Siebel: Siebel CRM On Demand Administration Essentials

Course Overview

The course examines the fundamental concepts of Siebel CRM On Demand administrative functionality. It defines the role of the company administrator and includes instruction on administrator tasks and duties. Through a series of hands-on lab exercises, participants learn how to set up, customize, and administer Siebel CRM On Demand for a company.

Practical application of the skills taught in the class is reinforced by hands-on exercises built on real-life implementation scenarios. Starting with a new, default CRM On Demand environment, participants determine business requirements and complete all the customization steps required to get the application up and running for end users. Examples follow recommended implementation practices, allowing students to test new skills in a safe environment with instructor support.

• Set up users in the application and provide them with the appropriate visibility and access to information
• Identify the tools and resources available to help administrators be successful
• Customize the On Demand application to meet company-specific business requirements
• Define appropriate default settings and password policies for the company
• Customize the sales process coach to imbed sales methodology best practices and tools
• Import legacy data records into Siebel CRM On Demand

Audience

• Business Analysts
• Functional Implementer
• Project Manager
• Technical Consultant

Prerequisites

• Using Siebel CRM On Demand Webinar (course prework)
• Basic Microsoft Windows navigation skills
• Basic file-management skills
• Familiarity with Web-based applications

Skills Gained

• Describe the role of the administrator
• Manage users and roles
• Control access to records
• Customizing fields and page layouts
• Configure automatic record assignment rules
• Import and export data
• Imbed your sales methodology in CRM On Demand
• Automate actions with workflow rules
• Manage analytic reports
• Use CRM On Demand with other applications
• Maintain the application and perform ongoing tasks

Course Outline

The Role of the Administrator

• Administrator tasks
• Administration application pages
• Resources and setup templates

Setting Up the Company Defaults and Password Controls

• Settings in the company profile
• Security settings
• Sign in and password controls

Managing Visibility and Access Control

• Features that control data visibility and access
• Access profiles
• Role management
• Manager visibility
• Setting up users
• Flexible data sharing with books of business

Customizing Fields and Page Layouts

• New or modified fields
• Cascading picklists
• Default field values
• Web links
• Detail and dynamic page layouts
• Homepage layouts
• Search layouts

Extending the Application

• New record types
• Custom Web tabs
• Web applets

Imbedding Your Sales Methodology

• Sales stages and pipeline reports
• New or modified sales processes
• Sales process coach

Importing and Exporting Data

• Data preparation
• Data import assistants
• Import results

Using Workflow Rules to Automate Actions

• Workflow actions and trigger events
• Workflow rules

Setting Up a Product Catalog and Forecast Schedule

• Products and product categories
• Forecast types
• Forecast schedule setup
• Product revenue ng forecasts

AssigniRecords Automatically

• Automatically assign records
• Assignment rule groups
• Assignment rule criteria
• Assign territories and teams

Managing Access to Reports and Analyses

• Prebuilt and custom analytics
• Visibility to data in reports
• Access controls for reports
• Homepage analyses

Siebel: Siebel CRM On Demand Administration Essentials / D50137GC20