(22C) Oracle Fusion السحابة Sales Automation: Implementing Partner Relationship الإدارة (PRM)

Course Introduction

• Lesson Agenda
• Course Audience
• Course Prerequisites
• Course Goal
• Course Objectives
• Course Methodology
• Course Materials
• Course Agenda
• References

Overview

• Objectives
• Working with Partners
• Challenges in Working with Partners
• Oracle Cloud Partner Relationship Management
• Oracle's Partner Experience
• Partner Recruitment
• Partner On-Boarding
• Partner Program Enrollment
• Business Plans
• Marketing Development Funds
• Sales Execution Tools
• Deal Management
• Dashboards and Analytics
• Roles
• Review: Partner Flow
• Lesson Highlights
• Practice

Manage Partners

• Learning Objectives
• What's It All About?
• Enable PRM
• Create the Channel Managers
• شركاء
• Partner Account
• Steps to Create a Partner Account
• 1. Create a Prospective Partner
• 2. Register the Partner
• 3. Activate the Partner
• Partner Contact
• Partner User
• Create Partner Contacts and Users
• 1. Create Partner Contacts
• 2. Activate the Partner
• 3. Make One of the Contacts a Partner Administrator
• 4. The Partner Administrator Creates Partner Users
• Verifying Access
• Impersonation
• Lesson Highlights
• Practice

Partner Configuration

• Objectives
• What's It All About?
• Partner Service Requests
• Example: Partner Service Request Layout
• Partner Activities
• Partner Assessments
• Partner Assets
• Lesson Highlights
• Practices

Partner Territories

• Learning Objectives
• What's It All About?
• Review: Territories
• Review: The Territory Hierarchy
• Review: Territory Types
• Assign Partners to Channel Account Managers
• Coverage Models
• Partner Assignment
• Configure Partner Assignment Mapping
• Partner Business Use Case: Partners Manage Leads
• Partner Business Use Case: Channel Account Managers Manage Leads
• Default Object Assignment
• Alternative Assignment
• Lesson Highlights
• Practice

Leads

• Learning Objectives
• What's It All About?
• Review: Lead
• Lead Lifecycle in Oracle PRM
• 1. A Lead is Created, Generated, or Imported
• 2-3. The Lead is Assigned to a Channel Account Manager, Who Assigns it to a Partner
• 4. The Partner Qualifies and Works the Lead
• 5. The Partner Converts the Lead
• Administrator Tasks
• Configure Lead Assignment Options
• Other Lead Options
• Configure Lead Page Layouts
• Configure Smart Actions
• Email Integration
• Lesson Highlights
• Practice

Deal Registrations

• Learning Objectives
• What's It All About?
• Deal Registration
• Deal Registration Lifecycle in Oracle PRM
• 1. A Lead is Converted to a Deal Registration
• 2. The Deal Registration is Submitted for Approval
• 3. The Deal Registration is Converted to an Opportunity
• 4. Partner Works the Opportunity
• Administrator Tasks
• Configure Deal Registration Profile Options
• Create a Deal Registration Assignment Rule
• Lesson Highlights
• Practice

Opportunities

• Learning Objectives
• What's It All About?
• Review: Opportunity
• Opportunity Lifecycle in Oracle PRM
• 1. A Deal Registration is Converted to an Opportunity
• 2. Optionally, Assign Additional Resources
• 3. The Partner Works the Opportunity
• 4. The Partner Closes the Opportunity
• Administrator Tasks
• Configure Opportunity Profile Options
• Specify the Sales Method Used by Partners
• Lesson Highlights
• Practice

Partner Programs

• Learning Objectives
• What's It All About?
• Partner Programs
• Partner Program Attributes
• Partner Program Elements
• Tier
• Benefit
• Create a Partner Program
• 1. (Optional) Configure Tiers
• 2. Create Benefits
• 3. Create the Program
• 4. Associate Benefits with Tiers
• 5. Publish the Program
• Enrollment
• Administrator Tasks
• Configure Partner Program Lookups
• Create Partner Page Layouts
• Lesson Highlights
• Practice

Business Plans

• Learning Objectives
• What's It All About?
• Business Plans
• Business Plan Attributes
• Business Plan Elements
• Objectives
• SWOT Analysis
• Notes and Activities
• Create a Business Plan
• 1. Create the Plan
• 2. Add Objectives
• 3. Add SWOT Entries
• 4. Perform Approvals
• Business Plan Attainment
• Administrator Tasks
• Configure Business Plan Lookups
• Configure Objective Types
• Lesson Highlights
• Practice

Marketing Development Funds

• Learning Objectives
• What's It All About?
• Marketing Development Funds (MDF)
• MDF Life Cycle
• MDF Elements
• MDF Budget
• MDF Request
• MDF Claim
• MDF Settlement
• MDF Flow
• 1. Create and Activate a MDF Budget
• 2. Create and Submit an MDF Request
• 3. Approve MDF Request and Associate with a Budget
• 4. Submit MDF Claims
• 5. Approve MDF Claims and Create MDF Settlements
• Monitoring MDF Progress
• Administrator Tasks
• Modify MDF Approval Flows
• Set Up Approval Groups
• Set Up Approval Workflows
• Configure MDF Pre-Approval Validations
• Lesson Highlights
• Practice

Additional Topics

• Learning Objectives
• Partner Hierarchies and Relationships
• Partner Hierarchy
• Partner Relationships
• Partner Announcements
• Edit Partner Announcements
• Saved Searches
• Partner Analytics
• Example: The Channel Account Manager Dashboard
• Partner Subject Areas
• Lesson Highlights
• Practice

Web Services

• Learning Objectives
• What's It All About?
• Web Service
• Types of Web Services
• Available Web Services and Applications
• Partner Self-Registration
• Additional Partner Web Services
• Lead, Deal Registration, and Opportunity Web Services
• Partner Program Web Services
• Business Plan Web Services
• MDF Web Services
• Lesson Highlights
• Practice

Visual Builder Cloud Service

• Objectives
• What's It All About?
• Visual Builder Cloud Service (VBCS)
• VBCS and Visual Builder Studio
• Oracle Partner Finder
• Configure the Fusion Application
• 1. Create the Partner Finder User
• 2. Configure Adaptive Search
• Set Up Oracle Visual Builder Cloud Service
• 1. Register Your Fusion Application with VBCS
• 2. Create a New Partner Finder Application
• 3. Set Up Authentication for Partner Finder
• 4. Test the Results
• Lesson Highlights
• Practices