Siebel CRM – Fundamentals

Module 1: Introduction to Siebel CRM

• Siebel CRM overview: enterprise CRM platform and industry positioning
• Siebel architecture: Web Client, Siebel Server, Gateway, and database
• Siebel applications: Sales, Service, Marketing, and industry-specific editions
• Navigating the Siebel Web Client: applets, views, screens, and menus

Module 2: Siebel Data Model Fundamentals

• Siebel objects: Accounts, Contacts, Opportunities, and Activities
• Business Components and Business Objects explained
• Parent-child relationships: Accounts to Contacts and Opportunities
• Siebel List and Form applets: working with records

Module 3: Accounts and Contact Management

• Creating and managing Account records: organisation hierarchy
• Contact records: linking contacts to accounts and roles
• Account and Contact search: query by example and advanced search
• Merging duplicate accounts and contacts

Module 4: Opportunity Management

• Opportunity lifecycle: prospect to close
• Opportunity fields: revenue, close date, sales stage, and probability
• Sales team assignment and territory management
• Opportunity products and quotes linkage

Module 5: Activity and Calendar Management

• Activity types: calls, meetings, tasks, and correspondence
• Scheduling activities and assigning to team members
• Siebel Calendar: daily, weekly, and monthly views
• Activity plans: templated sets of activities for standard processes

Module 6: Service Requests and Case Management

• Service Request creation: category, area, and sub-area classification
• SR assignment and escalation rules
• Solutions and Resolution documents for knowledge management
• Service entitlements and warranty linkage

Module 7: Reports and Analytics

• Siebel built-in reports: running and scheduling standard reports
• Siebel Analytics and Oracle BI integration overview
• Exporting data to Excel and CSV from Siebel views
• Dashboard configuration for sales and service KPIs

Module 8: Capstone Project and Assessment

• End-to-end sales process: account, contact, opportunity, and activity
• Service request lifecycle management simulation
• Report generation and dashboard configuration exercise
• Final assessment and course certification

Experience in the Industry Learn from Siebel CRM professionals who have worked with Siebel Sales, Service, and Marketing modules at large enterprises in banking, telecommunications, utilities, and government sectors.

Backgrounds at the Top Our Siebel trainers have worked at Oracle partner organisations and enterprise IT teams managing Siebel CRM implementations for Fortune 500 companies across multiple industries.

Clear & Effective Teaching Siebel navigation, data model, accounts, contacts, opportunities, activities, service requests, and reporting are explained clearly with practical CRM business process examples.

Hands-On Learning Focus Students navigate the Siebel Web Client, create and manage core CRM records, run reports, and complete end-to-end sales and service process simulations through structured lab exercises.

Up-to-Date Knowledge Trainers keep content current with the latest Oracle Siebel CRM releases, Siebel Open UI enhancements, and Oracle's Siebel to Oracle CX Cloud migration pathway guidance.