Fusion Applications: Customer Relationship Management Overview

The Oracle Fusion Customer Relationship Management Overview provides a general description of the Oracle Fusion Applications product suite, with a high level discussion of security and extensibility options You will also learn some of the core Fusion CRM features and key concepts, followed by descriptions of the primary functions of the Sales Offering, including Lead Management, Opportunity Management, Territory Management, and Forecasting. The seminar concludes with a survey of embedded Analytic features, access points and tools.

Learn To:

• Understand Fusion CRM features and key concepts
• Understand Fusion CRM Lead Management process
• Understand Fusion CRM Opportunity Management process
• Understand Fusion CRM Territory Management process
• Understand Fusion CRM Forecasting process

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Audience

• Business Analysts
• Functional Implementer
• Project Manager
• Team Leader
• End Users

Course Topics Introduction to Oracle Fusion Applications

• Identify Fusion Application strategy
• Identify Key Design Points
• Identify the Adaption scenarios
• Describe the Coexistence Solution

Fusion CRM Concepts

• Key CRM entities
• Fusion CRM Access Control
• Fusion CRM Setup
• Customizing Fusion CRM
• Help in Fusion CRM

Lead Management

• Fusion CRM Lead Management Process
• Lead Management Terminology
• Lead Management Key Features
• Lead Management Functionality Overview

Opportunity Management

• Create or modify Sales methods and Stages
• Describe Sales Coach
• Create an Opportunity

Opportunity Revenue and Sales Credit

• Describe the Revenue Model
• Administer Revenue Options

Territory Management

• Territory Definition
• Territory Dimensions
• Territory Management Key Features
• Territory Proposal
• Territory Metrics and Analytics

Forecasting

• Revenue Forecasting
• Forecast Behavior
• Forecast Analysis
• Forecast Life Cycle

Analytics Overview

• Analytics Offerings
• Generating a Report

Course Objectives

• Understand the Fusion Application suite
• Understand the components of the Fusion UI and common Fusion components
• Understand the Fusion CRM base sales functionality
• Understand the features of Lead Management
• Understand the features of Opportunity Management
• Understand the features of Territory Management
• Understand the features of Forecasting
• Understand the Fusion User Interface with embedded Business Intelligence