Implementation Overview

This chapter covers the following topics:

Implementation Task Sequence Overview

This section provides you with a checklist of implementation steps for Oracle TeleSales. Find more information about each step by clicking the hyperlink, or, for the printed and PDF versions, following the page reference.

Implementation Task Sequence for Oracle TeleSales

The implementation steps for Oracle TeleSales are outlined in the table below. Print a copy of this list to use as a guide to the specific implementation steps detailed in the next chapter of this document. Since all steps are not mandatory, it might be helpful to identify the steps you must take before starting the process.

Mandatory Description
Yes Create organization and locations
Yes Set up customer model
No Set up data quality management
Yes Setting up relationships
Yes Set up classifications for customers
Yes Set up global address formatting
No Set up address validation
Yes Create employee
Yes Set up users, security, and reporting hierarchy
Review factors that affect security
Review effects of security related profile options
Review sample security setups
Define resource groups
Define responsibilities
Set up employees as users
Import employees and assign roles and resource groups
Set up system profile options
Set up default user role and sales group
Yes Set up lead management
No Import leads
Yes Set up opportunities and forecasting
Set up opportunity profiles
Create win probabilities
Define or modify sales stages
Set up sales methodology
Set up opportunity status
Set up product catalog
Set up plan element mapping
Yes Set up forecast categories
Yes Set up forecast category mappings
No Set up multiple currencies
Set up currency codes
Set up calendar types
Set up accounting calendar
Set up type mapping
Set up reporting currency mapping
Enter GL daily conversion rates (Only if more than one currency is used)
Run concurrent programs for multiple currencies
No Set up quoting
No Set up flexfields
No Set up notes
Set up interaction tracking
Set up tasks
Set up calendar
Set up fulfillment
No Set up territories
Set up and use territory assignment program
No Set up partners
No Set up marketing source codes
No Set up Incentive Compensation
No Set up competitor information
No Set up the profile option for Quick Menu
No Customize the interface by setting default tabs and hiding tabs
No Set up custom tabs
No Set up the ability to launch HTML-based applications
No Set up the ability of agents to view maps for addresses through integration with a mapping application
Yes Set up the Universal Work Queue
No Set up marketing events using Oracle Marketing
No Set up marketing collateral
No Set up class types
No Set up class codes
No Set up scripting
No Enable multi-organizational access
No Set up call center applications
No Set up direct telephony integration
No Assign campaigns to agents
No Set up eMail Center
No Enable interaction tracking and set up automatic interaction tracking and wrap-up.
No Enable web directory assistance
No Set up relationship plan
No Set up the dashboard
No Set up the At a Glance window
No Set up Web Collaboration
No Setting up opportunity forecasting
No Set up integration with Oracle Order Management
No Set up integration with Contracts
No Set up business events
No Use diagnostics