Functional
Introduction to CRM
- Why CRM?
- Where CRM is used?
- CRM Software
- Selecting a Right CRM Software
Introduction to Siebel
- Siebel Applications
- Siebel Employee Applications
- Siebel Customer Applications
Connecting to Different Siebel Databases
Installations
- Siebel Client Installation
- Tools & Sample Database Installation
Implementation Structure
- Defining Organizations
- Defining Divisions
- Defining Positions
- Defining Responsibilities
- Setting Up Employees
- Visibility Control
- Access Control and Access Groups
Some Important Business Entities in Siebel
- Sales life Cycle
- Accounts
- Contacts
- Opportunities
- Quotes
- Orders
- Activities
- Products and Assets
- Service Requests etc
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 Explicit Joins)
- Configuring Links
- Configuring Pick Lists
- Configuring Pick Applets
- Configuring MVG Applets
- Configuring Association Applets
- Attachment Applets
- Drill Downs - Static / Dynamic
Server Concepts
- Server Architecture
- Smaller Deployments Vs Larger Deployments
- Server Installation
- Setting Up Web Enabled Clients
Siebel Remote Administration
- Setting Up Local Databases
- Synchronization Process
- Check-In/Check-Out
Siebel Workflow
- Workflow Policy Management
- Workflow Process Management
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
Siebel eSCRIPTS
- Introduction to Scripting
- Browser Scripts Vs Server Scripts
- Writing scripts on Siebel Objects
- eSCRIPTS Methods
- Business Case Studies
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