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
Recommended Implementation Practices
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 features. The course is appropriate
for customers on Siebel 15.x and Siebel 8.x. Hands-on activities are performed using Open UI
Learn To:
Create, modify, delete, and search for records
Work with common Siebel business entities
Use basic functionality of Siebel Sales and Siebel Call Center
Navigate Siebel applications
Describe other cross-application features
Describe best practices for a Siebel implementation
