Course Outline
Introduction to Oracle Siebel CRM
- Defining customer relationship management
- The role of CRM in business success
- Core features and strategic advantages
- Overview of Siebel CRM modules
- Navigating the Siebel CRM interface
- Configuring user accounts and roles
Siebel Application Configuration
- Introduction to Siebel tools
- Executing fundamental configuration tasks
- Constructing and overseeing data models
- Adjusting business components and objects
- Establishing application parameters
- Administering system preferences
- Designing and controlling workflows
- Streamlining CRM processes through automation
- Tailoring the user interface
- Customizing user experiences
Customer Data Management
- Maintaining data accuracy and integrity
- Applying data cleansing methods
- Processing data imports and exports
- Identifying and managing customer segments
- Leveraging segmentation for targeted marketing efforts
- Overseeing contact and account records
- Generating and tracking service requests
- Resolving customer cases and issues
Advanced Features and Optimization Strategies
- Directing sales pipelines and opportunities
- Forecasting and managing quotas
- Developing and executing marketing campaigns
- Cultivating lead generation and nurturing processes
- Overseeing customer support and service operations
- Defining service level agreements (SLAs)
- Integrating Siebel CRM with ERP and other systems
- Facilitating smooth data exchange between platforms
- Utilizing Siebel CRM via mobile devices
- Configuring and using mobile applications
Reporting and Operational Best Practices
- Generating and adapting reports
- Leveraging dashboards and visual data representations
- Identifying key performance indicators for CRM
- Tracking and interpreting performance metrics
- Safeguarding data security within the CRM
- Aligning with industry standards and regulatory requirements
- Adopting best practices for CRM management
- Addressing common challenges and solutions
- Utilizing Oracle support resources
Course Summary and Future Directions
Requirements
- Foundational knowledge of CRM principles
- General familiarity with Oracle applications
Target Audience
- CRM Managers
- Business Analysts
- System Administrators
Testimonials (5)
The flow and build up to each topic.
Jainoodien Salie - Vodacom
Course - Oracle Siebel
I enjoyed the hands-on exercises
Samson Makelani - Vodacom
Course - Oracle Siebel
the trainers knowledge as he was able to answer our questions easily and direct us accordingly
Glennita van Rooyen - Vodacom
Course - Oracle Siebel
Added infdormation which the training provideed to gove more glarity to the theory
Jonathan Africa - Vodacom
Course - Oracle Siebel
It was good overall.
