CAMPAIGN TO CASH

26th April 2004

Agenda

• What is Telesales •Starting and Ending Interaction

• Telesales Functionality •Creating a Lead
• Telesales Process •Creating Task
• Getting stated with •Creating an Opportunity from
Telesales Lead
• Create a Contact •Creating Quote from an
• Create Contact Details Opportunity
• Summary Window – •Create Order from Quote
Dashboard •Q & A

2
 Marketing Sales Finance

TCA/Customers Online

Budget Online
Marketing Sales Online

Budget Lead
Opportunity Order Management Accounts Cash Mgmt
Receivables
Campaign Quotes
Forecast Multi Org Transaction Forecast
Events
Concept
List Receipt Reconcil
OM Cycles
Telesales Remittance -iations
Workflow
Dashboard Rules
Interaction
history Constraints
Tasks General Ledger
Shipping
Service
Request Pricing Budget
Lead
Trial Balance
Order
Capture
Opportunity Business Process
Oracle Modules 3
 Product
campaign

Opportunity

Outbound Target Lead

Web Banner E-mail blasts Customer
telemarketing

Order Management
Shipping Execution

Ship Confirm
Pick Release Book Enter Order Quote

Receivables
Cash Management General Ledger

Receipt
Invoice Bank Reconciliation

4
What is Telesales

• Oracle Telesales (OTS) is a call-Center enabled

application for inside sales representatives ,
distributors and resellers and , sales executives

•OTS Provides a versatile set of tools to manage the

sales cycle, from prospecting to booking orders.

5
Telesales Functionality

• Business-to-Business • Forecast Management

and Business-to-
Consumer models • Event Registration
• Customer and Contact • Collateral Fulfillment
Management • eBusiness Center
• Lead Management
• Opportunity • Personal Productivity
Management • Relationship Plan
• Quote and Order
Management

6
Telesales Process

Manage
Universal Outbound Calls and Scripting
Work
Queue Find Customer B2B, B2C

Review Notes & Interactions

Dashboard

Interaction Create and Manage Leads

With
Customer Create and Manage Opportunities

Create and Manage Quotes

Create and
Manage Task
Book
Orders
Create Service
Request
7
Getting Started with Telesales

8
eBusiness Center

9
Lead Center

10
Opportunity Center

11
Universal Work Queue

12
Universal Search

13
Creating a Contact
Create a Contact
(John William)
Dash Board UWQ
Enter Contact
Details
Assign Task
Creating Lead (Samual)

Interaction With Creating

Qualifying Lead Person Task

Creating
Opportunity

Creating Creating Order

Quote Order Details 14
Entering New Contact for an
Organization

15
Entering New Contact for an
Organization

16
Entering New Contact for an
Organization

17
Entering New Contact for an
Organization

18
Entering Person Details
Create a Contact
(John William)
Dash Board UWQ
Enter Contact
Details
Assign Task
Creating Lead (Samual)

Interaction With Creating

Qualifying Lead Person Task

Creating
Opportunity

Creating Creating Order

Quote Order Details 19
Person Details

20
Person Details

21
Classifying Person

22
Entering Accounting Details for a Person
Create a Contact
(John William)
Dash Board UWQ
Enter Contact
Details
Assign Task
Creating Lead (Samual)

Interaction With Creating

Qualifying Lead Person Task

Creating
Opportunity

Creating Creating Order

Quote Order Details 23
Accounting Details for Person

24
Accounting Details for Person

25
Displaying a Summary of
Customer Information
Create a Contact
(John William)
Dash Board UWQ
Enter Contact
Details
Assign Task
Creating Lead (Samual)

Interaction With Creating

Qualifying Lead Person Task

Creating
Opportunity

Creating Creating Order

Quote Order Details 26
Dashboard Display

27
Starting and Ending an Interaction
Create a Contact
(John William)
Dash Board UWQ
Enter Contact
Details
Assign Task
Creating Lead (Samual)

Interaction With Creating

Qualifying Lead Person Task

Creating
Opportunity

Creating Creating Order

Quote Order Details 28
Starting an Interaction

29
Interacting With the Customer

30
Interacting With the Customer

31
Sending an email to Customer

32
Interacting with Customer

33
Creating a Lead
Create a Contact
(John William)
Dash Board UWQ
Enter Contact
Details
Assign Task
Creating Lead (Samual)

Interaction With Creating

Qualifying Lead Person Task

Creating
Opportunity

Creating Creating Order

Quote Order Details 34
Creating a Lead – eBusiness
Center

35
Details – In Lead Center

36
Creating a Task during Interaction
Create a Contact
(John William)
Dash Board UWQ
Enter Contact
Details
Assign Task
Creating Lead (Samual)

Interaction With Creating

Qualifying Lead Person Task

Creating
Opportunity

Creating Creating Order

Quote Order Details 37
Interacting with Lead

38
Creation of Task at Wrap-Up

39
Viewing a Task for a Party

40
Task Details

41
Task Assignment

42
Summary of Task
created

43
Viewing Task in UWQ

44
Qualifying a
Lead
Create a Contact
(John William)
Dash Board UWQ
Enter Contact
Details
Assign Task
Creating Lead (Samual)

Interaction With Creating

Qualifying Lead Person Task

Creating
Opportunity

Creating Creating Order

Quote Order Details 45
Qualifying Lead

46
Creating an Opportunity from
Lead
Create a Contact
(John William)
Dash Board UWQ
Enter Contact
Details
Assign Task
Creating Lead (Samual)

Interaction With Creating

Qualifying Lead Person Task

Creating
Opportunity

Creating Creating Order

Quote Order Details 47
Turning Lead to an Opportunity

48
Created Opportunity : View

49
Created Opportunity : Opportunity
Center

50
Opportunity in eBusiness Center

51
Summary of Opportunity Center

52
Interacting with Customer for
Opportunity
Create a Contact
(John William)
Dash Board UWQ
Enter Contact
Details
Assign Task
Creating Lead (Samual)

Interaction With Creating

Qualifying Lead Person Task

Creating
Opportunity

Creating Creating Order

Quote Order Details 53
Starting an Interaction

54
Interaction about Opportunity

55
Interaction Details

56
Creating a Quote from Opportunity
Create a Contact
(John William)
Dash Board UWQ
Enter Contact
Details
Assign Task
Creating Lead (Samual)

Interaction With Creating

Qualifying Lead Person Task

Creating
Opportunity

Creating Creating Order

Quote Order Details 57
Copying Opportunity

58
Opportunity Details

59
Opportunity Win Probabilities

60
Create Quote from
Opportunity

61
Quote Details

62
Creating an Order from Quote
Create a Contact
(John William)
Dash Board UWQ
Enter Contact
Details
Assign Task
Creating Lead (Samual)

Interaction With Creating

Qualifying Lead Person Task

Creating
Opportunity

Creating Creating Order

Quote Order Details 63
Quote Details

64
Quote Details

65
Quote Approval

66
Approved Quote

67
Approved Quote

68
Converting Quote to an Order

69
Submit Order

70
Order details : eBusiness Center

71
Summary of Order Details

72
Order Details : Order Management

73
Q&A

74