Oracle CRM Online Training

Introduction to Oracle CRM Service Fundamentals

• Understand a store's shopping cart and ordering functionality and other key features
• Understand the 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 the Oracle Trading Community Architecture model
• Create Employees and Users, Import Resources, and assign roles and responsibilities to users
• Understand the 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 personalisation features available in OA Framework
• Create proposals for leads, opportunities or quotes

Administering Simple Products

Describing simple products Creating and entering detail for simple products Versioning and releasing a product record

Administering Attributes And Classes

Describing attributes Creating a class hierarchy Creating attributes and domains, and assigning them to a hierarchy Assigning products to the class hierarchy Generating smart part numbers

Pricing Overview

Creating a new price list and price list line items Creating volume discounts

Administering Catalogs And Categories

Describing a product catalog Creating catalogs and categories Adding products to categories Understanding product catalog visibility

Administering Component-Type Customizable Products

Creating a component-type customizable product by defining relationships Using a Workspace Project to manage, test, and release products, attributes, and classes Using Time Slice reports to track changes within a given object/version during its life

Pricing Customizable Products

Describing component-based customizable product pricing strategies Using the Pricing Designer to view and price a component-based customizable product

Administering Constraints

Creating constraints to enforce business logic during product configuration Describing commonly-used rule types

Administering Eligibility And Compatibility

Describing Eligibility and Compatibility examples and usage scenarios Defining Eligibility and Compatibility matrices Administering Eligibility and Compatibility rules

Administering Promotions

Listing types of product promotions Administering product bundles, coupons, and special configuration promotions Administering eligibility and compatibility for product promotions Using product promotions with quotes and orders

Administering Recommendations

Describing product and promotion recommendation functionality Creating product and promotion recommendations Defining messages using Unified Messaging administrative views

Administering Multiple Product UIs

Creating multiple product user interfaces (UIs) for a customizable product Using user interface properties for additional functionality Describing the logic governing product UI selection

Using Application Deployment Manager

Describing the Application Deployment Manager (ADM) architecture Exporting product-related data from a Siebel application Packaging product data for deployment using ADM

Modeling Communications, Media, And Energy Products

Listing business requirements and modeling challenges in Communications, Media, and Energy (CME) Representing CME products in the Siebel application Differentiating between predictive, interactive, and reactive product selection rules