Siebel CRM

Siebel CRM

Oracle Siebel CRM is a powerful online tool for small businesses and enterprises. Any business setting that requires data management and interaction with customers will find this tool for CRM as a complete solution for their business processing needs. This form of customer management tool was developed by Siebel but it became part of Oracle after its acquisition in 2005. The challenge for this type of tool is on mainly on management and installation. When done right, this CRM tool from Oracle can be used to streamline business operations without any glitch. But developers have to make sure that each function is set-up according to business process. This is the reason why installation is very important as the developers have to deal with a lot of available tools. After installation, maintenance and management naturally follows especially for enterprises that will require more than just troubleshooting of functions.

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1. Oracle Siebel CRM 8 Installation and Management Author: Packt Publishing

   Oracle Siebel CRM 8 Installation and Management Oracle s Siebel CRM is the market-leading Customer Relationship Management software. Unmatched in functionality and scalability it offers a lot of challenges for the system administrator. This book will be your safe vessel while navigating the deep waters of installing and managing Siebel CRM. This

2. Siebel CRM - Managing User Accounts Author: Packt Publishing

   Managing User Accounts As we have learned in the previous chapter any person— be it an internal employee a partner employee or a customer— who wants to use a Siebel CRM application must be registered as a user or employee and be associated with at least one responsibility. Data visibility in Siebel CRM is controlled by the access control

3. Siebel CRM - Setting up Divisions Author: Packt Publishing

   Setting up divisions Once the divisional hierarchy of a company is documented it must be translated to Siebel administrative data. An administrator uses the Administration - Group screen Internal Divisions view— shown in the following screenshot— to enter and manage the division information This view allows administrators to enter

4. Siebel CRM - Setting up Organizations Author: Packt Publishing

   When a division or an entire partner company wants to use the Siebel CRM infrastructure this is typically accompanied by the requirement to associate data with the division or partner company in order to provide data security. As we discussed in the previous chapter records in the Siebel database can be associated with one or more organizations to

5. Siebel CRM - Setting Up and Managing the Position Hierarchy Author: Packt Publishing

   Employees are not associated directly with organizations. Siebel CRM uses a mechanism named positions to define both the association of an employee to an organization as well as the reporting relationship or hierarchy of the positions. Positions represent a job entitlement for which people are recruited and subsequently paid. Employees can hold more

6. Siebel CRM - Setting up User and Employee Accounts Author: Packt Publishing

   Multiple positions for an employee As indicated above an employee can be associated with more than one position to allow for example the implementation of vacation replacement. When an employee holds more than one position the Siebel application always uses the employee s primary position to determine the organization she or he belongs to during

7. Siebel CRM - Creating or Verifying User Accounts Author: Packt Publishing

   Creating or verifying user accounts in the authentication system As discussed in Chapter 10 each employee or user must be authenticated by an external system that is either a relational database management system RDBMS or a directory server LDAP or Microsoft Active Directory . For Siebel CRM implementations that use database authentication