Go to main content
1/15
Contents
List of Figures
Title and Copyright Information
Preface
Audience
JD Edwards EnterpriseOne Products
JD Edwards EnterpriseOne Application Fundamentals
Documentation Accessibility
Related Documents
Conventions
1
Introduction to JD Edwards EnterpriseOne CRM Sales Applications
1.1
JD Edwards EnterpriseOne CRM Sales Applications Overview
1.2
JD Edwards EnterpriseOne CRM Sales Applications Business Process
1.3
JD Edwards EnterpriseOne CRM Sales Application Integrations
1.3.1
JD Edwards EnterpriseOne Accounts Receivable
1.3.2
JD Edwards EnterpriseOne Address Book
1.3.3
JD Edwards EnterpriseOne CRM Foundation
1.3.4
JD Edwards EnterpriseOne Sales Order Management
1.3.5
JD Edwards EnterpriseOne Supply Chain Management
1.4
JD Edwards EnterpriseOne CRM Sales Application Implementation
1.4.1
Global Implementation Steps
1.4.2
Implementation Steps for CRM Sales Applications
2
Understanding CRM Sales Applications
2.1
Sales Force Automation Setup
2.1.1
Sales Methodologies
2.1.2
Qualification Parameters
2.1.3
Industry Groupings and Territories
2.1.4
Sales Force Alignment
2.2
The Sales Cycle
2.2.1
Sales Leads
2.2.2
Lead Conversion
2.2.3
Sales Order Creation
2.3
Sales Measurement Tools
2.3.1
Sales Pipelines
2.3.2
Sales Forecasts
2.3.3
Sales Reports
2.4
Key People in Sales
2.4.1
Employees
2.4.2
Partners
2.4.3
Customers
2.4.4
Influencers
2.4.5
Competitors
2.5
Sales Proposals
2.6
Hotkeys for Sales Force Automation
3
Setting Up Sales Fundamentals
3.1
Understanding the JD Edwards EnterpriseOne CRM Sales Force Automation System
3.1.1
Prerequisites
3.2
Setting Up User Defined Codes for CRM Sales Applications
3.2.1
Understanding UDCs for CRM Sales Applications
3.2.2
Forms Used to Set Up UDCs for CRM Sales Applications
3.2.3
Setting Up UDCs for CRM Sales Applications
3.3
Setting Up Territories and Industry Groupings
3.3.1
Understanding Sales Territories and Industry Groupings
3.3.2
Forms Used to Set Up Sales Territories and Industry Groupings
3.3.3
Creating Sales Territories
3.3.4
Adding Address Information to a Sales Territory
3.3.5
Setting Processing Options for the Territory Application Program (P90CA140)
3.3.5.1
Default
3.3.5.2
Version
3.3.6
Setting Up Industry Groupings
3.3.7
Setting Processing Options for the Industry Grouping Application Program (P90CA12A)
3.3.7.1
Default
3.3.7.2
Version
3.4
Setting Up Sales Methodologies
3.4.1
Understanding Sales Methodologies
3.4.1.1
Sales Methodology Setup
3.4.1.2
Default Sales Methodology
3.4.1.3
Sales Methodology Usage
3.4.2
Prerequisites
3.4.3
Forms Used to Set Up Sales Methodologies
3.4.4
Setting Up Sales Methodologies
3.5
Setting Up Qualification Scripts
3.5.1
Understanding Qualification
3.5.1.1
Qualifications
3.5.1.2
Qualification Questions
3.5.1.3
Answers
3.5.1.4
Qualification Script Example
3.5.2
Forms Used to Set Up Script Information
3.5.3
Creating Qualifications
3.5.4
Creating Questions and Answers
4
Managing the Sales Force
4.1
Understanding the Sales Force
4.2
Adding Sales Team Members to Territories and Industry Groupings
4.2.1
Understanding Sales Teams by Territory and Industry Groupings
4.2.1.1
Territories
4.2.1.2
Industry Groupings
4.2.2
Prerequisites
4.2.3
Forms Used to Add Sales Team Members to Territories and Industry Groupings
4.2.4
Adding Sales Team Members to a Territory
4.2.5
Adding Sales Team Members to an Industry Grouping
4.3
Assigning Sales Team Members to Customers
4.3.1
Understanding Sales Force Alignment
4.3.1.1
Territory Assignment
4.3.1.2
Industry Grouping Specification
4.3.1.3
The Automatic Alignment Process
4.3.1.4
The Batch Alignment Process
4.3.1.5
Remove a Member from a Sales Team
4.3.1.6
Exclude Accounts from Automated Alignment
4.3.1.7
Manually Assign Sales Team Members
4.3.1.8
Sales Team Roles
4.3.2
Forms Used to Assign Sales Team Members to Accounts
4.3.3
Entering Customer Overrides for Sales Alignment
4.3.4
Running the Sales Team Alignment TC program (R90CA18A)
4.3.5
Manually Assigning Sales Team Members to Customers
4.3.6
Manually Assigning Sales Team Members to Opportunities
4.4
Reviewing Sales Team Information
