CRM Fundamentals for Higher Education Rel 9.1

This course provides information for setting up CRM for Higher Education components as well as learning about the key integration points. Specifically, Students will learn how to enable the system, configure the CRM and Campus Solutions databases for communication, set up and work with Enterprise Integration Points (EIPs), configure the Search/Match utility and the 360-Degree Constituent View, and test the integration to ensure that everything is functioning correctly.

Learn To:

• Setup the CRM for Higher Education Components
• Work with EIPs
• Test the integration
• Work with the 360-Degree View

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Audience

• Technical Consultant
• Functional Implementer
• Sales Consultants

Course Topics Course Overview Business Process Overview

• Describing the Components of CRM for Higher Education
• Understanding the CRM for Higher Education Process Flow
• Finding Information about CRM for Higher Education and Campus Solutions

Enabling CRM for Higher Education

• Setting Up Single Sign on
• Activating the PeopleSoft Higher Education 360 Service Operation and Routing
• Configuring PeopleSoft Campus Solutions to Define Integration Data

Getting Started With CRM for Higher Education

• Identifying the Components You Will Need
• Understanding Concepts
• Identifying the Sequence
• Understanding Campus Solutions Dependencies
• Understanding How to Set Up Security

Setting Up the Components for CRM for Higher Education

• Understanding the CRM for Higher Education Components
• Setting up EIPs
• Setting Up Search/Match Functionality

Working with EIPs

• Understanding EIPs and Their Function
• Describing EIPs Delivered with CRM for Higher Education
• Understanding the Business Process Flow for EIPs
• Customizing EIPs

Testing the Integration

• Verifying Search/Match
• Testing the Integration

Working With the 360-Degree View

• Understanding the CRM 360 Degree Constituent View
• Setting Up the CRM 360 Degree Constituent View
• Configuring the CRM 360 Degree Constituent View

Course Review
Course Objectives

• Getting started with CRM for Higher Education
• Setting up the CRM for Higher Education components
• Working with EIPs
• Testing the integration
• Working with the 360-Degree View