Oracle Fusion CRM offers various advanced functionalities for business users, however all these can only be utilized if you have a strong Customer database. This article shows you step by step how this is done.
Step 1 : Login to Fusion CRM
Step 2 : From the home page, Click on “Navigate > Sales > Customers”
Step 3 : From the left navigation, select “Create Customer” (Or use the “Quick Create” option available just below)
Step 4 : Enter the form to create the customer (and one contact too)
Step 5 : Click on “Customers” link in the left navigation. You will be taken to the landing page, where you can see your newly created customer, On click of the customer name, you can also view the contacts, Tasks and Calendar data associated with this customer
Step 6 : Click on the Orange Dot before the name of your newly created Customer, you will see a nice business card view, where you can see more details about this customer in a single view
Step 7 : From this window, you can do various things. For example, Select primary contact for the customer, Select Primary Address, View / Add Notes, View / Add Interactions, Research about the customer on web, Download the customer details to your Microsoft Outlook etc.,
To Start with, let us look into the Notes option, Click on the “Notes” link and you will get a screen similar to below:
Step 8 : You can click on “Create” Icon and start entering a note using simple text, or rich / formatted text:
Step 9 : You can go back to Step 6 above, and click on “Interactions”. You will find a screen where various types of interactions with this customer can be captured. For example, Email, Phone call, Web Conference, Fax, Meeting, Chat etc.,
Step 10 : Click on “Create” icon and you can capture details about the interaction(s) you had with this customer:
Step 11 : Next, go back to Step 6 view and Click on “Find On Web”, it opens a new browser tab with Google Search results about this customer
Step 12 : Finally, Click on “Add to my address book”, you can download your current customer as a .vcf entry, which can be added to your Email Client such as Microsoft Outlook:
That’s it. These are the basic things you can do with Oracle Fusion CRM Customer Management. We will discuss lot of advanced topics in our next article(s). Stay tuned, Happy CRMing!