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Профессиональный Документы
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PeopleSoft CRM
Functional Modules
Marketing
Online Marketing
Site MarketingTelemarketing
Sales
Mobile Sales
Support
HelpDesk
HelpDesk for Human Resources
FieldService
Mobile FieldService
Order Capture
Order Capture Self Service Quality Management
Multichannel Interactions Advisor
Configurator CRM Portal Pack
CRM Warehouse
CTI Integration
Customer Behavior Modeling
Customer Scorecard
Enterprise Warehouse
Industry Solutions
Communications
Energy
Financial Services
Government
CRM for High Technology CRM for Insurance
PIA Architecture
Web Browser
End users and administrators access PeopleSoft applications and administrative tools on a
browser.
The system sends pure HTML to a supported browser interface. Most processing occurs on the
server level
PeopleSoft supports the PeopleTools Development Environment in Windows, which is intended
for applications developers and system administrators who need access to PeopleTools. These
users require workstations running Windows
The browser uses the HTTP protocol. The browser sends requests to the Web server, which
forwards the request to the application server. A servlet installed on the Web server facilities all
browser connections.
The browser does not download any applets to complete a transaction. The application server
sends only the following to the browser:
HTML
JavaScript
Cookies
With the browser processing only the items in the previous list, the result is a lightweight
deployment of PeopleSoft applications that does not burden the client workstation with
unnecessary processing responsibility.
Web Server
Password Authentication
Sessions States maintained
Handle Encryption
Servlet Engine
A Java-enabled Web server is required to support browser transaction requests and the
application messaging technology.
On the web server a collection of PeopleSoft Java servlets designed to handle a wide range
of PeopleSoft transactions needs to be installed.
The following list presents the software that runs on the PIA Web server
Web Services (Weblogic & Websphere)
Servlet Engine
Java Servlets
PeopleSoft Servlets
The following list contains the PeopleSoft servlets that reside on the Web server
Portal Servlet
It manages search, content management, and homepage personalization
Integration Gateway Servlet
Messaging Gateway servlet transmits publish/subscribe messages between message
nodes
Report Repository Servlet
Retrieves the report output in the Report Repository and serves it to the browser
Transactions
Application Server
Application Server
Database Server
The PeopleSoft database is the repository for all information managed by PeopleSoft
applications. Not only is application data stored in the database, but the PeopleSoft
meta data is also maintained in the database
The database server houses database engine and PeopleSoft database, which includes
all of the
object definitions,
system tables,
application tables, and
data.
The database server must be running one of the supported RDBMS/operating system
combinations.
The relationship between a database server and an application server is a one-to-many
model. That is, a single database server can have multiple application servers
connecting to it.
The database server simultaneously handles the application server connections,
Development Environment connections, and batch programs running against it.
RDBMS: ORACLE, SQL, DB2, SYBASE, INGRESS
Database Server
Batch Server
Configuration Options
PIA Architecture
IMPLEMENTATION
Analyze the
module
requirement
2.
3.
Gap Reports
4.
Cost/ Profit
Analysis
Functional
6.
5.
Customize the
Module
7.
Set up the
Security
Technical
Functional
Technical
11.
9.
Run the
Background SQL
Process.
8.
10.
End User
Training
Functional
Technical
Functional / Technical
PEOPLETOOL
TOOL TO DEVELOP THE APPLICATION
PeopleTools
Development Tools
Application Designer
People Code
(Procedure Language &
Object Oriented)
Application Engine
Workflow
Globalization
(8-9 languages)
Integration Tools
Admin Tools
Security
Definition Security
Data Mover
Configuration Manager
Utilities
Mass Change
Server Administration
PIA
Application Server
Database Tables
Design Application
AD
PeopleTool Tables
Define Fields
AD
PeopleTool Tables
Define Record
AD
Build Tables
AD
PeopleTool Tables
Define Pages
AD
PeopleTool Tables
Define Component
AD
PeopleTool Tables
Register Components
AD
PeopleTool Tables
Steps in Development
Plan Phase
Data
Design
Phase
User
Interface
Phase
Test Phase
Test Application
Online &
Query Tool
Integration Definitions
1.
Field
11.
Activity
15.
Component Interface
2.
Record
12.
Business Process
16.
Business Interlinks
3.
Page
13.
17.
