Thanks for landing at my blog. I hope the CRM content on my blog may be useful to you.
I also take Online and Corporate training on Oracle Apps R12 CRM.
So if anyone is interested in learning more about Oracle Apps R12 CRM and would like to take Online Training do reach out to me at apurva.goel@gmail.com
Also if your organization is interested in conducting corporate training to train a batch of students on Oracle Apps R12 CRM do reach out to me.
v CRM
Application Foundation
o CRM Application Foundation - Resource Manager
o CRM Application Foundation - Notes
o CRM Application Foundation - Territory Manager
o CRM Application Foundation - Task Manager
o CRM Application Foundation - Escalation Manager
o CRM Application Foundation - Interaction History
v Overview
of Lead to Order Process
o Associating job roles with the basic sales flow
o Describing customer types
o Describing the lead to order process
o Understanding the sales cycle in Oracle Sales
v Leads Management
o Setting up the Qualification Engine
o Setting up the Rating Engine
o Setting up Channel Selection Engine
v Opportunity Management
o Setting Up Competitor Information
o Creating Win Probabilities
o Setting Up Sales Stages
o Setting Up Sales Coaches
o Setting Up Sales Methodologies
o Viewing Opportunity History
o Creating a quote from an Opportunity
v Forecasting
o Setting up Forecast Categories
o Setting up Forecast Category Mappings
o Using a Sales Methodology
o Forecasting as a Sales Manager
o Creating and Updating Forecasts
v Sales Supplements in Oracle Sales
o Setting Up Account Plans using Sales supplements
o Setting Up Strategic Information using Sales Supplements
v Proposals
o Understanding the Elements of a Proposal
o Defining Quoting and Proposal Dynamic Fields
o Setting up Proposal Components
o Setting Up RTF Files
o Setting Up Proposal Templates
v Quoting
o Setting up Quote Status and Transitions
o Setting up Quoting Parameters
o Setting up Defaulting Rules
v Oracle Telesales
o Setting Up Universal Work Queue
o Setting Scripting Profile Options
o Setting up Interaction Tracking and Wrap-up
v Oracle Tele Service
o
Overview of Service Request to Resolution process
o
Set up Oracle Tele Service
o
Setting Up Oracle Service Requests
o
Set up Oracle Install Base
o
Set up Counters
o
Setting Up Oracle Charges
v Install
Base
o Overview of Oracle Install Base
o Item configuration for Install Base
o Install Base user interface
o Viewing information of an item instance
v Oracle Field Service
o Understanding Field Service
o Using Field Service Dispatch Center
o Setting up Resource Relations
o Assigning Territories to Planner
Groups
o Assigning Resources to Sub
inventories
o Generating Field Service Trips
o Activating Automatic Commitment of
Schedules
o Defining Material Justification Codes
o Defining Labor Justification Codes
o Defining Expense Justification Codes
o Set Up Billing Types and Service
Activity Codes
o Set up Skills Management
o Set Up Tasks Custom Color Coding
v Oracle Depot Repair
o
Overview of Using Oracle Depot Repair
o
Oracle Depot Repair Business Scenarios
o
Managing
Depot Business Processes
o
Setting
Up Repair Types
o
Setting
Up Statuses, Status Transitions
o
Defining
Billing Type Codes
o
Defining
Service Activities and Billing Types
o
Defining
Service Business Processes
o
Defining
Installed Base Transaction Sub Types
o
Setting
Up Time and Material Labor Schedules
o
Setting
Up Depot Repair Reason Codes
o
Setting
Up Diagnostic Codes in Oracle Depot Repair
o
Setting
Up Service Codes in Oracle Depot Repair
o
Setting
Up Oracle Depot Repair Profile Options
v Oracle
Service Contracts
o
Overview of Service Contracts
o
Setups for Oracle Service Contracts
o
Define Parties, Roles,
Sources, and Access to Contracts
o
Miscellaneous Setups
o
Setting up Coverage Templates and Subscription Templates.
o
Setting up Items
o
Setting up Service Billing and Billing Profiles
o
Setting up Statuses and Operations
o
Setting up Global Contracts Defaults
o
Setting up Contracts Terms and Contract Templates
o
Setting up Events and Renewals
o
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