Quote Management – Quote Simple. Quote Smart

Shouldn't Quote management be a part of the CRM solution itself? This is a classic question we hear from our customers very often. They are really puzzled when we tell them that an opportunity, to some extent, is the CRM's final touch point. Once an opportunity is won, it is assumed that it gets converted … Continue reading Quote Management – Quote Simple. Quote Smart

Oracle Sales Cloud Partner Relationship Management (PRM) – Configuration considerations

The Partner Relationship Management (PRM) component of Oracle Sales Cloud focuses on process automation between companies (brand owners) and channel partners. It allows companies to coordinate business planning activities, share information, conduct commerce across the channel. Processes, Objects, and Roles are various setup considerations for Sales Cloud PRM. This article shall provide required inputs for … Continue reading Oracle Sales Cloud Partner Relationship Management (PRM) – Configuration considerations

Getting started with Oracle Sales Cloud Security

If you are coming from a very light weight Cloud CRM application (e.g. CRM On Demand) where users could only have a single role and functional privileges, data security authorizations specified in wizard based role console, Oracle Sales Cloud’s security framework could look daunting. Oracle Sales Cloud security framework has Duty Roles, Abstract Roles, Job … Continue reading Getting started with Oracle Sales Cloud Security

Build email, blast and manage responses from Oracle Sales Cloud

Sales representatives and sales managers can create sales campaigns for reaching out to contacts within their territories. Using sales campaigns, they invite contacts to an event or inform them about a product launch. Using a guided process, they can select recipients, use email templates, launch campaigns, monitor responses and take actions. A great stride forward … Continue reading Build email, blast and manage responses from Oracle Sales Cloud

Smart Phones for Smarter CRM

M-PESA, a phone based money transfer and micro-financing service is said to have had pro-found impact on Kenyan households to manage their money. In a country where only 1 percent Kenyans has a landline, this smart cell phone based service has changed the life of 70 percent population. As per Bill and Melinda Gates Foundation … Continue reading Smart Phones for Smarter CRM

Oracle Sales Cloud – Best Practice Data Model for Accounts, Contacts & Activities

Through releases 8 and 9, Oracle Sales Cloud started to standardize its data model around Accounts, Contacts and Activities. Accounts Previously “Customers” object included both organizations and individuals to whom we sold. Organizations were called Customers and Individuals were called Consumers. But from R8, Organizations and Individuals are separated and are now called Accounts and … Continue reading Oracle Sales Cloud – Best Practice Data Model for Accounts, Contacts & Activities

How to Best Utilize Oracle Sales Cloud Analytics ?

Oracle Sales Cloud has prebuilt dashboards tailored for all sales roles. Sales Analytics allows users to track Pipeline Strength, Actuals against Quota and Sales Team Performance in a single view. Dashboard reports allow users to navigate from a summary view to more detailed report and users could even further drill down to record level information. … Continue reading How to Best Utilize Oracle Sales Cloud Analytics ?