## Getting Started With JD Edwards EnterpriseOne CRM Sales Applications

This chapter discusses:

- JD Edwards EnterpriseOne CRM Sales applications overview.

- JD Edwards EnterpriseOne CRM Sales applications business processes.

- JD Edwards EnterpriseOne CRM Sales application integrations.

- JD Edwards EnterpriseOne CRM Sales application implementation.

### JD Edwards EnterpriseOne CRM Sales Applications Overview

You use the CRM Sales applications to successfully manage the organization's sales strategies, sales force, and sales opportunities. CRM Sales applications can be used to automate, standardize, maintain, and analyze sales information. For example, you can:

- Create qualification scripts that the sales force can use to determine whether a sales lead or opportunity is worth pursuing.

- Create sales methodologies, which the sales force can use to standardize and organize the activities associated with the sale of specific goods or services.

- Track and maintain sales leads.

- Track and maintain sales opportunities, customers and contacts.

- Create sales quotes and sales orders directly from a sales opportunity.

- Review and analyze the sales pipeline for many entities, such as employees, territories, or customers.

- Create and analyze sales forecasts, which can provide the organization with the information it needs to determine whether sales strategies are successful.

- Track and maintain information about competitors.

- Provide sales information to the manufacturing department to assist in demand planning.

### JD Edwards EnterpriseOne CRM Sales Applications Business Process

This process flow illustrates the Lead to Cash business processes, which is supported by JD Edwards EnterpriseOne CRM Sales applications:

Lead to Cash Process Flow

We discuss these business processes in the business process chapters in this implementation guide.

### JD Edwards EnterpriseOne CRM Sales Application Integrations

JD Edwards EnterpriseOne CRM Sales applications works with other JD Edwards EnterpriseOne applications to ensure that all information is fully integrated. JD Edwards EnterpriseOne CRM Sales applications integrate with these JD Edwards EnterpriseOne products from Oracle:

- JD Edwards EnterpriseOne Accounts Receivable

- JD Edwards EnterpriseOne Address Book

- JD Edwards EnterpriseOne CRM Foundation

- JD Edwards EnterpriseOne Sales Order Management

- JD Edwards EnterpriseOne Supply Chain Management

We discuss integration considerations in the implementation chapters of this implementation guide.

JD Edwards EnterpriseOne Accounts Receivable

JD Edwards EnterpriseOne CRM Sales applications integrate with JD Edwards EnterpriseOne Accounts Receivable to enable users to perform credit checks on sales opportunities. This enables sales representatives to determine, before the sale is finalized, whether the prospective customer has sufficient credit to purchase the goods and services in which they are interested.

JD Edwards EnterpriseOne Address Book

JD Edwards EnterpriseOne CRM Sales applications integrate with JD Edwards EnterpriseOne Address Book in many areas, including:

- Employees

- Partners

- Contacts

- Customers

- Calendars

- Activities

- Action Plans

JD Edwards EnterpriseOne CRM Foundation

JD Edwards EnterpriseOne CRM Foundation applications provide the basis for the JD Edwards EnterpriseOne CRM Sales Force Automation system. CRM Constants are used to determine how the system processes sales information. You enter employees, customers, contacts, and partners using JD Edwards EnterpriseOne CRM Foundation applications. You also use product catalogues and items during the sales cycle. You can also use email groups and email merge functionality to keep in close contact with customers, partners, and sales team members. These applications are all part of the JD Edwards EnterpriseOne CRM Foundation product.

JD Edwards EnterpriseOne Sales Order Management

JD Edwards EnterpriseOne CRM Sales applications integrate closely with JD Edwards EnterpriseOne Sales Order Management. From the JD Edwards EnterpriseOne CRM Sales Force Automation system, you can generate sales quotes and sales orders. Once the sales quotes and orders have been generated, you use the JD Edwards EnterpriseOne Sales Order Management system to update and process the orders.

JD Edwards EnterpriseOne Supply Chain Management

The JD Edwards EnterpriseOne CRM Sales Force Automation system integrates with JD Edwards EnterpriseOne Supply Chain Management, enabling manufacturing organizations to utilize the information that is created by sales forecasts when determining the future demand for products. Using the SCBM Outbound Processor program, the JD Edwards EnterpriseOne Supply Chain Management systems can identify the active sales opportunities, and use that information to forecast product demand.

### JD Edwards EnterpriseOne CRM Sales Application Implementation

This section provides an overview of the steps that are required to implement JD Edwards EnterpriseOne CRM Sales applications.

In the planning phase of your implementation, take advantage of all JD Edwards EnterpriseOne sources of information, including the installation guides and troubleshooting information. A complete list of resources appears in the preface in About This Documentation with information about where to find the most current version of each.

When determining which electronic software updates (ESUs) to install for JD Edwards EnterpriseOne CRM Sales applications, use the EnterpriseOne and World Change Assistant. 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.

See JD Edwards EnterpriseOne Tools 8.98 Software Update Guide

For information about the Oracle Business Accelerator solution for implementation of JD Edwards EnterpriseOne Customer Relationship Management, review the documentation available.

See http://www.peoplesoft.com/corp/en/iou/implement/rapid_start/rapid_start_prtr_notes.jsp

#### Global Implementation Steps

This table lists the suggested global implementation steps for JD Edwards EnterpriseOne CRM products:

Step | Reference
1. Set up global User Defined Code (UDC) tables. | See JD Edwards EnterpriseOne Tools 8.98 Foundation Guide
2. Set up companies, fiscal date patterns, and business units. | See Setting Up Organizations.
3. Set up next numbers. | See JD Edwards EnterpriseOne Tools 8.98 Foundation Guide
4. (Optional) Set up accounts, and the chart of accounts. | See Creating the Chart of Accounts.
5. (Optional) Set up the General Accounting constants. | See Setting Up the General Accounting System.
6. (Optional) Set up multicurrency processing, including currency codes and exchange rates. | Setting Up General Accounting for Multicurrency Processing Setting Up Exchange Rates
7. (Optional) Set up ledger type rules. | See Forms Used to Set Up Ledger Type Rules.
8. Set up branch/plant constants. | See Setting Up the Inventory Management System.

#### Implementation Steps for CRM Sales Applications

This table lists the implementation steps for CRM Sales applications:

Step | Reference
1. Set up CRM Constants. | See Setting Up the CRM Foundation System.
2. Set up CRM Sales application UDCs | See Setting Up Sales Fundamentals.
3. Set up territories and industry groupings. | See Setting Up Sales Fundamentals.
4. Set up sales methodologies. | See Setting Up Sales Fundamentals.
5. Set up qualification scripts. | See Setting Up Sales Fundamentals.