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Oracle CX Sales: Sales Implementation

  • Tuition USD $1,848
  • Reviews star_rate star_rate star_rate star_rate star_half 486 Ratings
  • Course Code D106041GC30
  • Duration 2 days
  • Available Formats Virtual

This Oracle Sales Cloud Implementation course covers mandatory tasks that must be performed once the system has been installed and provisioned for your use and once core setup has been completed.  In this hands-on course, you'll learn the common tasks to set up your initial sales implementation. When possible, it identifies common mistakes so that you are positioned for future success.


Learn To:

  • Configure opportunity management
  • Configure territory management and assignments
  • Manage users and resources
  • Perform required and optional implementation tasks, including configuring leads, opportunities, and classification categories

Benefits to You:

Understanding and practicing key set ups will ensure your deployment is as smooth as possible.

Skills Gained

  • Configure opportunity management
  • Configure territory management and assignments
  • Manage users and resources
  • Perform required and optional implementation tasks, including configuring leads, opportunities, and classification categories

Who Can Benefit

  • Administrator
  • Implementer

Prerequisites

Suggested Prerequisite

  • Oracle Sales and Service: Core Team Training

Course Details

Topics

Sales Users

Accounts and Contacts

Leads, Opportunities, and Assessments

  • Assign, qualify, and convert leads
  • Sales methods and sales stages
  • Assessment templates, questions, responses, and scores

Territories and Territory Assignment

  • Classification categories
  • Dimensions, geography zones, and coverage
  • Assignment objects, attributes, and mappings

Rule-based Assignment

  • Rule-based assignment, rule, rule set, and rule category

Forecasting

  • Forecast period, submission window, win probability, and override


Accounts and Contacts

Leads, Opportunities, and Assessments

  • Assign, qualify, and convert leads
  • Sales methods and sales stages
  • Assessment templates, questions, responses, and scores

Territories and Territory Assignment

  • Classification categories
  • Dimensions, geography zones, and coverage
  • Assignment objects, attributes, and mappings

Rule-based Assignment

  • Rule-based assignment, rule, rule set, and rule category

Forecasting

  • Forecast period, submission window, win probability, and override

How do I enroll?

A comprehensive listing of ExitCertified courses can be found here. You can register directly for the required course/location when you select "register". If you have any questions or prefer to speak with an ExitCertified education consultant directly, please submit your query here. A representative will contact you shortly.

How do I pay for a class?

You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

What if I have training credits?

ExitCertified honors all savings programs from the partners we work with. ExitCertified also offers training credits across multiple partners through our FLEX Account.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Lunchtime?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

I've taken 2 AWS courses at ExitCertified both of them IMVP, they're my training provider of choice!

I just completed a three day course in BigFix usage/administration led by Gary Lehnus. Gary was an excellent instructor. ExitCertified made the online class process painless. I can't speak for their other courses as I have not taken them, but the BigFix course is well worth it.

The course for Cognos Enterprise Admin was wonderful! Learned a lot and have started applying what was learned. Thanks.

Very good and easy system, Azure pass registration process should be slightly better with not having to get a new outlook account.

Just finished up a course taught by Sean Mohseni. Excellent instructor. If you can find a course he's teaching, its well worth it.

4 options available

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  • Aug 27, 2020 Aug 28, 2020 (2 days)
    Location
    Virtual
    Language
    English
    Time
    09:00 AM 17:00 PM CST
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  • Sep 24, 2020 Sep 25, 2020 (2 days)
    Location
    Virtual
    Language
    English
    Time
    07:00 AM 15:00 PM PST
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  • Oct 22, 2020 Oct 23, 2020 (2 days)
    Location
    Virtual
    Language
    English
    Time
    09:00 AM 17:00 PM GMT
    Enroll
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  • Nov 19, 2020 Nov 20, 2020 (2 days)
    Location
    Virtual
    Language
    English
    Time
    09:00 AM 17:00 PM CST
    Enroll
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