Message
4.
Component
18.
Message Channel
5.
Menu
19.
File Layout
6.
SQL
20.
Mobile Page
7.
Style Sheet
8.
HTML
9.
Image
10.
Project
14.
Application Engine
Application Package
22.
Problem Type
Field Definition
Define New Fields.
Use multiple labels.
Open an existing field definition.
View field properties.
Change field definitions.
Set custom field formats.
Use the Translate Table.
Configure international format settings.
Record Definition
Create a new record.
Open an existing record.
Add fields to record definitions.
Save records.
Name record definitions.
(Prefix with PS_)
Set record properties.
Set record field properties.
View record definitions.
Page Definition
Create new page definitions.
Add page controls.
Manipulate page controls.
Set page field properties for controls.
Order and space page controls.
Align page controls.
View pages in the browser.
Access PeopleCode in page definitions
Component Definition
Define components.
Specify market-specific components.
Set component properties.
Define the search record.
Select Toolbar Actions
Menu Definition
Create the Menu Definition
Work with menu definitions.
Set menu item properties.
Register the menu
Enable Security
MARKETING
Automate marketing strategies, campaign definitions, and effectiveness
measurements for precise campaign roll out and analysis. PeopleSoft Marketing
enables marketers to manage the total life cycle of the marketing process in real
time through integrated enterprise marketing and analysis functionality.
Maximize marketing ROI by offering customers the right products and services
at the right prices
Feature List
ONLINE MARKETING
PeopleSoft Online Marketing enables marketers to decrease
marketing costs, reallocate funds across their marketing mix, and
increase campaign response by leveraging online channels.
PeopleSoft Online Marketing coordinates personalized interactions
with customers automatically through email, web links, and banner
ads. Marketers can design personalized campaign web pages and
web surveys as well as targeted follow-up offers that drive customer
loyalty and maximize each customer interaction. PeopleSoft Online
Marketing enables organizations to develop stronger relationships,
generate higher revenue, and lower marketing costs.
Feature List
SITE MARKETING
Turn your existing website into a dynamic selling environment with
personalized marketing messages and offers with PeopleSoft Site
Marketing. You can provide a more targeted relevant experience for
your customers as they navigate through your websiteturning your
site into a tool that drives business and builds relationships.
Feature List
TELEMARKETING
PeopleSoft Telemarketing delivers enhanced branch scripting that
guides telemarketers through a series of questions and answers that
enables telemarketers to recommend the most appropriate products
and services based on specific customer needs and requirements for
successful, personalized campaign execution. Coordinating the
telemarketing and marketing organizations reduces campaign
development time and dependency on the IT team, while improving
targeting and execution for increased revenues and response rates.
Features List
SALES
Streamline the lead-to-conversion process and move from reactive
account management to strategic account management. PeopleSoft
Sales provides the core elements you need for lead, opportunity, and
account management. With an easy to use interface, your sales
force has the ability to personalize the application to suit individual
preferences, taking advantage of powerful contact management and
team selling functionality. Your sales channels can collaborate on
everything from customer needs assessment to competitive analysis
to product specification and quoting requirements, driving higher
customer conversion rates, increased profitability, and a lower cost of
selling
Features List
MOBILE SALES
With PeopleSoft Mobile Sales, you can give your mobile sales
representatives access to the data and applications they need
whenever and wherever they need them. They can make informed
decisions more quickly, win more customers, and close more deals.
Empower your sales representatives in the field by giving them
access to contacts, leads, opportunities, forecasts, and tasks directly
on their laptop or Pocket PC
Features List
SUPPORT
Collaborate across your enterprise and deliver a positive experience
to your customersno matter how and when they contact you. With
PeopleSoft Support, your entire support organization has access to
real-time customer information, so they can respond quickly to
customer needs every time. Ensure that your support processes run
smoothly and more profitably and enhance customer value at every
interaction
Features List
HELPDESK
PeopleSoft HelpDesk provides a collaborative framework for
streamlining help desk operations. It delivers powerful tools that
automate the support of IT systems and facilities to sustain your
global enterprise infrastructure smoothly and cost-effectively. When
you effectively manage the infrastructure and workforce that helps
you to provide products and services to your customers, you gain a
competitive edge
Features List
Achieve a 360-degree view of the employee, allowing the agent to quickly and
easily determine the correct solution to the employees query or issue.
