PeopleSoft CRM 9.1 Industry Application Fundamentals PeopleBook

Getting Started with PeopleSoft CRM 9.1 Industry Applications

This chapter provides an overview of PeopleSoft Customer Relationship Management (PeopleSoft CRM) industry applications and discusses:

PeopleSoft CRM cross-product integrations.
PeopleSoft CRM cross-product implementation.

PeopleSoft CRM Industry Application Fundamentals Overview

This book contains essential information describing the setup and design of PeopleSoft CRM industry-specific applications and the use of features that are common to multiple applications within PeopleSoft CRM industry applications, including information on:

Setting up industry-specific tables.
Setting up setIDs and roles.
Working with products for communications and energy.
Working with products for financial services and insurance.
Setting up and maintaining arrangements and contracts.
Working with business objects.
Configuring application security for financial services.
Working with financial accounts.
Working with churn management.
Working with fraud management.

Note. This book documents the mechanics of setting up and using industry - specific PeopleSoft CRM functionality. The use of that functionality within a business process, such as order capture or support, is discussed in the application PeopleBook.

PeopleSoft CRM Applications Implementation

PeopleSoft Setup Manager enables you to generate a list of setup tasks based on the features that you are implementing. Setup tasks include:

A list of components that you must set up.

This list is the order in which you must set up the components and enter data into them.
Links to the corresponding PeopleBook documentation.