based import and export.
· Set up opportunity management.
· Set up customers.
· Set up territory management.
· Configure assignments.
Benefits to You
By investing in this course, you'll develop the skills to ensure a smooth, rapid implementation of Oracle Sales. You'll walk away with a deeper understanding of the foundation and configuration options of Oracle Sales so you can make better decisions during your implementation. Expert Oracle University instructors will show you how to optimize the set up of territories and assure proper assignments for your organization. This will ensure sales agents can pursue the right leads and opportunities.
Deep Dive into Foundational Topics
This course covers foundational topics to help you develop a base level understanding of Oracle Sales. Expert instructors will help you explore how to set up various areas of the product.
Please note: this class is not focused on end-user tasks, features or functions. This course was formerly known as Fusion Applications: CRM Implementation.
Contents:
Fundamentals
· Oracle Sales Cloud application overview
· Desktop User Interface and the Simplified User Interface
· Functional Setup Manager (FSM) overview
· Profile options and lookups
· Master Geography
· Security, resources, visibility, and data access
· File-Based import and export
Customer Center
· Parties: customers, sales accounts, contacts, consumers, and prospects
· Common Components: appointments, interactions, notes, tasks, and task templates
Territory Management
· Territory dimensions
· Territory jobs and synchronization
· Territory proposals
· Modeling territory hierachies
Assignment Manager
· Territory-based assignment (TBA)
· Rule-based assignment (RBA)
· Configuring assignments
Lead Management
· Scoring, ranking, qualifying, assigning, and converting
· Qualification and assessments
Opportunity Management
· Opportunity sales methods and stages
· Sales coach
· Opportunity revenue items, sales credits, and close behavior
Forecasting
· Criteria, periods, and history
· Adjustments and overrides
Additional Topics
· Assessments and assessment templates
· Sales Catalog
· Implementing Oracle Sales Cloud
Appendixes
· Reporting and analytics
· Personalization
· Oracle Application Composer
· Oracle Sales Cloud Mobile
