Course Contents
Oracle CRM Systems is the family name for an integrated group of applications that support the management of
customers and people.
This practical hands-on course is designed to introduce the configuration controls associated with the set-up and
implementation of Oracle 11i Sales.
The course provides detailed exposure to the set-up elements of the system together with practical analysis of
the implications and requirements of differing configuration models than can be implemented using Oracle 11i.
Training Course Contents
Introduction
- Oracle 11i Methodologies
- Hardware
- Software
- Data
- Customers
- Procedures
- Project Implementation
- Methodology
Concepts
- Overview of CRM Cycle
- Oracle E-Business Suite 11i
- Integration
- Oracle Glossary
Sales Overview
- The Sales Lifecycle
- Managing Customers
- Sales Interaction
- Pipelines and Funnels
- Sales Functionality
- Sales Process Overview
- Sales Technical Overview
- Sales Online Functionality
Sales Setup Steps
- Complete run through of the steps involved in Oracle Sales setup & analysis of requirements
Sales & Sales Online Profiles
- Complete run through of Sales profile options, their implications and use
Sales Data Config
- Lead Controls
- Locations
- Organisations
- Customers
- Currencies & Calenders
- Setup Internal Resources
- Managing Sales Information
- Managing Sales Tasks
- Managing Territories
- Managing Opportunities
- Pipeline Setup and Control
- Forecast Setup
- Sales Online Integration
Config
- Setup Customers
- Setup Salespeople
- Universal Work Queue
- Integration
- Telesales Integration