Siebel 8.x Marketing Manager

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Course Overview

Siebel Marketing Manager training course is designed for team members who are responsible for administering and managing marketing activities such as campaigns, programs and marketing plans using Siebel Marketing 8.x. In this course participants will learn Siebel Marketing architecture and its tight integration with Oracle Business Intelligence Enterprise Edition 10g. Participants also learn to create marketing segments and segment trees and load them into campaigns. They use the List Format Designer to create export list formats and they use the Email Marketing Server to create personalized email campaigns. Siebel Marketing Manager Workshop also covers response management, event management and the financial planning aspects of Siebel Marketing. Using Oracle Business Intelligence Answers and Dashboards, course participants learn how to analyze marketing data quickly and efficiently. Siebel Marketing Manager course also contains information about the classic Siebel List Management.

Course Content

Siebel Marketing Overview

  • Identifying components of Siebel Marketing Suite
  • Understanding closed-loop marketing

Siebel Marketing Architecture

  • Identifying components of the Siebel Marketing architecture
  • Marketing clients
  • Oracle BI EE
  • Email Marketing Server

Marketing Terminology and Process Flow

  • Explaining marketing terminology
  • Campaigns, Offers and Treatments
  • Budget Requests, Funds and Initiatives
  • Executing Stand-alone campaigns
  • Executing marketing programs
  • Executing marketing plans

Segment Designer

  • Understanding the segment designer interface
  • Creating simple and complex segments
  • Moving and changing criteria blocks
  • Understanding counts
  • Cross subject area queries
  • Grouping criteria blocks
  • Generate lists from segments

Creating Segment Trees

  • Explaining the purpose of segment trees
  • Splitting and sampling
  • Working with segment tree branches

Marketing Plans, Programs, Campaigns and Events

  • Identifying Siebel Marketing objects and their relationships
  • Offer Management
  • Events
  • Campaigns
  • Waves
  • Programs
  • Stages
  • Marketing Plans

Using List Format Designer

  • Understanding List Format types
  • Creating List Formats
  • Combining Data Sets
  • Sorting and Splitting
  • Formatting
  • Previewing list output

List Management

  • Describing the list management process
  • Importing external lists
  • Creating internal lists

Response Management

  • Describing the response management process
  • Integrating with Sales
  • Tracking responses

Email Marketing

  • Creating an email campaign
  • Personalizing and editing email marketing templates
  • Understanding conditional fields
  • Understanding advanced email marketing features
  • Launching email campaigns

Event Management

  • Describing the event management process
  • Defining Event Plans, Events and Sessions
  • Managing Invitations
  • Managing Registrations

Marketing Planning, Budgeting and Financial Tracking

  • Creating Marketing Plans
  • Creating Budget Requests
  • Understanding approval cycles
  • Setting goals
  • Tracking expenses and budgets

Campaign Load Formats

  • Creating campaign load formats
  • Identifying and describing marketing integration objects
  • Describing pre-configured marketing campaign load formats

Marketing Analytics

  • Using Oracle BI Answers
  • Using Oracle BI Dashboards
  • Creating ad-hoc requests
  • Identifying pre-configured marketing analytics dashboards

Customer Reviews

Thanks to Xpertised and the tutor who walked me through all the topics with Practical exposure which is helping me in my current project.

Course was quite helpful in terms of understanding of concepts and practicality. Its really a very friendly environment to learn. The timing were mutually chosen, as we both are working professional. I am quite satisfied with the course.


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