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Test: Siebel CRM 8.1.1 PreSales Specialist Assessment
Review your answers, feedback, and question scores below. An asterisk (*) indicates a correct answer.
Get Specialized! This 40-question assessment is the final step towards becoming a Siebel CRM 8.1.1 PreSales
Specialist.
Be Recognized! Pass the test, score 80% or more, and get your OPN PreSales Specialist Certificate!
Siebel Chat
(Answer all questions in this section)
1. Identify three Agent States.
Mark for Review
(1) Points
(Choose all correct answers)
Working (*)
Aborted
On Break (*)
Idle
Busy (*)
Wrap Up
In Queue
Correct. Three Agent States are: "Busy", "On Break" and "Working".
2. You are an implementation consultant advising a Customer on how to configure CCOD.
There are three key processes that are required. Identify all three. Mark for Review
(1) Points
(Choose all correct answers)
Plan Company Set up (*)
Plan out workgroups (*)
Plan out Projects (*)
Define System Preferences
Plan your routing strategy
Define Security privileges
Supervise Siebel Chat
Incorrect. The three key processes that are required to configure CCOD are: "Plan
Company Set up", "Plan out Projects" and "Plan out workgroups".
3. Identify the true statement regarding Application Workspace Persistence.
Mark for Review
(1) Points
Siebel Chat remembers the context of every chat session that is put in the
background. (*)
Chat sessions in the background keep track of all un-answered incoming chat
messages using a message counter.
Siebel Chat supports multiple simultaneous Chat sessions.
An activity record is created for every incoming and transferring chat session.
Incorrect. Siebel Chat remembers the context of every chat session that is put in
the background.
Loyalty - Tier and Member Administation
(Answer all questions in this section)
4. Which are the three new tier assessment models that Siebel 8.1 release provides out of
the box? (Select 3) Mark for Review
(1) Points
(Choose all correct answers)
Fixed Date (*)
Accrual Disputes
Rolling Period (*)
Member Anniversary (*)
Points Expiry
Points Transfer
Incorrect. The three new tier assessment models that Siebel 8.1 release provides
out of the box are: "Member Anniversary", "Fixed Date" and "Rolling Period".
5. For bulk points adjustments in Member Administration, what is the last step that the
user has to perform? Mark for Review
(1) Points
Insert Quantity
Select point Type
Insert File path with the member list
Select Adjustment Type (Credit /Debit)
Select Reason for adjustment (*)
Select Action Type as “Adjust Points”
Incorrect. The last step that the user has to perform for bulk points adjustments
in Member Administration is to "Select Reason for adjustment".
6. Identify three
of the main
areas of
Siebel
Loyalty
Partnership
Management
where new
and
enhanced
features have
been
implemented.
(Select 3)
Mark for Review
(1) Points
(Choose all correct answers)
Loyalty Terms (*)
Renewal
Payment Options
Voucher issue
Pre-calculated Accruals (*)
Accrual Disputes
Product Offering (*)
Incorrect. Three of the main areas of Siebel
Loyalty Partnership Management where new and
enhanced features have been implemented are:
"Loyalty Terms", "Product Offering" and "Pre-
calculated Accruals".
Sales Reporting with BI Publisher
(Answer all questions in this section)
7. Identify the True statement regarding BI Publisher report architecture.
Mark for Review
(1) Points
Separates the data logic from the layout and the layout from the
translation (*)
Separates the User groups and security from the layout
Dramatically decreases the flexibility in report development
Allows for multiple layouts to be associated with multiple queries
Incorrect. BI Publisher report architecture
separates the data logic from the layout and the
layout from the translation.
8. Identify three output formats for BI publisher reports. (Select 3)
Mark for Review
(1) Points
(Choose all correct answers)
.msp
.html (*)
.xls (*)
.xer
.ppt (*)
.txt
Correct. Three output formats for BI publisher
reports are: ".html", ".ppt" and ".xls".
User Management and Registration for Self Service
(Answer all questions in this section)
9. Identify three characteristics of B2C Users. (Select 3)
Mark for Review
(1) Points
(Choose all correct answers)
Associated with a single billing account and profile (*)
Administer User privileges using web functionality
Responsible for B2B user creation, management and organization profile
maintenance
Can browse catalogs, place orders and submit service requests (*)
Interact with the web site in their individual capacity (*)
View orders placed by a self-service customer through call center
Incorrect. Three characteristics of B2C Users are:
"Interact with the web site in their individual
capacity", "Associated with a single billing account
and profile" and "Can browse catalogs, place
orders and submit service requests".
10. Identify the true statement regarding B2C Users and maintenance of
individual User Profile. Mark for Review
(1) Points
B2C User may modify name, email addresses, contact numbers, change
password, and change security question/answer (*)
B2C User may alter Organization data if requested by company
management without permission of Organization Administrator
B2C User must utilize “Contact Us” and chat with site technical support
to modify any data on his / her User profile
B2C User must submit request to Organization Administrator to update
any date on his / her User profile
Incorrect. B2C User may modify name, email
addresses, contact numbers, change password,
and change security question/answer.
11. What is the
advantage
to
Customers
of
maintaining
cache
objects on
the
application
server
where the
Self Service
application
is
deployed?
Mark for Review
(1) Points
Improves the performance of Self Service sites and enhance user
experience while browsing these sites. (*)
Minimizes the number of servers that must be maintained within
the infrastructure to support multiple sites.
Provides support to flush or export these cache objects from the
application server, making it easier to maintain.
Stores cross-site and site information related to catalogs, products,
sites etc., thereby making control easier to maintain.
Incorrect. The advantage to Customers of
maintaining cache objects on the
application server where the Self Service
application is deployed is that it "Improves
the performance of Self Service sites and
enhance user experience while browsing
these sites".
12. Identify the best descriptor of Site Configuration Changes.
Mark for Review
(1) Points
Apply to a specific site (*)
Apply to all the sites administered through the application
Allow you to manage Self Service cache objects
Allow you to manage all sites simultaneously
Incorrect. "Apply to a specific site" is the
best descriptor of Site Configuration
Changes.
eService
(Answer all questions in this section)
13. You are a Call Center Manager that has found it difficult to tailor
surveys for various processes on the web. In addition, data clearly
shows a low response rate on surveys. Which two Siebel PRM 8.1
features would address this issue? (Select 2)
Mark for Review
(1) Points
(Choose all correct answers)
Plug in survey to process flows – SR, Chat, custom processes (*)
Seamless transition from self-care to web chat escalation
360-degree customer view including all recorded chat sessions
Create tailored surveys that have shared and unique questions (*)
Real-time integration with Siebel CRM
Incorrect. Two Siebel PRM 8.1 features that
would address this issue are: "Plug in
survey to process flows – SR, Chat, custom
processes" and "Create tailored surveys
that have shared and unique questions".
14. You are a Siebel PRM Admin that needs a better way to obtain close-
loop feedback on content. Which Siebel PRM 8.1 feature would address
this issue?
Mark for Review
(1) Points
Page template and indirection supports different UI views and/or
process flows
Public vs. private sites, B2B vs. B2C sites, product-based sites,
language-based sites
Additional UIs to integrate with best-in-class KM to show user
rating, and guided troubleshooting flow (*)
Manage different catalogs, price lists, serviceable products for
different sites
Incorrect. The Siebel PRM 8.1 feature that
would address this issue is "Additional UIs
to integrate with best-in-class KM to show
user rating, and guided troubleshooting
flow".
15. You are having a discussion with a potential Customer that mentions
they would like to reduce Call Center volume by setting up self service
options for branch location, store hours, and directions. However, they
are concerned about maintaining data in multiple systems so that web
site information remains current. Which two Siebel PRM 8.1 features
would address this issue? (Select 2)
Mark for Review
(1) Points
(Choose all correct answers)
Real-time integration with Siebel CRM (*)
Related Siebel Solutions for resolution
Role- and account-based access control
Pre-built map integrations to Google, Yahoo & MapQuest (*)
Survey to measure satisfaction
Incorrect. Two Siebel PRM 8.1 features that
would address this issue are: "Real-time
integration with Siebel CRM" and "Pre-built
map integrations to Google, Yahoo &
MapQuest".
16. Identify
the tool
that
supports
the
creation
and
execution
of lead
scoring
rules.
Mark for Review
(1) Points
Siebel Tools
Siebel Server
Email Setup wizard
Siebel Email Marketing Server
Lead Management Interface
Formatting engine
Siebel Business Rules engine (*)
Incorrect. "Siebel Business Rules engine" is
the tool that supports the creation and
execution of lead scoring rules.
