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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 Sales
On Demand to On Premise Integration
Pod A Pod B

• Baseline on Siebel 7.8 and OD R15


On On On
Demand1 Demand2 Demandn • Bi-Directional Data Integration:
Txn Logging Txn Logging
Account, Contact and Opportunity
Txn Logging

• One-Way Product Data Synch (OP


 OD)
BPEL
Bi-Dir Data Sync:
• 1:M OP to OD Instance Integration
One-Way Data Sync: Account

Product Contact • Integrated PIM/Siebel Remote


Opportunity
Synch Support
• Initial Data Load Support for:
Txn Logging
• Existing OP, New OD
• Existing OD, Existing OP
• Entity Cross Referencing in Middle
Siebel On Premise Tier
• OD & OP Transaction Logging
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

Key Benefits
• Increased
productivity and
effectiveness of
sales managers
• Enhanced forecast
accuracy
• Improved quota
attainment
Siebel CRM Outlook Edition

New CRM Action Pane Refresh Report Synchronize with Siebel Oracle Siebel CRM Outlook Edition New CRM Action Pane Refresh Report Synchronize with Siebel Oracle Siebel CRM Outlook Edition

PCS Computing - Terry Smythe - CRM homepage


Oracle
Opportunity: 3,000 -Laptop
Terryfor
Smythe – CRM homepage
OfficeMart
Wednesday, May 16, 2007 Personalize CRM homepage Personalize CRM homepage
Tools Help

Today’s Appointment New Emails Save and Close Save and New Action Pane Oracle CRM Outlook Edition

1:00 PM – 2:00 PM OD Outlook Demo (Phone 1 -888-967-2253) VisionEnterpriseBI Q2 Pipeline Analysis Wed 5/16/2007 Action Pane X
General Contacts Activities Attachments Notes Products
3:00 PM – 4:00 PM Peoplesoft: Scorecard Demo Forrester Wave… Complimentary Mon 5/14/2007
(US:OP600:CONF:776) Q3 Sales Forecast Current EXEC Update Fri 5/11/2007 Recent Items
Show: CRM Activities
TRAVEL_US New US Travel Thu 5/10/2007
4:00 PM – 5:00 PM Information Worker (221787/3347826) Christine Patterson
Larry Pane Sales Off-site Thu 5/10/2007
Name Owner Modified Date Re: Final Contract Review

Open Opportunities Recent Items 3,000 Laptops for OfficeMart


Re: Final Contract Review T. Smythe 05/16/2007
Recent Items
Open Opportunities IBM Corporation
3,000 Laptops for OfficeMart $300,000 Negotiation IBM Corporation Final Contract Review T. Smythe Opportunity Office Mart – 100 Laptops
05/16/2007 OfficeSource Brief.ppt
$57,000 Negotiation OfficeSource Brief.ppt 3,000 Laptops for OfficeMart Negotiation
OfficeMart – 100 Desktop Quote Schedule follow-up w/ Mike Harris L. Pane 05/07/2007
OfficeSource visit agenda OfficeMart – 100 Laptops Quote Negotiation IBM Quick Links
40 Monitor for Microsoft $450,000 Short List
Re: response to contractual issues L. Pane 05/05/2007OfficeSource Brief.ppt
Micro Computers – 1,000 Monitors $149,000 Short List Thomas Stephaney 40 Monitor for Microsoft Short List Link Account
Schedule Meeting with CEO T. Smythe
Micro Computers – 1,000 Monitors Short List 05/01/2007
OfficeSource visit agenda
Computer central – 500 Desktops $75,000 Qualified Lead Meeting Notes 081207 - IBM
Link Activity
Review Contract
Computer central – 500 DesktopsK. Hamilton
with Executive Qualified Lead 04/15/2007
Thomas Stephaney
Analytic Reports My Accounts Link Contact
Prepare Customer Demo K. Kleiner 03/31/2007
Alerts Link Note
OfficeMart, Inc. Contract CA (415) 321-1256 Revise Tech Mart Quote T. Smythe 03/20/2007
Link Attachment
Hal Computing Contract CA (650) 596-1811 Coordinate EBC Visit T. Smythe 02/25/2007
BCS Corporation Contract TX (281) 234-6513 Product Question K. Hamilton 02/05/2007 Frequent Actions

ABC Computing Active CA (800) 403-1001 Review Meeting Agenda L. Pane 12/16/2006 Email to Sales Team
Active WA (206) 788-3211
Acme Corporation Request for Brochure L. Pane 12/01/2006 Email to Contacts
SuperComputing, Inc. Active CA (213) 229-8998 Schedule Meeting with
NextWave Corporation Active TX (214) 997-0559 Sales Team
Schedule Meeting with
Groupware Systems Qualified CA (408) 321-7899
Contacts
WebFlex, Inc. Qualified WA (206) 673-9123
Memorix Corporation Qualified CA (650) 562-5216 Open in Siebel CRM

View Opportunity
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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 PRM
Increased 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 8.1
Increased 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 8.1
Increased 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 8.1
Superior 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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