Siebel Fundamentals Rel 15.5 Course Overview

Siebel Fundamentals Rel 15.5 Course Overview

The Siebel Fundamentals Rel 15.5 course is designed to provide learners with a comprehensive understanding of Siebel CRM applications. It is tailored for professionals who wish to gain expertise in using, managing, and implementing Siebel solutions within their organizations. This course is essential for those seeking Siebel online training to enhance their skills in customer relationship management and improve their operational efficiency.

Starting with Module 1, participants are introduced to Siebel CRM applications, learning how to navigate the system and manage data within the Siebel User Interface effectively. Module 2 delves into the common business entities used in Siebel, such as Accounts, Contacts, Activities, Opportunities, Quotes, and Service Requests, providing the foundational knowledge to represent customers and tasks.

In Module 3, learners explore various Siebel application features through real-world scenarios, including Opportunity management, Forecasting, and Call center operations, enhancing their ability to apply Siebel solutions to sales and service contexts. Module 4 covers additional features like iHelp, Inbox, Reports, Audit Trail, Search, and Administration, ensuring a well-rounded understanding of the system.

Finally, Module 5 emphasizes Recommended implementation practices, guiding participants to apply their knowledge in practical, effective ways. Overall, the Siebel Fundamentals Rel 15.5 course through Siebel online training equips learners with the critical skills and knowledge to leverage Siebel CRM for business success.

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Course Prerequisites

To ensure that participants can fully benefit from the Siebel Fundamentals Rel 15.5 course, it is important that they meet certain prerequisites. These prerequisites are designed to provide a foundation of knowledge and skills upon which the course material will build. Here are the minimum required prerequisites:


  • Basic understanding of CRM concepts and terminology: Familiarity with the principles of customer relationship management helps in comprehending the functionalities of Siebel CRM.
  • Fundamental knowledge of database concepts: Knowledge of how databases work, including an understanding of tables and fields, will help in understanding how Siebel CRM stores and manages data.
  • Experience with using web browsers: Comfort with navigating the internet and using web applications is essential, as Siebel CRM is a web-based application.
  • General computer literacy: Proficiency with using computers, including familiarity with operating systems, desktop applications, and the ability to navigate file systems.
  • Basic business knowledge: Awareness of common business processes in areas such as sales, marketing, and customer service will be beneficial when learning about Siebel CRM's application in these domains.

These prerequisites are intended to prepare students for a successful learning experience without assuming advanced technical skills or prior experience with Siebel CRM. If you meet these minimum requirements, you are encouraged to enroll in the Siebel Fundamentals Rel 15.5 course and start your journey toward mastering Siebel CRM.


Target Audience for Siebel Fundamentals Rel 15.5

The Siebel Fundamentals Rel 15.5 course offers comprehensive training on Siebel CRM applications, tailored for professionals seeking expertise in CRM solutions.


  • IT professionals interested in Customer Relationship Management (CRM) systems
  • Siebel application administrators and developers
  • Sales and marketing professionals who use or intend to use Siebel CRM in their strategies
  • Customer support and call center representatives looking to leverage Siebel for improved customer service
  • Business analysts and project managers involved in CRM projects
  • Technical consultants and implementation specialists focusing on Siebel solutions
  • System integrators working with Siebel CRM
  • Database administrators managing the backend of CRM systems
  • IT managers and executives considering or overseeing Siebel CRM deployments
  • Professionals seeking to upgrade their skills to the latest version of Siebel
  • Business process owners responsible for sales, marketing, or service functions within their organizations


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

Introduction to Learning Outcomes:

The Siebel Fundamentals Rel 15.5 course equips students with a comprehensive understanding of Siebel CRM applications, from basic navigation to implementing complex business practices and improving customer relationship management.

