Introduction to Advanced Features
Welcome to Day 2!
Today we advance from foundational concepts to enterprise-grade capabilities. You'll master sophisticated sales automation, multi-channel marketing campaigns, proactive service management, and complex system integrations.
What You'll Learn in Topic 4
Sales Automation (Pages 2-7)
- Pipeline Management: Lead → Opportunity → Quote → Order flow
- Revenue Optimization: Product catalogs, pricing, forecasting
- Territory & Quota: Geographic assignments and performance tracking
Marketing Excellence (Pages 8-10)
- Campaign Automation: Multi-channel marketing with ROI tracking
- Lead Intelligence: Scoring, qualification, and nurturing workflows
Service Operations (Pages 11-14)
- Contact Center: Case management and knowledge base
- SLA & Entitlements: Contract-based service delivery
- Field Service: Mobile workforce and dispatch optimization
Enterprise Integration (Pages 15-20)
- Integration Patterns: Web Services, EAI, middleware
- ERP Connectivity: Oracle, SAP, and back-office systems
- Mobile & Modern UI: Siebel Mobile and Open UI framework
Real-World Context
Scenario: TelecomCo's CRM is expanding beyond basic contact management. The Sales team needs automated territory assignment. Marketing wants to run targeted campaigns for 5G upgrades. Service must manage 50,000+ support cases monthly with strict SLAs. IT needs to integrate with SAP for billing and inventory.
Learning Objectives
Prerequisites Check
Before proceeding, ensure you've completed:
- Day 1 Topics 1-3 (Siebel Fundamentals, Configuration, Data Management)
- Understanding of Business Components and Workflows
- Basic knowledge of Web Services (SOAP/REST)