17. Identify three of the new and enhanced features of Lead Management in
Siebel 8.1 Marketing module. (Select 3) Mark for Review
(1) Points
(Choose all correct answers)
Advanced system manageability
Advanced response definitions
New usability enhancements
Enhanced data integration and data quality capabilities (*)
Advanced rules framework for lead scoring and routing (*)
Enhanced list and response import (*)
Advanced contact planning rules
Incorrect. Three of the new and enhanced
features of Lead Management in Siebel 8.1
Marketing module are: "Enhanced list and
response import", "Enhanced data integration
and data quality capabilities" and "Advanced
rules framework for lead scoring and
routing".
18. After a Marketing organization has executed its programs and started
generating leads, what is the next step in the lead management? Mark for Review
(1) Points
Convert the leads into opportunities
Capture and qualify the leads (*)
Accept/reject the leads
Distribute the leads
Measure efectiveness
Correct. The next step in the lead
management after a Marketing organization
has executed its programs and started
generating leads is to "Capture and qualify
the leads".
Email and Web Marketing
(Answer all questions in this section)
19. Identify the tool that helps setting up email campaigns.
Mark for Review
(1) Points
Siebel Business Rules engine
Email Setup wizard (*)
Siebel Email Marketing Server
Admin Console
Email Sending Daemon
Incorrect. The tool that helps setting up email
campaigns is the "Email Setup wizard".
20. Identify three of the new and enhanced features of Web and Email
Marketing in Siebel 8.1 Marketing module. (Select 3) Mark for Review
(1) Points
(Choose all correct answers)
New usability enhancements (*)
Enhanced list and response import
Advanced response definitions
Enhanced data integration and data quality capabilities
Enhanced web landing pages/web surveys (*)
Advanced rules framework for lead scoring and routing
Advanced contact planning rules
Advanced system manageability (*)
Incorrect. Three of the new and enhanced
features of Web and Email Marketing in
Siebel 8.1 Marketing module are: "New
usability enhancements", "Advanced system
manageability" and "Enhanced web landing
pages/web surveys".
21. Identify
three benefit
messages
that support
Oracle Self
Service –
eCommerce.
(Select 3)
Mark for Review
(1) Points
(Choose all correct answers)
Map Integration (Google, Yahoo, Mapquest)
Improve Profitability and Customer Loyalty (*)
Ajax mouse-over product preview
Narrow-by/Expand-by Product Search
Leverage existing investment in CRM (*)
Administer once, deploy anywhere (*)
Incorrect. Three benefit messages that
support Oracle Self Service – eCommerce
are: "Administer once, deploy anywhere",
"Leverage existing investment in CRM" and
"Improve Profitability and Customer
Loyalty".
22. Identify the Oracle Application that is required for implementing the
survey feature. Mark for Review
(1) Points
Siebel Marketing (*)
Siebel Asset Management Service Option
Siebel Customer Order Management Administration Server
Siebel Quote and Order Capture
Siebel E-mail Response
Incorrect. The Oracle Application that is
required for implementing the survey
feature is "Siebel Marketing".
Sales Forecasting
(Answer all questions in this section)
23. Which details are mandatory in order to create a revenue line item?
(Select 3) Mark for Review
(1) Points
(Choose all correct answers)
Revenue (*)
Quantity
Opportunity
Product (*)
Price
Product line (*)
Incorrect. "Product", "Product line" and
"Revenue" are the mandatory details in
order to create a revenue line item.
24. You are a Sales Representative whose forecast has just been rejected
by the Sales Manager. What is your first next step? Mark for Review
(1) Points
Restart the process from creating a forecast (*)
Make adjustments and submit the forecast
Review forecast analytic reports
Explain the forecast to the manager and ask for approval
Incorrect. The first next step for a Sales
Representative whose forecast has just
been rejected by the Sales Manager is to
"Restart the process from creating a
forecast".
25. Identify three business benefits of Customer Adaptive Forecasting.
(Select 3) Mark for Review
(1) Points
(Choose all correct answers)
Increases potential revenue and customer satisfaction
Improves User Adoption (*)
Allows sales professionals to build a deep understanding of target
accounts
Increases forecast accuracy (*)
Increases sales productivity and effectiveness (*)
Correct. Three business benefits of
Customer Adaptive Forecasting are:
"Increases sales productivity and
effectiveness", "Improves User Adoption"
and "Increases forecast accuracy".
2
6
.
The graphic below as reference calls out All Fund
Designs. Identify the true statement related to All Fund
Designs. (graphic9.doc)
Mark for
Review
(1) Points
This view lists all the Fund Requests in the
same organization of the user.
This view lists all the Fund Designs in the
same organization of the user. (*)
This view lists all the Fund Designs where
the user is in the Fund Team.
This view lists all the Fund Designs in the
same organization or sub-organizations of
the user.
Correct. This view lists all
the Fund Designs in the
same organization of the
user.
27. You are having a discussion with a Channel
Manager in a multi level hierarchical
organization that has struggled to pull together
all Fund Design and Fund Request related
information. Which of the following positioning
statements would best respond to this business
requirement?
Mark for
Review
(1) Points
Partner Locator and Partner Alert web
services allow faster access to Partner data
Web services provide a flexible and
extensible interface for other applications
to access PRM flows
Manage MDF Fund Designs and Fund
Requests, CHAMP Plans and Objectives (*)
All Fund Designs lists all the Fund Designs
that exist in the same organization of the
user
Correct. "Manage MDF
Fund Designs and Fund
Requests, CHAMP Plans
and Objectives" is the best
positioning statement that
would respond to this
business requirement.
28. What is the new Partner List view in Siebel PRM
8.1?
Mark for
Review
(1) Points
All Partner Plans Across Organizations
My Team’s Partners
All Partners Across My Organizations (*)
All Partners
Correct. The new Partner
List view in Siebel PRM 8.1
is "All Partners Across My
Organizations".
Event Driven Dialogue Marketing
(Answer all questions in this section)
29. Identify the new feature in Siebel Marketing
8.1.1 that helps ensure that the audience
targeted in a follow-up stage is a subset from
the previous stage, when introduced in the
Reminder Stage as shown in the graphic below.
Mark for
Review
(1) Points
Advanced Contact Planning
Constrained Connector (*)
Allocation Matrix
Advanced Event Trigger detection
Advanced Response Definitions
Incorrect. The new feature
in Siebel Marketing 8.1.1
that helps ensure that the
audience targeted in a
follow-up stage is a subset
from the previous stage,
when introduced in the
Reminder Stage is the
"Constrained Connector".
30. Which new feature in Siebel Marketing 8.1.1
allows you to manage communication policies
across your entire company? Mark for
Review
(1) Points
Allocation Matrix
Constrained Connector
Advanced Response Definitions
Advanced Contact Planning rules (*)
Scheduled and Triggered communications
Incorrect. The new feature
in Siebel Marketing 8.1.1
that allows to manage
communication policies
across your entire
company is "Advanced
Contact Planning rules".
3
1.
Identify the new feature highlighted in the image below that is part of
the enhanced promotion framework in Siebel Loyalty 8.1. Mark
for Review
(1) Points
Range based promotion
Order based promotion
Extended promotion
metadata (*)
Promotion integration with
Target List
Decentralized promotion
Correct. The
new feature
that is part of
the enhanced
promotion
framework in
Siebel Loyalty
8.1 is
"Extended
promotion
metadata".
32. Which of the below statements
better describes the
Decentralized Promotion
feature in Siebel Loyalty 8.1?
Mark for
Review
(1) Points
Promotions can be setup
in Siebel Loyalty and then
exported and deployed in
Remote Stores and
Kiosks. (*)
It allows to setup
promotions based on
Product and Partner
attributes in addition to
already available Member,
Transaction and
promotion attributes.
It allows to setup
promotions at an order
level.
It allows to invoke a
custom function in
promotion rule evaluation.
Promotions can be
targeted to a specific
group of members
selected outside of
Loyalty.
Incorrect. The
description of
the
Decentralized
Promotion
feature in
Siebel Loyalty
8.1 is that
"Promotions
can be setup in
Siebel Loyalty
and then
exported and
deployed in
Remote Stores
and Kiosks".
33. With Siebel Loyalty 8.1 a new
feature has been introduced
that allows to innovate on
rewards beyond loyalty
currencies. Identify this new
feature that is now a
Promotion action.
Mark for
Review
(1) Points
Range based points
Custom Function callout
Automated Point Loan
Assign Voucher (*)
Configurable Base points
Incorrect. The
new feature
that allows to
innovate on
rewards
beyond loyalty
currencies is
"Assign
Voucher".
Design and Deal Registration
(Answer all questions in this section)
34. You are having a discussion
with a Pricing Manager that has
had challenges keeping pricing
data current across systems.
Identify the Siebel Price
Management functionality that
would address this issue.
Mark for
Review
(1) Points
Siebel Deal Management
Oracle Price Performance
Analytics
Siebel Dynamic Pricer (*)
Siebel Price Administration
Oracle Price Planning
Incorrect. The
Siebel Price
Management
functionality
that would
address this
issue is "Siebel
Dynamic Pricer
".
