Oracle Sales Cloud: Overview

Course Fees: $1342.00 excl. GST
Printed Manual: $0.00 excl. GST
Course Duration: 1 days
Course Manual

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This Oracle Sales Cloud: Overview seminar provides a general description of the Oracle Fusion Applications product suite. You'll also participate in a high level discussion of security and extensibility options.


Learn To:
  • Understand Fusion CRM features and key concepts.
  • Perform the Fusion CRM Lead Management process.
  • Interact with CRM Opportunity Management.
  • Become familiar with Fusion CRM Territory Management process.
  • Understand the Fusion CRM Forecasting process.



Explore Analytic Features

  • This seminar concludes with a survey of embedded Analytic features, access points and tools. Explore primary functions, which include the sales offering, lead management, opportunity management, territory management and forecasting.



This course was formerly known as Fusion Applications: Customer Relationship Management Overview

  • Business Analysts
  • End Users
  • Functional Implementer
  • Project Manager
  • Team Leader
  • Understand the Fusion Application suite
  • Understand the components of the Fusion UI and common Fusion components
  • Understand the Fusion CRM base sales functionality
  • Understand the features of Lead Management
  • Understand the features of Opportunity Management
  • Understand the features of Territory Management
  • Understand the features of Forecasting
  • Understand the Fusion User Interface with embedded Business Intelligence
Introduction to Oracle Fusion Applications
  • Identify Fusion Application strategy
  • Identify Key Design Points
  • Identify the Adaption scenarios
  • Describe the Coexistence Solution

Fusion CRM Concepts
  • Key CRM entities
  • Fusion CRM Access Control
  • Fusion CRM Setup
  • Customizing Fusion CRM
  • Help in Fusion CRM

Lead Management
  • Fusion CRM Lead Management Process
  • Lead Management Terminology
  • Lead Management Key Features
  • Lead Management Functionality Overview

Opportunity Management
  • Create or modify Sales methods and Stages
  • Describe Sales Coach
  • Create an Opportunity

Opportunity Revenue and Sales Credit
  • Describe the Revenue Model
  • Administer Revenue Options

Territory Management
  • Territory Definition
  • Territory Dimensions
  • Territory Management Key Features
  • Territory Proposal
  • Territory Metrics and Analytics

Forecasting
  • Revenue Forecasting
  • Forecast Behavior
  • Forecast Analysis
  • Forecast Life Cycle

Analytics Overview

  • Analytics Offerings
  • Generating a Report