4.4.1
Understanding Sales Team Information
4.4.1.1
Customer Information
4.4.1.2
Partner Information
4.4.1.3
Opportunities
4.4.2
Forms Used to Review Sales Team Information
4.4.3
Reviewing Customers Associated with Sales Team Members
4.4.4
Reviewing Partners Associated with Sales Team Members
4.4.5
Reviewing Opportunities Associated with Sales Team Members
5
Managing Sales Leads
5.1
Understanding Leads
5.2
Entering a Lead
5.2.1
Understanding Lead Entry
5.2.1.1
Import Leads
5.2.2
Forms Used to Enter Leads
5.2.3
Entering Leads
5.2.4
Importing Leads
5.2.5
Setting Processing Options for the CRM - Manage Leads Program (P90CB010)
5.2.5.1
Defaults
5.2.5.2
Display
5.2.5.3
Process
5.2.5.4
Versions
5.2.6
Setting Processing Options for the Import Leads Program (P90CB015)
5.2.6.1
Versions
5.2.6.2
Process
5.3
Maintaining and Updating Leads
5.3.1
Understanding Lead Maintenance
5.3.1.1
Classification Information
5.3.1.2
Address Information
5.3.1.3
Lead Qualification
5.3.1.4
Product Interests
5.3.1.5
Partners
5.3.1.6
Activities and Action Plans
5.3.2
Prerequisites
5.3.3
Forms Used to Maintain and Update Leads
5.3.4
Qualifying Leads
5.3.5
Assigning Product Interests to Leads
5.3.6
Assigning Partners to Leads
5.3.7
Adding New Activities to Leads
5.3.8
Linking Action Plans to Leads
5.4
Converting Leads
5.4.1
Understanding the Lead Conversion Process
5.4.2
Forms Used to Convert Leads
5.4.3
Converting Leads to Opportunities
5.4.4
Locating the New Customer Record
5.4.5
Locating the New Contact Record
5.4.6
Locating the New Opportunity Record
6
Managing Sales Opportunities
6.1
Understanding Sales Opportunities
6.2
Entering Opportunities
6.2.1
Understanding Opportunity Entry
6.2.1.1
Credit Check
6.2.2
Forms Used to Enter Opportunities
6.2.3
Entering Basic Opportunity Information
6.2.4
Setting Processing Options for the Opportunity Program (P90CB020)
6.2.4.1
Display
6.2.4.2
Default
6.2.4.3
Process
6.2.4.4
Versions
6.3
Managing and Maintaining Opportunities
6.3.1
Understanding Opportunity Maintenance
6.3.1.1
Qualification
6.3.1.2
Product Information
6.3.1.3
Sales Drivers, Influencers and Competitors
6.3.1.4
Track Costs
6.3.1.5
Activities and Action Plans
6.3.1.6
The Opportunity Sales Team
6.3.1.7
Cycle Step History
6.3.1.8
Attachments
6.3.2
Forms Used to Maintain Opportunities
6.3.3
Qualifying Opportunities
6.3.4
Adding Products to Opportunities
6.3.5
Updating Sales Drivers on Opportunities
6.3.6
Adding New Sales Drivers to Opportunities
6.3.7
Adding Influencers to Opportunities
6.3.8
Adding Costs to Opportunities
6.3.9
Adding Competitors to Opportunities
6.3.10
Adding New Activities to Opportunities
6.3.11
Attaching Action Plans to Opportunities
6.3.12
Assigning Sales Team Members to Opportunities
6.3.13
Updating Sales Team Information
6.4
Creating Quotes and Sales Orders for Opportunities
6.4.1
Understanding Quotes and Sales Orders
6.4.1.1
Quotes
6.4.1.2
Sales Orders
6.4.2
Prerequisites
6.4.3
Forms Used to Create Quotes and Sales Orders for Opportunities
6.4.4
Editing Quotes Associated with Opportunities
6.4.5
Editing Sales Orders Associated with Opportunities
7
Generating Sales Proposals
7.1
Understanding Proposal Generation
7.2
Creating Simple Templates
7.2.1
Understanding Simple Templates
7.2.1.1
Tags and Tag Titles
7.2.1.2
List of Available Tags
7.2.1.3
List of Available Tag Titles
7.2.1.4
Creating Multiple Versions of RTF Documents
7.2.2
Forms Used to Create Simple Templates
7.2.3
Creating a Data Set
7.2.4
Creating Tags to Insert in RTF Documents
7.2.5
Creating RTF Documents
7.2.6
Creating a Simple Template Header
7.2.7
Attaching RTF Documents to a Simple Template
7.3
Creating Composite Templates
7.3.1
Understanding Composite Templates
7.3.2
Forms Used To Create Composite Templates
7.3.3
Creating a Composite Template
7.4
Managing Proposal Templates
7.4.1
Understanding Template Management
7.4.2
Forms Used to Manage Templates
7.4.3
Copying a Simple or Composite Template
7.4.4
Modifying or Deleting a Simple Template
7.4.5
Modifying or Deleting a Composite Template
7.5
Creating Proposals
7.5.1
Understanding Proposal Creation