35. Identify the Siebel Price
Management functionality that
would improve a Pricing
Manager’s ability to identify the
effectiveness of price
strategies.
Mark for
Review
(1) Points
Siebel Price Administration
Oracle Price Performance
Analytics (*)
Siebel Dynamic Pricer
Siebel Deal Management
Oracle Price Planning
Incorrect. The
Siebel Price
Management
functionality
that would
improve a
Pricing
Manager’s
ability to
identify the
effectiveness of
price strategies
is "Oracle Price
Performance
Analytics".
36. You are
having a
discussion
with a
Pricing
Manager
that has had
challenges
segmenting
customers.
Identify the
Siebel Price
Management
functionality
that would
address this
issue.
Mark for Review
(1) Points
Oracle Price Planning (*)
Siebel Deal Management
Oracle Price Performance Analytics
Siebel Dynamic Pricer
Siebel Price Administration
Correct. The Siebel Price Management
functionality that would address this issue
is "Oracle Price Planning".
Sales Global Account Hierarchy
(Answer all questions in this section)
37. With release 8.1 a few new features have been introduced or updated
in order to reduce usability issues and improve performance for Global
Account Management. Identify three of these features. (Select 3)
Mark for Review
(1) Points
(Choose all correct answers)
Printer-friendly view
Consistency between sales and customer care experience online
Error handling (*)
New User Interface (*)
Enhanced performance of Generate and Update Hierarchy (*)
Increased forecast accuracy
Troubleshoot / How-to Decision Tree
Correct. Three of the new features that
have been introduced or updated in order
to reduce usability issues and improve
performance for Global Account
Management are: "Error handling",
"Enhanced performance of Generate and
Update Hierarchy" and a "New User
Interface".
38. The application administrator sets up a default account hierarchy once,
during the initial application setup. What is the last step in setting up
the workflow environment necessary for the Generate Hierarchy
functionality to be run as a batch component?
Mark for Review
(1) Points
Create a New Workflow Process that calls the Generate Hierarchy
Business Service
Test the workflow process using the Workflow Process simulator
Activate the Workflow Process so that the Status is 'Active'
Set up the batch Workflow Policy (*)
Restart the Siebel Server
Correct. The last step in setting up the
workflow environment necessary for the
Generate Hierarchy functionality to be run
as a batch component is to "Set up the
batch Workflow Policy".
Loyalty - Member Services
(Answer all questions in this section)
39. Identify the final step in the set up of the Member Points Purchase
process. Mark for Review
(1) Points
Promotion Setup for Points Purchase (*)
Service Product Association
Points Purchase Setup at the program level
Points Purchase Product definition
Incorrect. The final step in the set up of
the Member Points Purchase process is
"Promotion Setup for Points Purchase".
40. In order to set up a Redemption program, what is the first step right
after navigating to the product points screen? Mark for Review
(1) Points
Set the “Apply To” flag to “Redemption Product”
Create a loyalty product offering
Set the “Admin” flag to “Yes”
Create different types of points and points + pay options (*)
Create a promotion to redeem points
Incorrect. The first step right after
navigating to the product points screen is
to "Create different types of points and
points + pay options".
6. In Oracle’s Five Pillars of Pricing, Analyze is the first pillar. Identify three
key data inputs that are critical to completing an accurate analysis.
(Select3)
Mark for Review
(1) Points
(Choose all correct answers)
Pricing alerts and recommendations (*)
Customer segmentation, price elasticity
Price Exception Approvals
Key Metric dashboards (*)
Price Lists and Policies
Interactive Waterfall Analysis
Price performance analysis (*)
8. Identify
three of
the
systems
that can
execute
the
actual
detection
of
Marketing
event
Triggers.
(Select 3)
Mark for Review
(1) Points
(Choose all correct answers)
Oracle’s Business Activity Monitoring engine (*)
Database triggers (*)
Siebel Marketing system
Siebel Runtime Events (*)
Siebel Web Engine
9. The Siebel
Loyalty
Partnership
Management
feature
which
enables the
creation of
manual
transactions
to credit or
debit points
in the
partner
point block
is:
Mark for Review
(1) Points
Unified Partner Point Type
Loyalty Terms
Fee Management
Points Adjustments (*)
Pre-calculated Accruals
12. What is the
last key
setup step
of Customer
Adaptive
Forecasting?
Mark for Review
(1) Points
Define general forecast requirements
Define forecast dates
Create a new forecast series
Define forecast participants (*)
Define forecast auto search specification
13. Identify
the
main
business
benefit
of
adding
ad-hoc
Mark for Review
(1) Points
revenue
line
items.
Increases forecast accuracy
Improves User Adoption
Increases potential revenue and customer satisfaction
Increases sales productivity and effectiveness
Improves quota attainment (*)
14. Name
the main
business
benefit
of the
new
Standard
Forecast
Series
Type.
Mark for Review
(1) Points
Improves User Adoption (*)
Increases forecast accuracy
Improves quota attainment
Increases sales productivity and effectiveness
Increases potential revenue and customer satisfaction
The graphic below illustrates which two areas of functionality of the BI Publisher report architecture? (Select 2)
(Choose
all
correct
answers)
Combines query, layout and translation into single element
Separates the query, layout and translation as separate elements (*)
Allows for multiple layouts to be associated with a single query (*)
Requires multiple inputs to produce multiple outputs
Combines query, layout and translation into single output
18. What
are
Access
Control
Data &
Schema
Files?
Mark for Review
(1) Points
Java script files containing UserType Data & Schema
XML files that store all the Self Service User Types
Text files for export / integration into other Siebel applications
XML files containing responsibility-permission mapping (*)
19. Identify
the tool
that
deploys
landing
pages
and
surveys
after
being
designed.
Mark for Review
(1) Points
Email Sending Daemon
Siebel Web Engine
Siebel Marketing Server
Formatting engine
Admin Console
Web Survey Daemon (*)
Incorrect. "Web Survey Daemon" is the tool that
deploys landing pages and surveys after being
designed.
20. How is the Email Marketing Server’s admin console used by the administrators?
(Select 2) Mark for Review
(1) Points
(Choose all correct answers)
To prioritize email server jobs
To set up email campaigns
To see email job status, log file information and control email server
system settings (*)
To test emails before executing email campaigns
To intervene when necessary to pause, resume or cancel jobs (*)
To set a maximum limit for email throughput on the Email sending
daemon
24. Identify
three
Chat
States.
Mark for Review
(1) Points
(Choose all correct answers)
Wrap Up
On Break
Aborted (*)
Working
Idle (*)
Busy
In Queue (*)
25. Identify
the true
statement
regarding
Activity
Capture
and
Wrap-Up.
Mark for Review
(1) Points
Siebel Chat remembers the context of every chat session that is put in the background.
An activity record is created for every incoming and transferring chat session. (*)
Siebel Chat supports multiple simultaneous Chat sessions.
Chat sessions in the background keep track of all un-answered incoming chat messages using a
message counter.
31. Identify
the tool
that
supports
the
creation
and
execution
of lead
scoring
rules.
Mark for Review
(1) Points
Siebel Server
Siebel Tools
Email Setup wizard
Siebel Business Rules engine (*)
Lead Management Interface
Formatting engine
Siebel Email Marketing Server
34. You are a
Call
Center
Manager
that has
received
clear
feedback
from
Customer
accessing
support
via the
web that
Mark for Review
(1) Points
they
prefer to
“text”
and not
“talk” to
a CSR.
Which
Siebel
PRM 8.1
feature
would
address
this
issue?
Pre-integrated with Siebel Service
Seamless transition from self-care to web chat escalation (*)
Pre-integrated with Siebel ERMS or CCA ERMS
Proximity and type-based search
2.The graphic below shows All Partner Plans Across My Organization. Identify the sentence that
best describes the content in this view. Mark for
Review
(1) Points
This view
lists all of
the
organization
s to which
the Partner
Plan
belongs.
This view
lists all of
the Partner
Plans and all
of the
organization
s to which it
belongs.
This view
lists all the
Partner Fund
in the same
organization
or sub-
organization
s of the
user.
This view
lists all the
Partner Plans
in the same
organization
or sub-
organization
s of the
user. (*)
3.The graphic below shows All Fund Requests Across My Organizations. Identify the true
statement regarding Organizations. Mark for
Review
(1) Points
Each
organization
may have
one or more
sub-
organization
s below it.
(*)
Each Fund
Request
belongs to
only one
organization.
Each Login
User can
belong to
one or more
organizations
.
Each Fund
Request may
have one or
more sub
requests
below it.
4. Siebel Global
Accounts
provides
sales
professionals
with global
account-level
visibility into
the
interactions
that the
company's
sales
organization
and partner's
sales
organizations
have had
with the
account.
