PeopleSoft-CRM Training

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PeopleSoft-CRM training will explain the basic terminology and concepts used in working on the PeopleSoft CRM applications. The candidates will gain knowledge on managing the customers, companies, workforce, contact information, sites and the tasks. The training will address the process of describing data and effective ways of modifying and viewing the data. Different data models including customer data model, product data model, 360-Degree view,and more are explained in support of examples and hands-on practice. Knowledge and skills of evaluating integration, automation, and configuration options are imparted under the guidance of industry experts.

Upon the completion of the training, you will inculcate the following skills:

  • Describe the PeopleSoft Enterprise CRM components and features
  • Utilize different navigational aids to maximize efficiency
  • Identify the methods of defining data and tables
  • Define the association of tables with Business Units and SetIDs
  • Develop Tableset sharing architecture
  • Manage customer, companies, contact details, sites and other related data
  • Use Employee-facing applications and 360-Degree view for managing relationships
  • Manage worklists and notifications
  • Manage Product definitions, product packages, and installed products
  • Evaluate PeopleSoft Enterprise CRM Integration and Configuration Tools
Target audience
  • Developer
  • Functional Implementer
  • End User
Prerequisites

Candidates with working experience in Sales, Marketing, Customer Service can get best out of this training. However, the candidates with a strong interest in CRM can undergo this course.

1. Business Process Overview

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

2. 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

3. Viewing and Modifying Data

  • Describing Effective Dating
  • Describing Action Types

4. Describing Data in Tables

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

5. 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

6. Working With the Customer Data Model

  • Describing the Customer Data Model

7. Managing Customers

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

8. Managing Worklists and Notifications

  • Managing PeopleSoft Enterprise CRM Worklists
  • Setting Up and Using Manual Notifications

9. Managing Installed Products

  • Describing Installed Products
  • Setting Up Installed Product Tracking
  • Tracking Installed Products

10. Evaluating Integration, Automation, and Configuration Options

  • Describing PeopleSoft Enterprise CRM Integrations
  • Describing PeopleSoft Enterprise CRM Configuration Tools

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