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Duration 14 hours
Course Outline
Introduction to Oracle Siebel CRM
- Defining customer relationship management
- The strategic value of CRM in business
- Essential features and advantages
- Overview of Siebel CRM modules
- Navigating the Siebel CRM interface
- Configuring users and role assignments
Configuring Siebel Applications
- Summary of Siebel tools
- Fundamental configuration tasks
- Developing and managing data models
- Setting up business components and objects
- Establishing application parameters
- Administering system preferences
- Building and controlling workflows
- Streamlining CRM processes through automation
- Tailoring the user interface
- Customizing individual user experiences
Managing Customer Data
- Maintaining data integrity and completeness
- Techniques for data cleansing
- Procedures for importing and exporting data
- Establishing and overseeing customer segments
- Leveraging segmentation for targeted marketing
- Administration of contacts and accounts
- Generating and tracking service requests
- Resolving customer cases and issues
Advanced Features and Optimization
- Overseeing sales pipelines and opportunities
- Sales forecasting and quota administration
- Designing and executing marketing campaigns
- Lead acquisition and development
- Supervising customer support and service functions
- Setting up service level agreements (SLAs)
- Connecting Siebel CRM with ERP and other systems
- Guaranteeing uninterrupted data exchange between systems
- Utilizing Siebel CRM on mobile platforms
- Configuring and using mobile applications
Reporting and Best Practices
- Developing and modifying reports
- Utilizing dashboards and visual data representations
- Identifying key performance indicators for CRM
- Tracking and evaluating performance metrics
- Securing data within the CRM environment
- Adhering to industry standards and regulatory requirements
- Adopting optimal practices for CRM operations
- Addressing common challenges and resolutions
- Utilizing Oracle support resources
Recap and Future Actions
Requirements
- Foundational knowledge of CRM principles
- Experience with Oracle applications
Target Audience
- CRM managers
- Business analysts
- System administrators
Testimonials (5)
The flow and build up to each topic.
Jainoodien Salie - Vodacom
Course - Oracle Siebel
I enjoyed the hands-on exercises
Samson Makelani - Vodacom
Course - Oracle Siebel
the trainers knowledge as he was able to answer our questions easily and direct us accordingly
Glennita van Rooyen - Vodacom
Course - Oracle Siebel
Added infdormation which the training provideed to gove more glarity to the theory
Jonathan Africa - Vodacom
Course - Oracle Siebel
It was good overall.