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
Technical Topics
Architecture
Security
Access Control
Siebel Tools
Data Model
Workflow
Assignment Manager
Task UI
Deployment Considerations
Global Deployment
Integration Options
Description:
This Siebel Business Analyst training examines Siebel applications in two dimensions. The first dimension, breadth and
functionality, is covered in the first two days of the course; you'll become familiar with the defining features of Siebel
applications, including Siebel Sales and Siebel Call Center. You'll also explore administration and automation options,
including Siebel Workflow, Assignment Manager, and Task UI.
The second dimension, depth and technology, is provided in the last three days of training, which helps business
analysts develop the knowledge and skills to participate in a Siebel implementation project. You will explore foundational
aspects such as the architecture and data access. You will then use Siebel Tools to explore customizing the application
business logic, user interface, and automation options. Finally you will look at global deployment, integration
considerations, and recommended implementation practices.
Learn To:
Navigate Siebel applications.
Use a wide range of Siebel application functionality.
Translate user requirements into technical specifications.
Explore application configuration options using Siebel Tools.
Benefits to You
Enrolling in this course will help business analysts can acquire the technical skills and Siebel application knowledge to
translate user and process requirements into detailed technical specifications for your implementation team. This
ensures a smoother implementation that meets your business needs. You'll also come away from the course with an
appreciation of the logical structure of Siebel applications.
