Siebel Basics – Online Course

Audience: New hire Customer Service Agents

Purpose: As part of a larger initiative for the Customer Service Agents onboarding redesign, this online course introduced the Customer Relationship Manager software that agents would be using every day in their roles.

My Role: I end-to-end consulted and conducted intake analysis, developed, designed, and implemented this online course. This course was derived from independent research and interviewing Subject Matter Experts and key stakeholders. I also developed practice activities and an associated facilitator guide to add to the overall curriculum.

Tools Used:

• Articulate Review (360)
• Articulate Rise
• Adobe Illustator
• Microsoft PowerPoint
• Workday Learning

Check out some screenshots of the online course.