PeopleSoft CRM Online Training

Introduction

Peoplesoft CRM offers CRM Solutions that suit the needs of the customer strategies, business processes and their success criteria. The functionalities of Peoplesoft CRM include CRM Portal Pack, CRM Analytics, Marketing Solution, CRM ( Higher Education), Service Solution, Sales solution and so on. Peoplesoft CRM is modelled on flexible customer centric data and can be configured easily and it ensures that the solutions are implemented easily and quickly.

COURSE SUMMARY

Course Name PeopleSoft CRM Online Training
Contents Basics of PeopleSoft CRM, Overview of Customer Relationship Management (CRM), Modifying & Viewing Data
Duration 30 Hours with Flexible timings
Delivery Instructor Led-Live Online Training
Eligibility Any Graduate
Ideal For Freshers’ and those who want to learn PeopleSoft CRM
Next Batch Please visit the schedule section

Course Objectives

  • Fundamentals of PeopleSoft CRM
  • Basic processes supported by Peoplesoft Customer Relationship Management
  • Features of Peoplesoft CRM
  • Describing SetIDS, table controls and units
  • Creating, defining as well as tracking products
  • Managing contacts, workers and customers
  • Managing send notifications and worklists
  • Working with 360 degree view
  • Modifying, describing and viewing tables
  • Evaluating configuration, automation and integration options

PRE-REQUISITES:

  •  Hands on experience in Customer Service, Sales & Marketing areas. Basic knowledge of software concepts

Course Curriculum

MODULE 1: PEOPLESOFT CRM

Topics : PeopleSoft Enterprise Customer Relationship Management Common Foundation, Customer Management, Workforce Management, Product Management, Common Features

MODULE 2: INTRODUCTION TO CUSTOMER RELATIONSHIP MANAGEMENT

Topics : Overview of Customer Relationship Management, Exploring Sign-in Security Access, How to Sign in into PeopleSoft Applications? Overview of PeopleSoft Pure Internet Architecture features, How to Use Navigational Aid to Maximize effectiveness ? What are the elements of Components ? Exploring Search Pages and Methods for Searching

MODULE 3 : MODIFYING & VIEWING DATA

Topics : Modifying & Viewing Data, Effective Dating, Action Types

MODULE 4: DATA IN VARIOUS TABLES

Topics : Data in Tables and Types of Tables, Default and Processing Tables, Translate Tables from Control and Transaction Tables

MODULE 5: DEFINING SET IDS, TABLESET CONTROLS AND BUSINESS UNITS

Topics : Association of various Tables With SetIDs and Business Units, How to Set Up different Values in Control Tables ? How to Develop Tableset Sharing design ? What is Customer Data Model and its importance ?

MODULE 6: MANAGING CUSTOMERS

Topics : How to Set Up different Control Values? How to Set Up Companies / Contact Information / Persons / Up Sites and how to use Quick Create ?

MODULE 7: 360-DEGREE VIEW & RELATIONSHIP VIEWER

Topics : What is 360-Degree View ? Maintaining & Viewing Relationships, Managing Contacts & Tasks, What is Contact Management ? How to Manage Contacts & Tasks ? How to Set-Up Task Management ?

MODULE 8 : CUSTOMER-FACING APPLICATIONS

Topics : Describing and Creating Workers, How to Define Worker Information ? Management of Workers in Worker-Facing Applications, Describing Considerations meant for Worker-Facing Applications

MODULE 9 : PRODUCT DEFINITIONS

Topics : Exploring Products, How to Set Up Control Tables for Products ? What are Product Definitions and Product Packages ?

MODULE 10: INSTALLED PRODUCTS

Topics : Exploring Installed Products, How to Set Up Installed Product Tracking and How to Track Installed Products ?

MODULE 11: MANAGING WORKLISTS & NOTIFICATIONS

Topics : How to Manage PeopleSoft Enterprise Customer Relationship Management Worklists ? Setting Up & Using Manual Notifications

MODULE 12: EVALUATING AUTOMATION, CONFIGURING AND INTEGRATION OPTIONS

Topics : Exploring PeopleSoft Enterprise Customer Relationship Management Integrations, Exploring PeopleSoft Enterprise Customer Relationship Management Configuration Tools

Download Material

Write Review

Good online service by IQ online tranining

★★★★☆
4 5 1
Today was my first day to have interaction with team and I have got extremely good response from them to get answer on my all the queries. In the world of online education, getting timely help is very important, and I think IQ online training is doing great job here.Thanks for the team

Awesome Explanation

★★★★☆
4 5 1
Awesome faculty. Awesome explanation on topics. I really appreciate IQ Online Training Support team. They are really doing a fantastic job. All my queries were answered in no time. I also approached your support team for a change in class and the instructor. They allowed me to choose an instructor of my choice and now my learning is much at its peak. Thanks to one and all sitting out there in the support team. They even provide a prompt response during weekends. That's a good feature. We professionals get time only during the weekend to focus on studies and when we do so we get stuck into problems; but no way have we had a good IQ Online Training support Team. Thanks once again.

Real Use Cases

★★★★☆
4 5 1
The Instructor explains every concept with real use cases and all queries are answered during the class. The Support team is always active to help us any point of time to resolve the queries. Very good work by the team.

Unique and fulfilling Experience

★★★★☆
4 5 1
IQ Online Training has been an unique and fulfilling experience. The course contents are up-to-date and the instructors are industry trained and extremely hard working. The support is always willing to help you out in various ways as promptly as possible. IQ Online Training redefines the way online training is conducted by making it as futuristic as possible, with utmost care and minute detailing, packaged into the a unique virtual classrooms. Thank you IQ Online Training!

Value for your Money

★★★★☆
4 5 1
IQ ONLINE TRAININGS is one of the best e-learning portals. The self-paced learning is very convenient for professional who cannot attend schedule classes.

More reviews...

Summary
Review Date
Reviewed Item
PeopleSoft CRM Online Training - eXCELENT
Author Rating
5
Please follow and like us:

Testimonials

Write a Review

No review posted.