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Course Details

PeopleSoft CRM (Customer Relationship Management) is a system that helps companies to gather, process and utilize information about their customers. It allows users to access applications through internet browser.

Peoplesoft Admin Training Curriculum

Business Process Overview

Describing PeopleSoft Enterprise CRM Common Foundation, Describing Customer Management, Describing Workforce Management, Describing Workforce Management, Describing Product Management, Describing Common Features

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

Viewing and Modifying Data

Describing Effective Dating, Describing Action Types

Describing Data in Tables

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

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

Working With the Customer Data Model

Describing the Customer Data Model

Managing Customers

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

Working with the 360-Degree View and the Relationship Viewer

Using the 360-Degree View, Viewing and Maintaining Relationships.

Managing Contacts and Tasks

Describing Contact Management, Managing Contacts and Tasks, Setting Up Task Management.

Managing Workers in Customer-Facing Applications

Describing Workers, Setting Up Foundational Data for Workers, Creating Workers, Defining Worker Information.

Managing Workers in Worker-Facing Applications

Describing Considerations for Worker-Facing Applications

Managing Product Definitions

Describing Products, Setting Up Control Tables for Products, Setting Up Product Definitions, Setting Up Product Packages.

Managing Installed Products

Describing Installed Products, Setting Up Installed Product Tracking, Tracking Installed Products.

Managing Worklists and Notifications

Managing PeopleSoft Enterprise CRM Worklists, Setting Up and Using Manual Notifications.

Evaluating Integration, Automation, and Configuration Options

Describing PeopleSoft Enterprise CRM Integrations, Describing PeopleSoft Enterprise CRM Configuration Tools.

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