1. Implementation Methodology
Siebel 8.0 Essentials
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2. Module 1: Introducing Siebel Applications
Implementation Methodology
Module 1: Introducing Siebel Applications
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3. Implementation Methodology
Module Objectives
To understand the term Customer Relationship Management (CRM)
To describe Siebel CRM and Identify the common entities found in Siebel CRM
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4. Customer Relationship Management (CRM)
Implementation Methodology
Customer Relationship Management (CRM)
"CRM is the business strategy that aims to understand, anticipate, manage and personalize the needs of an organization's current and potential customers"
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5. Introduction to Siebel Applications
Implementation Methodology
Introduction to Siebel Applications
Siebel CRM Applications are available tailored for:
- different types of customers, partners or employees interaction and channel (Horizontal Applications)
- different types of Industries (Industry Applications)
Industry Applications
Siebel Consumer Sector Siebel Life Sciences
Siebel Energy Siebel Public Sector
Siebel Financial Services Siebel Travel & Transportation
Horizontal Applications
Employee Applications Customer Applications Partner Applications
Siebel Call Center Siebel eSales Siebel Partner Manager
Siebel Service Siebel eService Siebel Partner Portal
Siebel Sales Siebel Orders
Siebel Pricer
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6. Employee Application: Siebel Sales
Implementation Methodology
Employee Application: Siebel Sales
Siebel Sales application is used by a company’s employees (Sales Representatives, Sales Managers) to manage Accounts, Contacts, Sales Opportunities and to forecast the revenues.
Siebel Sales Opportunities Screen
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7. Employee Application: Siebel Call Center
Implementation Methodology
Employee Application: Siebel Call Center
Siebel Call Center application is used by a company`s telesales and service representatives.
Siebel Call Center Service Screen
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8. Customer Application: Siebel eSales
Implementation Methodology
Customer Application: Siebel eSales
Siebel eSales application is used by customers to purchase products over the web.
Includes an interactive product catalog, search and product comparison mechanism and online ordering capabilities.
Product catalog
Shopping cart
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9. Partner Application: Siebel Partner Portal
Implementation Methodology
Partner Application: Siebel Partner Portal
Siebel Partner Portal application is used by a company`s partners to communicate, collaborate and conduct business with a Web-based interface.
Partner Portal Opportunities screen
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10. Types of Siebel Interfaces (UI)
Implementation Methodology
Types of Siebel Interfaces (UI)
Siebel UI is rendered in one of the two modes
High Interactivity Mode
is available for employee applications supporting highly interactive users.
requires Internet Explorer (check documentation for versions)
provides additional functionality (using additional code such as Active X controls)
has drag-and-drop for setting column width
reduces number of page refreshes
has menu bar and tool bars
has implicit save
Standard Interactivity Mode
is available for customer and employee Applications.
behaves like typical HTML based Web Application.
is available on a wide variety of browsers.
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11. Differences between User Interfaces
The following features are supported only by high interactivity:
Client-side scripting.
with access to Siebel objects on the client side
Interactive controls.
like calculator, calendar date/time selector
Implicit save.
saves the record without having to press the save button

12. Common Business Entities in Siebel Application
Implementation Methodology
Common Business Entities in Siebel Application
A business entity is something which is of business interest in the real world
Siebel Application refers to these entities as Business Components
Examples
Accounts
Contacts
Opportunities
Service Requests
Assets
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13. Common Siebel Business Components
Accounts
Contacts
Opportunities
Service Requests
Assets

14. Implementation Methodology
Accounts
An account is a business external to your company
Represents a current or potential client, a business partner or a competitor with whom you do business
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15. Implementation Methodology
Contacts
Contacts are the people with whom you do business
They have the following characteristics
Name
Job Title
Address
Work Phone #, Mobile Phone #, Home Phone #
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16. Implementation Methodology
Opportunities
Opportunities are potential revenue-generating events
They have the following characteristics
Possible Association with an Account
Potential Revenue
Probability of Completion
Status of Lead
Close Date
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17. Implementation Methodology
Service Requests
Service Requests are requests from customers for information or assistance with a problem related to products or services purchased from your company
They have the following characteristics
A Status
A Severity Level
A Priority Level
Association with an Account
A Single Owner
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18. Implementation Methodology
Assets
Assets are instances of purchased products
They have the following characteristics
An asset number
A product and part number
Status level
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19. Module Highlights
Siebel CRM Applications allow you to manage all points of contact
Types of Applications:
Industry Applications
Horizontal Applications
Employee Applications – Siebel Call Center, Siebel Sales, etc.
Customer Applications – Siebel eSales, Siebel Partner Portal, etc.
Some of the important Siebel business components are:
Accounts
Contacts
Opportunities
Service Requests
Assets