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Oracle Fusion CRM  Online Training

Oracle Fusion CRM


Oracle Fusion Customer Relationship Management is part of Oracle Fusion Applications, which are completely open, standards­based enterprise applications that can be easily integrated into a service­oriented architecture.
  • Fusion Applications: CRM Implementation
  • It is a 20 days program and extends up to 2hrs each.
  • The format is 40% theory, 60% Hands-on.

  • It is a 5 days program and extends up to 8hrs each.
  • The format is 40% theory, 60% Hands-on.
    Private Classroom arranged on request and minimum attendies for batch is 4.
course content
  • Day1
    • Foundational Topics
      • Fundamentals Oracle Fusion CRM overview
      • User interface overview
      • Functional Setup Manager (FSM) overview
      • Profile options and lookups
    • Lead Management
      • Scoring, ranking, qualifying, assigning, and converting
      • Qualification and assessments
  • Day2
    • Opportunity Management
    • Opportunity sales methods and stages
    • Sales coach
    • Opportunity revenue items, sales credits, and close behavior
    • Forecasting
    • Criteria, periods, and history
    • Adjustments and overrides
    • Additional Topics
  • Day3
    • Set up territory management.
    • Navigate the application and manipulate data.
    • Perform a basic file-based import.
    • Set up opportunity management.
    • Set up customers.
    • Assessments and assessment templates
    • Sales Catalogue
    • Extensibility overview
    • Personalization overview
    • Analytics and reporting overview
  • Day4
    • Configure assignments
    • Configure lead management
    • Configure opportunity management
    • Configure forecasting
    • Course Topics
    • Geographies
    • Security, resources, and visibility overview
    • File-Based import overview
  • Day5
    • Customer Center
    • CRM Parties: customers, consumers, sales accounts, and prospects
    • Common Components: appointments, interactions, notes, tasks, and task templates
    • Territory Management
    • Territory dimensions
    • Territory jobs and synchronization
    • Territory proposals
    • Assignment Manager
    • Territory-based assignment (TBA)
    • Rule-based assignment (RBA)
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