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Siebel Sales 8.1
Siebel 8.1 SFA Highlights
• Siebel On Demand to On Premise Integration
• Increased Flexibility in Reporting with Oracle BI Publisher
• Enhanced Forecast Accuracy & Quota Attainment with
Customer Adaptive Forecasting
• Superior User Experience with Global Account Hierarchy
• Improved Alignment between Marketing & Sales with
Enhanced Lead Management
• Sales Processes Spanning Desktop and Enterprise Apps
with Siebel CRM Outlook Edition
Oracle Siebel 8.1 – Siebel SalesOn Demand to On Premise Integration
• Baseline on Siebel 7.8 and OD R15
• Bi-Directional Data Integration: Account, Contact and Opportunity
• One-Way Product Data Synch (OP OD)
• 1:M OP to OD Instance Integration
• Integrated PIM/Siebel Remote Synch Support
• Initial Data Load Support for:
• Existing OP, New OD
• Existing OD, Existing OP
• Entity Cross Referencing in Middle Tier
• OD & OP Transaction Logging
Siebel On Premise
Txn Logging
On Demand1
BPEL
Txn Logging
Txn Logging
On Demand2
Txn Logging
On Demandn
Pod A Pod B
One-Way Data Sync:
Product
Bi-Dir Data Sync:
Account
Contact
Opportunity
Key Benefits
Oracle Siebel 8.1 – Siebel Sales Customer Adaptive Forecasting• View forecast from cross-functional teams across orgs by supporting Sales Overlays• Support for ad-hoc revenue line items• Introducing Standard Forecast Series to enable flexible adjustment and rollup of forecasts
• Increased productivity and effectiveness of sales managers
• Enhanced forecast accuracy
• Improved quota attainment
Siebel CRM Outlook Edition
O r a c l e S i e b e l C R M O u t l o o k E d i t i o nS y n c h r o n i z e w i t h S i e b e lR e f r e s h R e p o r tA c t i o n P a n e
P e r s o n a l i z e C R M h o m e p a g e
R e c e n t I t e m s
I B M C o r p o r a t i o n
O f f i c e S o u r c e B r i e f . p p t
O f f i c e S o u r c e v i s i t a g e n d a
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3 , 0 0 0 L a p t o p s f o r O f f i c e M a r t
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4 0 M o n i t o r f o r M i c r o s o f t
M i c r o C o m p u t e r s – 1 , 0 0 0 M o n i t o r s
C o m p u t e r c e n t r a l – 5 0 0 D e s k t o p s
N e g o t i a t i o n
N e g o t i a t i o n
S h o r t L i s t
S h o r t L i s t
Q u a l i f i e d L e a d M e e t i n g N o t e s 0 8 1 2 0 7 - I B M
W e d n e s d a y , M a y 1 6 , 2 0 0 7
V i s i o n E n t e r p r i s e B I
F o r r e s t e r W a v e …Q 3 S a l e s F o r e c a s t
T R A V E L _ U SL a r r y P a n e
W e d 5 / 1 6 / 2 0 0 7
M o n 5 / 1 4 / 2 0 0 7 F r i 5 / 1 1 / 2 0 0 7
T h u 5 / 1 0 / 2 0 0 7
T h u 5 / 1 0 / 2 0 0 7
Q 2 P i p e l i n e A n a l y s i s
C o m p l i m e n t a r yC u r r e n t E X E C U p d a t e
N e w U S T r a v e lS a l e s O f f - s i t e
T o d a y ’ s A p p o i n t m e n t N e w E m a i l s
M y A c c o u n t s
$ 3 0 0 , 0 0 0
$ 5 7 , 0 0 0
$ 4 5 0 , 0 0 0
$ 1 4 9 , 0 0 0
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A n a l y t i c R e p o r t s
O f f i c e M a r t , I n c .
H a l C o m p u t i n g
B C S C o r p o r a t i o n
A B C C o m p u t i n g
A c m e C o r p o r a t i o n
S u p e r C o m p u t i n g , I n c .
N e x t W a v e C o r p o r a t i o n
G r o u p w a r e S y s t e m s
W e b F l e x , I n c .
