Siebel CRM Course Content :

1. Introduction to Siebel CRM

• Navigating Siebel CRM Applications
• Working with Data in Siebel CRM Applications
• Exploring the Siebel Architecture
• Understanding Object Definitions

2. Access Control of Records and Views

• Security and Access Control ? Responsibilities and Views
• Users, Positions, and Organizations
• Controlling Access to Customer Data
• Catalogs and Master Data

3. Administering Literature

4. Customizing the User Experience

• Modifying Tab Layouts
• Administering View Links
• Customizing Home Pages
• Resetting a Users Preferences

5. Administering Lists of Values

• Administering Lists of Values
• Administering Phone Formats
• Administering Hierarchical Lists of Values

6. Administering Initial Data

• Countries, Currencies, Languages, and Locales
• Periods
• Time Zones
• Households
• Expense Types and Payment Terms
• ZIP Codes
• Industries
• Contact Us Information

7. Quick Fill Templates and Predefined Queries

• Administering Quick Fill Templates
• Administering Predefined Queries
• Understanding the Default Predefined Query

8. Administering Message Broadcasts

• Administering Alerts

9. Administering Activity Plans and Templates

• Defining Activities, Activity Plans, and Activity Templates
• Administering Activity Templates
• Administering Sales Methods
• Administering Assessment Templates
• Administering Siebel iHelp
• Comparing Siebel iHelp, Task UI, and SmartScripts
• Creating iHelp Items

10. Administering Business Automation

• Defining Business Services, Business Service Methods, and Arguments
• Activating Workflows
• Administering Inbound Web Services
• Administering Approvals
• Administering the Universal Inbox
• Administering Siebel Reports

11. Submitting Jobs

• Submitting Jobs
• Creating Job Templates
• Creating State Models
• Administering Audit TrailSetting System Preferences
• Default MVG Exists Query
• Auto Mgr Calendar Access
• Forecast: Auto-Forecast
• Default Time Zone
• Universal Time Coordinated
• Strict Date Format
• Quick Print Application and Quick Print Output Format
• Administering Assignment Manager