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

Flexible, helpful and good for career

★★★★☆
4 5 1
I am doing Project 2013 online course from IQ ONLINE TRAININGS. It is really flexible way of learning because I don't need to travel or adjust my work timings. I can complete the learning in my free time. Their team is very helpful and always ready to assist. These course really help to advance to career path. Also it is useful for me to get renew for courses Sumit Joshi,

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!

Excellent Training- Value for money

★★★★★
5 5 1
Hi I have registered for Big Data Master’s Program Course with IQ Online Trainings and have completed Hadoop Developer and Apache Spark and Scala, Mongodb, Data Science courses and satisfied with Classes. The trainers are good and covers all topic as recommended in their courses with detailed conceptual knowledge. Trainers are helpful to solve your queries. Their lab exercises and project assignments are good enough to strengthen concepts after doing practical ‘sin their cloud lab. All materials including ILED classes’ session can be downloaded for future reference. You can register as many batches to same course if you have missed it previously till your course will expire. I feel have taken right decision to go for IQ Online Trainings Master program which covers all BigData Hadoop and its Ecosystems along with latest technologies Spark and NoSQL DB running in the market. The best thing I like was class timings are best fit in our time and LVC are really good and economical way, it saves lot of time to avoid commute and allow us to best utilize time. Thank You IQ Online Trainings, keep going regards Laxmi Narayan Yadav

Support from the team is just awesome

★★★☆☆
3 5 1
You are setting new standards for service. Support from the team is just awesome. Quick, Consistent and Crisp.

Immensely helpful

★★★★★
5 5 1
I just want to start writing this mail with a big thanks. The course provided in Guidewire with such a short notice is immensely helpful. The depth of your knowledge and the ease of your teaching methodology is exceptional. With such an articulated course content you are really one of the best online tutor i have met in my professional career. Wishing you best of luck for your future and definitely I will be back soon for more mentoring from you on Guidewire.

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.