Course Overview
About Course
Oracle CRM Training is an immersive 40‑hour program designed to equip participants with end-to-end CRM implementation and administration skills. Beginning with core CRM concepts—such as lead, opportunity, campaign, and service management—the program introduces the Oracle CRM ecosystem, covering On Demand, Sales Cloud, and Siebel platforms
Learners start with module navigation and user configuration, learning how to customize dashboards, manage users, and assign roles for secure access. The curriculum then expands into Sales Automation, where students configure lead and opportunity workflows, utilize Sales Prospector integration, and manage the sales pipeline.
Service Management modules follow, covering case handling, SLAs, service contracts, and field/teleservice configurations—ensuring high-quality customer support processes. Marketing Automation teaches campaign creation, email segmentation, and analytics-driven lead nurturing. Participants also learn product catalog administration, managing hierarchies, attributes, pricing rules, and spare parts management.
Compliance and insights come through hands-on Analytics & Reporting, where learners craft dashboards, saved searches, and generate CRM performance reports Data integration covers import/export mechanisms, Outlook sync, desktop tools, and basic ETL principles. Customization sessions teach field-level changes, UI scripting, and workflow configurations for unique business needs.
Security, administration, and auditing modules address role-based permissions, password policies, SSO fundamentals, and data governance—ensuring regulated system usage. Desktop and mobile sync sessions equip users for multi-channel CRM access, including offline Outlook integration.
The program culminates in a capstone project where participants design and implement a complete CRM flow—from lead capture through campaign execution and reporting—offering a portfolio-ready demonstration.
Graduates emerge with functional and technical prowess to work as Oracle CRM Administrators, Functional Consultants, or Sales & Service Systems Specialists, capable of implementing, customizing, and managing enterprise-grade CRM solutions across industries.
Course Syllabus
- Module 1: CRM Concepts & Oracle CRM Overview (4 hrs)
- CRM fundamentals, benefits and lifecycle
- Oracle CRM ecosystem: CRM On Demand, Siebel, Cloud CRM variants
- Module 2: Navigation, Setup & User Management (4 hrs)
- UI navigation, dashboard personalization, account settings
- Create/manage users, security roles, permission schemes
- Module 3: Sales Automation (6 hrs)
- Lead and opportunity lifecycle configuration
- Sales funnel, pipeline management, forecasting tools
- Sales Prospector and integration with Sales Cloud
- Module 4: Service & Support Management (5 hrs)
- Configure service contracts, case management, SLAs
- Field service, teleservice, repair depot configurations
- Module 5: Marketing Automation (5 hrs)
- Campaign creation, segmentation, email marketing flows
- Lead nurturing and tracking analytics
- Module 6: Product & Catalog Administration (4 hrs)
- Product hierarchy, attributes, pricing rules, spares management
- Module 7: Analytics & Reporting (4 hrs)
- CRM performance reports, dashboards, saved searches
- Data insights using embedded analytics tools
- Module 8: Integration & Data Management (4 hrs)
- Data import/export, CSV templates, ETL basics
- Integration patterns: Outlook sync, APIs
- Module 9: Configuration & Customization Tools (4 hrs)
- Customize UI, workflows, fields, page layouts
- Automate using business rules, scripting best practices
- Module 10: Mobile App & Outlook Integration (3 hrs)
- CRM On Demand Desktop integration with Outlook: features & usage
- Mobile CRM basics
- Module 11: Administration, Security & Auditing (4 hrs)
- Security configurations, password policies, SSO basics
- Audit logs and data governance
- Module 12: Capstone Project & Review (2 hrs)
- End-to-end CRM implementation: lead → opportunity → campaign
- Real-world scenario: configure, integrate, report, and present
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Key Features
Live labs using Oracle CRM On Demand / Sales Cloud / Siebel environment
Role-based modules: Sales, Service, Marketing, Catalog, and Admin flows
Custom configurations: fields, page layout, saved searches, workflows
Reporting mastery: dashboards, analytics, forecasting tools
Integration hands-on: Outlook sync, data import, desktop sync tools
Mobile readiness: desktop and mobile use cases
Best practice guidance: data governance, SSO, audit, security
Capstone simulation: full lifecycle CRM implementation
Certification and career alignment: builds job-ready CRM Administrator or Functional Analyst capabilities
Our Upcoming Batches
At Topskill.ai, we understand that today’s professionals navigate demanding schedules.
To support your continuous learning, we offer fully flexible session timings across all our trainings.
Below is the schedule for our Training. If these time slots don’t align with your availability, simply let us know—we’ll be happy to design a customized timetable that works for you.
Training Timetable
| Batches Online/Offline | Batch Start Date | Session Days | Time Slot (IST) | Fees |
|---|---|---|---|---|
| Week Days (Virtual Online) | Aug 28, 2025 Sept 4th, 2025 Sept 11th, 2025 | Mon-Fri | 7:00 AM (Class 1-1.30 Hrs) | View Fees |
| Week Days (Virtual Online) | Aug 28, 2025 Sept 4th, 2025 Sept 11th, 2025 | Mon-Fri | 11:00 AM (Class 1-1.30 Hrs) | View Fees |
| Week Days (Virtual Online) | Aug 28, 2025 Sept 4th, 2025 Sept 11th, 2025 | Mon-Fri | 5:00 PM (Class 1-1.30 Hrs) | View Fees |
| Week Days (Virtual Online) | Aug 28, 2025 Sept 4th, 2025 Sept 11th, 2025 | Mon-Fri | 7:00 PM (Class 1-1.30 Hrs) | View Fees |
| Weekends (Virtual Online) | Aug 28, 2025 Sept 4th, 2025 Sept 11th, 2025 | Sat-Sun | 7:00 AM (Class 3 Hrs) | View Fees |
| Weekends (Virtual Online) | Aug 28, 2025 Sept 4th, 2025 Sept 11th, 2025 | Sat-Sun | 10:00 AM (Class 3 Hrs) | View Fees |
| Weekends (Virtual Online) | Aug 28, 2025 Sept 4th, 2025 Sept 11th, 2025 | Sat-Sun | 11:00 AM (Class 3 Hrs) | View Fees |
For any adjustments or bespoke scheduling requests, reach out to our admissions team at
support@topskill.ai or call +91-8431222743.
We’re committed to ensuring your training fits seamlessly into your professional life.
Note: Clicking “View Fees” will direct you to detailed fee structures, instalment options, and available discounts.
Don’t see a batch that fits your schedule? Click here to Request a Batch to design a bespoke training timetable.
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