SIEBEL SALES – SALES FORCE AUTOMATION

Module 1: Introduction to Siebel Sales

• Siebel Sales overview: Sales Force Automation capabilities
• Sales process alignment: lead to cash in Siebel
• Siebel Sales screens: Accounts, Contacts, Opportunities, and Forecasting
• Sales team structure: positions, territories, and organisations

Module 2: Lead and Opportunity Management

• Lead capture: sources, qualification, and conversion to opportunity
• Opportunity management: stages, revenue, and close date tracking
• Sales methodologies: configuring sales stage definitions
• Competitive tracking: competitor records and win/loss analysis

Module 3: Quotes and Orders

• Quote creation: line items, pricing, and discount approval
• Product catalogue: products, price lists, and pricing rules
• Order management: converting quotes to orders
• Revenue recognition and booking integration overview

Module 4: Forecasting

• Forecast series: configuring forecast periods and revenue types
• Forecast submission: rolling up revenue by sales hierarchy
• Forecast adjustments: manager overrides and sandbagging detection
• Forecast vs actual reporting: pipeline analysis

Module 5: Territory and Account Planning

• Territory management: defining and assigning sales territories
• Account planning: strategic account development in Siebel
• Partner management: channel partner portals and deal registration
• Team selling: multi-role opportunity team assignment

Module 6: Sales Analytics and Reporting

• Pipeline reports: opportunity stage distribution and age analysis
• Win/loss analysis reports
• Sales representative performance dashboards
• Siebel Analytics integration for advanced sales intelligence

Module 7: Mobile and Field Sales

• Siebel Mobile: field sales access on tablets and smartphones
• Offline synchronisation: working without network connectivity
• Mobile sales workflows: call reports and activity capture
• Siebel Open UI: responsive design for web and mobile access

Module 8: Capstone Project and Assessment

• End-to-end sales cycle: lead, opportunity, quote, and order
• Forecast setup and submission simulation
• Territory assignment and sales team configuration project
• Final assessment and course certification

Experience in the Industry Learn from Siebel Sales consultants who have implemented Siebel Sales Force Automation for enterprise sales teams in manufacturing, technology, and financial services, streamlining sales processes and improving pipeline visibility.

Backgrounds at the Top Our Siebel Sales trainers have worked at Oracle partner firms and enterprise sales operations teams deploying Siebel to manage complex B2B sales cycles with multi-level approval and forecasting requirements.

Clear & Effective Teaching Siebel lead and opportunity management, quotes, orders, forecasting, territory management, sales analytics, and mobile sales are explained with real enterprise sales process examples.

Hands-On Learning Focus Students manage the complete lead-to-order cycle, configure forecasting, assign territories, generate sales reports, and simulate mobile sales workflows through structured hands-on lab exercises.

Up-to-Date Knowledge Trainers keep content current with the latest Siebel Sales capabilities, Oracle CPQ integration with Siebel, and the Oracle CX Sales Cloud migration pathway for Siebel customers.