7.5.2
Forms Used to Create a Proposal
7.5.3
Running the Proposal Generation Wizard
8
Managing Sales Data
8.1
Understanding Sales Data
8.2
Managing Competitor Data
8.2.1
Understanding Competitors
8.2.1.1
Competitor Products
8.2.1.2
Opportunities and Pipeline
8.2.2
Forms Used to Manage Competitor Data
8.2.3
Adding a New Competitor
8.2.4
Entering Contact Information for a Competitor
8.2.5
Attaching Product Information to a Competitor
8.2.6
Adding Competitor Opportunities
8.2.7
Setting Processing Options for the Competitor Find Browse Program (P90CA061)
8.2.7.1
Defaults
8.2.7.2
Versions
8.2.8
Setting Processing Options for the Competitor Application Program (P90CA060)
8.2.8.1
Defaults
8.2.8.2
Versions
8.3
Forecasting Sales Revenue
8.3.1
Understanding Sales Forecasts
8.3.1.1
Forecast Dates
8.3.1.2
Revenue Calculation Methods
8.3.2
Understanding Sales Pipelines
8.3.3
Prerequisite
8.3.4
Forms Used to Forecast Sales Revenue
8.3.5
Creating a Sales Forecast
8.3.6
Associating Opportunities with a Forecast
8.3.7
Setting Processing Options for the Manage Forecasts Program (P90CB060)
8.3.7.1
Process
8.3.7.2
Version
8.4
Reviewing Sales Pipelines
8.4.1
Understanding the Sales Pipeline
8.4.1.1
Using the Pipeline Chart
8.4.2
Forms Used to Review Sales Pipelines
8.4.3
Reviewing a Sales Pipeline
A
Delivered Workflow for JD Edwards EnterpriseOne Customer Relationship Management Sales Applications
A.1
Delivered Workflow for JD Edwards EnterpriseOne Customer Relationship Management Sales Applications
A.1.1
Opportunity Creation and Sales Cycle Step Change Notification
A.1.1.1
Description
A.1.1.2
Workflow Objects
B
JD Edwards EnterpriseOne CRM Sales Application Reports
B.1
JD Edwards EnterpriseOne CRM Sales Application Reports: A to Z
B.1.1
Lead
B.1.2
Opportunity
B.1.3
Forecast
B.1.4
Action Plan/Activity
B.1.5
Competitor
B.1.6
Customer
B.1.7
Employee
B.1.8
Partner
B.1.9
Contact
B.1.10
Product Catalog
B.2
JD Edwards EnterpriseOne CRM Sales Applications: Selected Reports
B.2.1
R90CA1301B - Activities For A Customer Contact Report
B.2.2
Processing Options for the Activities For A Customer Contact Report (R90CA1301B)
B.2.2.1
Defaults
B.2.3
R90CA13D - Periodic Planner Report
B.2.4
Processing Options for the Periodic Planner Report (R90CA13D)
B.2.4.1
Process
B.2.4.2
Print
B.2.5
R90CA080B - Customer/Contact Summary Report
B.2.6
Processing Options for the Customer/Contact Summary Report (R90CA080B)
B.2.6.1
Defaults
B.2.7
R90CA0101E - Employee Phone List Report
B.2.8
Processing Options for the Employee Phone List Report (R90CA0101E)
B.2.8.1
Defaults
B.2.9
R90CA0111A - Contacts for a Customer Report
B.2.10
Processing Options for the Contacts for a Customer Report (R90CA0111A)
B.2.10.1
Defaults
B.2.11
R90CB010A - Lead Tracking Report
B.2.12
Processing Options for the Lead Tracking Report (R90CB010A)
B.2.12.1
Process
B.2.13
R90CB020A - Opportunities by Channel Report
B.2.14
Processing Options for the Opportunities by Channel Report (R90CB020A)
B.2.14.1
Default
B.2.15
R90CB020B - Opportunities by Probability Report
B.2.16
Processing Options for the Opportunities by Probability Report (R90CB020B)
B.2.16.1
Default
B.2.17
R90CB020C - Opportunities by Probability for a Sales Rep Report
B.2.18
Processing Options for the Opportunities by Probability for a Sales Rep Report (R90CB020C)
B.2.18.1
Default
B.2.19
R90CB020D - Opportunities by Territories Report
B.2.20
Processing Options for the Opportunities by Territories Report (R90CB020D)
B.2.20.1
Default
B.2.21
R90CB020E - Opportunities by Channels for a Sales Rep Report
B.2.22
Processing Options for the Opportunities by Channels for a Sales Rep Report (R90CB020E)
B.2.22.1
Default
B.2.23
R90CB020F - Pipeline Review By Close Date Report
B.2.24
Processing Options for the Pipeline Review By Close Date Report (R90CB020F)
B.2.24.1
Review Opportunity Pipeline
B.2.25
R90CB020I - Opportunity Summary Report
B.2.26
Processing Options for the Opportunity Summary Report (R90CB020I)
B.2.26.1
Default
Index
Scripting on this page enhances content navigation, but does not change the content in any way.