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.

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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

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5 5 1
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4 5 1
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course

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Curriculum Knowledge

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5 5 1
It is a very good experience to learn from IQ Online Training!.Faculty seems excellent in sharing real world experiences.I do not feel even for single moment that i am learning from any tutor,it is like face to face gathering with an experienced person sharing it's curriculum knowledge.

Simple and User friendly

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4 5 1
I have been registered with IQ Online Trainings for the PMP online course. I find this program very interactive and simple which helps in understanding topics very clearly. I recommend this program to anybody who can pursue PMP with minimum time and less efforts. IQ Online Trainings provides more tools and techniques for the said program which is a unique feature by itself. The quiz and the case study topics are more practical compared to any other online learning program.

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