Course Overview
The Introduction to Oracle Sales Cloud seminar is designed to provide those new to Sales Cloud with an overview of this solution’s business benefits and capabilities. Through functional demonstrations, you’ll gain an understanding of the navigation, key product features, and analytic capabilities of the Sales Cloud solution.However, as this is a seminar Oracle University does not include hands-on activities for students.
You’ll learn about the key features and functionality offered by the different modules within Sales Cloud, including: Sales Force Automation, Sales Forecasting, Territory Management, Sales Performance Management, Customer Data Management, Sales Analytics and Oracle Engagement Cloud.
Learn To:
- Describe the key features and business benefits of Sales Cloud
- Verify and review the initial settings
- Set up the Accounting Calendar
- Review Currency and Geographies
- Set up the user and product
- Manage an account and content
- Manage leads
- Link Sales Cloud to other devices and applications like Mobile, Outlook, and Social Network
- Understand the analytics capabilities within Sales Cloud
Benefits to You
By taking this seminar, you'll gain an understanding of how you can leverage the capabilities of the Sales Cloud solution to engage customers earlier and to accelerate and close more deals.
Who should attend
- Functional Implementer
- Administrator
- Cloud User
- Sales
- Business Analysts
Course Objectives
- Get an overview of Oracle Cloud Leadership and Resources
- Learn how to get started with a Cloud Service
- Learn the initial setup tasks for Oracle Sales Cloud
- Review User and Product setup
- Discover sales management objects and features
- Learn sales performance management features
- Learn about Sales Tools
- Discover analytics and reporting capabilities
- Learn about new Oracle Engagement Cloud
Course Content
- Course Introduction and Agenda
- Getting Started with Oracle Cloud
- Initial Setup Tasks
- User and Product Setup
- Sales Management
- Sales Performance Management
- Sales Tools
- Analytics and Reporting: An Overview
- Oracle Engagement Cloud