siebel CRM by keralaguest

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									             COMPUTECH INFO SOLUTIONS
                                     Siebel CRM Course Details

1) Introduction to CRM
         Why CRM?
         Where CRM is used?
         CRM Software
         Selecting a right CRM Software

2) Introduction to Siebel
         Siebel Applications
         Siebel Employee Applications
         Siebel Customer Applications

3) Connecting to different Siebel Databases
       Server
       Local
       Sample

4) Installations
         Siebel Client Installation
         Tools & Sample Database Installation

5) Implementation Structure
        Defining Organizations
        Defining Divisions
        Defining Positions
        Defining Responsibilities
        Setting up Employees
        Visibility Control
        Access Control and Access Groups

6) Some important Business Entities in Siebel
       Sales life cycle
       Accounts
       Contacts
       Opportunities
       Quotes
       Orders
       Activities
       Products and Assets
       Service requests etc...




   #401, 4th Floor, ADR Estate, Above Bank of India, Bhagya Nagar Colony, Opp.: KPHB, Hyderabad-500072
                           Phone: 040-66174448, 9000011489, www.computechis.com
             COMPUTECH INFO SOLUTIONS
                                     ** Introduction to Siebel Case Study **
7) Siebel Tools
        Introduction to Siebel Tools
        Tools Architecture
        Data Object Layer
        Business Object layer
        Logical User Interface Object layer
        Physical User Interface Object layer
        Siebel Application Object Manager


        Developing Applications in Siebel – 1
        List Applets from Applets
        Configuring Joins(Implicit and Explicit joins)
        Configuring Links
        Configuring Pick Lists
        Configuring Pick Applets
        Configuring MVG Applets
        Configuring Association Applets
        Attachment Applets
        Drill Downs – Static / Dynamic

                                   ** CASE STUDY IMPLEMENTATION **

8) Server Concepts
        Server Architecture
        Smaller Deployments Vs Larger Deployments
        Server Installations
        Setting up Web Enabled Clients

9) Siebel Remote Administration
        Setting up Local Database
        Synchronization process
        Check - In / Check – Out

10) Siebel Workflow
        Workflow Policy Management
        Workflow Process Management

11) Assignment Management
        Dynamic Assignment
        Batch Assignment
        Interactive Assignment

12) Siebel Enterprise Integration Management (EIM)
        Understanding the Data Mapping Techniques
   #401, 4th Floor, ADR Estate, Above Bank of India, Bhagya Nagar Colony, Opp.: KPHB, Hyderabad-500072
                           Phone: 040-66174448, 9000011489, www.computechis.com
             COMPUTECH INFO SOLUTIONS
        Loading Data from Legacy systems to EIM tables
        EIM table Mappings
        Preparing the .ifb file
        Loading the Date from EIM Tables to Base tables

13) Siebel E-Scripts
        Introduction to Scripting
        Browser Scripts Vs Server Scripts
        Writing Scripts on Siebel Scripts
        E Script Methods
        Business Case Studies

14) Actuate Reports
        Introduction to Actuate Reports
        Simple Reports
        Group Reports
        Master Details Reports

15) FAQ’s
       Material
       Documentation CD’s




   #401, 4th Floor, ADR Estate, Above Bank of India, Bhagya Nagar Colony, Opp.: KPHB, Hyderabad-500072
                           Phone: 040-66174448, 9000011489, www.computechis.com

								
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