SIEBEL CRM (PROJECT ORIENTED)
==> CRM CONCEPTS
==> ABOUT SIEBEL
==> INSTALLATIONS
==> FUNCTIONAL
==> TOOLS
==> SERVER
==> WORKFLOW
==> e SCRIPTING
FUNCTIONAL
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..
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 -I
List Applets, Form Applets
Configuring Joins (Implicit and Expicit 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 Installation
Setting Up Web Enabled Clients
9.SIEBEL REMOTE ADMINISTRATION
Setting Up Local Databases
Synchronization Process
Check-In/Check-Out
10.SIEBEL WORFKLOW
Workflow Policy Management
Workflow Process Management
11.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 Data from EIM tables to Base Tables
12.SIEBEL eSCRIPTS
Introduction to Scripting
Browser Scripts Vs Server Scripts
Writing scripts on Siebel Objects
eScript Methods
Business Case Studies
13.ACTUATE REPORTS :
Introduction to Actuate Reports
Simple Reports
Group Reports
Master Detail Reports