What are the
business
entities that
users can
view across
the account
hierarchy on
one screen?
Check all
that apply.
Mark for Review
(1) Points
(Choose all correct answers)
Opportunities (*)
Contacts (*)
Account team members (*)
Activities (*)
Accounts (*)
14. Identify
the true
statement
regarding
Activity
Capture
and
Wrap-Up.
Mark for Review
(1) Points
An activity record is created for every incoming and transferring chat session. (*)
Siebel Chat supports multiple simultaneous Chat sessions.
Chat sessions in the background keep track of all un-answered incoming chat messages using a
message counter.
Siebel Chat remembers the context of every chat session that is put in the background.
17. Identify
three of the
tasks that
can be
accomplished
by the
Accrual Web
Services.
(Select 3)
Mark for Review
(1) Points
(Choose all correct answers)
Lower training costs by enabling standardization of corporate processes and automation of
complex or repetitive tasks
Enable Loyalty programs to manage accruals via 3rd party interfaces (*)
Enable automation of the member services for the Customer Services Representative
Mandatory Information Check (*)
Setting up membership schemes
Duplicate Transaction Check (*)
19
.
What does the diagram below represent?
Mark for
Review
(1) Points
The Account
Import
workflow
process
The Lead
Import logic
The Contact
Import
workflow
process
The
Response
Import
workflow
process
The Lead
Import
workflow
process (*)
The Prospect
Import
workflow
process
24. You are a Siebel
PRM
Administrator
that has had
issues in the
past with the
management of
web site
Mark for Review
(1) Points
functionality
and data
visibility based
on user roles
and account
access. Identify
two features
that would help
to make that
process simpler.
(Select 2)
(Choose all correct answers)
Search PDF Forms by Keyword
Pre-integrated with Siebel Contact, Account, and User Management (*)
Reduce contact duplication in CRM
B2B super user with delegated admin functionality (*)
Reduce cost to process web enrollment
30. What is the
new feature
of
Forecasting
introduced in
release 8.1
that was not
possible in
8.0?
Mark for Review
(1) Points
Forecasts can be rolled up all the way to the top of a sales hierarchy.
Forecasting supports different methods of allocating a single account across multiple sales
personnel.
Forecasted revenue can be viewed, adjusted and rolled up from either Details or Summary
views in a given forecast. (*)
A sales manager can aggregate subordinates’ forecasts even if they haven’t submitted
them.
31. You are having a
discussion with a
Customer who
mentions that
Site
Administration
has become quite
challenging, as
the company is
managing many
sites that were
developed using
multiple tools.
Identify the Site
Administration
Application
benefit that will
address this
issue.
Mark for Review
(1) Points
Make a copy of an existing site and customize it, reducing setup time and cost.
Reuse the available catalogues, price lists, site skins and page templates.
Create as many sites as necessary and manage all of them using the administration
console. (*)
Customize individual sites and configure cross-site parameters.
35. Identify three
features within
Oracle Self
Service –
eCommerce.
(Select 3)
Mark for Review
(1) Points
(Choose all correct answers)
Billing Analytics
Cart and Checkout (*)
SR / Case Mgmt
Catalogs and Pricing (*)
Product Recommendations
Configurator (*)
Account Management
36. Identify three pre-
requisites for the
implementation of
Oracle Self Service
– eCommerce.
(Select 3)
Mark for Review
(1) Points
(Choose all correct answers)
Siebel Field Service
Siebel Asset Management Service Option
Siebel Quote and Order Capture (*)
Siebel Customer Order Management Administrator (*)
Siebel E-mail Response
Siebel Customer Order Management Administration Server (*)
38. In Oracle’s
Five Pillars of
Pricing,
Analyze is
the first
pillar.
Identify
three key
data inputs
that are
critical to
completing
an accurate
analysis.
Mark for Review
(1) Points
(Select3)
(Choose all correct answers)
Customer segmentation, price elasticity
Interactive Waterfall Analysis
Pricing alerts and recommendations (*)
Price Lists and Policies
Price Exception Approvals
Key Metric dashboards (*)
Price performance analysis (*)
39. You are having
a discussion
with a Pricing
Manager that
has had
challenges
managing and
coordinating
global pricing.
Identify the
Siebel Price
Management
functionality
that would
address this
issue.
Mark for Review
(1) Points
Siebel Price Administration (*)
Siebel Deal Management
Siebel Dynamic Pricer
Oracle Price Performance Analytics
Oracle Price Planning
Incorrect. The Siebel Price Management functionality that would
address this issue is "Siebel Price Administration".
3. Where in
Siebel E-
Support do
Customers
actually
chat?
Mark for Review
(1) Points
Chat URL
Chat Agent
Chat Center
Chat Dashboard (*)
Incorrect. The Customers chat in the "Chat Dashboard".
4. Identify three
benefit
statements
for improved
functionality
in the new BI
Publisher
architecture.
(Select 3)
Mark for Review
(1) Points
(Choose all correct answers)
Provides the capability of reporting using open standard technologies (*)
Supports a large number of document delivery channels and protocols (*)
Requires a dependency on 3rd party products for distribution
Requires Users to learn proprietary tools for report maintenance
Supports single document output formats using layouts
Delivers the development and maintenance of reporting into the hands IT Developers
Supports multiple document output formats using layouts (*)
6. Which of the
below
statements
better
describes the
Decentralized
Promotion
feature in
Siebel Loyalty
8.1?
Mark for Review
(1) Points
Promotions can be targeted to a specific group of members selected outside of Loyalty.
Promotions can be setup in Siebel Loyalty and then exported and deployed in Remote
Stores and Kiosks. (*)
It allows to setup promotions based on Product and Partner attributes in addition to already
available Member, Transaction and promotion attributes.
It allows to invoke a custom function in promotion rule evaluation.
It allows to setup promotions at an order level.
7.Identify the new feature that has been introduced in Siebel Loyalty 8.1 which is highlighted
in the screen below. Mark for
Review
(1) Points
Employee/Corpo
rate Joint
Rewards (*)
Web Services
for Accruals
Multiple
Redemption
Price Options
Accrual
Template
Accrual
Disputes
Range based
promotions
Member
Enrolment
8. Identify the
new
payment
option
introduced
in Siebel
Loyalty 8.1
in order to
define the
price for
the
products
that need
to be
redeemed.
Mark for Review
(1) Points
Points transfer
Vouchers
Pay
Base points
Points
Points + pay (*)
10. You are a
Call
Center
Manager
that has
received
clear
feedback
from
Customer
accessing
support
via the
web that
they
prefer to
“text” and
not “talk”
to a CSR.
Which
Siebel
Mark for Review
(1) Points
PRM 8.1
feature
would
address
this issue?
Seamless transition from self-care to web chat escalation (*)
Pre-integrated with Siebel Service
Proximity and type-based search
Pre-integrated with Siebel ERMS or CCA ERMS
16. Siebel PRM
has introduced
My Fund
Requests, All
Fund
Requests, All
Fund Requests
Across My
Organizations,
All Fund
Requests
Across
Organizations
views. Identify
the true
statement
related to
these views.
Mark for Review
(1) Points
All these views are only available to channel managers and operations (*)
Some of these views are available to all Partners across all organizations
All of these views are available to channel managers, operations, and Partners
Some of these views are available to channel managers
18
.
The graphic below calls out My Fund Designs. What would be an accurate description of Users
in relationship to the Fund Team? Mark for
Review
(1) Points
All Users
have access
to all Fund
Designs
All Fund
Teams are
listed for all
Users
All Fund
Teams are
controlled by
all Users
All Users in
the Fund
Team are
listed (*)
22. Identify
three of
the new
and
upgraded
features
for
Member
Services.
(Select 3)
Mark for Review
(1) Points
(Choose all correct answers)
Points Transfer (*)
Points Expiry
Accrual Disputes (*)
Configurable Base Points
Lounge Purchase (*)
Incorrect. Three of the new and upgraded features
for Member Services are: "Lounge Purchase",
"Points Transfer" and "Accrual Disputes".
23. Siebel Loyalty has an out of the box integration with:
Mark for
Review
(1) Points
Siebel Marketing Server
Siebel Chat
Siebel Web Engine
Oracle BI Publisher (*)
Siebel Tools
26. There are
generally 5
processes that
support Price
Management.
Unfortunately,
most
businesses
only focus on
and integrate
one of these
processes.
Identify that
process.
Mark for Review
(1) Points
Negotiate
Execute (*)
Plan
Manage
Analyze
30. Which new
feature in
Siebel
Marketing
8.1.1 allows
you to manage
communication
policies across
your entire
company?
