Oracle APPS CRM Online Training

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