M e m o r i x C o r p o r a t i o n
( 4 1 5 ) 3 2 1 - 1 2 5 6
( 6 5 0 ) 5 9 6 - 1 8 1 1
( 8 0 0 ) 4 0 3 - 1 0 0 1
( 2 0 6 ) 7 8 8 - 3 2 1 1
( 4 0 8 ) 3 2 1 - 7 8 9 9
( 2 8 1 ) 2 3 4 - 6 5 1 3
( 2 0 6 ) 6 7 3 - 9 1 2 3
( 6 5 0 ) 5 6 2 - 5 2 1 6
( 2 1 3 ) 2 2 9 - 8 9 9 8
( 2 1 4 ) 9 9 7 - 0 5 5 9
C A
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W A
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C o n t r a c t
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Q u a l i f i e d
Q u a l i f i e d
Q u a l i f i e d
1 : 0 0 P M – 2 : 0 0 P M
3 : 0 0 P M – 4 : 0 0 P M
4 : 0 0 P M – 5 : 0 0 P M
O D O u t l o o k D e m o ( P h o n e 1 - 8 8 8 - 9 6 7 - 2 2 5 3 )
P e o p l e s o f t : S c o r e c a r d D e m o
( U S : O P 6 0 0 : C O N F : 7 7 6 )
I n f o r m a t i o n W o r k e r ( 2 2 1 7 8 7 / 3 3 4 7 8 2 6 )
N e w C R M
P C S C o m p u t i n g - T e r r y S m y t h e - C R M h o m e p a g e
O r a c l e S i e b e l C R M O u t l o o k E d i t i o nS y n c h r o n i z e w i t h S i e b e lR e f r e s h R e p o r tA c t i o n P a n e
P e r s o n a l i z e C R M h o m e p a g eO r a c l e - T e r r y S m y t h e – C R M h o m e p a g e
A l e r t s
R e c e n t I t e m sO p p o r t u n i t y O f f i c e M a r t – 1 0 0 L a p t o p s
I B M
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T h o m a s S t e p h a n e y
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3 , 0 0 0 L a p t o p s f o r O f f i c e M a r t N e g o t i a t i o n
O f f i c e M a r t – 1 0 0 L a p t o p s Q u o t e N e g o t i a t i o n
4 0 M o n i t o r f o r M i c r o s o f t S h o r t L i s t
M i c r o C o m p u t e r s – 1 , 0 0 0 M o n i t o r s S h o r t L i s t
C o m p u t e r c e n t r a l – 5 0 0 D e s k t o p s Q u a l i f i e d L e a d
O p p o r t u n i t y : 3 , 0 0 0 L a p t o p f o r O f f i c e M a r t
A c t i v i t i e s
S a v e a n d C l o s e A c t i o n P a n e
A c t i o n P a n e X
Q u i c k L i n k s
L i n k A c c o u n t
L i n k A c t i v i t y
L i n k C o n t a c t
L i n k N o t e
L i n k A t t a c h m e n t
F r e q u e n t A c t i o n s
E m a i l t o S a l e s T e a m
O p e n i n S i e b e l C R M
V i e w O p p o r t u n i t y
R e c e n t I t e m s
E m a i l t o C o n t a c t s
S c h e d u l e M e e t i n g w i t hS a l e s T e a m
S c h e d u l e M e e t i n g w i t hC o n t a c t s
T o o l s H e l p
S a v e a n d N e w
N a m e O w n e r M o d i f i e d D a t e
3 , 0 0 0 L a p t o p s f o r O f f i c e M a r t
I B M C o r p o r a t i o n
O f f i c e S o u r c e B r i e f . p p t
R e : F i n a l C o n t r a c t R e v i e w
C h r i s t i n e P a t t e r s o n
O r a c l e C R M O u t l o o k E d i t i o n
0 5 / 1 6 / 2 0 0 7
0 5 / 1 6 / 2 0 0 7
0 5 / 0 7 / 2 0 0 7
0 5 / 0 5 / 2 0 0 7
0 5 / 0 1 / 2 0 0 7
0 4 / 1 5 / 2 0 0 7
0 3 / 3 1 / 2 0 0 7
0 3 / 2 0 / 2 0 0 7
0 2 / 2 5 / 2 0 0 7
0 2 / 0 5 / 2 0 0 7
1 2 / 1 6 / 2 0 0 6
1 2 / 0 1 / 2 0 0 6
T . S m y t h e
T . S m y t h e
L . P a n e
L . P a n e
T . S m y t h e
K . H a m i l t o n
K . K l e i n e r
T . S m y t h e
T . S m y t h e
K . H a m i l t o n
L . P a n e
L . P a n e
R e : F i n a l C o n t r a c t R e v i e w
F i n a l C o n t r a c t R e v i e w
S c h e d u l e f o l l o w - u p w / M i k e H a r r i s
R e : r e s p o n s e t o c o n t r a c t u a l i s s u e s
S c h e d u l e M e e t i n g w i t h C E O
R e v i e w C o n t r a c t w i t h E x e c u t i v e
P r e p a r e C u s t o m e r D e m o
R e v i s e T e c h M a r t Q u o t e
