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
§ 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
· 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
Contracts Phases
Overview of Contracts Core
Overview of Service Contracts
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
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
