Course Outline

Introduction to Oracle Siebel CRM for Government

  • What is customer relationship management (CRM)?
  • Importance of CRM in government operations
  • Key features and benefits for government
  • Siebel CRM modules for government use
  • Navigating Siebel CRM for government users
  • Setting up users and roles in a government context

Configuring Siebel Applications for Government

  • Overview of Siebel tools for government use
  • Basic configuration tasks for government systems
  • Creating and managing data models in a government environment
  • Configuring business components and objects for government operations
  • Setting up application parameters for government applications
  • Managing system preferences for government users
  • Creating and managing workflows for government processes
  • Automating CRM processes in a government setting
  • Customizing the user interface for government employees
  • Personalizing user experiences for government staff

Managing Customer Data for Government

  • Ensuring data accuracy and completeness in government records
  • Data cleansing techniques for government databases
  • Importing and exporting data for government operations
  • Defining and managing customer segments for government services
  • Using segmentation for targeted marketing in government programs
  • Contact and account management for government clients
  • Creating and managing service requests for government agencies
  • Handling customer cases and issues in a government context

Advanced Features and Optimization for Government

  • Managing sales pipelines and opportunities for government contracts
  • Forecasting and quota management for government projects
  • Creating and managing marketing campaigns for government initiatives
  • Lead generation and nurturing in a government context
  • Managing customer support and service operations for government clients
  • Configuring service level agreements (SLAs) for government services
  • Integrating Siebel CRM with ERP and other applications in a government setting
  • Ensuring seamless data flow between government systems
  • Using Siebel CRM on mobile devices for government staff
  • Mobile app configuration and usage for government users

Reporting and Best Practices for Government

  • Creating and customizing reports for government agencies
  • Using dashboards and visualizations in a government context
  • Key performance indicators for CRM in government operations
  • Monitoring and analyzing performance metrics for government programs
  • Ensuring data security in CRM for government data
  • Compliance with industry standards and regulations for government entities
  • Implementing best practices for CRM operations in a government setting
  • Common issues and solutions for government CRM users
  • Accessing Oracle support resources for government clients

Summary and Next Steps for Government Implementation

Requirements

  • Fundamental knowledge of Customer Relationship Management (CRM) principles
  • Experience with Oracle applications

Audience for Government

  • CRM Managers
  • Business Analysts
  • System Administrators
 14 Hours

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