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R12 Oracle Sales Fundamentals

R12 Oracle Sales Fundamentals

Now you can study at home by your self and
get certified.

These set teach you everything you need to know to become an Oracle R12 Certified Professional.

The tests are based directly from the information from these books
R12 Oracle Sales Fundamentals

What you will learn:

This course gives students a combination of instructor-led lecture and hands-on experience implementing Oracle Sales Release 12. Primarily designed for technically oriented students, this course covers the underlying architecture, technical components, implementation planning considerations, and implementation tasks essential for a Sales implementation project. Along with implementation tasks and details, this course provides an overview of Sales mandatory dependencies, enabling students to understand the entire scope of a Sales implementation project.

Through lecture, demonstrations, hands-on exercises, team activities, and classroom discussions, students gain an understanding of the scope of a Sales implementation project, including: implementation tasks, working with different components of the Sales suite of products, personalizing the UI, setting up and maintaining users, and running concurrent programs.

Learn To:
Personalize the UI to suit your requirements
Perform a secure implementation using various security features
Create Rule sets to filter leads
Set up the Universal Work Queue
Forecast the sales for your organization over a period
Access objects across multiple organizations

Course Objectives:

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
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

Course Topics:Overview of Lead to Order Process
Describing the E-Business suite
Associating job roles with the basic sales flow
Describing customer types
Describing the lead to order process
Understanding the sales cycle in Oracle Sales
Overview of Sales Products
Describe Oracle sales products like Sales, Telesales, Quoting, Proposals, Territory Manager, iStore, Incentive Compensation, and Sales Offline
Describe setups to make Oracle Telesales and Oracle Sales interoperable
Explain the differences between Oracle Telesales and Oracle Sales
Working with the Sales Dashboard
List the mandatory dependencies
Sales Security
Setting up Users
Implementing Customer Access Security
Implementing Sales Team Security
Enabling Multiple-Organization Access
Oracle Telesales
Setting Up Universal Work Queue
Setting Scripting Profile Options
Setting up Interaction Tracking and Wrap-up
Leads Management
Setting up the Qualification Engine
Setting up the Rating Engine
Setting up Channel Selection Engine
Opportunity Management
Setting Up Competitor Information
Creating Win Probabilities
Setting Up Sales Stages
Setting Up Sales Coaches
Setting Up Sales Methodologies
Viewing Opportunity History
Creating a quote from an Opportunity
Setting up Forecast Categories
Setting up Forecast Category Mappings
Using a Sales Methodology
Forecasting as a Sales Manager
Creating and Updating Forecasts
Sales Supplements in Oracle Sales
Setting Up Account Plans using Sales supplements
Setting Up Strategic Information using Sales Supplements
Implementing Territory Manager
Setting Up Territory Alignment
Using Territory Manager to set up Sales Territories
Mapping Named Accounts
Running the Territory Assignment Program
Understanding the Elements of a Proposal
Defining Quoting and Proposal Dynamic Fields
Setting up Proposal Components
Setting Up RTF Files
Setting Up Proposal Templates
Quoting with Sales Contracts and Incentive Compensation
Setting up Quote Status and Transitions
Setting up Quoting Parameters
Setting up Defaulting Rules
Setting up Sales Contracts
Setting up Incentive Compensation
Sales Offline and Sales for Handhelds
Setting Up Connected Browser Functionality
Setting Up Outlook Integration
Understanding Synchronization Types and Process States
Downloading Data, Resolving Conflicts
OA Framework Personalization in Oracle Sales
Personalizing the Sales Dashboard
Personalizing the Opportunity Page
Opportunity Reports
Setting Up Opportunity Reports
Viewing various Opportunity Reports
Appendix: Product Catalog
Describing a Product Catalog
Adding an Inventory Item


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