Oracle CRM Training

Overview of the CRM Application Foundation

• Oracle Customer Relationship Management (CRM)
• CRM Application Foundation
• Overview of CRM Application Foundation integration
• points with other applications
• How the CRM Application Foundation Modules are used
• List the step-by-step implementation flows
• for implementing of following Foundations Modules
• CRM Application Foundation - Resource Manager
• CRM Application Foundation - Assignment Manager
• CRM Application Foundation - Calendars
• CRM Application Foundation - Notes
• CRM Application Foundation - Territory Manager
• CRM Application Foundation - Task Manager
• CRM Application Foundation - Business Rule Monitor
• CRM Application Foundation - Escalation Manager
• CRM Application Foundation - 1-1fullfillment
• CRM Application Foundation - Interaction History
• Setting up Profile Options
• Setting up Lookups
• Setting up Reports and Running Concurrent Programs

Oracle Tele Service

• Overview of Customer support and service processes
• Overview of Service Request to Resolution process
• Set up Oracle Integrations
• Set up Oracle Tele Service
• Set up Oracle Knowledge Management
• Setting Up Oracle Service Requests
• Setting Up Oracle Customer Care
• Set up Oracle Install Base
• Set up Counters
• Setting Up Oracle Charges
• Setting Up Oracle Knowledge Management
• Setting up Profile Options
• Setting up Lookups
• Setting up Reports and Running Concurrent Programs

Oracle Field Service

• Understanding Field Service
• Using Field Service Dispatch Center
• Using Debrief
• Using Spares Logistics
• Using the Planner's Desktop
• Loop Planning, Notifications and Reporting Hierarchy
• Configuring Field Service Portal
• Using Field Service Portal
• Mandatory and Conditional Dependencies
• Field Service Application Implementation Tasks
• Spares Management Implementation Tasks
• Setting up Profile Options
• Setting up Lookups
• Setting up Reports and Running Concurrent Programs

Oracle Depot Repair

• Overview of Using Oracle Depot Repair
• Oracle Depot Repair Business Scenarios
• Managing Depot Business Processes
• Oracle Depot Repair-Specific Setup Steps
• Setting Up Charges for Oracle Depot Repair
• Defining Billing Type Codes
• Defining Service Activities and Billing Types
• Defining Service Business Processes
• Defining Install Base Transaction Sub Types
• Setting Up Time and Material Labor Schedules
• Setting Up Repair Types
• Setting Up Service Request Types for Depot Repair
• Setting Up Depot Repair Reason Codes
• Setting Up Customer Profile
• Setting Up Diagnostic Codes in Oracle Depot Repair
• Setting Up Service Codes in Oracle Depot Repair
• Setting Up Oracle Depot Repair Profile Options
• Setting up Profile Options
• Setting up Lookups
• Setting up Reports and Running Concurrent Programs

Oracle Sales

• Home Page
• Dependencies
• Overview of Lead to Order Process
• Overview of Telesales and Sales Online
• Locations and Organizations
• Currencies and Calendars
• Customers
• Employees, Users and Resources
• CRM Application Foundation - Notes, Tasks & Calendars
• CRM Application Foundation - Territory Management
• Lead Management
• Opportunity Management
• Forecasting
• Sales Contracts
• Sales Offline
• Marketing Online Campaign Management
• Oracle Sales Flow : Sales Campaigns
• Oracle Sales Flow : Capture/Convert Leads
• Oracle Sales Flow : Manage Opportunities
• Oracle Sales Flow : Create Forecast
• Oracle Sales Flow : Prepare Proposal
• Oracle Sales Flow : Prepare Quote
• Oracle Sales Flow : Place Order
• Oracle Sales Flow : Close Opportunity
• Oracle Sales Flow : Submit Forecast
• Setting up Profile Options
• Setting up Lookups
• Setting up Reports and Running Concurrent Programs
• Oracle Contracts
• Explain Oracle Contracts Core, Oracle Service Contracts, and key contracts phases
• Contracts Concepts
• Contracts Phases
• Overview of Contracts Core
• Overview of Service Contracts
• Overview of Service Contracts Management and Oracle Service Contracts
• Setups for Oracle Service Contracts
• Define Parties, Roles, Sources, and Access to Contracts
• Miscellaneous Setups
• Setting up Coverage Templates and Subscription Templates
• Setting up Items
• Setting up Service Billing and Billing Profiles
• Setting up Statuses and Operations
• Setting up Global Contracts Defaults
• Setting up Contracts Terms and Contract Templates
• Setting up Events and Renewals
• Setting up Profile Options
• Setting up Lookups
• Setting up Reports and Running Concurrent Programs

Topics Covered During Session

• Overview of Oracle E-Business Suit process
• Oracle AIM (Application Implementation Methodology)
• Overview of Documentations in Real-time Projects
• Roles of Oracle Functional Consultant

Oracle CRM training is intended for :

• Sales & CRM professionals using Oracle CRM or want to use Oracle CRM
• Students & professional who want to learn about Oracle CRM

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• Exercises:
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• Free Demo:
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• Experienced Trainers:
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• Live free interactive web sessions:
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• Structured Curriculum Schedule:
  Progress with your complete daily interactive lessons and assignments.
• Faculty Mentoring:
  Turn in daily and weekly homework for personalized feedback from faculty.
• Virtual Office Hours:
  Live interaction with the faculty and other students around the world.
• Hands on Live Projects:
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