siebel-crm by keralaguest

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									                         C-Point Software Solutions
                                                Siebel CRM

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...


#403, 4th Floor, ADR Estate, Above Bank of India, Bhagya Nagar Colony, Opp.: KPHB, Hyderabad-500072
                          Phone: 040-66332737, 9290929394, www.c-point.in
                          C-Point Software 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

#403, 4th Floor, ADR Estate, Above Bank of India, Bhagya Nagar Colony, Opp.: KPHB, Hyderabad-500072
                          Phone: 040-66332737, 9290929394, www.c-point.in
                         C-Point Software Solutions
11) Assignment Management
       Dynamic Assignment
       Batch Assignment
       Interactive Assignment

12) Siebel Enterprise Integration Management (EIM)
        Understanding the Data Mapping Techniques
        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




#403, 4th Floor, ADR Estate, Above Bank of India, Bhagya Nagar Colony, Opp.: KPHB, Hyderabad-500072
                          Phone: 040-66332737, 9290929394, www.c-point.in

								
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