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Oracle Sales Cloud with Sales Campaigns

Author: David Emr Date: February 18th, 2014
Categories: Uncategorized

Imagine sales reps if you could send email blasts and manage responses right from your CRM? No more waiting on Marketing. Simply select your contacts, customize messages where necessary, and send!  

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Oracle Eloqua and Marketing Automation

Author: David Emr Date: November 26th, 2013
Categories: Oracle Eloqua

In this four post series, I’ll break down Eloqua’s powerful marketing automation features and show you how they tie back to the inbound methodology, so you can effectively evaluate the automated marketing platform for your inbound marketing needs. Topics will vary from: targeting and segmentation, to campaigns, leads and finally to sales enablement. 

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AGIS – Still a mystery

Author: Thomas Simkiss Date: November 13th, 2013
Categories: E-Business Suite

Hello all, been quite a while since I have last posted.   I generally try to keep my posts related to past presentations that I have done or things I am currently working on.   I have two active engagements right now where the client is actively using (or trying to use) AGIS or Advanced Global Intercompany System in Oracle R12 and yet my clients rarely understand what AGIS is or how it should be used.

While GIS was around and kicking in 11i, Oracle made a number of significant improvements to it in R12, most notably the use of AME for approvals if required.

While there is not a hard and fast rule on when to use AGIS  the general rule I have always used is – if you have intercompany transactions that need to be treated as ‘arms length’ (meaning some form of documentation is required to backup the transaction) then you should use AGIS.   It can be used in a single ledger, it’s not just for transactions across ledgers, although that is the most frequent use of the tool, as long as the transaction is between two or more legal entities.

AGIS essentially requires the configuration of an initiator (eventually this entity will have a receivable on their books) and a recipient (payable).  These entities need to be associated with proper legal entities as configured in Oracle, and ultimately to a customer and supplier (this step is critical if you are going to be using invoicing in AGIS).

AGIS is a great tool and it should not be a mystery.

Here is a link to some great material on its configuration and know issues.

AGIS Oracle doc

Please ping me via a post or email if you have specific questions.

KPI Demystified Series: Sales Pipeline Management

Author: Lee Tsao Date: November 1st, 2013
Categories: Fusion Applications, Oracle Business Intelligence

Effectively running a sales team requires decision making based both on fact and instinct. Sales pipeline and weighted sales pipeline value are often used to gauge the “Health” of a sales person’s pipeline and used as an indicator of how likely that sales person is to meet or exceed their sales goal. 

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