Siebel CRM Admin Online Training

Siebel CRM Admin Online Training

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    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

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    PRIVATE COURSE
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    • 1 month
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        Course Features

        Live Instructor-led Classes

        This isn't canned learning. Its dynamic, its interactive, its effective

        Expert Educators

        Only the best or they're out. We are constantly evaluating our trainers

        24&7 Support

        We never sleep. Need something answered at 3 am? No Problem

        Flexible Schedule

        You don't learn as per our calendar. We work according to yours.

        Customized Training's

        The most part self-managed and adaptable to suit a person's particular adapting technology needs

        Priority Based Training's

        Real-time Scenario based Assignments and Case Studies

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