Work Breakdown Structure complete, no missing activities.
Time estimates, resources, and dependencies done for you.
Right Deliverable content, detail level, and format.
A single ZIP download file containing the pre-populated Microsoft Project Plan (.mpp file) & supporting documents for each stage of the project.
Savings in consultant manhours could be up to 360 hours on CRM Project ramp up.
Savings in consultant hours could be up to $ 90,000 on CRM Project ramp up.
Microsoft Project Plan includes:
678 CRM Project Tasks & Completed Resource Map, tied to the following stages:
Inception
Set-Up
Design
Build
Test & Train
Implementation
Closedown & Review
Over 60 critical PM supporting files included which consultants and IT departments always have to create on every project.
Just plug in team members names into the pre-assigned & pre-defined resource map roles and your 678 tasks are assigned and your CRM project is up and running.
Siebel Tools is an integrated environment for configuring all aspects of a Siebel application so that a single configuration can be (1)Deployed across HTML clients , (2)Used to support multiple Siebel applications and languages, (3)Easily maintained (4)Automatically upgraded to future Siebel product releases
Siebel Tools is a powerful object-oriented, Web application development environment designed to meet the customization needs of sales, marketing and customer service information system deployments.Siebel Tools is not a programming environment—it is a declarative application configuration tool.
Standard Siebel applications provide a core set of object definitions that one can use as a basis for their tailored application. Using Siebel Tools and other configuration tools that are part of a Siebel solution, Siebel application developers, system administrators, and database administrators can customize a standard Siebel application without modifying source code or SQL. Some of the configuration tools are accessed through the Siebel applications. Siebel Tools, however, is a separate product with its own user interface.
Navigation in Siebel Tools is done mainly in two windows: (1) Object Explorer window - Employs a hierarchical tree-structure user interface (similar to that of the Microsoft Windows Explorer) to allow you to browse the object types that are stored in the Siebel Repository. (2) Object List Editor window -Shows the detail about individual objects in the Siebel repository.
Concepts:
SRF (Siebel Repository File)
A subset of tables which contains the Siebel Objects definitions
It is edited using Siebel Tools
SIF (Siebel Import File)
File to store some Siebel Object definitions
Used to import and export object definitions
Check Out:
Overwrites local version of the project
Locks the project on the server and on the local repository
Check In:
Copies a local version of the project for the server
Unlocks projects on the server
The templates and tools accessible from this page are intended to help you implement Siebel CRM On Demand effectively and efficiently. You can use the links below to access the groupings of items appropriate to the task you are looking to complete, or you can scroll to browse the available tools.
Siebel Tools is an integrated environment for configuring the Siebel Application used by Siebel developer. It is a powerful application development environment used to configure to meet the business requirements.
Siebel Tools is not a programming environment like Visual Studio. Rather it is an interface primarily used to create or modify object definitions.
The left pane is called the Object Explorer. This displays all the object types like Business Components, Applets, Screens and Workflows. In other words it is the grouping of object definitions. This Object Explorer consists of hierarchical tree structure user interface displaying child object types.
The Right pane is called the object list editor window. This lists all the object definitions like Tables, Business Components and Applets. On navigating on the hierarchy it would also lists the child object type definitions.
Next we will see where these object definations are stored.
Tip: For ease in using the files, save the file first. In the File Download dialogue box, click the Save button to save the template to your computer, then open the saved file.
The Getting Started Checklist will help you to formulate a plan and prioritize the tasks required to launch Siebel CRM On Demand as your company CRM tool. This checklist contains a list of suggested implementation tasks, in the order that they should be completed. Some of these tasks may not apply to you, depending on your deployment choices.
This Template combines the information you need about data access, roles and hierarchy to assist you in setting up new users, defining roles and access profiles groups, and preparing user data for entry or import into Siebel CRM On Demand.
This template provides a convenient location to document the new fields and the changes to existing fields that are needed to meet your company’s requirements.
This template helps you document your requirements for which fields are available for searching primary record types and for the layouts of the search results pages for groups of users in your organization.
This template helps you document your requirements for creating assessments scripts so you can create standard scripts for qualifying leads, assessing opportunities, surveying customers, or performing other customer interactions.
This template helps you define your sales stages, identify the tasks and required fields that should be enforced at each stage, and build a sales coach that can help your sales professionals follow your sales processes.
This template helps you to accurately set up Assignment Rules to automatically assign your company's account, lead, opportunity, and service request records.
Please consult this document and the tutorial before importing company data into Siebel CRM On Demand. This guide provides advice on preparing your data for import and what to do before you import your data.
This document lists the error and warning messages that you may encounter as a result of your data import. Suggestions are offered here on how to diagnose and correct the common errors you may find.
