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Getting Started

Welcome to Oracle's Siebel CRM On Demand, the smart customer relationship management solution that you access over the Web. Siebel CRM On Demand helps you manage all your company's sales, customer service, and marketing information:

  • If you're a sales professional, use Siebel CRM On Demand to optimize your sales efficiency and effectiveness by analyzing your sales strategy, forecasting more accurately, and sharing critical sales information across your team.
  • If you're a customer service representative, use Siebel CRM On Demand to maximize your customer satisfaction and service performance by tracking accounts, managing service requests, identifying cross-selling and up-selling opportunities, and providing solutions to customer inquiries.
  • If you're a marketing representative, use Siebel CRM On Demand to capitalize on your marketing efforts by generating more leads, assigning leads automatically, and quantitatively tracking campaign outcomes.
  • If you're an executive, use Siebel CRM On Demand to manage all areas of your business by gaining insight into your sales' outlook, quickly resolving critical business issues, and performing complex analyses.

In Siebel CRM On Demand, your information is grouped into these main areas:

Calendar and Activities. Tracks your activities, including phone calls, events, and to-do lists.

Campaigns. Manages marketing campaigns and generates qualified leads and opportunities.

Leads. Tracks leads for new sales opportunities and automates the lead conversion process.

Accounts. Tracks companies with whom you conduct business.

Contacts. Tracks people associated with your accounts and opportunities.

Opportunities. Manages potential revenue-generating opportunities.

Forecasts. Generates forecasts to project quarterly revenue based on existing opportunities.

Service Requests. Manages customer requests for products or services.

Solutions. Stores answers to common questions or service issues.

Communication. Manages customer interactions through your call center (Call Center On Demand).

Reports. Generates a variety of reports supplying over 250 separate analyses, including pipeline visibility and sales effectiveness.

Dashboard. Displays a series of charts, graphs, and tables organized around your key business areas.

Additionally, industry-specific solutions contain these record types:

Vehicles. Tracks vehicle service and sales history (Siebel CRM On Demand Automotive Edition).

Dealers. Tracks associations with dealers (Siebel CRM On Demand Automotive Edition).

Funds. Manages fund requests, credits, and approvals (Siebel CRM On Demand High-Tech Edition).

MedEd. Manages medical education events and invitees (Siebel CRM On Demand Life Science Edition).

Portfolios. Tracks portfolio accounts (Siebel CRM On Demand Financial Services Edition).

Households. Tracks information for a group of related contacts (Siebel CRM On Demand Financial Services Edition).

NOTE: Your company administrator can rename the standard record types, so you might see different tab labels. For example, your administrator might change "Accounts" to "Companies."


Published 05/11/2007