Oracle CRM Training

Oracle CRM Training

The Training in is every thing we explained based on real time scenarios, it works which we do in companies.

Experts Training sessions will absolutely help you to get in-depth knowledge on the subject.

Key FeaturesCourse Content FAQs
  • 40 hours of Instructor Training Classes
  •  Lifetime Access to Recorded Sessions
  • Real World use cases and Scenarios
  • 24/7 Support  Lifetime
  • Practical Approach
  • Expert & Certified Trainers

Oracle CRM Course Content

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

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

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

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

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

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

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

CRM Application Foundation: Territory Manager

  • Describe Territory Manager
  • Create geographic territories
  • Create named account territories
  • Set up Territory Assignment Program

Sales Campaigns

  • Define campaign terminology
  • Describe the sales campaign flow
  • Create a sales campaign schedule
  • Create a target group

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

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

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

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

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

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

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

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

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

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
Who Are The Trainers?

Our trainers have relevant experience in implementing real-time solutions on different queries related to different topics. Winsomesoft verifies their technical background and expertise.

What If I Miss A Class?

We record each LIVE class session you undergo through and we will share the recordings of each session/class.

How Will I Execute The Practical?

Trainer will provide the Environment/Server Access to the students and we ensure practical real-time experience and training by providing all the utilities required for the in-depth understanding of the course.

If I Cancel My Enrollment, Will I Get The Refund?

If you are enrolled in classes and/or have paid fees, but want to cancel the registration for certain reason, it can be attained within 48 hours of initial registration. Please make a note that refunds will be processed within 30 days of prior request.

Will I Be Working On A Project?

The Training itself is Real-time Project Oriented.

Are These Classes Conducted Via Live Online Streaming?

Yes. All the training sessions are LIVE Online Streaming using either through WebEx or GoToMeeting, thus promoting one-on-one trainer student Interaction.

Is There Any Offer / Discount I Can Avail?

There are some Group discounts available if the participants are more than 2.

Who Are Our Customers?

As we are one of the leading providers of Live Instructor LED training, We have customers from USA, UK, Canada, Australia, UAE, Qatar, NZ, Singapore, Malaysia, Sydney, France, Finland, Sweden, Spain, Russia Moscow, Denmark, London, England, South Africa, Switzerland, Kenya, Philippines, Japan, Indonesia, Pakistan, Saudi Arabia,  Qatar, Kuwait, Germany, Frankfurt Berlin Munich, Poland, Belarus, Belgium Brussels Netherlands Amsterdam, India and other parts of the world.

We are located in USA. Offering Online Training in Cities like New York, New jersey, Dallas, Seattle, Baltimore, Tempe, Chandler, Scottsdale, Peoria, Honolulu, Columbus, Raleigh, Nashville, Plano, Toronto, Montreal, Calgary, Edmonton, Saint John, Vancouver, Richmond, Mississauga, Saskatoon, Kingston, Kelowna, Houston, Minneapolis, Los Angeles, San Francisco, San Jose, San Diego, Washington DC, Chicago, Philadelphia, St. Louis, Edison, Jacksonville, Towson, Salt Lake City, Davidson, Murfreesboro, Atlanta, Alexandria, Sunnyvale, Santa Clara, Carlsbad, San Marcos, Franklin, Tacoma, California, Bellevue, Austin, Charlotte, Garland, Raleigh-Cary, Boston, Orlando, Fort Lauderdale, Miami, Gilbert.

Hyderabad (Ameerpet), Kukatpally, Vizag, Nellore, Lucknow, Coimbatore, Marathahalli, Electronic city , Silk board, Kakinada, Goa, Vijayawada, Bangalore, Noida, Chennai, Kolkata, Pune, Whitefield, Mumbai, Delhi NCR, Dubai, Doha, Melbourne, Brisbane, Perth, Wellington, Leeds, Manchester, Liverpool, Ireland Dublin, Oxford, Cambridge, Brighton, Cardiff, Bristol, Lithuania,  Latvia, Italy, San Marion, China Beijing, Auckland etc…

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