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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
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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