This document contains metrics reflecting common cross-company business targets. Intended to assist you in defining your own business targets to track your progress, the document includes a list of sample sales, service, and marketing targets appropriate for Siebel CRM On Demand customers.
A communication plan will serve as the basis for the planning and execution of all communication regarding the Siebel CRM On Demand project for your company. This document is a sample of a communication plan that you might use as a template to begin constructing your own plan.
The Siebel Web Services On Demand Guide contains the programmer reference material you need to develop your custom integration. This material provides all of the details you need to develop a SOAP/XML-based application that can automatically sign in to Siebel CRM On Demand and give you access to your data using industry standard development tools.
This guide explains how you can use Segmentation Wizard, an Excel-based application, to define contact segments based on multiple record types. With Segmentation Wizard, you can generate the lists based on a combination of account, contact, opportunity, and service request fields, which result in multi-dimensional customer lists for targeting campaigns.
This guide is for CRM On Demand users who develop Analytics reports. It explains how to build reports and analyses that run efficiently and quickly. The document examines report development planning and architecture guidelines, best practices for achieving optimal reporting performance, and special considerations for building real-time reports. Uses of both historical reporting and real-time reporting are also discussed, including their differences, trade-offs, and when each is most appropriate to use.
1. CURRENT ENVIRONMENT
Start with an in depth investigation of your current operational
systems paying strict attention to how customers are identified and where this information is stored.
Focus on these three areas:
a. Customer Databases & Maintenance Applications
Which store:
Names and addresses
Preferences
Phone numbers
Email addresses
b. Contact Information
Client visits, calls and follow-ups including dates and details.
c. Transaction data
Depending on your industry, this will include: Trade information, sales data or
other operational information
2. VISION
In keeping with the goals of CRM, your vision most likely includes:
a. Central Customer Database
One entry point for all customer nformation of which your customer
data and contact information will be the foundation.
b. Data Driven Organisation
When your operational data 'speaks' to you and your customers. This could be a morning mail of your
top ten customers or an alert that stock of a key product is low. This will be provided by integration
with transaction data.
By addressing the VISION early on, perhaps you can start collecting additional data today.
What a shame to realize a year later that you never asked for your customers email address when the filled out
their loyalty card forms.
II. ANALYSIS & DESIGN
A sound, quick but thorough, analysis will insure your project has a good foundation.
The model can always be modified in the future, but it's worth putting the extra time in up front.
1. DATA MODELING
Prepare 2 data models, one based on the data available today and the other based on your vision.
Resist the temptation to take your current model from one production system alone, rather develop a new model
based only on the data.
2. INTERFACES
Where does data originate? Which systems lead? The best way to insure
that your data remains accurate is to limit the number of entry points and automate as much as possible.
Diagram the data flow between systems that will be required to support your final vision.
Sketch or outline the data and logical flow, the details can be added later.
3. NEW MODULES
To add strategy to your vision, review Organisational departments and units that
are dealing with customers and identify what is missing.
Is the contact information is currently stored only
in the agendas of your sales people? Include Data Capture and Maintenance modules and Analysis tools.
III. PLANNING & PROTOTYPE
PROJECT PLANNING
Set timelines for Prototype and Development
Split into manageable modules to facilitate iterative approach
Tool and platform selection Capitalize on existing technology investments and in-house expertise
Review market trends and industry standards Include obviously a relational database. Involve key
people from management and departmental units, remembering that your CRM project is not an IT project,
but a fundamental element of your business model.
PROTOTYPE
Take a small but representative sample of data from each of your production systems
and prepare your proof of concept. This will bring to life your project and be the basis for
future development. It will also highlight the quality of your data and be a guideline for what
challenges may be ahead. You should aim to achieve a specific target, such as reproducing one or several key reports.
Follow the steps required in the Development phase.
IV. DEVELOPMENT
Practice an Iterative, phased approach to development by breaking your project into manageable modules.
1. DATA PROCESSES
Collection
From various systems and departments.
Possible to also include external data from suppliers, business partners
or market sources.
Cleansing
Removing duplicate or inconsistent data. Unless your systems are quite new, this usually requires time
and knowledge of your internal systems.
Mapping
Data from all sources to your model including the logical and physical design
Aggregation
Of transaction data into higher groups, including for example monthly and yearly summaries.
2. APPLICATIONS
Possibly 2 projects, which run parallel and, occasionally, overlap
a. Integrated Customer Database
Data Maintenance modules Interface screens Interface procedures
b. Analysis Modules
Recreate necessary existing reports.
In a true analytical CRM environment, the most basic reports
become entry points into your data
Add a achievable dream reports & Alerts
