PeopleSoft CRM Fundamentals Training

PeopleSoft CRM Fundamentals Training


PeopleSoft CRM Fundamentals Training Course by Example

This PeopleSoft CRM Fundamentals training deep dives into the concepts and tasks you need to be familiar with to work with PeopleSoft CRM applications. Much of the information you'll learn will carry over into multiple applications; for example, you'll learn how to navigate and customize your interface, the basics on integration and configuration and how to use 360-Degree Views, a powerful tool that helps you to manage and update information about the people (customers, workers, and students) in your system.

PeopleSoft CRM Fundamentals TrainingRelated Courses:

Duration: 2 days

Customize It:

With onsite Training, courses can be scheduled on a date that is convenient for you, and because they can be scheduled at your location, you don’t incur travel costs and students won’t be away from home. Onsite classes can also be tailored to meet your needs. You might shorten a 5-day class into a 3-day class, or combine portions of several related courses into a single course, or have the instructor vary the emphasis of topics depending on your staff’s and site’s requirements.

Audience / Target Group:

End Users
Functional Implementer

What You Will Learn:

Manage customers, contacts and workers.
Create, define and track products.
Manage worklists and send notifications.
Work with the 360-degree view.
Evaluate integration, configuration and automation options.
View, modify and describe tables.

Skills Gained:

View and modify data, and describe data in tables
Describe the fundamental business processes that PeopleSoft CRM supports
Describe the features of PeopleSoft CRM, and describe various navigational aids to use the system effectively
Describe business units, setIDs, and tableset controls
Manage customer information and worker data
Describe 360-Degree Views and the Relationship Viewer
Work with CRM worklists and outbound notifications
Define and track products
Evaluate automation, configuration, and integration

Course Content:

Business Process Overview

Describing PeopleSoft Enterprise CRM Common Components
Describing Customer Management
Describing Workforce Management
Describing Product Management
Describing Common Features

Getting Started With CRM

Describing Sign-in Security Access
Signing In to PeopleSoft Applications
Explaining the Features of PeopleSoft Pure Internet Architecture
Using Navigational Aids to Maximize Efficiency
Describing Elements of Components
Describing Search Pages
Describing Methods for Efficient Searching

Viewing and Modifying Data

Describing Effective Dating
Describing Action Types

Describing Data in Tables

Describing Types of Tables
Describing Processing and Default Tables
Describing Translate Tables
Describing Transaction and Control Tables

Defining Business Units, SetIDs, and Tableset Controls

Describing the Association of Tables With Business Units and SetIDs
Setting Up Values in a Control Table
Developing Tableset Sharing Architecture

Working With the Customer Data Model

Describing the Customer Data Model

Managing Customers

Setting Up Control Values for Customers
Setting Up Companies
Setting Up Contact Information
Setting Up Persons
Setting Up Sites
Using Quick Create

Managing Workers in Customer-Facing Applications

Describing Workers
Setting Up Definitional Data for Workers
Creating Workers
Defining Worker Information
Describing Employee-Facing Applications

Working with the 360-Degree View and the Relationship Viewer

Using the 360-Degree View
Viewing and Maintaining Relationships

Managing Contacts and Tasks

Describing Contact Management
Managing Contacts and Tasks
Setting Up Task Management

Managing Worklists and Notifications

Managing PeopleSoft Enterprise CRM Worklists
Setting Up and Using Manual Notifications

Managing Product Definitions

Describing Products
Setting Up Control Tables for Products
Setting Up Product Definitions
Setting Up Product Packages

Managing Installed Products

Describing Installed Products
Setting Up Installed Product Tracking
Tracking Installed Products

Evaluating Integration, Automation, and Configuration Options

Describing PeopleSoft Enterprise CRM Integrations
Describing PeopleSoft Enterprise CRM Configuration Tools

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Time Frame: 0-3 Months4-12 Months

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