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 Training||Connect Live|
|Corporate Training||Contact Us|
|One to One Online Training||Join Demo|
|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|
|Ideal For||Freshers’ and those who want to learn PeopleSoft CRM|
|Live Online Training||Live Interactive Training by Certified & Industry Expert Trainers by Providing On-Demand Server and Lab access.|
|Availability||Regular/Weekend Batches. 24×7 teaching assistance and support.|
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
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
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