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Siebel Fundamentals Rel 15.5

Students learn to navigate and maintain data in Siebel applications by using common entities. Students explore built-in functionality in Siebel Sales and Siebel Call Center and then other...

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$2,700 USD
Course Code SB-FUND-15-5
Duration 2 days
Available Formats Classroom

Students learn to navigate and maintain data in Siebel applications by using common entities. Students explore built-in functionality in Siebel Sales and Siebel Call Center and then other cross-application features. The course is appropriate for customers on Siebel 15.x and Siebel 8.x. Hands-on activities are performed using Open UI

Learn To:
  • Create, modify, delete, and search for records
  • Work with common Siebel business entities
  • Use basic functionality of Siebel Sales and Siebel Call Center
  • Navigate Siebel applications
  • Describe other cross-application features
  • Describe best practices for a Siebel implementation

Live Virtual Class Format

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Skills Gained

  • Describe Siebel Customer Relationship Management (CRM) applications
  • Navigate the Siebel application user interface (UI)
  • Work with common Siebel business entities
  • User basic functionality of Siebel Sales and Siebel Call Center
  • Describe common cross-application features
  • Describe recommended implementation practices

Course Details

Using Siebel CRM

  • Introducing Siebel CRM Applications
  • Navigating
  • Working with Data in the Siebel User Interface

Common Siebel Business Entities

  • Representing customers with Accounts and Contacts
  • Describing tasks with Activities
  • Defining sales-related objects with Opportunities and Quotes
  • Resolving customer issues with Service Requests
  • Using Siebel business entities to implement business practices

Siebel Application Features

  • Siebel Sales scenario: Opportunity Management
  • Siebel Sales scenario: Forecasting
  • Remote, TAS, Sales Methodologies
  • Siebel Call Center: service scenario
  • Email Response, SmartScript, Hoteling, and Multi-Tenancy

Other Siebel Features

  • iHelp
  • Inbox
  • Reports
  • Audit Trail
  • Search
  • Administration

Recommended Implementation Practices