CRM Fundamentals Rel 9

Ventara AG
In München

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Wichtige informationen

  • Seminar
  • Anfänger
  • München
  • Dauer:
    2 Tage
Beschreibung

This course will provide you with a solid grounding in the concepts and tasks you will need to work with many PeopleSoft CRM applications. Much of the information you will learn will carry over into multiple applications--for example, you will learn to navigate and customize your interface, the basics on integration and configuration, and how to use the 360-degree view, a powerful tool that he..
Gerichtet an: Endbenutzer

Wichtige informationen
Veranstaltungsort(e)

Wo und wann

Beginn Lage
auf Anfrage
München
Bayern, Deutschland

Themenkreis

Seminarziel

This course will provide you with a solid grounding in the concepts and tasks you will need to work with many PeopleSoft CRM applications. Much of the information you will learn will carry over into multiple applications--for example, you will learn to navigate and customize your interface, the basics on integration and configuration, and how to use the 360-degree view, a powerful tool that helps you to manage and update information about the people in your system.The largest portion of the course is devoted to PeopleSoft CRM concepts that you will use often. You''ll learn how to work with customers, contacts, and workers. You''ll learn how to create and manage products and track installed products. You will also work with worklists and ad hoc notifications so you and your team can keep up-to-date on completed tasks and those still waiting to be done. When you complete this course, you will have a good understanding of concepts important to much of PeopleSoft CRM.
Learn To: - Manage customers, contacts, and workers - Create, define, and track products - Manage worklists and send notifications - Work with the 360-degree view - Evaluate integration, configuration, and automation options - View, modify and describe tables

Zielgruppe

Endbenutzer

Seminarinhalte

o Describe the features of PeopleSoft CRM, and describe how to navigate through o View and modify data, and describe data in tables o Describe business units, setIDs, and tableset controls o Manage customer information and worker data o Define and track products o Evaluate automation, configuration, and integration o Describe the fundamental business processes that PeopleSoft CRM supports
Sachgebiete:
Business Process Overview
- Describing PeopleSoft Enterprise CRM Common Foundation - Describing Customer Management - Describing Workforce Management - Describing Workforce Management - Describing Product Management - Describing Common Features
Getting Started With CRM
- Describing Sign-in Security Access - Signing In to PeopleSoft Applications - Explaining the Features of PeopleSoft Pure Internet Architecture - Using Navigational Aids to Maximize Efficiency - Describing Elements of Components - Describing Search Pages - Describing Methods for Efficient Searching
Viewing and Modifying Data
- Describing Effective Dating - Describing Action Types
Describing Data in Tables
- Describing Types of Tables - Describing Processing and Default Tables - Describing Translate Tables - Describing Transaction and Control Tables
Defining Business Units, SetIDs, and Tableset Controls
- Describing the Association of Tables With Business Units and SetIDs - Setting Up Values in a Control Table - Developing Tableset Sharing Architecture
Working With the Customer Data Model
- Describing the Customer Data Model
Managing Customers
- Setting Up Control Values for Customers - Setting Up Companies - Setting Up Contact Information - Setting Up Persons - Setting Up Sites - Using Quick Create
Working with the 360-Degree View and the Relationship Viewer
- Using the 360-Degree View - Viewing and Maintaining Relationships
Managing Contacts and Tasks
- Describing Contact Management - Managing Contacts and Tasks - Setting Up Task Management
Managing Workers in Customer-Facing Applications
- Describing Workers - Setting Up Foundational Data for Workers - Creating Workers - Defining Worker Information
Managing Workers in Worker-Facing Applications
- Describing Considerations for Worker-Facing Applications
Managing Product Definitions
- Describing Products - Setting Up Control Tables for Products - Setting Up Product Definitions - Setting Up Product Packages
Managing Installed Products
- Describing Installed Products - Setting Up Installed Product Tracking - Tracking Installed Products
Managing Worklists and Notifications
- Managing PeopleSoft Enterprise CRM Worklists - Setting Up and Using Manual Notifications
Evaluating Integration, Automation, and Configuration Options
- Describing PeopleSoft Enterprise CRM Integrations - Describing PeopleSoft Enterprise CRM Configuration Tools


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