Drive Team Excellence with Siebel CRM Corporate Training

Empower your teams with expert-led on-site/in-house or virtual/online Siebel CRM Training through Edstellar, a premier Siebel CRM training company for organizations globally. Our customized training program equips your employees with the skills, knowledge, and cutting-edge tools needed for success. Designed to meet your specific training needs, this Siebel CRM group training program ensures your team is primed to drive your business goals. Transform your workforce into a beacon of productivity and efficiency.

Siebel CRM is a suite of software applications used by organizations to manage their sales, marketing, and customer service activities efficiently. It is essential for organizations to streamline customer interactions, enhance sales processes, and improve overall customer satisfaction. The Siebel CRM training equips professionals with the skills to effectively utilize the software's features, enabling them to enhance customer engagement and operational efficiency.

The Siebel CRM instructor-led training course provided by Edstellar can be customized to meet team requirements. The virtual/onsite Siebel CRM training course led by expert trainers ensures professionals gain proficiency in utilizing the software's advanced features for optimized customer management and streamlined business processes.

Key Skills Employees Gain from Siebel CRM Training

Siebel CRM skills corporate training will enable teams to effectively apply their learnings at work.

  • Customer Data Management
    Customer Data Management involves collecting, organizing, and analyzing customer information. This skill is important for roles in marketing and sales, as it enhances targeting, personalization, and customer relationships.
  • Marketing Automation
    Marketing Automation is the use of software to automate marketing tasks and workflows. This skill is important for marketers to enhance efficiency, improve targeting, and drive conversions.
  • Customer Engagement Strategies
    Customer Engagement Strategies involve techniques to foster meaningful interactions with customers. This skill is important for roles in marketing and sales, enhancing loyalty and driving revenue.
  • Sales Process Management
    Sales Process Management is the systematic approach to overseeing and optimizing sales activities. This skill is important for sales managers and teams to enhance efficiency, drive revenue, and improve customer satisfaction.
  • Analytics and Reporting
    Analytics and Reporting involves interpreting data to inform decision-making. This skill is important for roles like data analyst and business strategist, driving insights and strategies.
  • Workflow Automation
    Workflow Automation is the use of technology to streamline and automate repetitive tasks, enhancing efficiency. This skill is important for roles in project management and operations, as it reduces errors and saves time.

Key Learning Outcomes of Siebel CRM Training Workshop for Employees

Edstellar’s Siebel CRM training for employees will not only help your teams to acquire fundamental skills but also attain invaluable learning outcomes, enhancing their proficiency and enabling application of knowledge in a professional environment. By completing our Siebel CRM workshop, teams will to master essential Siebel CRM and also focus on introducing key concepts and principles related to Siebel CRM at work.


Employees who complete Siebel CRM training will be able to:

  • Create custom reports using Actuate to analyze data and gain insights
  • Develop scripts using E-Script to enhance Siebel functionality at various levels
  • Implement security best practices to control user access to data and functionalities
  • Navigate the Siebel CRM user interface and customize the layout for efficient data access
  • Automate business processes by designing and deploying workflows to streamline operations
  • Manage deployments using Siebel Application Deployment Manager, including version control and testing for a smooth rollout
  • Design and configure core Siebel objects like business components, fields, and pick lists to tailor the system to business needs
  • Apply the eRoadmap methodology for planning, executing, and managing Siebel CRM implementations to ensure project success

Key Benefits of the Siebel CRM Group Training

Attending our Siebel CRM classes tailored for corporations offers numerous advantages. Through our Siebel CRM group training classes, participants will gain confidence and comprehensive insights, enhance their skills, and gain a deeper understanding of Siebel CRM.

  • Provides insights into best practices for data security and access control within Siebel CRM
  • Equips the team with the techniques to automate business processes using Siebel workflows
  • Empowers professionals with the skills to install, configure, and manage Siebel CRM applications
  • Cultivates ideas in professionals for leveraging E-Script to extend Siebel CRM functionality and automate tasks
  • Develops required skill in professionals to design and customize the Siebel user interface for optimal user experience

Topics and Outline of Siebel CRM Training

Our virtual and on-premise Siebel CRM training curriculum is divided into multiple modules designed by industry experts. This Siebel CRM training for organizations provides an interactive learning experience focused on the dynamic demands of the field, making it relevant and practical.

