Adobe Captivate - Oracledownload.oracle.com/ocomdocs/global/fusion_r12/sales/... · Web view• End users create quotes in Siebel CRM and existing opportunities in Oracle Sales Cloud

Adobe Captivate Saturday, May 06, 2023

Slide 3 - Oracle Sales Cloud Release 12

Slide notes

Hello, my name is Mustafa. Welcome to training for Oracle Sales Cloud Release 12. In this session we will talk about added new features in Oracle Sales Cloud for Communications

Notes

Page 1 of 22


Slide 4 - Agenda

Slide notesFor the enhancements covered in this training, we’ll give an overview, followed by more detail to explain how you can use them, and what business value they bring.

Then we’ll walk you through a demonstration.

Next we’ll explain what you need to consider before enabling these features in your business, and what you need to know to set them up.]

Notes

Page 2 of 22


Slide 5 - Enhancements Overview

Slide notesIn this release of Oracle Sales Cloud, we have included the following features:

• End users create a Billing Profile to invoice the customer for products and services

• End users create a Financial Profile to perform a credit check on the customers

• End users create quotes in Siebel CRM and existing opportunities in Oracle Sales Cloud are updated

• Employee’s Responsibility, Role and Organizations information in Siebel CRM are mapped to Oracle Sales Cloud

• Support for Shared Address for Accounts and Contacts

Notes

Page 3 of 22


Slide 6 - Billing Profile Management

Slide notesA billing profile contains information such as billing frequency, bill type, and billing cycle. End users can associate more than one billing profile with an account, but they must choose one billing profile as the primary billing profile. A billing profile is generally associated with a billing account and can represent the legally binding agreement between the customer and the service provider. A billing profile might contain information synchronized from an external billing application. During the order capture process, each communications service is associated with an owner account, a service account, a billing account, and a billing profile.

Notes

Page 4 of 22


Slide 7 - Financial Profile Management

Slide notesSales reps can create a financial profile for an account. The financial profile describes the bank account information, credit rating, and DUNS number. The Financial Profile should also talk to 3rd party credit check systems to send the account details and DUNS number and return the Credit Rating. An account can only have one Financial Profile.

Notes

Page 5 of 22


Slide 8 - Update Opportunities from Siebel Quotes

Slide notesWhen the Sales Rep creates an opportunity in Oracle Sales Cloud, that opportunity is synchronized to Siebel CRM. The Sales Rep creates a quote in Siebel CRM by opening the Full Siebel Application from Oracle Sales Cloud. Quote Form Applet in Siebel displays the quote header details such as Quote Name, Account, Opportunity, Total, Price List and Line Items details. The Sales Rep decides to update the existing opportunity in Siebel CRM. When the opportunity is updated in Siebel CRM, the integration process should update the opportunity in Oracle Sales Cloud. The assumption is that the associated opportunity for the quote in Siebel CRM was created from Oracle Sales Cloud.

Notes

Page 6 of 22


Slide 9 - Organization Mappings

Slide notesOrganizations are designed to represent the broadest divisions of a company. A Siebel organization controls the data access of the employees that are assigned to it. Organizations can be internal, or they can be external (in the case of Siebel PRM). The organization associated with the employee’s active position determines visibility for the employee. Resources object in Oracle Sales Cloud will be extended to include Organization information for particular resources. Any resource with non-managerial roles will be assigned to a Parent Res Org as a member with non-managerial Role. Only Resources with Managerial Roles will be part of a Res Org as a member with Managerial Role. This derives the Reporting Hierarchy in OSC.

Notes

Page 7 of 22


Slide 10 - Support Shared Address for Accounts and Contacts

Slide notesIn OSC UI, when a user enters an existing address while creating an account or contact, new address records should not be created in the OSC database. The existing address record (if any) should be associated with the newly created accounts and contacts. Furthermore , the newly created accounts and contacts should be synchronized to Siebel and associated with the existing Siebel address record (if any) and no new address records should be created when an address record with the given address already exists.

Notes

Page 8 of 22


Slide 11 - Accelerated Digital Transformation for Siebel Customers

Slide notesIn R12, Bi Directional synchronization integration is certified with Oracle Sales Cloud Release 12.

Notes

Page 9 of 22


Slide 12 - Oracle Sales Cloud for Communications

Slide notesIn summary, this release of Oracle Sales Cloud for Communications further reinforces the value of the industry solution we released in R10. The key capabilities of the solution include:

• New Opportunity and Account layouts tailored to the Contract Renewal process of B2B Communications customers;

• Pre-configured integrations with Siebel CRM and eBilling to support Sales activities for contract renewals, including:

• Auto-generation and assignment of contract renewal opportunities in OSC;

• Auto-creation of Quotes within OSC for the contract renewal opportunity;

• Rich customer 360 displayed in OSC for current contracts, historical sales and service activities, detailed usage and billing data.

• Specific dashboards for sales management displaying key sales performance indicators and detailed analytics on Communications contract renewals, new contracts, and bundled products.

Notes

Page 10 of 22


Slide 56 - Summary of R12 Enhancement Capabilities

Slide notesHere is the summary of the R12 features we have covered today:

• Billing Profile Management

• Financial Profile Management

• Update Opportunities from Siebel Quotes

• Organization Mappings

• Support Shared Address for Accounts and Contacts

Notes

Page 11 of 22


Slide 57 - Implementation Advice

Slide notesIn this implementation advice section we will go through what you need to consider before enabling these features in your business, and what you need to know to set them up.

