Siebel 8.0 Fundamentals - Self-Study Course

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Description

Siebel 8.0 Fundamentals is covering important Siebel application functionality. After students become familiar with navigating and working with data in the Siebel user interface, they learn about the business logic and key business entities at the heart of Siebel CRM applications. Students explore the defining features of Siebel applications, such as Siebel Sales, Siebel Call Center, and Siebel Field Service. Students explore the capabilities of Siebel automation options, such as Siebel Workflow, Assignment Manager, and Task UI. The course concludes with an overview of implementing a Siebel application, including a discussion of implementation best practices.

Learn To:
  • Use best practices in…

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Siebel 8.0 Fundamentals is covering important Siebel application functionality. After students become familiar with navigating and working with data in the Siebel user interface, they learn about the business logic and key business entities at the heart of Siebel CRM applications. Students explore the defining features of Siebel applications, such as Siebel Sales, Siebel Call Center, and Siebel Field Service. Students explore the capabilities of Siebel automation options, such as Siebel Workflow, Assignment Manager, and Task UI. The course concludes with an overview of implementing a Siebel application, including a discussion of implementation best practices.

Learn To:
  • Use best practices in a Siebel implementation project
  • Navigate Siebel applications
  • Use common Siebel business entities to support company business practices
  • Use typical features in Siebel Sales, Siebel Call Center, and Siebel Field Service applications
  • Explore Siebel automation methods

Audience
  • Application Developers
  • Business Analysts
  • Developer
  • Project Manager
  • Sales Consultants
  • System Analysts

Course Topics Navigating and Working with Data in the Siebel Interface
  • Introducing Siebel CRM Applications
  • Navigating Siebel applications
  • Creating, modifying, and deleting records
  • Querying for data
Common Siebel Business Entities
  • Representing customers with Accounts and Contacts
  • Describing tasks with Activities
  • Defining sales-related objects with Opportunities and Quotes
  • Resolving customer issues with Service Requests
  • Using Siebel business entities to implement business practices
Siebel Application Functionality
  • Siebel Sales scenario: Opportunity Management
  • Siebel Sales scenario: Forecasting
  • Other Siebel Sales Features
  • Siebel Call Center: service scenario
  • Siebel Call Center features (SmartScripts, Service Analytics, Hostelling and Multi-tenancy)
  • Siebel Field Service scenario
  • Assets and Warranties
Siebel Automation and Other Application Features
  • Siebel Workflow
  • Siebel Assignment Manager
  • Siebel Task UI
  • Other features (Siebel Search, Audit Trail, Reports, iHelp, Siebel Tools)
Best Practices for Siebel Implementations
Course Objectives
  • Use Siebel Field Service features, such as Dispatch Board, Assets, and Warranties
  • Use Siebel Sales features, such as forecasting, global accounts, and territory management
  • Use Siebel Call Center features, such as CTI, Smart Scripts, and Service Analytics
  • Explore Siebel Workflow, Assignment Manager, and Task UI
  • Describe best practices for a Siebel implementation project
  • Navigate in the Siebel user interface
  • Create, delete, and modify records
  • List and describe common Siebel business entities

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    There are no frequently asked questions yet. If you have any more questions or need help, contact our customer service.