Oracle CX Sales Cloud – Modern Enterprise CRM

Module 1: Introduction to Oracle CX Sales Cloud

• Oracle CX Sales Cloud overview: cloud-native CRM for enterprise sales
• Oracle CX suite: Sales, Service, Marketing, and Commerce integration
• Architecture: Oracle Cloud Infrastructure, Fusion middleware, and Redwood UI
• Navigating Oracle CX Sales: Navigator, springboard, and workspace

Module 2: Account and Contact Management

• Account hierarchy: parent-child account relationships
• Contact roles and relationship mapping
• Territory management: automated account assignment by territory
• Data quality: duplicate detection and merge in Oracle CX

Module 3: Opportunity Management

• Opportunity lifecycle: stages, revenue, and win probability
• Opportunity team: multi-role team selling configuration
• Products and revenue lines: adding product revenue to opportunities
• Sales coach: guided selling with methodology-aligned recommendations

Module 4: Forecasting and Pipeline Management

• Forecast categories: pipeline, best case, commit, and closed
• Quota management: assigning and tracking rep and team quotas
• Forecast submission: rolling up revenue through sales hierarchy
• Pipeline analytics: waterfall analysis and stage conversion rates

Module 5: Oracle CX Sales Automation

• Assignment rules: automatic territory and owner assignment
• Workflow rules: field updates and notification triggers
• Adaptive Intelligence: AI-powered lead scoring and next-best-action
• Oracle Digital Sales: guided selling playbooks and call scripting

Module 6: Integration with Oracle ERP and HCM

• Oracle CX to Oracle ERP Cloud: quote-to-cash integration
• Customer master data synchronisation between CX and ERP
• Oracle Fusion Middleware: integration architecture overview
• Oracle Integration Cloud (OIC) for CX-ERP data flows

Module 7: Reporting and Analytics

• Oracle CX built-in reports and dashboards
• Oracle Analytics Cloud (OAC): advanced CRM analytics
• Infolets: at-a-glance KPI widgets on the CX home page
• Custom subject areas: building tailored analytics for sales teams

Module 8: Capstone Project and Assessment

• Oracle CX Sales setup: territory, quota, and forecast configuration
• End-to-end opportunity management and forecast submission
• OAC dashboard build for sales pipeline and performance analytics
• Final assessment and course certification

Experience in the Industry Learn from Oracle CX Cloud-certified consultants who have implemented Oracle Sales Cloud for enterprise sales organisations migrating from on-premises CRM platforms including Siebel CRM.

Backgrounds at the Top Our Oracle CX Sales Cloud trainers have worked at Oracle partner organisations and enterprise Oracle teams delivering cloud CRM transformations for financial services, high-tech, and manufacturing companies.

Clear & Effective Teaching Oracle CX Sales account management, opportunity lifecycle, forecasting, territory management, AI automation, Oracle ERP integration, and Oracle Analytics Cloud are explained with real enterprise CRM examples.

Hands-On Learning Focus Students configure territories, manage opportunities, submit forecasts, set up automation rules, integrate with Oracle ERP, and build OAC dashboards through structured hands-on Oracle CX lab exercises.

Up-to-Date Knowledge Trainers keep content current with the latest Oracle CX Sales Cloud releases, Oracle Fusion Sales AI features, Redwood UI enhancements, and evolving Oracle cloud CRM best practices.