PeopleSoft CRM Online Training

Introduction

PeopleSoft CRM Training

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 modeled on flexible customer-centric data and can be configured easily and it ensures that the solutions are implemented easily and quickly.

Instructor – Led Live Online TrainingConnect Live
Corporate TrainingContact Us
One to One Online TrainingJoin Demo

COURSE SUMMARY

Course NamePeopleSoft CRM Online Training
ContentsBasics of PeopleSoft CRM, Overview of Customer Relationship Management (CRM), Modifying & Viewing Data
Duration30 Hours with Flexible timings
DeliveryInstructor Led-Live Online Training
EligibilityAny Graduate
Ideal ForFreshers’ and those who want to learn PeopleSoft CRM
Live Online TrainingLive Interactive Training by Certified & Industry Expert Trainers by Providing On-Demand Server and Lab access.
AvailabilityRegular/Weekend Batches. 24×7 teaching assistance and support.

Course Objectives

What you’ll learn in PeopleSoft CRM Training Course?

  • 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

What are the pre-requisites to learn PeopleSoft CRM Course?

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

Course Curriculum

Download 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, TABLE SET 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 are 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

So Impressive

★★★★★
5 5 1
I attended the demo session without any intention of joining a course. But the demo class was so impressive that I changed my mind to take a class with IQ Online Training. In the demo class the IQ Online Training! team making their word true with assisting doubts as well as teaching good. Thank You Team IQ Online Training!

ISTQB Certification

★★★★☆
4 5 1
Great content

Good online Training Center

★★★★☆
4 5 1
I completed my Greenplum course in this training center. the trainers are experienced and very helpful in clarifying the queries. now I am doing the job. I am also getting support from the trainer for my ongoing project.

IQ Online Training has been extremely professional and supportive throughout my learning experience

★★★★★
5 5 1
Excellent resources and trainer support. Very happy overall with the quality of the training, and would not hesitate to study with IQ Online Training again!

erfect place to start with any IT Online Courses

★★★★★
5 5 1
It was very beneficial and motivational . I learned a lot,at the same time it was kind of eye opener for me that I know nothing and I have to study a lot. What I liked most was their performance and practical way of teaching rather than giving speech in a theoretical way.Thank you so much.

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.