Mark for Review
(1) Points
Constrained Connector
Allocation Matrix
Advanced Response Definitions
Advanced Contact Planning rules (*)
Scheduled and Triggered communications
31. Identify the
two Oracle
Applications
that are
required for
implementing
Chat. (Select
2)
Mark for Review
(1) Points
(Choose all correct answers)
Oracle Contact Center Anywhere (*)
Siebel Quote and Order Capture
Siebel Customer Order Management Administration Server
Siebel Asset Management Service Option
Siebel Chat (*)
34. You are a
Sales
Representative
whose
forecast has
just been
rejected by
the Sales
Manager.
What is your
first next step?
Mark for Review
(1) Points
Explain the forecast to the manager and ask for approval
Make adjustments and submit the forecast
Restart the process from creating a forecast (*)
Review forecast analytic reports
Incorrect. The first next step for a Sales
Representative whose forecast has just been
rejected by the Sales Manager is to "Restart
the process from creating a forecast".
35. Name the main business benefit of the new Standard Forecast Series
Type. Mark for
Review
(1) Points
Increases forecast accuracy
Improves User Adoption (*)
Increases sales productivity and effectiveness
Increases potential revenue and customer satisfaction
Improves quota attainment
7. You are
a Siebel
PRM
Admin
that
needs
different
branding,
look and
feel, and
locale
support
for
different
web
sites.
Which
Siebel
PRM 8.1
feature
would
address
this
issue?
Mark for Review
(1) Points
Manage different catalogs, price lists, serviceable products for different sites
Public vs. private sites, B2B vs. B2C sites, product-based sites, language-based sites (*)
Page template and indirection supports different UI views and/or process flows
Robust access control functionalities to support B2B and partner scenarios

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Siebel CRM 8.1.1 Sales Specialist Assessment 02.docx

  • 1. Test: Siebel CRM 8.1.1 PreSales Specialist Assessment Review your answers, feedback, and question scores below. An asterisk (*) indicates a correct answer. Get Specialized! This 40-question assessment is the final step towards becoming a Siebel CRM 8.1.1 PreSales Specialist. Be Recognized! Pass the test, score 80% or more, and get your OPN PreSales Specialist Certificate! Siebel Chat (Answer all questions in this section) 1. Identify three Agent States. Mark for Review (1) Points (Choose all correct answers) Working (*) Aborted On Break (*) Idle Busy (*) Wrap Up In Queue Correct. Three Agent States are: "Busy", "On Break" and "Working". 2. You are an implementation consultant advising a Customer on how to configure CCOD. There are three key processes that are required. Identify all three. Mark for Review (1) Points (Choose all correct answers) Plan Company Set up (*) Plan out workgroups (*) Plan out Projects (*) Define System Preferences Plan your routing strategy Define Security privileges Supervise Siebel Chat Incorrect. The three key processes that are required to configure CCOD are: "Plan Company Set up", "Plan out Projects" and "Plan out workgroups". 3. Identify the true statement regarding Application Workspace Persistence. Mark for Review (1) Points Siebel Chat remembers the context of every chat session that is put in the background. (*) Chat sessions in the background keep track of all un-answered incoming chat messages using a message counter. Siebel Chat supports multiple simultaneous Chat sessions.
  • 2. An activity record is created for every incoming and transferring chat session. Incorrect. Siebel Chat remembers the context of every chat session that is put in the background. Loyalty - Tier and Member Administation (Answer all questions in this section) 4. Which are the three new tier assessment models that Siebel 8.1 release provides out of the box? (Select 3) Mark for Review (1) Points (Choose all correct answers) Fixed Date (*) Accrual Disputes Rolling Period (*) Member Anniversary (*) Points Expiry Points Transfer Incorrect. The three new tier assessment models that Siebel 8.1 release provides out of the box are: "Member Anniversary", "Fixed Date" and "Rolling Period". 5. For bulk points adjustments in Member Administration, what is the last step that the user has to perform? Mark for Review (1) Points Insert Quantity Select point Type Insert File path with the member list Select Adjustment Type (Credit /Debit) Select Reason for adjustment (*) Select Action Type as “Adjust Points” Incorrect. The last step that the user has to perform for bulk points adjustments in Member Administration is to "Select Reason for adjustment". 6. Identify three of the main areas of Siebel Loyalty Partnership Management where new and enhanced features have been implemented. (Select 3) Mark for Review (1) Points (Choose all correct answers)
  • 3. Loyalty Terms (*) Renewal Payment Options Voucher issue Pre-calculated Accruals (*) Accrual Disputes Product Offering (*) Incorrect. Three of the main areas of Siebel Loyalty Partnership Management where new and enhanced features have been implemented are: "Loyalty Terms", "Product Offering" and "Pre- calculated Accruals". Sales Reporting with BI Publisher (Answer all questions in this section) 7. Identify the True statement regarding BI Publisher report architecture. Mark for Review (1) Points Separates the data logic from the layout and the layout from the translation (*) Separates the User groups and security from the layout Dramatically decreases the flexibility in report development Allows for multiple layouts to be associated with multiple queries Incorrect. BI Publisher report architecture separates the data logic from the layout and the layout from the translation. 8. Identify three output formats for BI publisher reports. (Select 3) Mark for Review (1) Points (Choose all correct answers) .msp .html (*) .xls (*) .xer .ppt (*) .txt Correct. Three output formats for BI publisher reports are: ".html", ".ppt" and ".xls". User Management and Registration for Self Service (Answer all questions in this section)
  • 4. 9. Identify three characteristics of B2C Users. (Select 3) Mark for Review (1) Points (Choose all correct answers) Associated with a single billing account and profile (*) Administer User privileges using web functionality Responsible for B2B user creation, management and organization profile maintenance Can browse catalogs, place orders and submit service requests (*) Interact with the web site in their individual capacity (*) View orders placed by a self-service customer through call center Incorrect. Three characteristics of B2C Users are: "Interact with the web site in their individual capacity", "Associated with a single billing account and profile" and "Can browse catalogs, place orders and submit service requests". 10. Identify the true statement regarding B2C Users and maintenance of individual User Profile. Mark for Review (1) Points B2C User may modify name, email addresses, contact numbers, change password, and change security question/answer (*) B2C User may alter Organization data if requested by company management without permission of Organization Administrator B2C User must utilize “Contact Us” and chat with site technical support to modify any data on his / her User profile B2C User must submit request to Organization Administrator to update any date on his / her User profile Incorrect. B2C User may modify name, email addresses, contact numbers, change password, and change security question/answer. 11. What is the advantage to Customers of maintaining cache objects on the application server where the Self Service application is deployed? Mark for Review (1) Points Improves the performance of Self Service sites and enhance user experience while browsing these sites. (*) Minimizes the number of servers that must be maintained within the infrastructure to support multiple sites.
  • 5. Provides support to flush or export these cache objects from the application server, making it easier to maintain. Stores cross-site and site information related to catalogs, products, sites etc., thereby making control easier to maintain. Incorrect. The advantage to Customers of maintaining cache objects on the application server where the Self Service application is deployed is that it "Improves the performance of Self Service sites and enhance user experience while browsing these sites". 12. Identify the best descriptor of Site Configuration Changes. Mark for Review (1) Points Apply to a specific site (*) Apply to all the sites administered through the application Allow you to manage Self Service cache objects Allow you to manage all sites simultaneously Incorrect. "Apply to a specific site" is the best descriptor of Site Configuration Changes. eService (Answer all questions in this section) 13. You are a Call Center Manager that has found it difficult to tailor surveys for various processes on the web. In addition, data clearly shows a low response rate on surveys. Which two Siebel PRM 8.1 features would address this issue? (Select 2) Mark for Review (1) Points (Choose all correct answers) Plug in survey to process flows – SR, Chat, custom processes (*) Seamless transition from self-care to web chat escalation 360-degree customer view including all recorded chat sessions Create tailored surveys that have shared and unique questions (*) Real-time integration with Siebel CRM Incorrect. Two Siebel PRM 8.1 features that would address this issue are: "Plug in survey to process flows – SR, Chat, custom processes" and "Create tailored surveys that have shared and unique questions". 14. You are a Siebel PRM Admin that needs a better way to obtain close- loop feedback on content. Which Siebel PRM 8.1 feature would address this issue? Mark for Review (1) Points Page template and indirection supports different UI views and/or process flows Public vs. private sites, B2B vs. B2C sites, product-based sites, language-based sites
  • 6. Additional UIs to integrate with best-in-class KM to show user rating, and guided troubleshooting flow (*) Manage different catalogs, price lists, serviceable products for different sites Incorrect. The Siebel PRM 8.1 feature that would address this issue is "Additional UIs to integrate with best-in-class KM to show user rating, and guided troubleshooting flow". 15. You are having a discussion with a potential Customer that mentions they would like to reduce Call Center volume by setting up self service options for branch location, store hours, and directions. However, they are concerned about maintaining data in multiple systems so that web site information remains current. Which two Siebel PRM 8.1 features would address this issue? (Select 2) Mark for Review (1) Points (Choose all correct answers) Real-time integration with Siebel CRM (*) Related Siebel Solutions for resolution Role- and account-based access control Pre-built map integrations to Google, Yahoo & MapQuest (*) Survey to measure satisfaction Incorrect. Two Siebel PRM 8.1 features that would address this issue are: "Real-time integration with Siebel CRM" and "Pre-built map integrations to Google, Yahoo & MapQuest". 16. Identify the tool that supports the creation and execution of lead scoring rules. Mark for Review (1) Points Siebel Tools Siebel Server Email Setup wizard Siebel Email Marketing Server Lead Management Interface Formatting engine Siebel Business Rules engine (*) Incorrect. "Siebel Business Rules engine" is the tool that supports the creation and execution of lead scoring rules.