Determine the best resolution to a problem with a robust search engine
delivering solutions weighted, ranked, or scored by accuracy.
Recognize the most appropriate solution to a case with visual icon identification.
Access a central repository of diagnostic tools such as trouble-shooting scripts,
problem-solving techniques, and agent-recommended solutions.
Manage correspondence to employees or contacts. Shortcut data entry with
quick codes that populate the category, specialty type, and details fields,
increasing your agents productivity.
Receive, classify, route, answer, and respond to customers efficiently with email
response management and chat. Leverage self-service to allow workers to
create cases and search the knowledge base for efficient problem resolution.
Features List
FIELD SERVICE
Ensure total life-cycle management of service requests for
customers, technicians, contact center agents and third-party
maintainers with PeopleSoft FieldService. A flexible service-order
and dispatch management solution, PeopleSoft FieldService,
provides a 360-degree view of your contacts, contracts, parts, time,
and expensesguaranteeing everyone in your organization has the
information they need to deliver superior service every time
Features List
MOBILE FIELDSERVICE
With PeopleSoft Mobile FieldService, you can equip your service
technicians with the critical information they need to be more
productive and deliver the best customer service possible while in
the field. Lower field service costs, increase accuracy, and improve
customer service. Increase your technicians' productivity by giving
them everything they need, when they need it, on their laptop or
Pocket PC
Features List
ORDER CAPTURE
PeopleSoft Order Capture empowers your sales usersmobile field
sales, inside sales, partners, and call-center agentswith the ability
to capture orders at any customer touch point, and seamlessly
integrate with supply chain and fulfillment systems.
Features List
Leverage a dynamic pricing engine so your sales force can adapt quickly to
pricing changes.
Drive promotional campaigns with unique pricing and offers.
View customer information to offer appropriate products and solutions.
Access shipping and payment information and make changes in real time.
Convert a quote to an order for efficient processing.
Features List
Specifically designed for sell-side eCommerce, PeopleSoft Order Capture
Self Service lets your customers:
Obtain pricing, catalogs, and product selections.
Define multiple billing, shipping, and site addresses.
Maintain their own registration and login information.
Obtain context-sensitive help.
Update personal information.
Request to be contacted.
QUALITY MANAGEMENT
PeopleSoft Quality Management, a key component of the CRM
solution, is a comprehensive system for managing quality processes
across your organization. By improving your ability to track and
resolve product defects and product enhancement requests, Quality
Management helps you to deliver the world-class products and
services that are required to acquire and retain profitable customers.
Ensuring product quality is rarely the domain of a single department.
Ensuring quality products or services is the combined and
collaborative effort of many groups in your organization, including
customer support, engineering, sales, product developmentand, of
course, quality assurance. Quality Management automates and
integrates the key activities that are related to quality assurance.
Features List
Capture feedback about products and services from individuals inside and
outside your organization.
Track reported defects and product enhancement requests. Automate workflow
across multiple departments.
Integrate defect tracking with product development and engineering
management systems.
Support ISO 9000 and SEI/CMM international standards.
Take advantage of its integration with PeopleSoft Support and HelpDesk
products
MULTICHANNEL INTERACTION
PeopleSoft Multichannel Interactions, delivers both email response
management system and chat. With this application your enterprise
can address high volumes of incoming structured (such as web
forms) and unstructured emails with the ability to classify, route, and
respond via universal queuing. Agents can review their queue of
inbound emails, access complete customer histories and profiles,
open and add attachments to email messages, and provide
personalized responses. Operating in real-time, web collaboration,
enables customers and customer service representatives to
communicate via a two-way text chat, delivering personalized service
Features List
ADVISOR
Prevent your customers from abandoning a possible sale when they
can't find a solution on their own, and lead them to a more complete
solution through unbiased advice. PeopleSoft Advisor helps your
customers, sales representatives, and customer service agents
achieve both higher average selling prices and lower costs of selling.
Features List
CONFIGURATOR
Dynamically analyze customer needs to recommend, configure, and
price your most simple to most complex product and service
offerings. PeopleSoft Configurator reduces your time to quote and
streamlines sales execution by helping your sales representatives
understand customer needs and requirements, and communicate
those requirements to the pertinent information systems
Features List