COURSE DESCRIPTION
Oracle Sales Engagement Cloud | CRM Training Program
Oracle Sales Engagement Cloud help building deep and lasting customer relationships, especially for high-value or high-touch accounts, is a complex art form. Survival hinges first on winning those high-value deals, and then growing and retaining accounts as customers. That’s a difficult task if the data for each customer touchpoint isn’t unified from the beginning.
Oracle Engagement Cloud provides a comprehensive set of capabilities to help sales leaders transition smoothly from sales planning and execution through customer onboarding, account management and support services. Robust sales and service capabilities are built on a single platform, with easy mobile access and native AI that predicts each account’s win probability and recommended next best actions.
Empower everyone in your organization – including partners and channel reps – with contextual tools to win and retain more business
Engage Omni Consulting Services for Oracle Sales Cloud Implementation or Support Services, our Consultants has sound understanding of global and Pakistani market implementation requirements to drive maximum business benefits for you. Request a Demo
Course Benefits
Course Content
Sales Cloud | Engagement Cloud Introduction
- Account, contact, household, customer, and prospect
- Lead, opportunity, revenue Item, and forecast
- Sales catalog
- Territory
- Application Composer, Page Composer, Process Composer, Business Intelligence Composer
- Setup and Maintenance
- Resources
Getting Started
- Administration portal and login
- Implementation approach
- Offerings, tasks, and implementation projects
- Quick Start Implementation Project
Security and Visibility
- Role-based access control (RBAC)
- Privileges, policies, and roles
- Ownership, territories, teams, hierarchies, and resources
- Role-provisioning rules and autoprovisioning
- Business units
- Security console
- Access levels
Accounting Calendar, Currencies, and Geographies
Search
- Global search, Recent items, Work area search
Sales Catalogs
- Product groups
Leads, Opportunities, and Assessments
- Assign, qualify, and convert leads
- Sales methods and sales stages
- Assessment templates, questions, responses, and scores
Territories and Assignments
- Dimensions, geography zones, and coverage
- Assignment objects, attributes, and mappings
- Rule-based assignment, rule, rule set, and rule category
- Forecasting
- Forecast period, submission window, win probability, and override
Core Implementation
- Profile options and configuring behavior
- Lookups and managing values
- Running and scheduling processes and jobs
- Changing the look-and-feel using layouts and themes
- Analytic and reporting capabilities
Extensibility and Integration
- Oracle Application Composer and sandboxes
- Import and export techniques
- Migration tools
- Integration options
Flexible Class Options
- Implementation & Support Training | Corporate Group Workshops | Fast-Track
- Week End Classes For Professionals SAT | SUN
- Online Classes – Live Virtual Class (L.V.C), Online Training
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