| Main Steps Performed |
Timed Events (Y/N) |
Initialization phase
1. Click on "Apps Local Login Page" |
N |
| 2. Login as a resource created by setup scripts |
N |
| 3. Select Responsibility: "Sales User" |
N |
| 4. Navigate to AutoCreate |
N |
Action phase (iterations):
1. [Click on] "No Action" column in the "Cross Sell/ Up Sell Sales Campaigns" bin |
N |
| 2. [Enter] "The eBS Kit Sales Note for the Lead Generation" in the "Note" bin. |
N |
| 3. [Click on] "Add Note" |
N |
| 4. [Click on] "Add Another Row" in "Tasks" bin |
N |
5. Subject "Contact the customer"
Due DateCurrent Date
Type "Problem Resolution"
Status "In Progress"
|
N |
| 6. [Click on] the first Lead Name in "Leads" bin
In the "Update Lead" page
Methodology "{setupId}eBS Strategic Sales" Stage "Stage 1: Prospecting"
|
N |
| 7. [Click on] "Notes and Tasks" tab |
N |
| 8 [Click on] "Contacts" tab |
Y |
| 9. [Click on] "Products" tab |
N |
10. UOM "Each"
Quantity "100"
Amount
"50,000.00" [Click on]
"Save"
[Click on] "Sales Cycle" tab
[Click on]
"Sales Coach" icon for "{setupId}Gather Customer Information" row.
How did you find out about this opportunity?
"Through sales call from sales rep"
Are they a customer?
"Yes"
What have they already purchased? "Manufacturing"
Is there an SLSA and/or SLA agreement in place? "No"
Who are our key contacts and what is the relationship? "eBS Benchmark"
Would they go exclusive? Why or why not? "Yes"
Who can coach us on this opportunity? "eBS Benchmark"
What is their level of satisfaction with Oracle? "Very Satisfied"
Who do they have a relationship with within Oracle? "eBS Benchmark"
If they own oracle products, have they recently logged support calls? "No"
[Click on] "Apply"
[Click on] "Completed" check box [Click on] "Save"
[Click on] "Sales Team" tab
[Click on] "Proposals" tab
[Click on] "Create Proposal" Proposal Name Any Unique Name
Filter by Category "Home Office Solution"
[Click on] "Home Desktop Solution" radio button
[Click on] "Apply"
[Click on] "Update Lead:..." link [Click on] "Convert to Opportunity"
[Click on] "Logout"
|
Y |
| Main Steps Performed |
Timed Events (Y/N) |
Initialization phase
1. Click on "Apps Local Login Page" |
N |
| 2. Login as a resource created by setup scripts |
N |
| 3. Select Responsibility: "Sales User" |
N |
| 4. Navigate to "Sales Dashboard" |
N |
Action phase (iterations):
1. [Click on] "Full List" under "Top Opportunities" bin
Status "Preliminary"
Stage "Stage 1: Prospecting"
[Click on] "Go"
In the "Opportunity Details:..." bin
Stage "Stage 4: Close"
Status "Won"
Close Reason "Won Opportunity"
[Click on] "Save"
[Click on] the first Opportunity Name
in "Opportunities" bin
|
Y |
| 2. Navigate to "Update Opportunity" |
N |
3. [Click on] "Proposals and Quotes" tab
[Click on] "Create Quote"
Order Type "Standard"
[Click on] "Add Product"
Product "EBSITEM000001"
[Select] "EBSITEM000001"
[Click on] "Select and Add More"
Product "EBSITEM000002"
[Select] "EBSITEM000002"
[Click on] "Select and Add More"
Product "EBSITEM000003"
[Select] "EBSITEM000003"
[Click on] "Select and Add More"
Product "EBSITEM000004"
[Select] "EBSITEM000004"
[Click on] "Select and Add More"
Product "EBSITEM000005"
[Select] "EBSITEM000005"
[Click on] "Select"
[Click on] "Apply"
[Click on] "Approvals"
[Click on] "Initiate Approval"
[Click on] "Approve"
[Click on] "Overview"
Actions "Place Order"
[Click on] "Go"
[Click on] "Logout
|
Y |
| Main Steps Performed |
Timed Events (Y/N) |
Initialization phase
1. Click on "Apps Local Login Page" |
N |
| 2. Login as a resource created by setup scripts |
N |
| 3. Select Responsibility: "Sales User" |
N |
| 4. Navigate to "Sales Dashboard" |
N |
Action phase (iterations):
1. [Click on] "Full List" under "Top Opportunities" bin
Status "Preliminary"
Stage "Stage 1: Prospecting"
[Click on] "Go"
In the "Opportunity Details:..." bin
Stage "Stage 4: Close"
Status "Won"
Close Reason "Won Opportunity"
[Click on] "Save"
[Click on] the first Opportunity Name
in "Opportunities" bin
|
N |
| 2. Navigate to "Update Opportunity" |
N |
3. [Click on] "Proposals and Quotes" tab
[Click on] "Create Quote"
Order Type "Standard"
[Click on] "Add Product"
Product "EBSITEM000001"
[Select] "EBSITEM000001"
[Click on] "Select and Add More"
Product "EBSITEM000002"
[Select] "EBSITEM000002"
[Click on] "Select and Add More"
Product "EBSITEM000003"
[Select] "EBSITEM000003"
[Click on] "Select and Add More"
Product "EBSITEM000004"
[Select] "EBSITEM000004"
[Click on] "Select and Add More"
Product "EBSITEM000005"
[Select] "EBSITEM000005"
[Click on] "Select"
|
N |
4. [Click on] "Apply"
[Click on] "Approvals"
[Click on] "Initiate Approval"
[Click on] "Approve"
|
Y |
5. [Click on] "Overview"
Actions "Place Order"
[Click on] "Go
|
Y |
| 6. [Click on] "Logout"
|
N |
Opportunity2Forcast (O2F)
| Main Steps Performed |
Timed Events (Y/N) |
Initialization phase
1. Click on "Apps Local Login Page" |
N |
| 2. Login as a resource created by setup scripts |
N |
| 3. Select Responsibility: "Sales User" |
N |
| 4. Navigate to "Sales Dashboard" |
N |
Action phase (iterations):
1 [Click on] "Full List" under "Top Opportunities" bin
Status "Preliminary"
Stage "Stage 1: Prospecting"
[Click on] "Go"
[Click on] the first Opportunity Name
in "Opportunities" bin
|
N |
| 2. Navigate to "Update Opportunity" |
N |
3 [Click on] "Products" tab
Forecast "75,000.00"
[Click on] "Save"
[Click on] "Sales Dashboard" link
[Click on] "Forecast"
|
Y |
| 4. In the "Forecast" page
|
N |
5. Period Type "Year"
Period current fiscal year
[Click on] "Opportunity Forecast Detail"
[Click on] the first Opportunity Name
Forecast "250,000.00"
[Click on] "Recalculate and Save"
[Click on] "Notes"
[Enter] "The eBS Kit Forecast Notes"
[Click on] "Add Note"
[Click on] "Forecast" filed in "Printers,Scanners..."
Forecast "265,000.00"
|
N |
| 6. [Click on] "Recalculate and Submit"
|
Y |
| 7. [Click on] "Logout"
|
N |
