PeopleSoft Sales Preface

This preface discusses:

PeopleSoft CRM application fundamentals.
PeopleSoft CRM automation and configuration tools.
PeopleTools PeopleBook.

Note. All information found in this PeopleBook is applicable to PeopleSoft CRM for High Technology.

PeopleSoft Application Fundamentals

The PeopleSoft Enterprise Sales 8.9 PeopleBook provides implementation and processing information for your PeopleSoft Sales application. However, additional essential information describing the setup and design of your system appears in a companion volume of documentation called PeopleSoft CRM 8.9 Application Fundamentals PeopleBook. Each PeopleSoft product line has its own version of this documentation.

PeopleSoft Enterprise CRM 8.9 Application Fundamentals PeopleBook contains essential information describing the setup and design of the PeopleSoft CRM system. This book contains important topics that apply to many or all PeopleSoft applications across the PeopleSoft CRM product line.

The PeopleSoft Enterprise CRM 8.9 Application Fundamentals PeopleBook contains these parts:

CRM Multi-Product Foundation.

This part discusses the design and setup of the PeopleSoft CRM system, including security considerations.
Workforce Management.

This part discusses how to administer workers who perform tasks such as support or field service in PeopleSoft CRM. It includes information on competency management and assigning workers to tasks.
Interactions and 360-Degree Views.

This part discusses how to manage interactions and set up and use the 360-degree view, a powerful tool that enables users to view and work with any transaction or interaction that is associated with a customer or worker.
Self-Service for Customers.

This part discusses how to set up, administer, and use self-service applications for customers and workers.
Relationship Management.

This part discusses how system users manage their contacts and tasks.
Entitlement Management.

This part discusses setting up agreements and warranties.
SmartViews

This part discusses how to set up and use SmartViews to manage key customer segments and accounts in a central environment.

PeopleSoft CRM Automation and Configuration Tools

The PeopleSoft Enterprise CRM 8.9 Automation and Configuration Tools PeopleBook discusses automation and configuration tools that are common to multiple CRM applications. This is an essential companion to your application PeopleBook.

There are four parts to the PeopleSoft Enterprise CRM 8.9 Automation and Configuration Tools PeopleBook:

Correspondence management.

This part discusses manual notifications and correspondence requests.
Automation tools.

This part discusses PeopleSoft CRM workflow, component event processing, business projects, and scripts.
Configuration tools.

This part discusses configurable search pages, configurable tool bars, attributes, and industry-specific field labels and field values.
Knowledge management.

This part discusses the setup of Natural Language Processing (NLP) and Verity search.

PeopleTools PeopleBooks

Cross-references to PeopleTools documentation refer to the Enterprise PeopleTools 8.45 PeopleBooks.

About These PeopleBooks

A companion PeopleBook called About These PeopleBooks contains general information, including:

Related documentation, common page elements, and typographical conventions for PeopleBooks.
Information about using PeopleBooks and managing the PeopleBooks Library.
Information on the International Organization for Standardization (ISO) country and currency codes used within PeopleBooks.
A glossary of useful PeopleSoft terms that are used in PeopleBooks.