  • 7. 17. Identify three of the new and enhanced features of Lead Management in Siebel 8.1 Marketing module. (Select 3) Mark for Review (1) Points (Choose all correct answers) Advanced system manageability Advanced response definitions New usability enhancements Enhanced data integration and data quality capabilities (*) Advanced rules framework for lead scoring and routing (*) Enhanced list and response import (*) Advanced contact planning rules Incorrect. Three of the new and enhanced features of Lead Management in Siebel 8.1 Marketing module are: "Enhanced list and response import", "Enhanced data integration and data quality capabilities" and "Advanced rules framework for lead scoring and routing". 18. After a Marketing organization has executed its programs and started generating leads, what is the next step in the lead management? Mark for Review (1) Points Convert the leads into opportunities Capture and qualify the leads (*) Accept/reject the leads Distribute the leads Measure efectiveness Correct. The next step in the lead management after a Marketing organization has executed its programs and started generating leads is to "Capture and qualify the leads". Email and Web Marketing (Answer all questions in this section) 19. Identify the tool that helps setting up email campaigns. Mark for Review (1) Points Siebel Business Rules engine Email Setup wizard (*) Siebel Email Marketing Server Admin Console Email Sending Daemon
  • 8. Incorrect. The tool that helps setting up email campaigns is the "Email Setup wizard". 20. Identify three of the new and enhanced features of Web and Email Marketing in Siebel 8.1 Marketing module. (Select 3) Mark for Review (1) Points (Choose all correct answers) New usability enhancements (*) Enhanced list and response import Advanced response definitions Enhanced data integration and data quality capabilities Enhanced web landing pages/web surveys (*) Advanced rules framework for lead scoring and routing Advanced contact planning rules Advanced system manageability (*) Incorrect. Three of the new and enhanced features of Web and Email Marketing in Siebel 8.1 Marketing module are: "New usability enhancements", "Advanced system manageability" and "Enhanced web landing pages/web surveys". 21. Identify three benefit messages that support Oracle Self Service – eCommerce. (Select 3) Mark for Review (1) Points (Choose all correct answers) Map Integration (Google, Yahoo, Mapquest) Improve Profitability and Customer Loyalty (*) Ajax mouse-over product preview Narrow-by/Expand-by Product Search Leverage existing investment in CRM (*) Administer once, deploy anywhere (*) Incorrect. Three benefit messages that support Oracle Self Service – eCommerce are: "Administer once, deploy anywhere", "Leverage existing investment in CRM" and "Improve Profitability and Customer Loyalty". 22. Identify the Oracle Application that is required for implementing the survey feature. Mark for Review (1) Points
  • 9. Siebel Marketing (*) Siebel Asset Management Service Option Siebel Customer Order Management Administration Server Siebel Quote and Order Capture Siebel E-mail Response Incorrect. The Oracle Application that is required for implementing the survey feature is "Siebel Marketing". Sales Forecasting (Answer all questions in this section) 23. Which details are mandatory in order to create a revenue line item? (Select 3) Mark for Review (1) Points (Choose all correct answers) Revenue (*) Quantity Opportunity Product (*) Price Product line (*) Incorrect. "Product", "Product line" and "Revenue" are the mandatory details in order to create a revenue line item. 24. You are a Sales Representative whose forecast has just been rejected by the Sales Manager. What is your first next step? Mark for Review (1) Points Restart the process from creating a forecast (*) Make adjustments and submit the forecast Review forecast analytic reports Explain the forecast to the manager and ask for approval Incorrect. The first next step for a Sales Representative whose forecast has just been rejected by the Sales Manager is to "Restart the process from creating a forecast". 25. Identify three business benefits of Customer Adaptive Forecasting. (Select 3) Mark for Review (1) Points (Choose all correct answers) Increases potential revenue and customer satisfaction
  • 10. Improves User Adoption (*) Allows sales professionals to build a deep understanding of target accounts Increases forecast accuracy (*) Increases sales productivity and effectiveness (*) Correct. Three business benefits of Customer Adaptive Forecasting are: "Increases sales productivity and effectiveness", "Improves User Adoption" and "Increases forecast accuracy". 2 6 . The graphic below as reference calls out All Fund Designs. Identify the true statement related to All Fund Designs. (graphic9.doc) Mark for Review (1) Points This view lists all the Fund Requests in the same organization of the user. This view lists all the Fund Designs in the same organization of the user. (*) This view lists all the Fund Designs where the user is in the Fund Team. This view lists all the Fund Designs in the same organization or sub-organizations of the user. Correct. This view lists all the Fund Designs in the same organization of the user. 27. You are having a discussion with a Channel
  • 11. Manager in a multi level hierarchical organization that has struggled to pull together all Fund Design and Fund Request related information. Which of the following positioning statements would best respond to this business requirement? Mark for Review (1) Points Partner Locator and Partner Alert web services allow faster access to Partner data Web services provide a flexible and extensible interface for other applications to access PRM flows Manage MDF Fund Designs and Fund Requests, CHAMP Plans and Objectives (*) All Fund Designs lists all the Fund Designs that exist in the same organization of the user Correct. "Manage MDF Fund Designs and Fund Requests, CHAMP Plans and Objectives" is the best positioning statement that would respond to this business requirement. 28. What is the new Partner List view in Siebel PRM 8.1? Mark for Review (1) Points All Partner Plans Across Organizations My Team’s Partners All Partners Across My Organizations (*) All Partners Correct. The new Partner List view in Siebel PRM 8.1 is "All Partners Across My Organizations". Event Driven Dialogue Marketing (Answer all questions in this section) 29. Identify the new feature in Siebel Marketing 8.1.1 that helps ensure that the audience targeted in a follow-up stage is a subset from the previous stage, when introduced in the Reminder Stage as shown in the graphic below. Mark for Review (1) Points
  • 12. Advanced Contact Planning Constrained Connector (*) Allocation Matrix Advanced Event Trigger detection Advanced Response Definitions Incorrect. The new feature in Siebel Marketing 8.1.1 that helps ensure that the audience targeted in a follow-up stage is a subset from the previous stage, when introduced in the Reminder Stage is the "Constrained Connector". 30. Which new feature in Siebel Marketing 8.1.1 allows you to manage communication policies across your entire company? Mark for Review (1) Points
  • 13. Allocation Matrix Constrained Connector Advanced Response Definitions Advanced Contact Planning rules (*) Scheduled and Triggered communications Incorrect. The new feature in Siebel Marketing 8.1.1 that allows to manage communication policies across your entire company is "Advanced Contact Planning rules". 3 1. Identify the new feature highlighted in the image below that is part of the enhanced promotion framework in Siebel Loyalty 8.1. Mark for Review (1) Points Range based promotion Order based promotion Extended promotion metadata (*) Promotion integration with Target List Decentralized promotion Correct. The new feature that is part of the enhanced promotion framework in Siebel Loyalty 8.1 is "Extended promotion metadata".
