Adobe Captivate - Oracle
Slide 3 - Oracle Sales Cloud Release 11
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Slide notes
In this session, we will show you what’s coming in Oracle Sales Cloud Release 11 for the Deal Management Mobile App.
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Slide 4 - Agenda
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For the enhancements covered in this training, we’ll give an overview, followed by more detail to explain how you can use the enhancements, 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 for your business.
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Slide 5 - Enhancements Overview
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The Oracle Sales Cloud Deal Management Mobile App is a single-purpose app that enables channel account managers to complete deal management tasks quickly on the go, improving their productivity and increasing sales.
Using the Deal Management app on their smartphones, channel account managers can manage deal registration approvals and opportunities.
For deal registrations, you can:
• View deal registrations pending for your approval
• View all your deal registrations
• Approve, reject or return deal registrations and add comments to returned and rejected deals
• Check for potential duplicate deals
• And search deal registrations
For opportunities, you can:
• View open opportunities
• Edit opportunities
• Call, email, message or locate partner contacts
• Search opportunities
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Slide 6 - View Pending Deal Registrations
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Slide notes
Upon opening the app, you can see deal registrations pending for your approval on the Deal Registrations tab. You can approve, reject, or return a deal registration directly from the list. You can also search pending deal registrations by registration number, partner name, or account name.
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Slide 7 - View All Deal Registrations
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You can view all your deal registrations on the deal registrations tab.
You can also easily tell the status of the deal registration right from the list, whether it is approved, rejected, or returned.
You can also search all deal registrations with the matching registration number, partner name, or account name.
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Slide 8 - View Deal Registration Details
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Slide notes
You can drill down and view deal registration details with product line details.
You can easily check whether a deal registration has potential duplicate opportunities before you approve it.
You can also view the opportunity details to confirm whether it's a duplicate deal.
If you want to contact the partner, you can call, e-mail, text, or locate the partner contact directly from the contact wheel which can be simply invoked by tapping the profile picture.
You can also easily approve, reject, or return the deal registration.
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Slide 9 - Approve, Reject, Return Deal Registration
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Slide notes
You can approve a deal registration from the list or from details page.
Once a deal registration is approved, a corresponding opportunity will automatically be created and associated with that deal registration.
You can also reject the deal registration, and add a reason for rejecting it.
Similarly, you can return a deal to a partner and add a reason for returning it.
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Slide 10 - Deal Registrations
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Slide notes
With the Deal Management app, a channel account manager can quickly and easily complete deal registration approvals on the go.
A channel account manager can track the progress of a deal registration.
And a channel account manager can easily reach out to a partner contact by phone, e-mail or text.
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Slide 13 - View Opportunities List
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On the Opportunities tab, you can view and search all your open opportunities.
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Slide 14 - View Opportunity Details
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Slide notes
You can drill down to view Opportunity details as well as information about products.
You can also call, e-mail, text, or locate the partner and the customer contact.
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Slide 15 - Edit Opportunity
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You can even edit the opportunity. You can update opportunity details and set whether the opportunity will be included in the Forecast. You can also update product lines details.
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Slide 16 - Opportunity Management
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Slide notes
With the opportunity management capabilities in the Deal Management app, channel account manager can closely track partner opportunity updates on the go and keep the opportunities up to today. Using the contact wheel, channel account manager can easily reach out to the partner and contact in the preferred way.
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Slide 19 - Summary of Enhancement Capabilities
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Slide notes
Here is the summary of the features I described today,
namely Deal Registration
and Opportunity Management.
For Deal Registrations, I can:
- View registrations pending for my approval
- View and search all my deal registrations
- Approve, Reject, and Return deal registrations
- And check for duplicate deals
For Opportunities, I can
- View, edit and search open opportunities
- Call, E-mail, text, or locate partner contacts
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Slide 20 - Additional Information
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Slide notes
The R11 Deal Management Mobile App is not yet extensible.
Extensibility support will be available in a later release.
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Slide 21 - Implementation Advice
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Slide notes
In the implementation advice section, we will go through what you need to consider before enabling these features for your business, and what you need to know to set them up.
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Slide 22 - Feature Impact Guidelines
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Slide notes
This table depicts key upgrade information for the new features covered in this training.
All new features will be automatically available after the upgrade and can be accessed using the shipped job roles. No feature needs setup.
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Slide 23 - Job Roles
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Channel Account Manager is the shipped job roles that will access the new capabilities covered in this training.
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Slide 24 - Business Process Model Information
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Slide notes
The business processes associated with the new features covered in this training are detailed here.
The high level business process is Pursue Leads and Opportunities with activities, Manage Opportunities and Deal Registrations.
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.
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