Oracle CRM On Demand Administration Essentials
Duration : 2 Days (16 Hours)
Oracle CRM On Demand Administration Essentials Course Overview:
The Oracle CRM On Demand Administration Essentials certification is a recognition for administrators who have demonstrated competency in managing Oracle’s Customer Relationship Management (CRM) software. The certification indicates familiarity with the application’s features, such as sales force automation, customer service, marketing, and analytics. Through this certification, professionals demonstrate their proficiency in configuring, implementing, and managing CRM programs to enhance customer relationships, generate leads, and improve sales. It is often used by industries seeking to leverage Oracle CRM solutions for improved business operations. The certification can help individuals stand out to potential employers, particularly within industries that rely heavily on CRM systems.
Intended Audience:
- IT professionals managing Oracle CRM systems
- Database administrators seeking knowledge in CRM
- Professionals working in customer relations management
- Oracle associates looking to deepen their CRM knowledge
- Professionals seeking certification in Oracle CRM On Demand Administration
- Enterprise administrators and managers
- Business intelligence developers and analysts
Learning Objectives of Oracle CRM On Demand Administration Essentials:
The learning objectives of the Oracle CRM On Demand Administration Essentials course are to equip learners with the key skills needed for effective CRM administration. These include understanding the application’s architecture, navigation, personalization, and functionality, as well as learning how to manage users and data, configure applications, create reports, and analyze data. The course aims to provide the knowledge required to successfully manage and drive user adoption within the Oracle CRM On Demand system. Other critical objectives include understanding how to troubleshoot common issues, design effective workflows, and streamline business processes within the Oracle CRM platform. The course ultimately aims to empower participants to become proficient administrators of Oracle CRM On Demand, enhancing customer relationship management and driving business growth.
Module 1: The Role of the Administrator
- Administrator tasks
- Administration application pages
- Resources and setup templates
Module 2: Setting Up the Company Defaults and Password Controls
- Settings in the company profile
- Security settings
- Sign in and password controls
Module 3: Managing Visibility and Access Control
- Features that control data visibility and access
- Access profiles
- Role management
- Manager visibility
- Setting up users
- Flexible data sharing with books of business
Module 4: Customizing Fields and Page Layouts
- New or modified fields
- Cascading pick lists
- Default field values
- Web links
- Detail page and related information section layouts
- Dynamic page layouts
- Homepage, Search, Action Bar, and Convert Lead layouts
Module 5: Extending the Application
- New record types
- Custom Web tabs
- Web applets
Module 6: Setting Up a Product Catalog and Forecast Schedule
- Products and product categories
- Forecast types
- Forecast schedule setup
- Opportunity forecasts
Module 7: Assigning Records Automatically
- Automatically assign records
- Assignment rule groups
- Assignment rule criteria
- Assign territories and teams
Module 8: Embedding Your Sales Methodology
- Sales stages and pipeline reports
- New or modified sales processes
- Sales process coach
Module 9: Using Workflow Rules to Automate Actions
- Workflow actions and trigger events
- Workflow rules
- Workflow monitoring
Module 10: Managing Access to Reports and Analyses
- Prebuilt and custom analytics
- Visibility to data in reports
- Access controls for reports
- Homepage analyses
Module 11: Performing critical maintenance tasks
- Managing users
- Updating forecast definitions
- Managing records and data quality
- Monitoring alerts
- Testing new features
- Understanding environments
Oracle CRM On Demand Administration Essentials Course Prerequisites:
- Basic understanding of CRM concepts
- Prior experience with Oracle CRM On Demand
- Basic computer skills and familiarity with web browsers
- Knowledge of business processes and practices
- Understanding of key sales and service functions.
Discover the perfect fit for your learning journey
Choose Learning Modality
Live Online
- Convenience
- Cost-effective
- Self-paced learning
- Scalability
Classroom
- Interaction and collaboration
- Networking opportunities
- Real-time feedback
- Personal attention
Onsite
- Familiar environment
- Confidentiality
- Team building
- Immediate application
Training Exclusives
This course comes with following benefits:
- Practice Labs.
- Get Trained by Certified Trainers.
- Access to the recordings of your class sessions for 90 days.
- Digital courseware
- Experience 24*7 learner support.
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