Learning Objectives and Outcomes:

  • Grasp the Basics of Siebel CRM Applications: Understand the purpose and functionality of Siebel CRM to enhance customer interactions.
  • Navigate Effectively: Learn to navigate the Siebel user interface efficiently to optimize user workflow.
  • Manage Data: Acquire skills to work with data within Siebel, including creating, modifying, and querying records.
  • Understand Siebel Business Entities: Gain knowledge of core business entities like Accounts, Contacts, and Service Requests and how they represent customers and tasks.
  • Implement Business Practices: Learn to use Siebel business entities to support and streamline your organization's specific business practices.
  • Siebel Sales and Service Scenarios: Understand and manage sales processes with Opportunity Management and Forecasting; comprehend service scenarios in Siebel Call Center.
  • Familiarize with Advanced Features: Explore advanced features such as iHelp, Inbox, Reports, Audit Trail, and Search to enhance productivity.
  • Utilize Remote and Advanced Sales Methodologies: Learn to apply Remote, TAS, and other sales methodologies within Siebel CRM.
  • Improve Customer Service: Understand the tools available for customer service including Email Response and SmartScript.
  • Adopt Recommended Practices: Recognize best practices for implementation to ensure successful deployment and utilization of Siebel CRM systems.

Technical Topic Explanation

Siebel CRM applications

Siebel CRM (Customer Relationship Management) applications are designed to help businesses effectively manage and analyze customer interactions and data throughout the customer lifecycle. By organizing vast amounts of customer information, Siebel CRM supports improved customer service, sales, and marketing performance. It provides tools for customer analytics, campaign management, and customer support across various channels, enabling companies to strengthen customer relationships and enhance business growth. Siebel CRM is widely used across industries for its robust features that cater to complex and diverse business needs.

Siebel User Interface

The Siebel User Interface is part of the Siebel CRM application, designed to manage customer relationships for businesses. This interface provides users with a structured way to view and manage customer data effectively. It includes tools for navigating, searching, and entering data, with a layout that supports customization to align with specific business processes and user roles. The primary purpose of the Siebel User Interface is to enhance the user experience and productivity by presenting complex customer data in an intuitive and accessible manner.

Opportunity management

Opportunity management is the process businesses use to identify, prioritize, and pursue potential new customers, markets, or sales. It involves tracking interactions and analyzing data to make strategic decisions that maximize the likelihood of converting prospects into customers. Effective opportunity management helps companies efficiently allocate resources, tailor their marketing efforts, and improve their sales pipeline, ultimately boosting profitability and growth. Tools like CRM systems, including platforms like Siebel, facilitate this by offering detailed insights and automations that enhance customer relationships and drive success.

Forecasting

Forecasting is the process of using historical data to predict future events or trends. This is done through various statistical models and analysis techniques. In business, forecasting is essential for planning resources, budgeting, and strategic decision-making. It helps companies prepare for what's likely to come, adjusting strategies to maximize efficiency and profit. This analytic tool is also invaluable in industries like weather prediction, economics, and supply chain management, where anticipating future scenarios can significantly impact performance and outcomes.

Call center operations

Call center operations involve managing a large number of calls and communications from customers, focusing on handling their queries, issues, and requests efficiently. This operation requires robust technology for routing calls, managing customer interactions, and ensuring timely support. Trained personnel are essential for navigating customer conversations, providing solutions, and maintaining high satisfaction levels. Each employee's ability to blend technical skills with empathy, communication, and problem-solving abilities underpins the success of a call center. The use of advanced software and tools enhances the effectiveness of these operations, leading to improved customer service and business outcomes.

iHelp

iHelp is an integrated support feature within certain technology platforms designed to assist users by providing real-time help and troubleshooting solutions. It functions as an interactive help desk, anticipating and solving user problems quickly by offering step-by-step guidance, relevant documentation, and support options directly within the application. iHelp primarily aims to enhance user experience by minimizing downtime and the need for external support, making the use of the software smoother and more intuitive for all levels of users.

Inbox

Inbox in a technical context typically refers to a designated space or interface where incoming messages or tasks are received and stored until they are addressed. It's a central spot in various applications, including email clients and project management tools, where users can view and manage their incoming communications or responsibilities. In terms of managing workflow and communication, the inbox helps users prioritize tasks, track ongoing issues, and maintain an organized approach to their work. It is essential for effective digital communication and productivity in modern professional environments.

Reports

Technical Topic: Reports

Reports are structured documents that collect, summarize, and analyze data to present information clearly and efficiently. They are used in various fields to support decision-making and strategy development. Typically, reports provide insights based on gathered data, and they often include visual elements like charts, graphs, and tables to make complex information easier to understand. They can be of different types such as annual, sales, financial, or project reports, each serving specific purposes and addressing different informational needs of an organization.

