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Siebel CRM Training
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Drive Team Excellence with Siebel CRM Corporate Training

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.

Get Customized Expert-led Training for Your Teams
Customized Training Delivery
Scale Your Training: Small to Large Teams
In-person Onsite, Live Virtual or Hybrid Training Modes
Plan from 2000+ Industry-ready Training Programs
Experience Hands-On Learning from Industry Experts
Delivery Capability Across 100+ Countries & 10+ Languages

Skills Your Employees Will Gain

These are the core, hands-on capabilities your team builds during the program.

  • 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.

What Your Team Will Achieve After This Training

  • 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

Topics & Program Outline

The curriculum is organized into focused modules built by industry experts and delivered virtually or on-premise. Interactive sessions reflect the evolving demands of the workplace, keeping the learning both 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 Should Attend?

This program suits professionals at many levels across the organization, including:

  • 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

What are the Prerequisites?

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.

Request a Quote for your Corporate Training Requirements

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Delivering Training for Organizations across 100 Countries and 10+ Languages

Choose the Format That Fits Your Team

We design training your teams actually engage with, and deliver it the way that suits you best. Through a vetted global trainer network, Edstellar runs sessions in 10+ languages with consistent quality anywhere.

Training Mode
Virtual
Live Instructor-led Training
Training Mode
On-site
Face to Face Instructor-led Training
Training Mode
Off-site
Face to Face Instructor-led Training
Virtual Siebel CRM Training

Virtual / online: expert-led live sessions delivered anywhere, with consistency and easy scheduling.

We deliver anywhere worldwide
Standardized content for consistent outcomes
Join from own workspace, no travel
We scale to large groups across sites
Interactive tools keep remote learners engaged
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On-site Siebel CRM Training

On-site (in-house): immersive, instructor-led learning at your office.

Our trainers run face-to-face at your office
We tailor setup/content to your workplace and tools
Group exercises drive collaboration
Live demos +  hands-on practice
Direct trainer access to clarify doubts
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Off-site Siebel CRM Training

Off-site: focused, instructor-led group learning away from everyday workplace distractions.

We host your teams at a venue of your preferred choice
Built-in group activities for bonding
Full uninterrupted schedule for focus/retention
Boosts morale and signals commitment
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Get a Proposal Shaped to Your Needs

Need pricing for onsite, offsite, or virtual delivery? Get a proposal tailored to your team's needs.

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        64 hours of group training (includes VILT/In-person On-site)

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        What Sets Edstellar Apart

        Experienced Trainers

        Our trainers are drawn from a vetted global network and bring years of industry expertise, keeping every session practical and impactful.

        Proven Quality

        With a strong global track record, Edstellar is known for quality and engaging delivery.

        Industry-Relevant Curriculum

        Our programs are built by experts to match the demands of today's industry.

        Fully Customizable

        Every program can be tailored to your organization's goals.

        Comprehensive Support

        We provide pre- and post-session support for a complete learning experience.

        Global Multi-Location & Multilingual Training Delivery

        We deliver in multiple languages to support diverse global teams.

        Recognition That Motivates Your Team

        Upon successful completion of the Siebel CRM training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

        This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

        Recognition That Motivates Your Team

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