Slide 4 - Oracle Sales Cloud

Adobe Captivate 星期日, 四月 08, 2018

Oracle Sales Cloud Release 9

Slide notes Welcome to Oracle Sales Cloud training for Release 9. In this session, we’ll talk about what’s coming in CPQ Cloud Integration.

of 13 Adobe Captivate 星期日, 四月 08, 2018

Agenda

Slide notes In this session we’ll talk about each of the CPQ Cloud Integration enhancements, including specific details about what has changed and how those changes benefit you. We’ll also take a look at the application, so you can see what’s new.

Finally, we’ll explain what you need to consider before enabling these features for your business.

Enhancements Overview

Slide notes With the prebuilt CPQ Cloud integration, you now have the ability to manage and orders specific to your accounts and opportunities. You can easily create quotes, drilldown to specific quotes to finalize pricing or generate proposal documents. Once you’re satisfied with the accuracy of the quote, you can re- synchronize the changes to the associated opportunity to maintain forecast accuracy. You can quickly access the proposal generated from the quote within Sales Cloud. The very same quotes are also visible from accounts so you can get a quick idea on the business activity around an account.

Manage Quotes and Orders

Slide notes From the Account Overview page, you can see aggregated information for the quotes or orders associated to the account. You can drilldown from there to see a list of quotes and orders.

Finalize Pricing and Proposals

Slide notes You have the ability to configure, price, and generate proposals in CPQ Cloud. Opportunity and account information from Sales Cloud is seamlessly copied to the new quote.

Update Opportunity Revenue

Slide notes Once you are satisfied with the quote, you can save and mark that quote as active. This action will allow the quote line items to be synchronized with the opportunity that triggered that quote.

Access Proposal Document

Slide notes If you are reviewing account details, you can quickly see all the quotes associated to the account and can download the proposal in PDF format. An opportunity may have multiple quotes, or versions.

CPQ Cloud Integration

Slide notes With CPQ integration, you can create accurate quotes that reflect correct pricing and product configuration. Generating proposals is quick and simple using proposal templates. Templates help consistent messaging. In the cases where discounting or price match is needed, approvals can be easily created. You can be confident that the final quote lines are completely synchronized to the underlying opportunity record so for forecast accuracy.

Summary of Enhancement Capabilities

Slide notes Here is a summary of the features I have talked about today about managing quotes from opportunity and account simplified UI. Sales representatives can also get the aggregate information about open quotes by going to account overview page. Leveraging CPQ Cloud, sales representative can rely on the industry leading quote solution to configure products, price right, and generate a professional looking proposal without any hassle. While they are working on the quote, quote summary gets synchronized back to Sales Cloud that gives them the relief that their forecasting is accurate and timely.

Additional Information

Slide notes Products in Sales Cloud and CPQ Cloud needs to be synchronized before this integration can be leveraged. CPQ Cloud has the ability to synchronize products from product hub or from Sales Cloud.

For seamless flow between Sales Cloud and CPQ Cloud, single sign-on needs to be enabled. This can be requested by creating a SR requesting Cloud operations to assist. This is valid at the time this presentation is published, the process may change in future.

Slide 79

Slide notes That concludes the audio portion of this presentation, thank you for listening. There is no audio in the implementation advice section.

You can easily pause and rewind any of these slides if you require additional time to take in the detail.

Feature Impact Guidelines

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Job Roles & Associated Duty Roles

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