C o o r d i n a t e E B C V i s i t
P r o d u c t Q u e s t i o n
R e v i e w M e e t i n g A g e n d a
R e q u e s t f o r B r o c h u r e
N e w C R M
A c t i v i t i e sA c t i v i t i e sC o n t a c t s N o t e sA t t a c h m e n t sG e n e r a l P r o d u c t s
C R M A c t i v i t i e sS h o w :
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Siebel PRM 8.1
Siebel 8.1 PRM Highlights
• Increased Partner Sales and Collaboration
• Improved Usability and Customer Experience
• Web Services for Partner Locator and Alerts
Oracle Siebel 8.1 – Siebel PRMIncreased Partner Sales & Collaboration• Siebel 8.1 provides enhanced visibility for the following:• Design Registration• Deal Registration• Special Pricing Authorization
Key Benefits
• Shorten Sales Cycle
• Enhance Vendor – Partner Collaboration
• Map to established best practice with minimal configuration
Oracle Siebel 8.1 – Siebel PRM Improved Usability and Customer Experience• Siebel 8.1 provides enhanced visibility for the following:• Market Development Fund• CHAMP Planning• Partner Information across Organizations
Key Benefits
• Improve productivity of channel mgrs with quicker access to critical data
• Support the visibility needs of multi level hierarchical organizations
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Siebel Marketing 8.1
Siebel CRM 8.1 Marketing & Loyalty
Loyalty Management• Best of breed capabilities for top tier
loyalty programs
World-Class Lead Management• Enhanced list and response import
• Enhanced end-to-end lead management process flows
• Enhanced data integration and data quality capabilities
• Advanced rules framework for lead scoring and routing
Enhanced Web and Email Marketing• New usability enhancements
• Advanced system manageability
• Enhanced web landing pages/web surveys
Siebel Response and Lead Management 8.1Increased alignment, control and effectiveness of response to order process
• Enhanced Capabilities• Enhanced ‘Lead Qualifier’ UI• Explicit lead conversion,
rejection• Improved data flow to sales• Enhanced data import (leads,
responses, customer lists)• Lead channel selection rules• Lead scoring rules• Closed loop lead disposition• Time-based reassignment
• Benefits• Improved alignment between
marketing and sales• Improved data integrity• Faster lead follow-up• Higher quality leads routed to
sales• Higher conversion rates
Siebel Response and Lead Management 8.1Increased alignment, control and effectiveness of response to order process
• Enhanced Capabilities• Enhanced data import (leads,
responses, customers)• Expanded lead development
process• Lead channel/selection rules• Lead scoring rules• Closed loop Lead disposition• Time-based reassignment
• Benefits• Improved alignment between
marketing and sales• Improved data integrity• Faster lead follow-up• Higher quality leads routed to
sales• Higher conversion rates
Siebel Email and Web Marketing 8.1Superior multi-channel customer experience and more relevant dialogue
• Enhanced Capabilities• Enhanced usability
• Task UI for email and web setup
• Seed list testing
• HTML editing/tagging
• Email platform manageability
• Throttling
• Job Prioritization
• Job management and monitoring
• System test diagnostics
• Web landing pages/web surveys
• Hybrid deployment options
• Benefits• Improved usability and management
• Easier to design web surveys
• Easier integration with company branding and websites
• More flexible choices
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