Course Overview
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
Who should attend
- Business Analysts
- Sales Consultants
- Technical Consultant
- Functional Implementer
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 Content
- Overview of Lead to Order Process
- Overview of Sales Products
- Sales Security
- Oracle Telesales
- Leads Management
- Opportunity Management
- Forecasting
- Sales Supplements in Oracle Sales
- Territories
- Proposals
- Quoting with Sales Contracts and Incentive Compensation
- Sales Offline and Sales for Handhelds
- OA Framework Personalization in Oracle Sales
- Opportunity Reports
- Appendix: Product Catalog