Search for tag: "CRM"

Sales | Get Started with CX Sales for Microsoft 365

Learn the basics of the Microsoft 365 Add-in for CX Sales

From  Denise Simpson on September 22nd, 2020 0 likes 0 plays

Siebel CRM Virtual CAB - July 2020

Customer Spotlight - KeyBank & CognizantDevelopment Briefing - DevOps & Zero Downtime Focus Group ReviewDevelopment Briefing - Siebel Remote

From  John Bedford on September 5th, 2020 0 likes 10 plays

Sales | Speed Up Your Setup with the Sales Setup Assistant Utility

Learn how you can use a Windows utility provided by Oracle to speed up the initial setup of your sales application. You can download the Sales Setup Assistant utility and the detailed text…

From  Denise Simpson on July 27th, 2020 0 likes 1 plays

Territory Management | Use Territory Management

Learn to create and change active territories.

From  Denise Simpson on July 24th, 2020 0 likes 1 plays

Territory Management | Create an Auxiliary Territory Dimension

Learn how to create a classification category, associate it with an auxiliary territory dimension, and activate the account mapping for the dimension.

From  Denise Simpson on July 24th, 2020 0 likes 0 plays

Territory Management | Change Territories Using Import

Learn how to set up preferences for uer names, passwords, and notifications.

From  Denise Simpson on July 24th, 2020 0 likes 0 plays

Sales Forecasting | Manage Your Forecast

This tutorial shows you how to manage the forecast for your team.

From  Denise Simpson on July 24th, 2020 0 likes 1 plays

Sales | Import Accounts and Account Hierarchies

Learn how to import accounts and account hierarchies using the account import macro provided by Oracle.

From  Denise Simpson on July 24th, 2020 0 likes 2 plays

Sales | Get to Know Your Sales Analytics

Learn how to navigate and use your Sales analytics.

From  Denise Simpson on July 24th, 2020 0 likes 2 plays

Sales | Get Started with Social Selling

Learn how to use the LinkedIn Sales Navigator plugin.

From  Denise Simpson on July 24th, 2020 0 likes 1 plays

Sales | Get Started with Account Planning

Learn how to use Oracle’s account planning tools to manage your key accounts.

From  Denise Simpson on July 24th, 2020 0 likes 1 plays

Sales | Expose a Field in the UI

Learn how to expose a field in the UI. This video covers adding a custom field to the accounts UI so you can import it. You can use the same process for adding standard application fields as…

From  Denise Simpson on July 24th, 2020 0 likes 1 plays

Sales | Enable Custom Fields for Import

Learn how to enable custom fields you created for import and export. The content of this video is also covered in text topics.

From  Denise Simpson on July 23rd, 2020 0 likes 1 plays

Sales | Create an Activity Analysis for Your Sales Team

Learn how to create a simple activity analysis for your sales team.

From  Denise Simpson on July 23rd, 2020 0 likes 1 plays

Sales | Add Opportunity Team Members

Learn how to add team members to an opportunity.

From  Denise Simpson on July 23rd, 2020 0 likes 0 plays

SaaS Enablement | Importing Sales Users

This tutorial shows how to import sales users into Oracle Sales Cloud using the Sales User Quick Import Excel macro.

From  Denise Simpson on July 23rd, 2020 0 likes 0 plays