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Course Outline
Introduction to Oracle Siebel CRM
- What is customer relationship management?
- Importance of CRM in business
- Key features and benefits
- Siebel CRM modules
- Navigating Siebel CRM
- Setting up users and roles
Configuring Siebel Applications
- Overview of Siebel tools
- Basic configuration tasks
- Creating and managing data models
- Configuring business components and objects
- Setting up application parameters
- Managing system preferences
- Creating and managing workflows
- Automating CRM processes
- Customizing the user interface
- Personalizing user experiences
Managing Customer Data
- Ensuring data accuracy and completeness
- Data cleansing techniques
- Importing and exporting data
- Defining and managing customer segments
- Using segmentation for targeted marketing
- Contact and account management
- Creating and managing service requests
- Handling customer cases and issues
Advanced Features and Optimization
- Managing sales pipelines and opportunities
- Forecasting and quota management
- Creating and managing marketing campaigns
- Lead generation and nurturing
- Managing customer support and service operations
- Configuring service level agreements (SLAs)
- Integrating Siebel CRM with ERP and other applications
- Ensuring seamless data flow between systems
- Using Siebel CRM on mobile devices
- Mobile app configuration and usage
Reporting and Best Practices
- Creating and customizing reports
- Using dashboards and visualizations
- Key performance indicators for CRM
- Monitoring and analyzing performance metrics
- Ensuring data security in CRM
- Compliance with industry standards and regulations
- Implementing best practices for CRM operations
- Common issues and solutions
- Accessing Oracle support resources
Summary and Next Steps
Requirements
- Basic understanding of CRM concepts
- Familiarity with Oracle applications
Audience
- CRM managers
- Business analysts
- System administrators
14 Hours
Testimonials (5)
I liked very much the format of the training, hands on, directly in sql developer.
Andreea - OPEN COURSE
Course - Oracle Database 19c PL and Advanced SQL
I learned complex functions and how to apply them
Ana Alexandrescu - DB Global Technology
Course - Oracle SQL Advanced
Great comunication, Łukasz explained everything in easy and understandable way
Tomasz Wojciechowski - GP Strategies Poland sp. z o.o.
Course - ORACLE SQL Fundamentals
the trainer was very helpful , the pace of the training was really good and the exercises weren't too hard, also not too easy. whenever I got stuck he helped me out very well and made sure I understood everything.
Jade Stappaerts - KULeuven
Course - Oracle SQL Language
the exercises
