Siebel Crm Demand Admin

Siebel Crm Demand Admin Course Content

The Role of the Administrator
  • Administrator tasks
  • Administration application pages
  • Resources and setup templates
Setting Up the Company Defaults and Password Controls
  • Settings in the company profile
  • Security settings
  • Sign in and password controls
Managing Visibility and Access Control
  • Features that control data visibility and access
  • Access profiles
  • Role management
  • Manager visibility
  • Setting up users
  • Flexible data sharing with books of business
Customizing Fields and Page Layouts
  • New or modified fields
  • Cascading picklists
  • Default field values
  • Web links
  • Detail and dynamic page layouts
  • Homepage layouts
  • Search layouts
Extending the Application
  • New record types
  • Custom Web tabs
  • Web applets
Imbedding Your Sales Methodology
  • Sales stages and pipeline reports
  • New or modified sales processes
  • Sales process coach
Importing and Exporting Data
  • Data preparation
  • Data import assistants
  • Import results
Using Workflow Rules to Automate Actions
  • Workflow actions and trigger events
  • Workflow rules
Setting Up a Product Catalog and Forecast Schedule
  • Products and product categories
  • Forecast types
  • Forecast schedule setup
  • Product revenue ng forecasts
AssigniRecords Automatically
  • Automatically assign records
  • Assignment rule groups
  • Assignment rule criteria
  • Assign territories and teams
Managing Access to Reports and Analyses
  • Prebuilt and custom analytics
  • Visibility to data in reports
  • Access controls for reports
  • Homepage analyses