Siebel CRM Workflow

Duration : 25 Hrs

Siebel CRM Systems, Inc. was a software company mainly engaged in the design, development, marketing, and support of customer relationship management  applications. The company was founded by Thomas Siebel and Patricia House in 1993. At first known chiefly for its sales force automation products, the company expanded into the broader CRM market. By the late 1990s, Siebel Systems was the leading CRM vendor, peaking at 45% market share in 2002.

Using Siebel CRM
  • Introducing Siebel Applications
  • Using the Siebel Web Client
  • Working with Siebel Data
  • Comparison of the Siebel CRM versions (7.5/7.7/7.8/8.0)
Access Control ad Organization Setup
  • Responsibilities and Views
  • Users, Positions, and Organizations
  • Controlling Access to Customer Data
  • Catalogs and Master Data
Physical Architecture ad Management
  • The Siebel Web Architecture
  • Server Components and Parameters
  • Server Management
  • Introducing Server Administration
  • Siebel Client Types
Installation and Security
  • Securing Access to the Application
  • Installing Siebel Applications
Siebel Application Architecture
  • Siebel Application Architecture
  • Using Siebel Tools to Examine Object Definitions
  • The Siebel Data Model
  • Siebel Business Components
  • Siebel Party Business Components
  • Siebel Business Objects
  • Configuration Strategy
  • The Configuration Process
Application Configuration
  • Managing Object Definitions
  • Editing ad Compiling Object Definitions
  • UI Layer Configuration: Web Templates
  • UI Layer Configuration: Applets
  • UI Layer Configuration: Applications, Screens, ad Views
  • UI Layer Configuration: Drilldowns
  • Business Layer Configuration: Joins
  • Business Layer Configuration: Existing Business Components and Fields


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