  1. Siebel applications
    • Introduction to Siebel application
    • Implementing Siebel applications
    • Using the Siebel client
    • Working with data in the user interface
    • Comparison of Siebel CRM versions (7.5/7.7/7.8/8.0)
  1. Siebel architecture
    • Explaining Siebel architecture
    • Architecture components
    • How clients access Siebel data?
  2. Software installation
    • Pre-installation requirements
    • Installing Siebel software
    • Introducing server administration
    • Server components and parameters
    • Server configuration and management
  1. Securing Siebel access
    • Controlling access to views
    • Controlling access to customer data
    • Creating the company structure
    • Controlling access to master data
    • Authenticating users
  2. Siebel object definitions
    • Understanding object definitions behind Siebel applications
    • Using Siebel tools to examine object definitions
  3. Siebel data model
    • Understanding the Siebel data model
    • Understanding business components
    • Understanding party business components
    • Understanding business objects
  1. Configuration process
    • Managing object definitions
    • Editing and compiling object definitions
  2. Physical user interface
    • Understanding the physical user interface
    • Configuring applets
    • Configuring applications, screens, and views
    • Configuring drilldowns
    • Configuring business components and fields
    • Creating business components and fields
    • Configuring pick lists
    • Configuring multi-value groups
  3. Seibel database
    • Extending the Siebel database
    • Exploring integration strategies
  1. Managing object definitions
    • Editing and compiling object definitions
  2. UI layer configuration
    • Web templates
    • Applets
    • Applications, screens, and views
    • Drilldowns
  3. Business layer configuration
    • Joins
    • Existing business components and fields
    • New business components and fields
    • Pick lists
    • Configuring multi-value groups
  4. Data layer configuration
    • Data layer components
    • Data layer configuration methods
  1. Siebel event models
    • Understanding Siebel event models
    • Using Siebel state model
  2. Siebel workflow
    • Introducing Siebel workflow
    • Workflow components
    • Deploying workflow processes
    • Invoking workflow processes
    • Understanding interactive and long-running flows
  3. Assignment manager
    • Introducing assignment manager
    • Creating sales assignment rules
    • Assignment manager configuration
    • Deploying assignment manager
  1. Application Deployment Manager
    • Introducing application deployment manager
    • ADM components and processes
    • Deploying application customizations
    • ADM best practices
  2. Reports architecture
    • Introduction to reports architecture of report server
    • Components of the report server
    • Considerations for report design
  3. Simple reports
    • Designing simple reports
    • Generating simple reports
  4. Master-child reports
    • Designing master-child reports
    • Generating master-child reports
  5. Parameterized reports
    • Designing parameterized reports
    • Generating parameterized reports
  1. Reports architecture
    • Introduction to reports architecture of report server
    • Components of the report server
    • Considerations for report design
  2. Simple reports
    • Designing simple reports
    • Generating simple reports
  3. Master-child reports
    • Designing master-child reports
    • Generating master-child reports
  4. Parameterized reports
    • Designing parameterized reports
    • Generating parameterized reports
  1. Browser script
    • Introduction to browser script
    • Writing and deploying browser scripts
  2. Server script
    • Introduction to server script
    • Writing and deploying server scripts
  3. Applet level
    • Applet-level scripting
    • Applet events and scripting
  4. BC level
    • BC-level scripting
    • BC methods and scripting
  5. Application and business services level
    • Application-level scripting
    • Business services scripting
  1. Definition stage
    • Defining project scope
    • Requirement gathering
  2. Discovery stage
    • System analysis
    • Process mapping
  3. Design stage
    • UI/UX design
    • Data model design
  4. Configure stage
    • Application configuration
    • Workflow configuration
  5. Implement
    • Application development
    • Customization and extensions
  6. Deploy stage
    • Testing and quality assurance
    • Production deployment and monitoring

Who Can Take the Siebel CRM Training Course

The Siebel CRM training program can also be taken by professionals at various levels in the organization.

  • CRM Administrators
  • CRM Developers
  • Business Analysts
  • Sales Specialists
  • Marketing Specialists
  • Customer Service Representatives
  • IT Support Specialists
  • Data Analysts
  • System Administrators
  • Software Engineers
  • Application Developers
  • Managers

Prerequisites for Siebel CRM Training

Professionals with a basic understanding of Customer Relationship Management (CRM) concepts, familiarity with database management systems, and knowledge of business processes related to sales, marketing, and customer service can take up the Siebel CRM training course.

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Delivering Training for Organizations across 100 Countries and 10+ Languages

Corporate Group Training Delivery Modes
for Siebel CRM Training

At Edstellar, we understand the importance of impactful and engaging training for employees. As a leading Siebel CRM training provider, we ensure the training is more interactive by offering Face-to-Face onsite/in-house or virtual/online sessions for companies. This approach has proven to be effective, outcome-oriented, and produces a well-rounded training experience for your teams.

 Virtual trainig

Edstellar's Siebel CRM virtual/online training sessions bring expert-led, high-quality training to your teams anywhere, ensuring consistency and seamless integration into their schedules.

With global reach, your employees can get trained from various locations
The consistent training quality ensures uniform learning outcomes
Participants can attend training in their own space without the need for traveling
Organizations can scale learning by accommodating large groups of participants
Interactive tools can be used to enhance learning engagement
 On-site trainig

Edstellar's Siebel CRM inhouse training delivers immersive and insightful learning experiences right in the comfort of your office.

Higher engagement and better learning experience through face-to-face interaction
Workplace environment can be tailored to learning requirements
Team collaboration and knowledge sharing improves training effectiveness
Demonstration of processes for hands-on learning and better understanding
Participants can get their doubts clarified and gain valuable insights through direct interaction
 Off-site trainig

Edstellar's Siebel CRM offsite group training offer a unique opportunity for teams to immerse themselves in focused and dynamic learning environments away from their usual workplace distractions.

Distraction-free environment improves learning engagement
Team bonding can be improved through activities
Dedicated schedule for training away from office set up can improve learning effectiveness
Boosts employee morale and reflects organization's commitment to employee development

Explore Our Customized Pricing Package
for
Siebel CRM Corporate Training

Need the cost or quote for onsite, in-house, or virtual instructor-led corporate Siebel CRM training? Get a customized proposal that fits your team's specific needs.

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