Peoplesoft CRM Training

Peoplesoft CRM Training teaches how to manage and analyze customer interactions and data throughout the customer lifecycle. It helps companies to gather, process and utilize information about their customers.

Peoplesoft CRM Training Curriculum

Business Process Overview

Describing PeopleSoft Enterprise CRM Common Foundation
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

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 Workers in Customer-Facing Applications

Describing Workers
Setting Up Foundational Data for Workers
Creating Workers
Defining Worker Information

Managing Workers in Worker-Facing Applications

Describing Considerations for Worker-Facing Applications

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

Managing Worklists and Notifications

Managing PeopleSoft Enterprise CRM Worklists
Setting Up and Using Manual Notifications

Evaluating Integration, Automation, and Configuration Options

Describing PeopleSoft Enterprise CRM Integrations
Describing PeopleSoft Enterprise CRM Configuration Tools.