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