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
Contact US for Demo Registration
Sharath
Email id: sharath@vibloo.com
Call: +1(248)-436-8449
Whatsapp: +91-7013879301