Siebel Business Analyst Rel 15.5 Course Overview

Siebel Business Analyst Rel 15.5 Course Overview

The Siebel Business Analyst Rel 15.5 course is designed for professionals who want to develop their skills in using and managing Siebel CRM applications. The course provides an in-depth understanding of Siebel's versatile customer relationship management capabilities, allowing learners to effectively represent customers, manage sales and service operations, and implement business practices using Siebel tools.

Starting with an introduction to Siebel CRM applications, navigation, and data management, learners will get hands-on experience in the Siebel user interface. As they progress, they will explore common business entities such as Accounts, Contacts, Activities, Opportunities, and Service Requests. The course also covers advanced application features including sales and service scenarios, forecasting, and methodologies like Remote and TAS.

Further, it delves into technical topics vital for a Siebel Business Analyst, including Architecture, Security, Data models, and Workflows. The course wraps up with Deployment considerations, ensuring learners understand how to apply their knowledge in real-world, global contexts. Overall, this course equips analysts with the necessary skills to leverage Siebel CRM for enhanced business analysis and customer relationship management.

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  • Live Training (Duration : 40 Hours)
  • Per Participant

♱ Excluding VAT/GST

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You can request classroom training in any city on any date by Requesting More Information

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Course Prerequisites

Certainly! Here are the minimum required prerequisites for successfully undertaking the Siebel Business Analyst Rel 15.5 course:


  • Basic understanding of Customer Relationship Management (CRM) concepts and business processes.
  • Familiarity with end-user computer skills and navigation within a Windows-based environment.
  • Some exposure to or experience in a front-office role where you have used software to manage customer-facing activities (sales, marketing, and/or customer service) is helpful but not mandatory.
  • Analytical skills to understand the needs of a business and how they can be addressed with Siebel CRM functionalities.
  • No prior technical knowledge of Siebel CRM or programming is required.

Please note that while having a background in IT can be beneficial, it is not a strict requirement to begin this training. The course is designed to impart knowledge of Siebel CRM from a business user perspective, and the training will cover technical aspects in a manner that is accessible to those without a technical background.


Target Audience for Siebel Business Analyst Rel 15.5

The Siebel Business Analyst Rel 15.5 course equips CRM professionals with essential skills for managing customer-focused business processes.


  • Business Analysts specializing in CRM


  • Siebel Application Administrators


  • Siebel Developers and Technical Consultants


  • CRM Managers and Project Leads


  • Sales Operations and Business Development Professionals


  • Customer Service and Support Managers


  • IT Professionals tasked with Siebel CRM implementation or maintenance


  • Systems Analysts and Architects involved in CRM systems


  • Data Analysts focusing on customer data management


  • Product Managers overseeing CRM solutions


  • Marketing Professionals leveraging customer relationship data


  • Process Improvement Specialists working on sales or service workflows


  • Technical Support Staff for Siebel CRM applications


  • End Users of Siebel CRM looking to maximize their proficiency




Learning Objectives - What you will Learn in this Siebel Business Analyst Rel 15.5?

Introduction to Learning Outcomes and Concepts Covered

The Siebel Business Analyst Rel 15.5 course equips participants with comprehensive knowledge of Siebel CRM functionalities, technical aspects, and deployment strategies to optimize business processes.

Learning Objectives and Outcomes

  • Understand the core concepts and navigation of Siebel CRM Applications to effectively manage customer relationships.
  • Learn to represent and manage customer information using Accounts, Contacts, and other Siebel Business Entities.
  • Acquire skills to utilize Siebel tools for managing sales processes including Opportunities, Quotes, and Activities.
  • Gain proficiency in resolving customer issues by handling Service Requests within the Siebel environment.
  • Master the use of Siebel Application Features such as Opportunity Management, Forecasting, and Call Center functionalities.
  • Familiarize with advanced Siebel features like iHelp, Reports, Audit Trail, and Administration for improved user guidance and data tracking.
  • Comprehend the Siebel Architecture, Security model, and Access Control to maintain a robust and secure CRM system.
  • Learn how to customize and extend Siebel CRM using Siebel Tools, Data Model, and Workflow management.
  • Understand the role of Assignment Manager and Task UI in automating and streamlining business processes.
  • Explore global deployment considerations and integration options to support multi-regional operations and systems interoperability.

Technical Topic Explanation

Siebel CRM applications

Siebel CRM (Customer Relationship Management) applications are software solutions designed to help businesses manage and analyze customer interactions and data throughout the customer lifecycle. Developed by Oracle, these tools aim to enhance customer service, improve sales, and increase marketing performance by providing comprehensive data access and integration capabilities. Siebel CRM is particularly valuable for its strong customization options and robust analytic functions, helping businesses tailor their CRM solutions to specific needs and gain deep insights into customer behavior and preferences.

Data management

Data management involves the practices and processes used to handle, store, organize, and maintain the information generated by an organization. It ensures that data is accessible, reliable, and timely for users. Key tasks include setting data policies, data storage and architecture design, data security, ensuring regulatory compliance, and strategic data handling to support decision-making. Effective data management helps in improving efficiency and enhancing the decision-making process, while also safeguarding data integrity and privacy.

