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Peoplesoft CRM Training

Start Date:
Not Specified
Finish date:
Not Specified
Code:
ps-crm-01
Favoured:
0 Favoure
Price:
799.00 USD
Location:
Online
Book the course
Level:
Professionals
Tutor:
Mr. Tom ERP

Description

CRM

Architecture (PIA - Pure Internet Architecture)

Personalization& Navigation 

Anatomy of Components

Effective Date,  Sequence& Action Types

SetIDs, Business Units and TableSet Sharing

Security - User Profiles, Roles & Permission Lists

Translate Table,  Control Tables & Transaction Tables

Business Process Overview

 

CRM Basics

Customer Data Model & Customers

Workers

360-Degree View and the Relationship Viewer

Contacts and Tasks

Worklists and Notifications

Products

Marketing

Campaigns, Channels & Activities

Marketing Programs

Offers

Audiences

Leads

Sales

Sales Leads and Opportunities

Assigning a Lead or Opportunity

Qualifying a Lead or Opportunity

Closing Opportunities

Sales Forecasts

 

Call Center

Case Management

RMA Processing

Creating Work Orders from Cases

Change Management

Managing Defects and Fixes

Quality Management

 

CRM Configurations

Business Objects (BOs) & BORM

Business Object (BO) Search and Quick Create

Configuring the 360-Degree View

Active Analytics Framework

Policies, Terms & Actions

Workflow

Business Projects, Tasks & Phases

Scripts

Correspondence Management

Profiles

Configuring Search Pages

Toolbars

Display Templates

Search Collections


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