Oracle - CRM Fundamentals Rel 9.0
Seminar
In Frankfurt
Beschreibung
-
Kursart
Seminar
-
Ort
-
Dauer
2 Tage
-
Beginn
auf Anfrage
Oracle - CRM Fundamentals Rel 9.0: Teilnehmerkreis Endbenutzer Kursziele Describe the features of PeopleSoft CRM, and describe how to navigate through View and modify data, and describe data in tables Describe business units, setIDs, and tableset controls Manage customer information and worker data Define and track products Evaluate automation, configuration, and.. Gerichtet an: Teilnehmerkreis Endbenutzer Kursziele Describe the features of PeopleSoft CRM, and describe how to navigate through View and modify data, and describe data in tables Describe business units, setIDs, and tableset controls Manage customer information and worker data Define and track products Evaluate automation, configuration, and integration Describe the fundamental business processes that PeopleSoft CRM supports
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Beginn
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Beginn
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Inhalte
Oracle - CRM Fundamentals Rel 9.0: Teilnehmerkreis
- Endbenutzer
- Describe the features of PeopleSoft CRM, and describe how to navigate through
- View and modify data, and describe data in tables
- Describe business units, setIDs, and tableset controls
- Manage customer information and worker data
- Define and track products
- Evaluate automation, configuration, and integration
- Describe the fundamental business processes that PeopleSoft CRM supports
ZIELGRUPPE
Teilnehmerkreis
- Endbenutzer
- Describe the features of PeopleSoft CRM, and describe how to navigate through
- View and modify data, and describe data in tables
- Describe business units, setIDs, and tableset controls
- Manage customer information and worker data
- Define and track products
- Evaluate automation, configuration, and integration
- Describe the fundamental business processes that PeopleSoft CRM supports
KURSINHALT
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
Business Process Overview
- Describing PeopleSoft Enterprise CRM Common Foundation
- Describing Customer Management
- Describing Workforce Management
- Describing Workforce Management
- Describing Product Management
- Describing Common Features
- 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
- Describing Effective Dating
- Describing Action Types
- Describing Types of Tables
- Describing Processing and Default Tables
- Describing Translate Tables
- Describing Transaction and Control Tables
- Describing the Association of Tables With Business Units and SetIDs
- Setting Up Values in a Control Table
- Developing Tableset Sharing Architecture
- Describing the Customer Data Model
- Setting Up Control Values for Customers
- Setting Up Companies
- Setting Up Contact Information
- Setting Up Persons
- Setting Up Sites
- Using Quick Create
- Using the 360-Degree View
- Viewing and Maintaining Relationships
- Describing Contact Management
- Managing Contacts and Tasks
- Setting Up Task Management
- Describing Workers
- Setting Up Foundational Data for Workers
- Creating Workers
- Defining Worker Information
- Describing Considerations for Worker-Facing Applications
- Describing Products
- Setting Up Control Tables for Products
- Setting Up Product Definitions
- Setting Up Product Packages
- Describing Installed Products
- Setting Up Installed Product Tracking
- Tracking Installed Products
- Managing PeopleSoft Enterprise CRM Worklists
- Setting Up and Using Manual Notifications
- Describing PeopleSoft Enterprise CRM Integrations
- Describing PeopleSoft Enterprise CRM Configuration Tools
VORRAUSSETZUNG
Siehe Inhalte und Zielgruppe
Oracle - CRM Fundamentals Rel 9.0