SALES FORCE AUTOMATION

  • ENTERPRISE CONTRACTS
  • CREATE SUPPLIER CONTACTS FROM CONTRACT Feature is from a customer-submitted idea.

You can now create supplier contacts in the Parties tab of the contract. The ability to create the contract while authoring a contract accelerates the contract creation process. The Create Contact button is enabled for supplier and other third-party roles of a procurement contract.

SALES FOR OUTLOOK

  • CUSTOMER DATA MANAGEMENT
  • SELLERS CAN VIEW AND INSPECT ORDERS FROM THE REDWOOD CUSTOMER SALES ACCOUNT

Redwood Sales users now have oversight of the sales orders that are created in Fusion Order Management after the quoting process is complete.

Important customer activities and transactions happen after the sale is complete, but none of the information is shared back into the customer account in CRM. With visibility over Sales Orders from Oracle Order Management, account managers and other sellers can be informed of the status and details of every order that has been processed as a result of the upstream opportunity. This awareness will influence and guide sellers on the next action for the account, whether it’s preparing for the next customer engagement, or planning the next renewal or upsell.

CUSTOMER DATA MANAGEMENT

  • SELLERS CAN VIEW AND INSPECT ORDERS FROM THE REDWOOD CUSTOMER SALES ACCOUNT

Redwood Sales users now have oversight of the sales orders that are created in Fusion Order Management after the quoting process is complete.

Important customer activities and transactions happen after the sale is complete, but none of the information is shared back into the customer account in CRM. With visibility over Sales Orders from Oracle Order Management, account managers and other sellers can be informed of the status and details of every order that has been processed as a result of the upstream opportunity. This awareness will influence and guide sellers on the next action for the account, whether it’s preparing for the next customer engagement, or planning the next renewal or upsell.

REDWOOD USER EXPERIENCE

  • SETUP SALES FORECASTING FOR YOUR BUSINESS NEEDS

Configure your sales forecasting process to meet your business needs, whether forecasting by opportunity owner rolling up the resource hierarchy or forecasting by opportunity revenue rolling up the territory hierarchy, showing sales quota information, defining the number of active forecast periods, configuring filters and one-time defaulting of the forecast category on current open opportunities.

Enchant Apps has a team of Oracle Cloud experts across all modules. If you are interested in learning more or have a project where you need Oracle cloud expertise, feel free to reach out to us!

Oracle Fusion Cloud Sales Force Automation 24B What’s New?

Leave a Reply

Your email address will not be published. Required fields are marked *