R12 Oracle Sales Fundamentals
What you will learn:
This course gives students a combination of instructor-led lecture and hands-on experience implementing Oracle Sales Release 12. Primarily designed for technically oriented students, this course covers the underlying architecture, technical components, implementation planning considerations, and implementation tasks essential for a Sales implementation project. Along with implementation tasks and details, this course provides an overview of Sales mandatory dependencies, enabling students to understand the entire scope of a Sales implementation project.
Through lecture, demonstrations, hands-on exercises, team activities, and classroom discussions, students gain an understanding of the scope of a Sales implementation project, including: implementation tasks, working with different components of the Sales suite of products, personalizing the UI, setting up and maintaining users, and running concurrent programs.
Learn To:
- Personalize the UI to suit your requirements
- Perform a secure implementation using various security features
- Create Rule sets to filter leads
- Set up the Universal Work Queue
- Forecast the sales for your organization over a period
- Access objects across multiple organizations
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Schedule/Purchase
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Training Formats
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Price
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Duration
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View Schedule (Link)
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Instructor-Led Training
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SAR 7031.25
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4 Days
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Audience:
- Functional Implementer
- Business Analysts
- Sales Consultants
- Technical Consultant
Prerequisites:
Required Prerequisites:
Course Objectives:
- 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
- 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
Course Topics:
Overview of Lead to Order Process
- Describing the E-Business suite
- Associating job roles with the basic sales flow
- Describing customer types
- Describing the lead to order process
- Understanding the sales cycle in Oracle Sales
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
- Working with the Sales Dashboard
- List the mandatory dependencies
Sales Security
- Setting up Users
- Implementing Customer Access Security
- Implementing Sales Team Security
- Enabling Multiple-Organization Access
Oracle Telesales
- Setting Up Universal Work Queue
- Setting Scripting Profile Options
- Setting up Interaction Tracking and Wrap-up
Leads Management
- Setting up the Qualification Engine
- Setting up the Rating Engine
- Setting up Channel Selection Engine
Opportunity Management
- Setting Up Competitor Information
- Creating Win Probabilities
- Setting Up Sales Stages
- Setting Up Sales Coaches
- Setting Up Sales Methodologies
- Viewing Opportunity History
- Creating a quote from an Opportunity
Forecasting
- Setting up Forecast Categories
- Setting up Forecast Category Mappings
- Using a Sales Methodology
- Forecasting as a Sales Manager
- Creating and Updating Forecasts
Sales Supplements in Oracle Sales
- Setting Up Account Plans using Sales supplements
- Setting Up Strategic Information using Sales Supplements
Territories
- Implementing Territory Manager
- Setting Up Territory Alignment
- Using Territory Manager to set up Sales Territories
- Mapping Named Accounts
- Running the Territory Assignment Program
Proposals
- Understanding the Elements of a Proposal
- Defining Quoting and Proposal Dynamic Fields
- Setting up Proposal Components
- Setting Up RTF Files
- Setting Up Proposal Templates
Quoting with Sales Contracts and Incentive Compensation
- Setting up Quote Status and Transitions
- Setting up Quoting Parameters
- Setting up Defaulting Rules
- Setting up Sales Contracts
- Setting up Incentive Compensation
Sales Offline and Sales for Handhelds
- Setting Up Connected Browser Functionality
- Setting Up Outlook Integration
- Understanding Synchronization Types and Process States
- Downloading Data, Resolving Conflicts
OA Framework Personalization in Oracle Sales
- Personalizing the Sales Dashboard
- Personalizing the Opportunity Page
Opportunity Reports
- Setting Up Opportunity Reports
- Viewing various Opportunity Reports
Appendix: Product Catalog
- Describing a Product Catalog
- Adding an Inventory Item
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