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Module 1:Introduction to Oracle CRM Service Fundamentals
● 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
● 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
AUDIENCE THEORY -CULTIVATION THEORY - GERBNER.pptx
Oracle apps crm training and tutorials available online
1. Oracle Apps crm Training and
Tutorials Available Online
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4. Oracle’s Global CRM Implementation
Optimizing Our Go-To-Market
Objective
• Global, consistent, streamlined,
and scalable campaign to
opportunity to quote processes
Sales
Approach
Customer
Data
Partners
Marketing
•
•
•
•
•
•
Go Native – 90% vanilla
Go Fast – 1 year to rollout
Consolidation/Centralization
Start Clean, Stay Clean
Standards based Integration
Drive value with BI
9. Siebel Email Marketing
CHALLENGES
• Legacy email systems were
custom, point solutions
• No integration with Siebel
Analytics & Segmentation
modules
• Minimal integration with
Siebel Marketing
• Legacy email systems were
running on antiquated
hardware and software
platforms making system
administration resource
intense
• Email list processes not well
integrated
• Limited ability to execute
multi-tier event driven
campaigns
CAPABILITIES
KEY VALUE & BENEFITS
• Scalable, high volume
• Centralized “bulk” outbound
delivery engine on standard
secure platform
• Response tracking fully
integrated
• Real time visibility into Email
Marketing Campaign KPI’s
• Automated bounce handling
• Personalized and
Conditional content
• Integrated with other Siebel
modules
• Lower support costs
• Tighter integration with Mail
Transfer Agent
email send processes &
systems
• Ability to fully support double
byte characters – From
Name & Email Creative
• Ability to execute recurring
and/or triggered email
communications
• Increased the effectiveness
of our email list management
process and email
preference/consent
management
• Out of the box support for
tracking email opens and
click-throughs
• Efficient review & disposition
of replies
11. Siebel Email Marketing
Global CRM
Data Warehouse
Email Marketing
Server
ESD
Email Send Daemon
Sun Solaris
Outbound
MTA
Mail Transfer Agent
BHD
Bounce Handler Daemon
Integrated Business Intelligence
Inbound
MTA
Outbound
Email
Bounces
CTD
Click Through Daemon
Unsubscribes,
Opens and
Related URLs
Internet
12.
13.
14. Should you require any further
information please do not hesitate to
contact us
• http://www.oraclecourseonline.com
• -oracle apps crm online training
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