Siebel user interface

The Siebel user interface is part of a comprehensive CRM (Customer Relationship Management) software primarily used by businesses to manage and analyze customer interactions and data throughout the customer lifecycle. Designed for ease and efficiency, it allows users, including business analysts, to access various applications through a web browser. This interface supports a range of CRM activities such as sales, marketing, and customer service, by organizing data in a manageable and interactive format, thereby enhancing the ability to make informed business decisions and improve customer relations.

Architecture

Architecture in a professional context refers to the planned design and structure of systems, particularly in technology and construction. In technology, architecture involves the layout of software, hardware, networks, and data management to ensure systems work efficiently and cohesively. It includes making strategic choices about technology frameworks, tools, and the integration of IT systems in business operations for optimal performance and scalability. In construction, it focuses on the design of buildings and environments, balancing aesthetic values, functionality, sustainability, and safety to meet user needs and regulatory requirements.

Security

Security in a technology context refers to the measures and protocols implemented to protect digital data and systems from unauthorized access, attacks, and theft. This includes safeguarding computers, networks, databases, and user information. Various tools, such as firewalls, encryption, and antivirus software, are used to ensure data integrity, confidentiality, and availability. Organizations implement robust security frameworks and regularly update their systems to address new vulnerabilities, ensuring that sensitive information and business operations remain secure against potential cyber threats. Proper security practices are crucial for protecting assets and maintaining trust in the digital landscape.

Data models

Data models are frameworks that help structure and organize data by defining how elements within a dataset are related to each other and to properties of the real-world entities they represent. These models facilitate the effective management, storage, retrieval, and analysis of data in a database. They ensure that data is consistent and comprehensible, simplifying the process for developers and business analysts to interpret, use, and communicate this information efficiently across systems and contexts.

Workflows

Workflows in a professional setting refer to the sequence of tasks, processes, or steps used to accomplish a specific business objective. They are systematic, repeatable activities that enable teams to coordinate efforts and efficiently manage resources. By setting up clear workflows, businesses ensure that projects are completed in a structured manner, reducing miscommunications and improving productivity. This effective structuring also helps in monitoring progress and identifying any bottlenecks or areas for improvement. Importantly, well-designed workflows contribute to a streamlined operation, enhancing overall organizational performance.

Deployment considerations

Deployment considerations refer to the key factors one must evaluate before launching a software application into a production environment. These include selecting the right hardware and software infrastructure to ensure compatibility and optimal performance. Security measures must be integrated to protect data and systems from unauthorized access and threats. The deployment process should be meticulously planned to minimize downtime and disruptions. Scalability needs are critical to accommodate future growth and increased user load. Lastly, proper documentation and training are essential for ongoing management and troubleshooting of the system.

Target Audience for Siebel Business Analyst Rel 15.5

The Siebel Business Analyst Rel 15.5 course equips CRM professionals with essential skills for managing customer-focused business processes.


  • Business Analysts specializing in CRM


  • Siebel Application Administrators


  • Siebel Developers and Technical Consultants


  • CRM Managers and Project Leads


  • Sales Operations and Business Development Professionals


  • Customer Service and Support Managers


  • IT Professionals tasked with Siebel CRM implementation or maintenance


  • Systems Analysts and Architects involved in CRM systems


  • Data Analysts focusing on customer data management


  • Product Managers overseeing CRM solutions


  • Marketing Professionals leveraging customer relationship data


  • Process Improvement Specialists working on sales or service workflows


  • Technical Support Staff for Siebel CRM applications


  • End Users of Siebel CRM looking to maximize their proficiency




Learning Objectives - What you will Learn in this Siebel Business Analyst Rel 15.5?

Introduction to Learning Outcomes and Concepts Covered

The Siebel Business Analyst Rel 15.5 course equips participants with comprehensive knowledge of Siebel CRM functionalities, technical aspects, and deployment strategies to optimize business processes.

Learning Objectives and Outcomes

  • Understand the core concepts and navigation of Siebel CRM Applications to effectively manage customer relationships.
  • Learn to represent and manage customer information using Accounts, Contacts, and other Siebel Business Entities.
  • Acquire skills to utilize Siebel tools for managing sales processes including Opportunities, Quotes, and Activities.
  • Gain proficiency in resolving customer issues by handling Service Requests within the Siebel environment.
  • Master the use of Siebel Application Features such as Opportunity Management, Forecasting, and Call Center functionalities.
  • Familiarize with advanced Siebel features like iHelp, Reports, Audit Trail, and Administration for improved user guidance and data tracking.
  • Comprehend the Siebel Architecture, Security model, and Access Control to maintain a robust and secure CRM system.
  • Learn how to customize and extend Siebel CRM using Siebel Tools, Data Model, and Workflow management.
  • Understand the role of Assignment Manager and Task UI in automating and streamlining business processes.
  • Explore global deployment considerations and integration options to support multi-regional operations and systems interoperability.