  • 14. 32. Which of the below statements better describes the Decentralized Promotion feature in Siebel Loyalty 8.1? Mark for Review (1) Points Promotions can be setup in Siebel Loyalty and then exported and deployed in Remote Stores and Kiosks. (*) It allows to setup promotions based on Product and Partner attributes in addition to already available Member, Transaction and promotion attributes. It allows to setup promotions at an order level. It allows to invoke a custom function in promotion rule evaluation. Promotions can be targeted to a specific group of members selected outside of Loyalty. Incorrect. The description of the Decentralized Promotion feature in Siebel Loyalty 8.1 is that "Promotions can be setup in Siebel Loyalty and then exported and deployed in Remote Stores and Kiosks". 33. With Siebel Loyalty 8.1 a new feature has been introduced that allows to innovate on rewards beyond loyalty currencies. Identify this new feature that is now a Promotion action. Mark for Review (1) Points Range based points Custom Function callout
  • 15. Automated Point Loan Assign Voucher (*) Configurable Base points Incorrect. The new feature that allows to innovate on rewards beyond loyalty currencies is "Assign Voucher". Design and Deal Registration (Answer all questions in this section) 34. You are having a discussion with a Pricing Manager that has had challenges keeping pricing data current across systems. Identify the Siebel Price Management functionality that would address this issue. Mark for Review (1) Points Siebel Deal Management Oracle Price Performance Analytics Siebel Dynamic Pricer (*) Siebel Price Administration Oracle Price Planning Incorrect. The Siebel Price Management functionality that would address this issue is "Siebel Dynamic Pricer ". 35. Identify the Siebel Price Management functionality that would improve a Pricing Manager’s ability to identify the effectiveness of price strategies. Mark for Review (1) Points Siebel Price Administration Oracle Price Performance Analytics (*) Siebel Dynamic Pricer Siebel Deal Management
  • 16. Oracle Price Planning Incorrect. The Siebel Price Management functionality that would improve a Pricing Manager’s ability to identify the effectiveness of price strategies is "Oracle Price Performance Analytics". 36. You are having a discussion with a Pricing Manager that has had challenges segmenting customers. Identify the Siebel Price Management functionality that would address this issue. Mark for Review (1) Points Oracle Price Planning (*) Siebel Deal Management Oracle Price Performance Analytics Siebel Dynamic Pricer Siebel Price Administration Correct. The Siebel Price Management functionality that would address this issue is "Oracle Price Planning". Sales Global Account Hierarchy (Answer all questions in this section) 37. With release 8.1 a few new features have been introduced or updated in order to reduce usability issues and improve performance for Global Account Management. Identify three of these features. (Select 3) Mark for Review (1) Points (Choose all correct answers) Printer-friendly view
  • 17. Consistency between sales and customer care experience online Error handling (*) New User Interface (*) Enhanced performance of Generate and Update Hierarchy (*) Increased forecast accuracy Troubleshoot / How-to Decision Tree Correct. Three of the new features that have been introduced or updated in order to reduce usability issues and improve performance for Global Account Management are: "Error handling", "Enhanced performance of Generate and Update Hierarchy" and a "New User Interface". 38. The application administrator sets up a default account hierarchy once, during the initial application setup. What is the last step in setting up the workflow environment necessary for the Generate Hierarchy functionality to be run as a batch component? Mark for Review (1) Points Create a New Workflow Process that calls the Generate Hierarchy Business Service Test the workflow process using the Workflow Process simulator Activate the Workflow Process so that the Status is 'Active' Set up the batch Workflow Policy (*) Restart the Siebel Server Correct. The last step in setting up the workflow environment necessary for the Generate Hierarchy functionality to be run as a batch component is to "Set up the batch Workflow Policy". Loyalty - Member Services (Answer all questions in this section) 39. Identify the final step in the set up of the Member Points Purchase process. Mark for Review (1) Points Promotion Setup for Points Purchase (*) Service Product Association Points Purchase Setup at the program level Points Purchase Product definition Incorrect. The final step in the set up of the Member Points Purchase process is "Promotion Setup for Points Purchase". 40. In order to set up a Redemption program, what is the first step right after navigating to the product points screen? Mark for Review (1) Points
  • 18. Set the “Apply To” flag to “Redemption Product” Create a loyalty product offering Set the “Admin” flag to “Yes” Create different types of points and points + pay options (*) Create a promotion to redeem points Incorrect. The first step right after navigating to the product points screen is to "Create different types of points and points + pay options". 6. In Oracle’s Five Pillars of Pricing, Analyze is the first pillar. Identify three key data inputs that are critical to completing an accurate analysis. (Select3) Mark for Review (1) Points (Choose all correct answers) Pricing alerts and recommendations (*) Customer segmentation, price elasticity Price Exception Approvals Key Metric dashboards (*) Price Lists and Policies Interactive Waterfall Analysis Price performance analysis (*) 8. Identify three of the systems that can execute the actual detection of Marketing event Triggers. (Select 3) Mark for Review (1) Points
  • 19. (Choose all correct answers) Oracle’s Business Activity Monitoring engine (*) Database triggers (*) Siebel Marketing system Siebel Runtime Events (*) Siebel Web Engine 9. The Siebel Loyalty Partnership Management feature which enables the creation of manual transactions to credit or debit points in the partner point block is: Mark for Review (1) Points Unified Partner Point Type Loyalty Terms Fee Management Points Adjustments (*) Pre-calculated Accruals 12. What is the last key setup step of Customer Adaptive Forecasting? Mark for Review (1) Points Define general forecast requirements Define forecast dates Create a new forecast series Define forecast participants (*) Define forecast auto search specification 13. Identify the main business benefit of adding ad-hoc Mark for Review (1) Points
  • 20. revenue line items. Increases forecast accuracy Improves User Adoption Increases potential revenue and customer satisfaction Increases sales productivity and effectiveness Improves quota attainment (*) 14. Name the main business benefit of the new Standard Forecast Series Type. Mark for Review (1) Points Improves User Adoption (*) Increases forecast accuracy Improves quota attainment Increases sales productivity and effectiveness Increases potential revenue and customer satisfaction The graphic below illustrates which two areas of functionality of the BI Publisher report architecture? (Select 2) (Choose all correct answers) Combines query, layout and translation into single element Separates the query, layout and translation as separate elements (*) Allows for multiple layouts to be associated with a single query (*) Requires multiple inputs to produce multiple outputs Combines query, layout and translation into single output 18. What are Access Control Data & Schema Files? Mark for Review (1) Points Java script files containing UserType Data & Schema
  • 21. XML files that store all the Self Service User Types Text files for export / integration into other Siebel applications XML files containing responsibility-permission mapping (*) 19. Identify the tool that deploys landing pages and surveys after being designed. Mark for Review (1) Points Email Sending Daemon Siebel Web Engine Siebel Marketing Server Formatting engine Admin Console Web Survey Daemon (*) Incorrect. "Web Survey Daemon" is the tool that deploys landing pages and surveys after being designed. 20. How is the Email Marketing Server’s admin console used by the administrators? (Select 2) Mark for Review (1) Points (Choose all correct answers) To prioritize email server jobs To set up email campaigns To see email job status, log file information and control email server system settings (*) To test emails before executing email campaigns To intervene when necessary to pause, resume or cancel jobs (*) To set a maximum limit for email throughput on the Email sending daemon 24. Identify three Chat States. Mark for Review (1) Points (Choose all correct answers) Wrap Up On Break Aborted (*)
  • 22. Working Idle (*) Busy In Queue (*) 25. Identify the true statement regarding Activity Capture and Wrap-Up. Mark for Review (1) Points Siebel Chat remembers the context of every chat session that is put in the background. An activity record is created for every incoming and transferring chat session. (*) Siebel Chat supports multiple simultaneous Chat sessions. Chat sessions in the background keep track of all un-answered incoming chat messages using a message counter. 31. Identify the tool that supports the creation and execution of lead scoring rules. Mark for Review (1) Points Siebel Server Siebel Tools Email Setup wizard Siebel Business Rules engine (*) Lead Management Interface Formatting engine Siebel Email Marketing Server 34. You are a Call Center Manager that has received clear feedback from Customer accessing support via the web that Mark for Review (1) Points
  • 23. they prefer to “text” and not “talk” to a CSR. Which Siebel PRM 8.1 feature would address this issue? Pre-integrated with Siebel Service Seamless transition from self-care to web chat escalation (*) Pre-integrated with Siebel ERMS or CCA ERMS Proximity and type-based search 2.The graphic below shows All Partner Plans Across My Organization. Identify the sentence that best describes the content in this view. Mark for Review (1) Points This view lists all of the organization s to which the Partner Plan belongs.
