Oracle NetSuite CRM Sales Course Overview

Certainly! Based on the course modules provided for the Oracle NetSuite CRM Sales course, the following minimum prerequisites will ensure that participants can successfully undertake and benefit from the training:

• Basic understanding of CRM (Customer Relationship Management) concepts and principles.
• Familiarity with sales processes and management, including lead generation, opportunity tracking, and sales forecasting.
• General knowledge of business processes, including customer interaction, sales order management, and customer data management.
• Proficiency in using web browsers and navigating software platforms.
• Experience with any CRM software is beneficial, though not strictly necessary.
• Ability to understand and interpret business and sales reports.
• Basic computer literacy and familiarity with office productivity tools, such as spreadsheets and word processors.

It is important to note that while prior familiarity with Oracle NetSuite is advantageous, it is not a mandatory requirement for this course. The training is designed to accommodate individuals with varying levels of experience, and introductory lessons are included to bring all participants up to speed with the Oracle NetSuite environment.

Target Audience for Oracle NetSuite CRM Sales

1. The Oracle NetSuite CRM Sales course is designed for professionals seeking expertise in CRM sales processes and analytics.

   
   

2. Target audience for the course:

   
   

• Sales Managers and Executives
• Customer Relationship Managers
• Business Development Managers
• Account Executives
• Sales Operations Analysts
• Marketing Professionals who work closely with sales teams
• CRM Administrators
• IT Professionals responsible for CRM systems
• Business Analysts involved in sales process optimization
• Sales Consultants and Implementation Specialists
• ERP and CRM System Integrators
• Project Managers overseeing CRM deployments
• Product Managers for Sales or Customer Service products
• Financial Analysts with a focus on sales performance
• Sales Support Specialists

Learning Objectives - What you will Learn in this Oracle NetSuite CRM Sales?

Introduction to the Course's Learning Outcomes and Concepts Covered:

Gain mastery over Oracle NetSuite CRM for sales, from managing customer data to sales forecasting and analytics, and learn how to optimize sales processes and decision-making.

Learning Objectives and Outcomes:

• Understand the key features and benefits of Oracle NetSuite Sales and how they cater to different audience needs.
• Acquire the skills to create and manage comprehensive customer records within NetSuite's CRM system.
• Learn how to view and analyze customer transactions to better understand customer behavior and preferences.
• Gain proficiency in managing the sales order process, including real-time access to essential sales documents and records.
• Master the management of sales opportunities and the sales pipeline to improve sales efficiency and effectiveness.
• Develop the ability to convert opportunities into actionable quotes and sales orders, streamlining the sales cycle.
• Understand how to manage quotes and sales orders, integrating them with back-end financial processes for streamlined order fulfillment.
• Learn about setting up products in NetSuite, including configuring pricing, discounting strategies, and automated tax and shipping calculations.
• Acquire skills in sales forecasting and quota management to predict future sales and align them with business objectives.
• Enhance your ability to utilize NetSuite's reporting and analytics tools to monitor sales goals and performance in real-time.