Oracle CRM Training

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Oracle CRM Course Overview

Tekslate is one of the best training destinations providing advanced Oracle CRM training all over the world. We not only teach you technology but also make you understand with real-time projects and informative and interactive sessions. Our instructors are professionals in the field and will solve your queries until you are fully satisfied. We will provide you with complete course material and offer backup sessions to those students who failed to attend the sessions.
Course Duration 30 hrs
Live Projects 2
Next Batch 23 October, 2021

Oracle CRM Course Curriculum

  • Understand a store's shopping cart and ordering functionality and other key features

  • Understand the 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 the Oracle Trading Community Architecture model

  • Create Employees and Users, Import Resources, and assign roles and responsibilities to users

  • Understand the 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 personalisation features available in OA Framework

  • Create proposals for leads, opportunities or quotes


  • Describe E-Business suite

  • Associate job roles with the basic sales flow

  • Describe customer types

  • Describe the lead to order process

  • 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

  • List mandatory dependencies for a sales implementation

  • List some optional dependencies

  • List Accounting sales-related setups

  • Define the Advanced Product Catalog

  • Describe integration between Oracle Sales applications and Oracle Marketing

  • Describe Oracle Notes

  • Set up Oracle HTML Notes

  • Describe Oracle Task Manager

  • Set up Oracle HTML Task Manager

  • Describe Oracle Calendar

  • Set up Oracle HTML Calendar

  • Identify the setups for Resource Manager

  • Describe implementation consideration for Resource Manager

  • Describe how to implement Resource Manager in Forms

  • Explain how to implement Resource Manager in HTML

  • Explain the Oracle Trading Community Architecture (TCA) model

  • Define the features that enable you to enter and maintain customer and contact information

  • Set up party classification

  • Understand global address formatting and validation

  • Merge parties or customer accounts

  • Describe Territory Manager

  • Create geographic territories

  • Create named account territories

  • Set up Territory Assignment Program

  • Define campaign terminology

  • Describe the sales campaign flow

  • Create a sales campaign schedule

  • Create a target group

  • Define Lead Management

  • Explain lead related setups

  • Create a lead

  • Discuss how leads are qualified, ranked, and assigned

  • Convert a lead to an opportunity

  • Identify how to accept, decline, or reassign a lead

  • Define opportunity management and its functions

  • Explain opportunity related setups

  • Create an opportunity from a sales lead

  • Create an opportunity without a sales lead

  • Personalise the Oracle Sales user interface, search region, sales funnel, and home page

  • Publish saved searches

  • Manage saved searches and reports

  • Describe report personalisation features

  • Describe the forecasting process

  • Define forecasting terminology

  • Explain forecast related setups

  • Create Product Category worksheet

  • Generate forecasts

  • Review forecast history

  • Set forecasting profile options

  • Describe Oracle Proposal application

  • Describe some key features

  • Define key elements of a proposal

  • Identify applications that integrate with Oracle Proposals

  • List high-level implementation steps

  • Create a proposal from a lead, an opportunity, a customer, a quote, or as a standalone document

  • Describe how to generate a proposal version

  • Describe the benefits of Sales Contracts in Oracle Quoting

  • Print a quote with contract terms

  • Enable Oracle Sales Contracts functionality for Oracle Quoting

  • Negotiate contract terms for a quote

  • Describe the Oracle Quoting application

  • Describe some key features

  • List Oracle Quoting user interfaces (UIs)

  • Describe mandatory dependencies

  • List common Oracle Quoting integrations with other Oracle applications

  • List high-level implementation steps

  • Create a quote

  • Describe the Oracle iStore application and list some key features and benefits

  • List common iStore integrations with other Oracle applications

  • List high-level setup steps

  • Explain basic shopping cart and ordering functionality

  • Describe how to register iStore users

  • Define DBI for iStore

  • Discuss the key benefits of Oracle Sales Offline

  • Set Sales Offline profile options

  • Customise menus and descriptive flex fields

  • Understand the Sales Offline architecture

  • Explain synchronisation types and preferences

  • Discuss versioning and template identification

  • Describe product dependencies and major integration points

  • List Oracle Daily Business Intelligence (DBI) key features

  • Describe DBI for Sales and DBI for Quoting

  • Explain DBI for Sales and DBI for Quoting key performance indicators

  • List setup steps for Sales and Quoting DBI applications

For Individuals
For Corporates

Oracle CRM Upcoming Batches

  • Weekend

    23 Oct - 22 Nov

    7:00 PM IST
  • Weekday

    25 Oct - 24 Nov

    7:00 AM IST
  • Weekend

    30 Oct - 29 Nov

    7:00 PM IST
  • Weekday

    1 Nov - 01 Dec

    7:00 AM IST
  • Weekend

    6 Nov - 06 Dec

    7:00 PM IST
  • Weekday

    8 Nov - 08 Dec

    7:00 AM IST
  • Schedules Doesn't Suit You ?

    Our Team can set up a batch at your convinient time.

    Let us know

    Oracle CRM Course Objectives

    • What Oracle CRM is and how it will benefit the users

    • Gain knowledge about Product Administering

    • Gain knowledge about Product Deployment and Multiple Product Administering

    • Understanding the functionalities in Oracle CRM.

    • Many top companies are incorporating Oracle CRM in their deployments, and this created more demand for professionals working on Oracle CRM worldwide.

    • Certified Oracle CRM professionals are earning high salaries compared to professionals working on other technologies.

    • The average salary of a certified Oracle CRM professional is 119,914 USD per annum.

    • Experienced system administrators

    • Software Release Managers

    • System integrators

    • Implementation consultants

    • Technical staff

    Having basic knowledge of customer relationship management (CRM) is enough to learn Oracle CRM.

    The tutor will take care of handling the projects. We will provide two real-time projects with a highly-skilled guide who can assist you throughout the project.

    Have More Questions

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    Oracle CRM Course FAQ's

    Have questions? We’ve got the answers. Get the details on how you can grow in this course.

    Our trainers are well experienced professionals and certified in working with front-end development technologies.

    We will record all the Live sessions you go through, and we will send the recording of the class you missed.

    For practical execution, our trainer will provide server access to the student. 

    All our training classes are live. This is to solve all the student queries directly with the trainer.

    Live online training means, our trainer will be in online with you to solve your issues.
    Pre-recorded training means, there will be no trainer available to solve your issues.

    You can contact our Tekslate support team, or you can send an email to for your queries.

    Yes, you can access the course material after completing course by the recorded training videos we shared with you during training.

    To avail all discounts offered by Tekslate, you need to visit the website regularly. However, there will be a group discount for 2 or more participants.

    Yes, you will get your refund by cancelling some administration fee from the course. But, you should cancel your enrolment within 48 hours of registration, and then the refund will be retained within 30 days of a request.

    Have More Questions. Reach our Support Team

    Contact us

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