ORACLE CRM

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Last Update April 19, 2022
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About This Course

Course Overview :

Oracle offers the broadest and deepest portfolio of CRM solutions that address all customer touch-points and provide rich functionality to support the specific business needs for organizations of every size to deliver a superior customer experience.

Prerequisties
  • Attendees must be familiar with Web-based applications and have basic Microsoft Windows navigation skills and basic file-management skills.

Course Content

  • 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

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