Oracle Fusion CRM Online Training

Introduction

Oracle Fusion Cloud CRM is a latest Customer Relationship Management Application for ERP solutions. A suite of Cloud apps to support the brand trust of an enterprise, it was developed with multi-channel fulfillment. Not only CRM but its capability has earned the name Customer Experience (CX) application suite for modern ERP. Oracle Fusion Cloud CRM application suite includes marketing, sales & Service, Configure, price and Quote, Commerce & Loyalty, Engagement, Customer Data & Sales Performance Management in Cloud. A midsize CX suite for beginners and startups is unveiled as Oracle Fusion CRM CX cloud for Midsize.

Certification

  • Oracle Sales Cloud 2016 Implementation Essentials | 1Z0-336
  • Oracle Incentive Compensation Cloud 2016 Implementation Essentials | 1Z0-627
  • Oracle Sales Cloud 2017 Implementation Essentials | 1Z0-970

Course Content

1.Common CRM Configuration

  • Organization and Accounts
  • Products and Sales Catalogs
  • Configure Assignment Manager
  • Roles and Visibility

2.Lead & Opportunity Management

Lead Management

  • Assignment Manager for Lead Processing
  • Configure Assessment Reference Data for Sales Leads
  • Configure Sales Leads

Opportunity Management

  • Sales Methods
  • Configure Opportunity Management
  • References and Competitors

3.Forecasting & Territory Management

Forecasting

  • Forecasting Options
  • Lookups, Profile Options, and Configuration Activity
  • Forecast Processes

Territory Management

  • Lookups, Profile Options, and Dimensions
  • Synchronization and Schedulable Processes
  • Configuration Activity
  • Sales Territories

4.Quota Management & Data Import / Export

Quota Management

  • Lookups
  • Manage Formulas and Plans
  • Run Batch Processes

Data Import/Export

  • Mapping and running Import/Export
  • Define Extensions for Sales
  • Customization using Oracle Composer
  • Custom Fields and Pages

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