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Oracle CRM Online Training
AcuteSoft:
India: +91-9848346149, +91-7702226149
Land Line: +91 (0)40 - 42627705
USA: +1 973-619-0109, +1 312-235-6527
UK : +44 207-993-2319
skype : acutesoft
email : info@acutesoft.com
www.acutesoft.com
http://training.acutesoft.com
Oracle CRM Online 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
Oracle CRM Online Training
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
Oracle CRM Online Training
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
Oracle CRM Online Training
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
Oracle CRM Online Training
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
Oracle CRM Online Training
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 CRM Online Training
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 CRM Online Training
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
Oracle CRM Online Training
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
For Free Demo Please Contact
AcuteSoft:
India: +91-9848346149, +91-7702226149
Land Line: +91 (0)40 - 42627705
USA: +1 973-619-0109, +1 312-235-6527
UK : +44 207-993-2319
skype : acutesoft
email : info@acutesoft.com
www.acutesoft.com
http://training.acutesoft.com
Oracle crm online training

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Oracle crm online training

  • 1. Oracle CRM Online Training AcuteSoft: India: +91-9848346149, +91-7702226149 Land Line: +91 (0)40 - 42627705 USA: +1 973-619-0109, +1 312-235-6527 UK : +44 207-993-2319 skype : acutesoft email : info@acutesoft.com www.acutesoft.com http://training.acutesoft.com
  • 2. Oracle CRM Online 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
  • 3. Oracle CRM Online Training 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
  • 4. Oracle CRM Online Training 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
  • 5. Oracle CRM Online Training 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
  • 6. Oracle CRM Online Training 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
  • 7. Oracle CRM Online Training 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
  • 8. Oracle CRM Online Training 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
  • 9. Oracle CRM Online Training 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
  • 10. Oracle CRM Online Training 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
  • 11. For Free Demo Please Contact AcuteSoft: India: +91-9848346149, +91-7702226149 Land Line: +91 (0)40 - 42627705 USA: +1 973-619-0109, +1 312-235-6527 UK : +44 207-993-2319 skype : acutesoft email : info@acutesoft.com www.acutesoft.com http://training.acutesoft.com