Oracle E-Business Suite Customer Relationship Management - Locus IT Services

Oracle E-Business Suite Customer Relationship Management

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Oracle E-Business Suite Customer Relationship Management

Oracle E-Business Suite Customer Relationship Management is the most comprehensive suite of integrated, global business applications that enable the organizations to make better decisions, ensuring growth, reduce costs, and increase performance.

With hundreds of cross-industry capabilities spanning the Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and supply chain planning, Oracle E-Business Suite Customer Relationship Management applications help customers manage the complexities of global business environments no matter if the organization is either small, medium, or large in size.

Oracle E-Business Suite Customer Relationship Management Modules

Part 1: R12 Oracle Common Application Components Fundamentals

Module 1: Introduction to Oracle Common Application Components
  • List of the Common Application Components
  • Which Oracle Modules Contain the Common Application Components
  • Brief Overview of Each Common Application Components
Module 2: Resources
  • General and Application Specific Resource Details
  • Roles and Role Types
  • Mapping Job Types to Roles
  • Defining Resource Groups and Group Hierarchies
  • Defining Dynamic Groups
  • Define Teams
  • Defining Skill Levels
  • Associating Resources with Users
Module 3: Territories
  • Territory Types for Different Applications
  • Application Modules That Use Territories
  • Territory Attributes and Attribute Conditions
  • Territories as Units to Group Resources for Functions
  • Territory Resources and Resource Access Types
  • Territory Rules Concurrent Program
Module 4: Calendar
  • Using Calendar for Appointments
  • Defining Calendars in Oracle E-Business Suite Customer Relationship Management
  • Assigning Shifts to Calendars
  • Assigning Resources to Calendars
Module 5: Tasks
  • Task Management Business Flow
  • Task Resources and Time Dependencies
  • Creating Standalone and Contextual Tasks
  • Creating and Using Task Template Groups
  • Defining Task Types and Priorities
  • Defining Task Statuses and Task Status Transitions
  • Overview of Task Security
Module 6: Notes
  • Notes as Supplementary Information for Objects
  • Creating Note Types
  • Creating Notes and Adding Attachments to Notes
  • Notes Data Security
  • Regular and Large Notes
Module 7: Assignment Manager
  • Assigning Ownership to Tasks and Documents
  • Assigning Resources to Tasks and Documents
  • Viewing Assigned Resource in Chart and Table Form
  • Automatic and Assisted Assignment Process Steps
  • Unassisted and Assisted Assignments
Module 8: Escalation Manager
  • Proactive and Reactive Escalations
  • Manually Creating Escalation Documents
  • Assigning Resources and Contacts to Escalations
  • Closing and Re-Opening Escalations
  • Defining Escalation Statuses, Levels, and Reason Codes
Module 9: Business Rules Monitor
  • Defining Business Rules for Automatic Detection of Specific Conditions
  • Accessing the Generated Notifications in Oracle E-Business Suite Customer Relationship Management
  • Starting the Required Workflow Processes
  • Defining Objects to Be Generated When Conditions Detected
  • Starting the Business Rule Monitor Process
Module 10: Interaction History
  • Logging Interactions and Activities with Customers
  • Viewing and Filtering Interaction History Data
  • Defining Outcomes, Results, Reasons, and Wrap Ups
Module 11: One-to-One Fulfillment
  • Automatic Process for Sending Information to Customers
  • Overview of Marketing Use of Fulfillment Requests
  • Defining Fulfillment Servers
  • Creating Agent Groups
  • Creating Content Types and Cover Letters
  • Starting Fulfillment Servers
  • Viewing Fulfillment Request History

Part 2: Use and Implement Oracle Incentive Compensation

Module 1: Resource Manager Setup
  • Methods Used to Create Resource Data
  • Import from E-Business Suite
  • Import from PeopleSoft HCM
  • Create Directly in Resource Manager
  • Resource Relationships
Module 2: Rules Library Management
  • Products and Product Hierarchies
  • Build a Product Hierarchy
  • Modifying Classification Rules Elements
  • Filtering Sales Credit
  • Plan Elements and Eligible Products
  • Plan Types (Case Study)
  • Compensation Plans and Plan Elements
  • Transaction Processing
  • Compensation Reports

It is built on an open, standards-based architecture that streamlines business processes, improves the data quality, and allows all your key divisions to draw from the same source of data.

Using Locus IT’s Oracle E-Business Suite Customer Relationship Management training you can understand how to manage customer relationships using consensus-based forecasting, case and service management, and more. For more information, please contact us.

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