Course Outline

Introduction to Oracle Siebel CRM for Government

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

Configuring Siebel Applications for Government

  • Overview of Siebel tools for government use
  • Basic configuration tasks aligned with public sector needs
  • Creating and managing data models for government operations
  • Configuring business components and objects for government workflows
  • Setting up application parameters to meet government requirements
  • Managing system preferences for public sector users
  • Creating and managing workflows specific to government processes
  • Automating CRM processes for efficient government service delivery
  • Customizing the user interface for government staff
  • Personalizing user experiences for public sector users

Managing Customer Data in Government

  • Ensuring data accuracy and completeness for government records
  • Data cleansing techniques tailored for government datasets
  • Importing and exporting data for government applications
  • Defining and managing customer segments for government services
  • Using segmentation for targeted government outreach
  • Contact and account management in a government setting
  • Creating and managing service requests for public sector entities
  • Handling customer cases and issues within government agencies

Advanced Features and Optimization for Government

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

Reporting and Best Practices for Government

  • Creating and customizing reports for government reporting requirements
  • Using dashboards and visualizations for government performance monitoring
  • Key performance indicators for CRM in the public sector
  • Monitoring and analyzing performance metrics for government operations
  • Ensuring data security in CRM for government agencies
  • Compliance with industry standards and regulations for government entities
  • Implementing best practices for CRM operations in the public sector
  • Common issues and solutions specific to government use
  • Accessing Oracle support resources for government agencies

Summary and Next Steps for Government

Requirements

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

Audience

  • CRM managers for government
  • Business analysts
  • System administrators
 14 Hours

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