Audit Trail

An audit trail is a detailed record of all the actions and events affecting a particular operation or transaction. It helps in tracking the sequence of activities that occur within an organization's information system. By maintaining a chronological log, it allows organizations to verify the authenticity and reliability of their operational processes, helps in detecting inconsistencies or errors, and facilitates transparency and accountability. Audit trails are crucial for regulatory compliance, security monitoring, and in-depth forensic analysis to understand what happened, when, and by whom.

Search

Search technology enables users to query information within databases, websites, or other data repositories. It involves algorithms that scan, retrieve, and rank data based on relevance to the user's query. Modern search technologies incorporate natural language processing to understand the intent of the query better, improving the accuracy of results. This is crucial in fields like e-commerce and online information systems, where efficient and accurate search capabilities enhance user experience and accessibility.

Administration

Administration involves managing the operations and maintenance of systems, organizations, or networks to ensure efficiency and effectiveness. In a business context, it includes tasks like setting policies, overseeing the organization’s operations, ensuring compliance with regulations, and handling personnel-related duties. It encompasses a wide range of responsibilities, from managing databases and IT systems to running the day-to-day activities of a company. Effective administration is crucial for keeping any organization running smoothly and achieving its goals through sound management practices and strategic decision-making.

Recommended implementation practices

Recommended implementation practices refer to guidelines and methodologies used to effectively integrate new software, systems, or projects into an organization. It involves planning, designing, testing, and deploying solutions while ensuring they meet business objectives and compliance standards. Key practices include involving stakeholders early, setting clear objectives, risk management, consistent documentation, training end-users, and conducting pilot tests before full-scale deployment. These practices help in minimizing disruptions and maximizing the system or project's effectiveness and adaptability within the business environment.

Target Audience for Siebel Fundamentals Rel 15.5

The Siebel Fundamentals Rel 15.5 course offers comprehensive training on Siebel CRM applications, tailored for professionals seeking expertise in CRM solutions.


  • IT professionals interested in Customer Relationship Management (CRM) systems
  • Siebel application administrators and developers
  • Sales and marketing professionals who use or intend to use Siebel CRM in their strategies
  • Customer support and call center representatives looking to leverage Siebel for improved customer service
  • Business analysts and project managers involved in CRM projects
  • Technical consultants and implementation specialists focusing on Siebel solutions
  • System integrators working with Siebel CRM
  • Database administrators managing the backend of CRM systems
  • IT managers and executives considering or overseeing Siebel CRM deployments
  • Professionals seeking to upgrade their skills to the latest version of Siebel
  • Business process owners responsible for sales, marketing, or service functions within their organizations


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

Introduction to Learning Outcomes:

The Siebel Fundamentals Rel 15.5 course equips students with a comprehensive understanding of Siebel CRM applications, from basic navigation to implementing complex business practices and improving customer relationship management.

Learning Objectives and Outcomes:

  • Grasp the Basics of Siebel CRM Applications: Understand the purpose and functionality of Siebel CRM to enhance customer interactions.
  • Navigate Effectively: Learn to navigate the Siebel user interface efficiently to optimize user workflow.
  • Manage Data: Acquire skills to work with data within Siebel, including creating, modifying, and querying records.
  • Understand Siebel Business Entities: Gain knowledge of core business entities like Accounts, Contacts, and Service Requests and how they represent customers and tasks.
  • Implement Business Practices: Learn to use Siebel business entities to support and streamline your organization's specific business practices.
  • Siebel Sales and Service Scenarios: Understand and manage sales processes with Opportunity Management and Forecasting; comprehend service scenarios in Siebel Call Center.
  • Familiarize with Advanced Features: Explore advanced features such as iHelp, Inbox, Reports, Audit Trail, and Search to enhance productivity.
  • Utilize Remote and Advanced Sales Methodologies: Learn to apply Remote, TAS, and other sales methodologies within Siebel CRM.
  • Improve Customer Service: Understand the tools available for customer service including Email Response and SmartScript.
  • Adopt Recommended Practices: Recognize best practices for implementation to ensure successful deployment and utilization of Siebel CRM systems.