Siebel 8.1.x Fundamentals

Course Description

Students learn to navigate and maintain data in Siebel applications by using common entities. Students explore built-in functionality in Siebel Sales and Siebel Call Center and then other cross-application featuresLearn To:Create, modify, delete, and search for recordsWork with common Siebel business entitiesUse basic functionality of Siebel Sales and Siebel Call CenterNavigate Siebel applicationsDescribe other cross-application featuresDescribe best practices for a Siebel implementation

Skills Gained

• Describe Siebel Customer Relationship Management (CRM) applications
• Navigate the Siebel application user interface (UI)
• Work with common Siebel business entities
• User basic functionality of Siebel Sales and Siebel Call Center
• Describe common cross-application features
• Describe implementation best practices

Who Can Benefit

• End Users
• Functional Implementer

Syllabus

Using Siebel CRM

• Introducing Siebel CRM Applications
• Navigating
• Working with Data in the Siebel User Interface

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 Features

• Siebel Sales scenario: Opportunity Management
• Siebel Sales scenario: Forecasting
• Remote, TAS, Sales Methodologies
• Siebel Call Center: service scenario
• Email Response, SmartScript, Hoteling, and Multi-Tenancy

Other Siebel Features

• iHelp
• Inbox
• Reports
• Audit Trail
• Search
• Administration

Implementation Best Practices