Overview of the Sales Application

Your sales application from Oracle gives you a single interface to perform a variety of key sales tasks. The easy-to-use design means less time training, so you get up-to-speed quickly.

In addition to presenting core tasks in a simple UI, the application features analytics that provide information when and where you need it. Here's a summary of the key tasks you can accomplish with the applications:

• Manage accounts, households, and contacts.

• Create business plans and manage customer assets.

• Log sales calls and follow up on tasks.

• Manage calendars and appointments.

• Send out marketing campaigns.

• Create and update leads and convert them to opportunities.

• Create, monitor, and update opportunities.

• View competitor information.

• Create and manage service requests.

• Create and update territories and quotas.

• Manage sales forecasts.

• Use and share documents in the Lightbox content library.

• Manage partner information.

• Use the mobile application to manage customer information, leads, and opportunities.

• View sales metrics, such as pipeline revenue and quota performance, at a glance.

Get to Know the UI and Features

Understanding the main areas of the UI and core features helps you as you work within the sales applications. UI and features include:

• Home page:

  • The home page is your central location to navigate where you need to go to complete important tasks, like updating contact, account, lead, or opportunity information.

  • You can quickly create sales records from just one page. From the Sales tab on the home page, access quick actions to create opportunities, leads, contacts, and activities, including tasks, appointments, and call reports, from a single location.

  • The home page contains a springboard and a panel that shows different useful items, depending on setup. For example, it can show you company announcements or a news feed.

• Springboard:

  • The springboard shows a set of functional area icons.

  • Use springboard icons to open pages and applications.

• Accounts and contacts:

  • Create and manage accounts, contacts, and households for selling.

  • View and manage associated items, such as interactions, leads, opportunities, and appointments.

• Calendars, Tasks, and Call Reports:

  • Use calendars and tasks in Activities area.

  • Create and manage appointments and tasks, and associate them with the contacts, leads, and opportunities you're working on.

  • Manage team calendars and respond to autogenerated tasks.

  • Enter and submit call reports.

• Leads:

  • View and edit lead information, including products, budget, and deal size.

  • Create, qualify, and convert leads.

• Marketing campaigns:

  • Create campaigns to target contacts from multiple sources including the contact repository and previous campaigns.

  • Manage all the information related to your campaign such as monitoring responses.

• Opportunities:

  • Create and manage opportunity information, such as owner, product revenue, win probability, sales stage, and more.

  • Manage all the information related to your opportunities like relationships, contacts, appointments, and sales team members from one, convenient portal.

• Sales forecasting:

  • View forecast, pipeline, and won amounts for current, past, and upcoming quarters.

  • See forecast trends over time.

• Partner management:

  • Manage partners, including their leads and opportunities.

  • Review notification requests and manage activities and notes related to partners.

  • Manage partner enrollments.

• Sales analytics:

  • Predefined infolets contain key metrics, such as Top Open Deals or Stalled Deals. You navigate to the infolets using the pagination controls (clickable dots).

  • Gain insight into your performance against your quota.

  • View your pipeline, including total opportunity revenue, revenue per sales stage, and opportunity count in the pipeline.

• Additional configuration (administrators only):

  • Set any one of several different themes to change look and feel.

  • Change icon style, button shape, and logo to personalize the user experience.

  • Configure news and announcements on the home page.

A Personalized UI

As you work in the sales application, the application saves certain changes you make. This personalization applies only to you, and it remains as you sign out of the application and sign back in.

Here are a couple of ways to improve your own personal application experience:

• Save searches: Save your personalized searches in work areas so you don't have to recreate them each time you sign in.

• Home page: Show what you want to see or not see on the home page, such as work area icons.

Keep in mind that some changes remain only while you're working on a page, for example, changes to the column widths of a table. When you next refresh the page, even in the same session, table column widths are restored to their original sizes.