Notes

Page 12 of 22


Slide 58 - Feature Impact Guidelines

Slide notesThe following features are available automatically in Oracle Sales Cloud for Communications Rel12.

• Billing Profile Management

• Financial Profile Management

• Update Opportunities in OSC from Siebel Quotes

• Organization Mappings

• Support for Shared Address

All features are shipped with appropriate job roles. The following sections will explain the actual steps to configure these features.

Notes

Page 13 of 22


Slide 59 - Setup Summary

Slide notesDay-Zero activities are the setup tasks that you must perform after you sign in to Oracle Sales Cloud for Communications. There are several steps that customers must carry out. They are configure Billing Profile Management, configure Financial Profile Management, configure Update Opportunities in OSC from Siebel Quotes, configure Organization Mappings and configure for Support shared address for accounts and contacts.

Notes

Page 14 of 22


Slide 60 - Billing Profile Management Setup Detail

Slide notesBilling Profile Management is configured in Oracle Sales Cloud. Security roles for Create/View, View All/Update and Delete functions are created for Sales rep, sales manager, and sales VP. Appropriate page layouts are configured in Application Composer.

Notes

Page 15 of 22


Slide 61 - Setup Detail – Financial Profile Management

Slide notesFinancial Profile Management is configured out of the box on customer’s OSC environments. There are no extra steps required to configure Financial Profile Management.

Notes

Page 16 of 22


Slide 62 - Setup Detail – Update Opportunities in OSC from Siebel Quotes

Slide notesThis setup describes steps to configure Update Opportunities in Oracle Sales Cloud from Siebel Quotes. The following key “UPDATE_OPTY_INTEGUSER” must be entered in Integration Configuration UI. Integration Configuration UI is accessed in Oracle Sales Cloud Home page under Tools application. SYNCAGENT user should be created in Oracle Sales Cloud. Siebel Integration documentation (Integrating Oracle Sales Cloud with Siebel CRM (Doc ID 1670543.1) should contain the steps to create the user and appropriate roles should be assigned to the user. The rest of the steps must be carried out in Siebel CRM.

Notes

Page 17 of 22


Slide 63 - Setup Detail – Organization Mappings

Slide notesThis setup describes the steps to handle the organization mappings between Siebel and OSC. Organization hierarchy will be replicated from Siebel to OSC based on the employee data. Resources object must be extended to include an attribute called Organization ID. There are several pre requisites to Organization Mapping. An organization can have only one manager. Org in Fusion can have only one manager so 1:1 mapping is there between Manager and Organization in OSC. The organization cannot be added to the hierarchy as the root node because the hierarchy already has a root node.

Notes

Page 18 of 22



Slide notesThe Resource Object is extended to have 3 custom fields: Position Id, Employee Id, Organization Id, and Remote System. Employee import should populate these fields for all the users. Existing Siebel responsibilities are mapped to custom role names in Oracle Sales Cloud. There is a 1:1 mapping between OOTB Role Code and existing OOTB Role Name in Oracle Sales Cloud. Custom role names are created in Oracle Sales Cloud and mapped to OOTB role codes in Oracle Sales Cloud. Functional Setup Manager (FSM) task Manage Resource Roles is used to create the custom roles in Oracle Sales Cloud and another FSM task Manage HCM Role Provisioning Rules is used to create provisioning assignment between custom OSC role name to OOTB OSC role code such as Sales Manager, Resource. Role code value is used in the import file and Role name is for identification in OSC UI)

Notes

Page 19 of 22



Slide notesEmployee records in Siebel application must be exported before they can be imported into Oracle Sales Cloud. Employee data is located in Employee List applet in Siebel application. Next, employee records are imported into Oracle Sales Cloud using the File Based Data Import utility. Position Organization and Parent Position Organization are two important pieces of information. They should be included in the export file. Once the file is imported into Oracle Sales Cloud, the employee (resources) records are created/updated in Oracle Sales Cloud. The file should contain the PartyId for the resources. The position id of the same resource should be indicated so that the same employee could be updated in Siebel. Siebel UI import tool is used to accomplish the cross referencing between Oracle Sales Cloud and Siebel application. OSC party ids, as Siebel Integration Id, are updated in Siebel during the import process.

Notes

Page 20 of 22


Slide 66 - Job Roles

Slide notesThis table details the shipped job roles that will access the new capabilities covered in this training.

Notes

Page 21 of 22


Slide 67 - Business Process Model Information

Slide notes[The business processes associated with the new capabilities covered in this training are detailed here:

The high level business processes are Manages Sales Accounts with activity, Manage Customers and Prospects, and Capture Quote and Sales Order, with activities -Create Quotes and Create Contracts.

This concludes this presentation, thank you for listening. You can easily pause and rewind any of these slides if you require additional time to take in the detail.’

Notes

Page 22 of 22

Documents

Adobe Captivate - Oracledownload.oracle.com/ocomdocs/global/fusion_r12/sales/... · Web view• End users create quotes in Siebel CRM and existing opportunities in Oracle Sales Cloud