Siebel 8.0 Fundamentals (Self-Study Course)

 

Who should attend

  • Business analysts
  • System analysts
  • Developers
  • Project managers
  • Sales consultants

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

Product Description

  • 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

Price on request