Siebel CRM Course Content

Overview :

Siebel CRM (Customer Relationship Management) is a software program that helps a company with their CRM processes. It boasts customer order management, contact management, and other data management features. It is the part of the Oracle family and runs as a standalone program. Sales professionals are able to use Siebel applications to manage accounts and opportunities and review information about products, prices and competitors in the Market.

Training Objectives of SIEBEL CRM :

The Main Objectives of the Siebel CRM is to learn about the Siebel product roadmap and how Oracle is committed to accelerating the pace of innovation and value for its customers on this platform. It also offers extensive business analytics, and it can be deployed on premise or as a Web-based, on-demand solution. Installation in it is very simple, rapid or it can be extensively involved for larger deployments. Various Businesses Segments can choose from a broad portfolio of applications and components to support every customer facing business need.

Target Students / Prerequisites :

Students must be Familiar with Web based and client/server applications and Development. Students must be aware on Relational Database Concepts.

Foundations :

  • Introducing Siebel Applications
  • Implementing Siebel Applications
  • Using the Siebel Client
  • Working with Data in the User Interface

Architecture and Installation :

  • Exploring the Siebel Architecture
  • How Clients Access Seibel Data
  • Installing Siebel software
  • Introducing Server Administration
  • Server configuration and Management

Security :

  • Securing Siebel Implementations
  • Controlling Access to views
  • Controlling Access to Customer Data
  • Creating the Company Structure
  • Controlling Access to Master Data
  • Authenticating Users

Exploring Siebel Applications :

  • Understanding object Definitions behind a Siebel Applications
  • Understanding Siebel Tools to Examine Object Definitions
  • Understanding the Siebel Data Model
  • Understanding Business Components
  • Understanding Party Business Components
  • Understanding Business Objects

Configuration :

  • The Configuration Process
  • Managing Object Definitions
  • Editing and Compiling Object Definitions
  • Understanding the Physical User Interface
  • Configuring Applets
  • Configuring Applications, Screens and Views
  • Configuring Drilldowns
  • Configuring Business Components and Fields
  • Creating business Components and Fields
  • Configuring Pick Lists
  • Configuring Multi-Value groups
  • Extending the Seibel Database
  • Exploring Integration Strategies

Enterprise Integration Manager :

  • Exploring Integration Strategies
  • Introducing Enterpriser Integration Manager
  • Data Mapping
  • Invoking Enterprise Integration Manager
  • Enterprise Integration Manager Consideration

Workflow manager :

  • Understanding Siebel Event models
  • Using Siebel State Model
  • Introducing Siebel Workflow
  • Deploying Workflow Processes
  • Invoking Workflow Processes
  • Understanding Interactive and Long-Running Flows
  • Assignments manager
  • Introducing Assignment Manager
  • Creating Sales Assignment Rules
  • Assignment Manager Configuration
  • Deploying Assignment Manager

Deployment :

  • Performance Considerations
  • Migrating from Development to Test
  • Using Siebel Remote to Support Mobile clients
  • Administering Siebel Remote

Actuate Reports :

  • Introduction about reports Architecture of report server
  • Simple reports
  • Master-child reports
  • Parameterized reports

e-Script :

  • Browser script
  • Server script
  • Applet level
  • BC level
  • Application and Business services level

eRoadmap methodology :

  • Definition stage
  • Discovery stage
  • Design stage
  • Configure stage
  • Implement
  • Deploy stage

Introduction to Siebel EAI :

  • Introduction to Siebel EAI

Introduction to Siebel Testing :

  • Introduction to Siebel Testing

Career Guidance :

  • Career Guidance

Courses Duration : 3-4 weeks

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