Working with Other Applications
Siebel CRM On Demand works with these applications to provide additional functionality:
- Offline edition of Siebel CRM On Demand
You can copy accounts (and their linked contacts and opportunities), tasks, and appointments to an Offline edition of Siebel CRM On Demand on your laptop or desktop. This allows you to work offline, disconnected from the Internet. When you reconnect to the Internet, you can upload your changes to your company's Siebel CRM On Demand application.
- Personal Information Managers (PIM)
You can copy your contacts, tasks, and appointments from Siebel CRM On Demand to Microsoft® Outlook, Lotus Notes, and your Palm handheld and vice-versa. After updating those records, you can run a synchronization session to keep those records consistent between the two applications. The software you use for this feature is Siebel PIM Sync On Demand.
- Microsoft® Outlook and Lotus Notes
Through Siebel Outlook Email Integration On Demand, you can also link specific emails to Account, Contact, Lead, Opportunity or Service Request records in Siebel CRM On Demand. This allows you to store critical emails with the records they pertain to.
- Microsoft® Word
You can use your Siebel CRM On Demand data to create mail merges and mass email in Microsoft Word using Siebel CRM On Demand Integration for Office.
- Microsoft® Excel
You can create refreshable offline Microsoft Excel reports containing your Siebel CRM On Demand data using Siebel CRM On Demand Integration for Office.
Checking Your System Requirements
Make sure your computer meets the system requirements before you install the software.
To check the system requirements
- From any page in Siebel CRM On Demand, click the My Setup link.
- On the Personal Homepage, click the Data & Integration Tools link.
- On the Data & Integration Tools page, click the link for the procedure you're interested in.
- In the System Requirements section on the page that appears, make sure your hardware and software meet the listed requirements.
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