  • 24. This view lists all of the Partner Plans and all of the organization s to which it belongs. This view lists all the Partner Fund in the same organization or sub- organization s of the user. This view lists all the Partner Plans in the same organization or sub- organization s of the user. (*) 3.The graphic below shows All Fund Requests Across My Organizations. Identify the true statement regarding Organizations. Mark for Review (1) Points Each organization
  • 25. may have one or more sub- organization s below it. (*) Each Fund Request belongs to only one organization. Each Login User can belong to one or more organizations . Each Fund Request may have one or more sub requests below it. 4. Siebel Global Accounts provides sales professionals with global account-level visibility into the interactions that the company's sales organization and partner's sales organizations have had with the account. What are the business entities that users can view across the account hierarchy on one screen? Check all that apply. Mark for Review (1) Points (Choose all correct answers) Opportunities (*) Contacts (*)
  • 26. Account team members (*) Activities (*) Accounts (*) 14. Identify the true statement regarding Activity Capture and Wrap-Up. Mark for Review (1) Points An activity record is created for every incoming and transferring chat session. (*) Siebel Chat supports multiple simultaneous Chat sessions. Chat sessions in the background keep track of all un-answered incoming chat messages using a message counter. Siebel Chat remembers the context of every chat session that is put in the background. 17. Identify three of the tasks that can be accomplished by the Accrual Web Services. (Select 3) Mark for Review (1) Points (Choose all correct answers) Lower training costs by enabling standardization of corporate processes and automation of complex or repetitive tasks Enable Loyalty programs to manage accruals via 3rd party interfaces (*) Enable automation of the member services for the Customer Services Representative Mandatory Information Check (*) Setting up membership schemes Duplicate Transaction Check (*) 19 . What does the diagram below represent? Mark for Review (1) Points
  • 27. The Account Import workflow process The Lead Import logic The Contact Import workflow process The Response Import workflow process The Lead Import workflow process (*) The Prospect Import workflow process 24. You are a Siebel PRM Administrator that has had issues in the past with the management of web site Mark for Review (1) Points
  • 28. functionality and data visibility based on user roles and account access. Identify two features that would help to make that process simpler. (Select 2) (Choose all correct answers) Search PDF Forms by Keyword Pre-integrated with Siebel Contact, Account, and User Management (*) Reduce contact duplication in CRM B2B super user with delegated admin functionality (*) Reduce cost to process web enrollment 30. What is the new feature of Forecasting introduced in release 8.1 that was not possible in 8.0? Mark for Review (1) Points Forecasts can be rolled up all the way to the top of a sales hierarchy. Forecasting supports different methods of allocating a single account across multiple sales personnel. Forecasted revenue can be viewed, adjusted and rolled up from either Details or Summary views in a given forecast. (*) A sales manager can aggregate subordinates’ forecasts even if they haven’t submitted them. 31. You are having a discussion with a Customer who mentions that Site Administration has become quite challenging, as the company is managing many sites that were developed using multiple tools. Identify the Site Administration Application benefit that will address this issue. Mark for Review (1) Points
  • 29. Make a copy of an existing site and customize it, reducing setup time and cost. Reuse the available catalogues, price lists, site skins and page templates. Create as many sites as necessary and manage all of them using the administration console. (*) Customize individual sites and configure cross-site parameters. 35. Identify three features within Oracle Self Service – eCommerce. (Select 3) Mark for Review (1) Points (Choose all correct answers) Billing Analytics Cart and Checkout (*) SR / Case Mgmt Catalogs and Pricing (*) Product Recommendations Configurator (*) Account Management 36. Identify three pre- requisites for the implementation of Oracle Self Service – eCommerce. (Select 3) Mark for Review (1) Points (Choose all correct answers) Siebel Field Service Siebel Asset Management Service Option Siebel Quote and Order Capture (*) Siebel Customer Order Management Administrator (*) Siebel E-mail Response Siebel Customer Order Management Administration Server (*) 38. In Oracle’s Five Pillars of Pricing, Analyze is the first pillar. Identify three key data inputs that are critical to completing an accurate analysis. Mark for Review (1) Points
  • 30. (Select3) (Choose all correct answers) Customer segmentation, price elasticity Interactive Waterfall Analysis Pricing alerts and recommendations (*) Price Lists and Policies Price Exception Approvals Key Metric dashboards (*) Price performance analysis (*) 39. You are having a discussion with a Pricing Manager that has had challenges managing and coordinating global pricing. Identify the Siebel Price Management functionality that would address this issue. Mark for Review (1) Points Siebel Price Administration (*) Siebel Deal Management Siebel Dynamic Pricer Oracle Price Performance Analytics Oracle Price Planning Incorrect. The Siebel Price Management functionality that would address this issue is "Siebel Price Administration". 3. Where in Siebel E- Support do Customers actually chat? Mark for Review (1) Points Chat URL Chat Agent Chat Center Chat Dashboard (*) Incorrect. The Customers chat in the "Chat Dashboard".
  • 31. 4. Identify three benefit statements for improved functionality in the new BI Publisher architecture. (Select 3) Mark for Review (1) Points (Choose all correct answers) Provides the capability of reporting using open standard technologies (*) Supports a large number of document delivery channels and protocols (*) Requires a dependency on 3rd party products for distribution Requires Users to learn proprietary tools for report maintenance Supports single document output formats using layouts Delivers the development and maintenance of reporting into the hands IT Developers Supports multiple document output formats using layouts (*) 6. Which of the below statements better describes the Decentralized Promotion feature in Siebel Loyalty 8.1? Mark for Review (1) Points Promotions can be targeted to a specific group of members selected outside of Loyalty. Promotions can be setup in Siebel Loyalty and then exported and deployed in Remote Stores and Kiosks. (*) It allows to setup promotions based on Product and Partner attributes in addition to already available Member, Transaction and promotion attributes. It allows to invoke a custom function in promotion rule evaluation. It allows to setup promotions at an order level. 7.Identify the new feature that has been introduced in Siebel Loyalty 8.1 which is highlighted in the screen below. Mark for Review (1) Points Employee/Corpo rate Joint Rewards (*)
  • 32. Web Services for Accruals Multiple Redemption Price Options Accrual Template Accrual Disputes Range based promotions Member Enrolment 8. Identify the new payment option introduced in Siebel Loyalty 8.1 in order to define the price for the products that need to be redeemed. Mark for Review (1) Points Points transfer Vouchers Pay Base points Points Points + pay (*) 10. You are a Call Center Manager that has received clear feedback from Customer accessing support via the web that they prefer to “text” and not “talk” to a CSR. Which Siebel Mark for Review (1) Points
  • 33. PRM 8.1 feature would address this issue? Seamless transition from self-care to web chat escalation (*) Pre-integrated with Siebel Service Proximity and type-based search Pre-integrated with Siebel ERMS or CCA ERMS 16. Siebel PRM has introduced My Fund Requests, All Fund Requests, All Fund Requests Across My Organizations, All Fund Requests Across Organizations views. Identify the true statement related to these views. Mark for Review (1) Points All these views are only available to channel managers and operations (*) Some of these views are available to all Partners across all organizations All of these views are available to channel managers, operations, and Partners Some of these views are available to channel managers 18 . The graphic below calls out My Fund Designs. What would be an accurate description of Users in relationship to the Fund Team? Mark for Review (1) Points
  • 34. All Users have access to all Fund Designs All Fund Teams are listed for all Users All Fund Teams are controlled by all Users All Users in the Fund Team are listed (*) 22. Identify three of the new and upgraded features for Member Services. (Select 3) Mark for Review (1) Points (Choose all correct answers) Points Transfer (*) Points Expiry
  • 35. Accrual Disputes (*) Configurable Base Points Lounge Purchase (*) Incorrect. Three of the new and upgraded features for Member Services are: "Lounge Purchase", "Points Transfer" and "Accrual Disputes". 23. Siebel Loyalty has an out of the box integration with: Mark for Review (1) Points Siebel Marketing Server Siebel Chat Siebel Web Engine Oracle BI Publisher (*) Siebel Tools 26. There are generally 5 processes that support Price Management. Unfortunately, most businesses only focus on and integrate one of these processes. Identify that process. Mark for Review (1) Points Negotiate Execute (*) Plan Manage Analyze 30. Which new feature in Siebel Marketing 8.1.1 allows you to manage communication policies across your entire company? Mark for Review (1) Points Constrained Connector
  • 36. Allocation Matrix Advanced Response Definitions Advanced Contact Planning rules (*) Scheduled and Triggered communications 31. Identify the two Oracle Applications that are required for implementing Chat. (Select 2) Mark for Review (1) Points (Choose all correct answers) Oracle Contact Center Anywhere (*) Siebel Quote and Order Capture Siebel Customer Order Management Administration Server Siebel Asset Management Service Option Siebel Chat (*) 34. You are a Sales Representative whose forecast has just been rejected by the Sales Manager. What is your first next step? Mark for Review (1) Points Explain the forecast to the manager and ask for approval Make adjustments and submit the forecast Restart the process from creating a forecast (*) Review forecast analytic reports Incorrect. The first next step for a Sales Representative whose forecast has just been rejected by the Sales Manager is to "Restart the process from creating a forecast". 35. Name the main business benefit of the new Standard Forecast Series Type. Mark for Review (1) Points Increases forecast accuracy Improves User Adoption (*) Increases sales productivity and effectiveness
  • 37. Increases potential revenue and customer satisfaction Improves quota attainment 7. You are a Siebel PRM Admin that needs different branding, look and feel, and locale support for different web sites. Which Siebel PRM 8.1 feature would address this issue? Mark for Review (1) Points Manage different catalogs, price lists, serviceable products for different sites Public vs. private sites, B2B vs. B2C sites, product-based sites, language-based sites (*) Page template and indirection supports different UI views and/or process flows Robust access control functionalities to support B2B and partner scenarios