PacktLib: Oracle CRM On Demand Administration Essentials

Oracle CRM On Demand Administration Essentials

Credits

About the Authors

About the Reviewers

www.PacktPub.com

Preface

Overview of CRM On Demand

What is CRMOD?

Summary

Steps 1-2-3: Go Live Out of the Box

Step 1 – Knowing the prebuilt marketing, sales, and service organizations

Step 2 – Setting your company profile

Step 3 – Pass the word around

Summary

CRM On Demand Customization

The application architecture

Customizability

Summary

Application Customization

Data model-level customization

Layout management

Miscellaneous application customization

Summary

User Access Controls

The user ID

The accesses to data

The user role

Summary

Business Process Automation and Management

Workflow configuration

Lead Conversion Administration

Sales methodology

Administering forecasts

Summary

Content Management

Content

Summary

Web Services Integration

CRM On Demand integration abilities

Enabling CRM On Demand web services

Listing the available CRM On Demand web services

Managing sessions in CRM On Demand web services

CRMOD web service best practices

CRMOD web service allotment and limiters

Monitoring web service allotment usage

Summary

Reports and Analytics

The Answers On Demand service

Writing a report

Summary

Leveraging CRM On Demand Data and Integration Tools

Accessing CRM On Demand data and integration tools

Importing your contacts

Oracle Offline On Demand

Oracle PIM Sync On Demand

Oracle Outlook E-mail Integration On Demand

Oracle data loader

Oracle Migration Tool On Demand

CRM On Demand Connected Mobile Sales

Accessing CRMOD content outside the application using On Demand Widgets

Summary

Help, Support Ecosystem, and Features in New Releases

Training and Support

Help—CRM On Demand usage manual

New features in recent releases of CRM On Demand

Summary

Oracle Partner Offerings

Oracle's partner ecosystem

Oracle CRM On Demand implementation partners

Oracle CRM On Demand extensions

How to make a purchase decision for a CRM On Demand extension

Most popular extensions

Summary

Index