Download Oracle CRM On Demand Administration Essentials by Padmanabha Rao, Venkatesan Sundaram PDF

By Padmanabha Rao, Venkatesan Sundaram

Packed with illustrations, diagrams, and information with transparent step by step directions and real-time examples. grasp software Customization through studying customized web page layouts, homepage layouts, seek end result layouts, and dynamic layouts. comprehend consumer administration and entry keep an eye on. have interaction successfully with Oracle company within the upkeep of your CRMOD.

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The sales and marketing manager has no access to generate sales forecasts (this means that the manager cannot force an automatic submit of the sales forecasts of his sales representative but has to wait for the sales representative to submit their forecasts). Field Sales Rep Has access to leads evaluation (qualification, archiving, rejection, and conversion). Has access to the most common horizontal types of records and can read only those records owned by him. Inside Sales Rep Has access to leads qualification and archiving.

Info Steps 1-2-3: Go Live Out of the Box Campaign The campaign module helps to create, update, and track campaigns. A campaign is a mechanism via which you convey a marketing message to your existing and potential customers. Typically, campaigns deliver a promotional offer or informational content on your organization's new products or services via different channels of communication, to cross-sell or upsell to you current customers or to acquire new customers. The goal is to generate additional interest in the company's products and services.

This information gives a complete picture of your opportunity and your customer. To ensure that an opportunity record captures all the selling activity, the changes to the records can be tracked through an audit trail. html. Sales process The sales organization has time-bound goals. In the normal course of business, its pipeline of opportunities faces market competition and a variety of risks at the customers' end. The sales process is the discipline by which the sales organization generates reliable forecasts of revenues.

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