See "Setting Up Organizations" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.
Set up companies, fiscal date patterns, and business units. See JD Edwards EnterpriseOne Tools Foundation Guide. Set up global User Defined Code (UDC) tables. The suggested global implementation steps for JD Edwards EnterpriseOne CRM products are:
See JD Edwards EnterpriseOne Tools Software Updates Guideįor information about the Oracle Business Accelerator solution for implementation of JD Edwards EnterpriseOne Customer Relationship Management, review the documentation available.
EnterpriseOne and World Change Assistant, a Java-based tool, reduces the time that is required to search for and download ESUs by 75 percent or more and enables you to install multiple ESUs at one time. When determining which electronic software updates (ESUs) to install for JD Edwards EnterpriseOne CRM Sales applications, use the EnterpriseOne and World Change Assistant. In the planning phase of your implementation, take advantage of all JD Edwards EnterpriseOne sources of information, including the installation guides and troubleshooting information. This section provides an overview of the steps that are required to implement JD Edwards EnterpriseOne CRM Sales applications. Provide sales information to the manufacturing department to assist in demand planning.ġ.4 JD Edwards EnterpriseOne CRM Sales Application Implementation Track and maintain information about competitors. Review and analyze the sales pipeline for many entities, such as employees, territories, or customers.Ĭreate and analyze sales forecasts, which can provide the organization with the information it needs to determine whether sales strategies are successful. Track and maintain sales opportunities, customers and contacts.Ĭreate sales quotes and sales orders directly from a sales opportunity. For example, you can:Ĭreate qualification scripts that the sales force can use to determine whether a sales lead or opportunity is worth pursuing.Ĭreate sales methodologies, which the sales force can use to standardize and organize the activities associated with the sale of specific goods or services. CRM Sales applications can be used to automate, standardize, maintain, and analyze sales information. You use the CRM Sales applications to successfully manage the organization's sales strategies, sales force, and sales opportunities. 1.1 JD Edwards EnterpriseOne CRM Sales Applications Overview