Course Details

Oracle CRM on Demand is a hosted SaaS (software as a service) application which provides deep Sales Force Automation functionalities with strong analytics along with Customer Service, Marketing and Contact Management functionalities. CRM On Demand Connected Mobile Sales for Android, iOS, Blackberry devices and Oracle CRM on Demand Disconnected Mobile Sales for iPad users which helps in sales procedural compliance and also used for call submission on the go.

Oracle CRM Training Curriculum

Administering Simple Products

Describing simple products, Creating and entering detail for simple products, Versioning and releasing a product record

Administering Attributes and Classes

Describing attributes, Creating a class hierarchy, Creating attributes and domains, and assigning them to a hierarchy, Assigning products to the class hierarchy, Generating smart part numbers.

Pricing Overview

Creating a new price list and price list line items
Creating volume discounts

Administering Catalogs and Categories

Describing a product catalog, Creating catalogs and categories, Adding products to categories, Understanding product catalog visibility

Administering Component-Type Customizable Products

Creating a component-type customizable product by defining relationships
Using a Workspace Project to manage, test, and release products, attributes, and classes
Using Time Slice reports to track changes within a given object/version during its life

Pricing Customizable Products

Describing component-based customizable product pricing strategies
Using the Pricing Designer to view and price a component-based customizable product

Administering Constraints

Creating constraints to enforce business logic during product configuration
Describing commonly-used rule types

Administering Eligibility and Compatibility

Describing Eligibility and Compatibility examples and usage scenarios
Defining Eligibility and Compatibility matrices
Administering Eligibility and Compatibility rules

Administering Promotions

Listing types of product promotions, Administering product bundles, coupons, and special configuration promotions
Administering eligibility and compatibility for product promotions
Using product promotions with quotes and orders

Administering Recommendations

Describing product and promotion recommendation functionality, Creating product and promotion recommendations, Defining messages using Unified Messaging administrative views

Administering Multiple Product UIs

Creating multiple product user interfaces (UIs) for a customizable product, Using user interface properties for additional functionality, Describing the logic governing product UI selection

Using Application Deployment Manager

Describing the Application Deployment Manager (ADM) architecture, Exporting product-related data from a Siebel application, Packaging product data for deployment using ADM

Modeling Communications, Media, and Energy Products

Listing business requirements and modeling challenges in Communications, Media, and Energy (CME), Representing CME products in the Siebel application
Differentiating between predictive, interactive, and reactive product selection rules