PeopleSoft CRM Automation and Application Configuration Business Processes

Correspondence Management

Correspondence management enables users to:

• Use the PeopleSoft CRM worklist to manage notifications and work assignments.

• Define correspondence templates.

• Send correspondence of various types, both template-based and free-form.

Automation

PeopleSoft CRM automation tools enable users to:

• Create business rules and perform automated actions, such as send automated notifications and assign tasks to worklists, based on the evaluation of business rules.

• Create and run various types of scripts.

  For example, users can run troubleshooting scripts either from a case or from lead qualification scripts from a sales lead.

Application Configuration

PeopleSoft CRM application configuration tools enable you to change the appearance and behavior of your applications. Rather than supporting specific business processes, these tools give you the ability to tailor the environment in which other business processes occur.

Knowledge Management

PeopleSoft CRM knowledge management tools provide keyword searching capabilities through PeopleSoft Search.

Business Process Management

PeopleSoft CRM business project functionality enables users to initiate, manage, and monitor business processes.