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Oracle TeleSales Implementation Guide
Contents
Title and Copyright Information
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Preface
Introduction to Oracle TeleSales
- Overview
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Dependencies and Integration Points
- Mandatory Dependencies
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- Optional Integrations
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Implementation Overview
- Implementation Task Sequence Overview
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- Implementation Task Sequence for Oracle TeleSales
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Implementation Tasks for Oracle TeleSales
- Setting Up Organizations
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- Setting Up the Customer Model
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- Setting Up Data Quality Management
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- Setting up Relationships
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- Setting Up Customer Classifications
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- Setting Up Global Address Formatting
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- Validating Addresses
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- Creating Employees
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- Setting Up Users, Security, and Reporting Hierarchy
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- Factors That Affect Security
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- Effects of Security Related Profile Options
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- Access to Customer Information
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- Access to Opportunity Information
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- Access to Sales Leads
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- Access to Contact Information, Notes, Tasks, and Interactions
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- Access by Managers and Administrators
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- Sample Security Setups
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- Defining Resource Groups
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- Defining Responsibilities
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- Setting Up Employees as Users
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- Importing Employees and Assigning Roles and Resource Groups
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- Setting Up System Profile Options to Give Users Access
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- Setting Up Default User Role and Sales Group
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- Setting Up Lead Management
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- Importing Leads
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- Setting Up Opportunities and Forecasting
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- Setting Up Opportunity Profiles
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- Creating Win Probabilities
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- Setting Up Sales Stages
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- Setting Up Sales Methodologies
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- Creating and Modifying Status Codes
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- Setting Up the Product Catalog
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- Setting Up Plan Element Mapping
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- Setting Up Forecast Categories
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- Setting Up Forecast Category Mappings
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- Setting Up Forecast Defaults
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- Setting Up Multiple Currencies
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- Setting Up Currency Codes
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- Setting Up Calendar Types
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- Setting Up the Accounting Calendar
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- Setting Up Period Type Mapping
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- Setting Up Reporting Currency
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- Entering GL Daily Conversion Rates
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- Run Concurrent Programs for Multiple Currency
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- Setting Up Quoting
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- Setting Up Flexfields
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- Setting Up Notes
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- Setting Up Interaction Tracking
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- Setting Up Tasks
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- Setting Up Calendar
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- Setting Up Fulfillment
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- Setting Up Territories
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- Setting Up and Using Territory Assignment Program (TAP)
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- TAP Definition
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- TAP Guidelines
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- Prerequisites for Online (Real Time) TAP
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- Prerequisites for Batch Mode TAP
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- Setting Up Resource Teams and Groups for TAP
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- Deleting Records
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- Setting Up Parallel Workers
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- Running the Assign Territory Access Program Concurrent Program
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- Total Mode Request Set
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- New Mode
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- Setting Profile Options
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- Tables Used
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- Transaction Matching Attributes
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- About Matching Attributes
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- Account Classification
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- Account Hierarchy
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- Area Code
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- Sales Partner Of
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- SIC Code
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- Customer Category
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- Opportunity Classification
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- Troubleshooting
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- Setting Up Partners
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- Setting Up Marketing Source Codes
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- Setting Up Incentive Compensation
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- Setting Up Competitor Information
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- Setting Up Quick Menu
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- Hiding and Setting Default Tabs
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- Setting Up Custom Tabs
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- Setting Up Forms Integration with HTML-based Applications
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- Setting Up Mapping Capability for Addresses in eBusiness Center
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- Setting Up the Universal Work Queue
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- Changing the Order of Items in the Work Queue.
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- Creating a Media Action
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- Setting Up Marketing Events
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- Setting Up Marketing Collateral
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- Setting Up Class Types
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- Setting Up Class Codes
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- Setting Up Scripting
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- Enabling Multi-Organization Access
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- Setting Up Call Center and Advanced Outbound and Advanced Inbound
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- Setting Up Direct Telephony Integration
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- Setting Up Campaign Assignments
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- Enabling Oracle Email Center
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- Enabling Interaction Tracking and Wrap-up
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- Interaction Overview
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- Setting Up Interaction Tracking
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- Deciding the Actions You Want Interactions to Track
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- Setting Up Automatic Interaction Tracking
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- Setting up Multiple Simultaneous Interactions
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- Creating Outcomes, Results, and Reasons for Call Wrap-Up
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- Assigning Outcomes to Campaign Activities
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- Creating Default Wrap Ups
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- Batch Processing
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- Enabling Web Directory Assistance
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- Setting Up Relationship Plan
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- Setting Up the Dashboard
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- Setting Up the At A Glance Window
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- Identify Policies
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- Fine-Grained Access Control
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- Security Policy
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- Customize the Menu
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- Run Concurrent Program
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- Customize the Criteria
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- Set up Window Title
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- Set the Title for the Business Objects
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- Customize the Action Drop Down Menu
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- Setting Up Web Collaboration
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- Setting Up Opportunity Forecasting
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- Integrating with Oracle Order Management
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- Integrating with Oracle Contracts Modules
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- Setting Up Business Event Notification
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- How Business Events are Raised
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