SIEBEL – CRM COURSE CONTENTS
• CRM CONCEPTS
• INSTALLATIONS
• CONFIGURATION
• SCRIPTING
• WORKFLOWS
• EIM
• EAI
• Analytics
1. CRM CONCEPTS

A. INTRODUCTION TO CRM

• What is CRM?
• Why and where CRM is used?
• Advantages of using CRM?

B. FUNCTIONAL

1. DOMAIN KNOWLEDGE

• Introduction to sales life cycle
• Stages in sales life cycle

2. INTRODUCTION TO BUSINESS ENTITIES

1 Accounts
2 Contacts
3 Opportunities
4 Quotes
5 Orders
6 Service Requests etc

C. TECHNICAL

1. Introduction to Siebel Client and Tools.
2. DATABASES

• Sample
• Local
• Server

3. INSTALLATIONS

1 Client
2 Tools
3 Sample Database

4. ORGANIZATION STRUCTURE AND LOGIN AUTHENTICATION

1 Creating an Organization structure
2 Creating divisions and positions
3 Creating responsibilities
4 Creating Employees

5. CONFIGURATION
    THEORY

1 Introduction to Siebel Tools
2 Tools architecture
3 Data object layer
4 Business layer
5 Logical user interface object layer
6 Physical user interface layer
7 Siebel operating architecture

D. PRACTICAL CONFIGURATION

1 Developing a sample application
2 Configuring List, Form, Tree, MVG, Association, Shuttle applets
3 Configuring joins
4 Configuring Links
5 Configuring static and dynamic drill downs
6 Configuring static and dynamic toggles
7 Working around calculated Fields
8 Configuring Static, Hierarchical and Dynamic pick lists.

E. SERVER RELATED CONCEPTS

1 Different Clients
2 Server Architecture
3 Server Installation

F. REMOTE ADMINISTRATION

1 Creating a Local database
2 Initializing a Local database
3 Synchronization process
4 Check–In / Check-Out Process
5 Siffing the object types.

G. WORKFLOW MANAGEMENT

1 Understanding workflows
2 Working Cycle of a workflow
3 Defining a workflow process
4 Defining a workflow process
5 Invoking a workflow process through a policy

H. ENTERPRISE INTEGRATION MANAGEMENT (EIM)

1 Understanding The S_PARTY Concept
2 Data transfer from external source to EIM tables
3 Identifying the mapping tables
4 Writing an “ifb” file
5 Data transfer to Base tables

I. SCRIPTING IN SIEBEL

1 Introduction
2 Browser Scripts Vs. Server Scripts
3 Objects of scripting
4 Different methods and events in scripting
5 Debugging in Scripting
6 Introduction to business services

J. EAI

Yet To Be Included as this section is huge and would be later decided depending on the user levels of understanding and absorption of earlier concepts dealt.

K. Analytics
Project Inclined Siebel Training with Real Time Scenarios
Configuration
Class 1

1 Team Composition and level of Hierarchy
2 Factors in Team Sizing
3 Basic and Mandatory Entities
4 Synthesis of High level document to low level documents
5 Business Analyst Role
6 View List
7 Introduction and stages in Sales Life Cycle

Class 2

1 Efficient usage of tools controls
2 Customizing the “cfg” file to the real world
3 An introduction to System DSN
4 Invoking the application and tools from the desktop
5 Creating the new instances of “dbf” files
6 Spooling the queries
7 Shortcuts in using Siebel tools

Class 3

1 Options in CI/CO (SG, UG, FG)
2 Siffing the object types (OT)
3 Exporting and Importing the SIF’s
4 Pupose of TSN file in Oracle
5 What to do and what not to do?
6 Best Practices (Discuss the whole document)

Class 4

1 Aggregate Vs Detail
2 Introduction to calcuated fields (ternary)
3 Symbolic String advantages - Creation
4 Configuring show more button
5 Force Active Vs Immedaite post Changes
6 Indirect MVL
7 Extending tables

Class 5

1 Static Toggle
2 Dynamic Toggle
3 Predefined Queries
4 Dynamic Drilldown
5 Hierarchial PL / Constrain PL / Dynamic PL
6 Configuring XM tables

Class 6

1 Displaying Totals
2 Related calc fields in summation
3 Owner functionality of a record
4 User Properties
5 Scenario 1
6 Scenario 2
7 Scenario 3
8 Scenario 4
9 Scenario 5

Scripting

Class 1

1 Introduction to scripting
2 Why scripting is not recommended?
3 Alternatives to scripting
4 Overview of scripting

Class 2

1 Script in 7.7 Vs 7.8
2 Enabling ST script engine
3 Browser scripting Vs Server scripting
4 Different Events available
5 Variable Scope

Class 3

1 Requirement 1
2 Requirement 2

Class 4

1 Requirement 3
2 Requirement 4

Class 5

1 Requirement 5
2 Requirement 6

Class 6

1 Requirement 7
2 Requirement 8

Class 7

1 Requirement 9
2 Requirement 10

Class 8

1 Introduction to Business services
2 Requirement 1

Class 9

1 Introduction to S_PARTY_REL
2 Requirement 2