Associate Level   Professional Level   Master Level   Level Details   Level Details   Level Details           Introduction to PS for CRM Rel 8.9                 CRM Fundamentals Rel 8.9           Marketing Rel 8.9           Sales Rel 8.9           Support and HelpDesk Rel 8.9                 HelpDesk for Human Resources Rel 8.9

• Quickly move though learning to achieve fundamental implementation skills
• Continue to build your expertise from a selection of advance and specialized topics
• Broaden your skills with additional Fundamentals courses

Associate Level:

• Introduction to PS for CRM Rel 8.9
  

  This course is the prerequisite course for all PeopleSoft CRM application classes, although versions of this course for other product lines are acceptable substitutes. In this one-day course, participants learn central concepts of PeopleSoft applications. These concepts include practical skills such as navigation and personalization, and conceptual background information such as the use of control tables to enforce business rules.

  
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Professional Level:

• CRM Fundamentals Rel 8.9
  

  In this one-day course, participants learn about the common objects - customers, workers, and products - that are the foundation of PeopleSoft CRM applications. Participants learn how these objects are used in different applications and learn the practical skills to set up these objects. Participants are also introduced to the capabilities of the CRM automation and configuration tools that are more fully explored in the CRM Automation and Configuration course.

  
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• Marketing Rel 8.9
  

  This course focuses on the implementation and business processes of PeopleSoft Marketing. The administrative topics that will be covered in this course include setting up a marketing business process, marketing business units, programs, actions, marketing workflow, and much more.

  
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• Sales Rel 8.9
  

  This 3-day course is designed to train the implementer in the major areas of the Sales Application. The content includes conceptual information about the PeopleSoft Proprietary Knowledge Enabled Sales (KES) process. The course also addresses the configuration parameters for Leads, Opportunities, Forecasting and Revenue. Functions addressed in this course include Territory Management, Autoforecasting and Workflow event handlers. The Mobile Sales application and Strategic Account Planning are also addressed in the later portion of the class.

  
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• Support and HelpDesk Rel 8.9
  

  This two-day course is for project team members who are implementing PeopleSoft Support and HelpDesk applications. This course describes the business processes for call center applications and teaches implementers how to set up and administer the system.

  
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Master Level:

• HelpDesk for Human Resources Rel 8.9
  

  This four-day course is for project team members who are implementing PeopleSoft HelpDesk for Human Resources. This course describes the business processes for HelpDesk for Human Resources and teaches implementers how to set up and administer the system.

  
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