Oracle Fusion Sales

Oracle Fusion Sales (CRM) Course

Dr. Emily Carter

AI Research Scientist

Module 1: CRM Basics & Lead Management

  • Introduction to Oracle Fusion Sales & CRM Concepts

  • CRM Data Model & Navigation

  • Lead Creation, Assignment & Tracking

  • Lead Qualification & Conversion Process

  • Sales Team Roles & Access Control

  • Hands-on Labs:

    • Create leads & assign them to sales reps

    • Configure lead qualification rules

  • Introduction to AWS Cloud & Global Infrastructure
  • Identity & Access Management (IAM) – Users, Groups, Roles, Policies
  • Compute with Amazon EC2 (Launching, Configuring, Auto Scaling)
  • Storage with Amazon S3 (Buckets, Versioning, Lifecycle Policies)
  • Networking with Amazon VPC (Subnets, Routing, Security Groups, NAT)
  • Real-World Applications (Hosting, Security, Networking)

Module 2: Opportunities & Sales Forecasting

  • Opportunity Management Lifecycle

  • Linking Opportunities with Accounts & Contacts

  • Forecasting Sales Performance

  • Pipeline Management & Probability Stages

  • Hands-on Labs:

    • Create opportunities linked to leads

    • Generate and analyze sales forecasts

Module 3: Activity Management & Quotas

  • Activity Tracking: Calls, Meetings, Emails

  • Task Assignment & Reminders

  • Sales Quota Allocation & Tracking

  • Performance Dashboards for Sales Teams

  • Hands-on Labs:

    • Track customer interactions & activities

    • Set up and monitor sales quotas

Module 4: Integration with Marketing & Service Modules

  • Integration of CRM with Oracle Marketing Cloud

  • Campaign Management & Lead Nurturing

  • Service Cloud Integration: Customer Support & Feedback

  • Cross-Module Data Flow: Sales → Marketing → Service

  • Hands-on Labs:

    • Create an integrated sales & marketing campaign

    • Track service requests linked to sales accounts

Module 5: Supply Planning & Execution

  • Overview of Demand & Supply Planning

  • Planning Central: Forecasting & Material Planning

  • Global Order Promising (ATP, Sourcing Rules)

  • Supply Chain Execution & Collaboration

  • Hands-on Labs:

    • Run demand planning scenarios

    • Execute supply plan in Fusion SCM

Module 5: Capstone Projects

CRM Pipeline Configuration

  • Configure complete CRM lifecycle: Lead → Opportunity → Forecast → Activity → Service Integration

  • Build end-to-end sales process automation in Oracle Fusion

  • Deliverable: CRM pipeline demo with dashboards

Tools Covered

  • Core Modules: Lead Management, Opportunity Management, Activity Management, Sales Forecasting
  • Integrations: Marketing Cloud, Service Cloud
  • Reporting Tools: OTBI, BI Publisher, Dashboards
  • Automation: Rules for Lead Assignment, Forecast Calculations

$199

Join Class

Class Features

  • Hands-on CRM configuration in Oracle Fusion Sales
  • Real-Time Scenarios: Sales Pipeline, Forecasting, Activity Tracking
  • Resume-Ready Capstone Project for Oracle Sales/CRM Consultant Role
  • Certification Guidance: Oracle CX Sales Cloud Implementation Specialist
  • Verified Certificate of Completion

FAQS

Frequently Asked Question

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