Oracle's PeopleSoft CRM Sales for Handhelds Preface

This preface discusses:

• PeopleSoft application fundamentals.

• PeopleSoft automation and configuration tools.

• PeopleSoft services foundation.

• PeopleSoft Sales.

• Additional resources.

• PeopleTools PeopleBooks.

PeopleSoft Application Fundamentals

The PeopleSoft Sales for Handhelds 9.1 PeopleBook provides implementation and processing information for PeopleSoft Sales for Handhelds. However, additional essential information describing the setup and design of the system appears in a companion volume of documentation called PeopleSoft CRM 9.1 Application Fundamentals PeopleBook. Each PeopleSoft product line has its own version of this documentation.

The PeopleSoft CRM 9.1 Application Fundamentals PeopleBook consists of important topics that apply to many or all PeopleSoft applications across the PeopleSoft CRM product line. Whether you are implementing a single application, some combination of applications within the product line, or the entire PeopleSoft CRM system, you should be familiar with the contents of this central PeopleBook. It is the starting point for fundamentals, such as setting up control tables and administering security.

See Also

Oracle's PeopleSoft CRM Application Fundamentals Preface

PeopleSoft Automation and Configuration Tools

The PeopleSoft CRM 9.1 Automation and Configuration Tools PeopleBook discusses automation and configuration tools that are common to multiple CRM applications. This is an essential companion to the application PeopleBook.

The PeopleSoft CRM 9.1 Automation and Configuration Tools PeopleBook contains these parts:

• Correspondence management.

  This part discusses the setup and application of manual notifications, automatic notifications and manual correspondence requests among CRM objects.

• Automation tools.

  This part discusses PeopleSoft CRM workflow, the Active Analytics Framework (AAF), and scripts.

• Configuration tools.

  This part discusses configurable search pages, configurable toolbars, attributes, display templates and industry-specific field labels and field values.

• Knowledge management.

  This part discusses the setup of Verity search.

• Business process management.

  This part provides information on the two different approaches to manage business processes in PeopleSoft CRM and discusses:

  • The setup of the Business Process Execution Language (BPEL) infrastructure to initiate and manage BPEL process instances.

  • The setup of Business Process Monitor to view the status information of initiated BPEL process instances.

  • The setup of BPEL worklist integration to send CRM worklist entries (both notifications and action items) from BPEL processes.

  • The setup and execution of business projects.

See Also

Oracle's PeopleSoft CRM Automation and Configuration Tools Preface

PeopleSoft Services Foundation

The PeopleSoft CRM 9.1 Services Foundation PeopleBook discusses configuration options that are common to Oracle's PeopleSoft FieldService and the PeopleSoft call center applications (PeopleSoft Support, HelpDesk, and HelpDesk for Human Resources).

The PeopleSoft CRM 9.1 Services Foundation PeopleBook contains these parts:

• Entitlement management.

  This part discusses how solution management enables users to establish a set of predefined solutions that call center agents and field service technicians use to resolve customer problems.

• Transaction Billing Processor Integration.

  This part discusses how PeopleSoft Transaction Billing Processor enables PeopleSoft FieldService, PeopleSoft Support, and PeopleSoft Order Capture to integrate with PeopleSoft Billing and PeopleSoft General Ledger through the use of the PeopleSoft Contracts architecture. Also covered is how this integration enables PeopleSoft CRM users to bill and book revenue for recurring, one-time, and on demand service.

• Environmental Systems.

  This part covers the Research Institute (ESRI) integration. The integration with ESRI, a mapping software, enables users to view the location of reported cases and the location of field service activities through the Map Dashboard.

See Also

Oracle's PeopleSoft CRM Services Foundation Preface

PeopleSoft Sales

PeopleSoft Sales enables you to:

• Leverage the right channels, resources, and offerings to differentiate your business from others and prevail over the competition.

• Motivate and track sales performance using metrics-driven planning and compensation tools.

• Increase operational efficiency by integrating sales processes across the enterprise.

• Extend your sales reach through partners and other channels.

• Maximize sales productivity and build profitable, loyal customer relationships.

See Also

Oracle's PeopleSoft CRM Sales Preface

Additional Resources

The following documentation resources are essential to the successful implementation of PeopleSoft Sales for Handhelds:

• AMPower Sales Application for Oracle PeopleSoft for Palm User Guide

• AMPower Sales Application for Oracle PeopleSoft for BlackBerry User Guide

• AMPower Sales Application for Oracle PeopleSoft for Windows Mobile User Guide

• AMPower Sales Application for Oracle PeopleSoft for Palm Demo Guide

• AMPower Sales Application for Oracle PeopleSoft for BlackBerry Demo Guide

• AMPower Sales Application for Oracle PeopleSoft for Windows Mobile Demo Guide

Contact your representative from Antenna Software to get access to these documentation.

PeopleTools PeopleBooks

Cross-references to PeopleTools documentation refer to the PeopleTools 8.52 PeopleBooks.

PeopleBooks and the PeopleSoft Online Library

A companion PeopleBook called PeopleBooks and the PeopleSoft Online Library contains general information, including:

• Understanding the PeopleSoft online library and related documentation.

• How to send PeopleSoft documentation comments and suggestions to Oracle.

• How to access hosted PeopleBooks, downloadable HTML PeopleBooks, and downloadable PDF PeopleBooks as well as documentation updates.

• Understanding PeopleBook structure.

• Typographical conventions and visual cues used in PeopleBooks.

• ISO country codes and currency codes.

• PeopleBooks that are common across multiple applications.

• Common elements used in PeopleBooks.

• Navigating the PeopleBooks interface and searching the PeopleSoft online library.

• Displaying and printing screen shots and graphics in PeopleBooks.

• How to manage the locally installed PeopleSoft online library, including web site folders.

• Understanding documentation integration and how to integrate customized documentation into the library.

• Application abbreviations found in application fields.

You can find PeopleBooks and the PeopleSoft Online Library in the online PeopleBooks Library for your PeopleTools release.