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CRM On Demand Vertical Solutions. The first and only pre-built solutions that deliver industry-specific capabilities at the UI, data model, and process.

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Presentation on theme: "CRM On Demand Vertical Solutions. The first and only pre-built solutions that deliver industry-specific capabilities at the UI, data model, and process."— Presentation transcript:

1 CRM On Demand Vertical Solutions

2 The first and only pre-built solutions that deliver industry-specific capabilities at the UI, data model, and process levels Pre-built Industry-Specific Editions Financial Services Referral/lead management Household/contact management Financial profiling and portfolio tracking Customer analysis Life Sciences Medical education/events management Complex relationship management Medical field sales planning and forecasting High Tech Asset management Marketing fund management Account, contact, & opportunity mgmt Quota management Automotive Dealer profiling Vehicle & dealer service management Retail and Fleet opportunity management

3 Wealth Management / Insurance Solution User Interface Specific to Industry Views: Households home page / detail Portfolio home page / detail Fields: Segment, Total Net Worth, Risk Profile, Investment Horizon, Premium, Total Asset Value, etc. New objects, extended relationships Households object Portfolio object Enhanced Leads object to support Referrals Pre-built Financial Services specific business processes Referral / lead management Household and contact profiling Client portfolio tracking A complete out-of-the-box CRM solution tailored to meet key Wealth Management / Insurance requirements

4 Automotive Solution User Interface Specific to Industry Views: Vehicles home page / details Dealers Service request / Vehicles Fields: Vehicle profile, Owners, Contacts, Finance history, Service history, Dealers. Data Model built for Automotive Vehicles object Link between Vehicles and Contacts, Dealers, Service Requests Dealer object Pre-built Automotive specific business processes Customer and dealer service management Vehicle profile and service history tracking Multi-channel selling A complete out-of-the-box CRM solution tailored to meet key Automotive requirements

5 Life Sciences – Medical Solution User Interface Specific to Industry Views: MedEd, Contact>Assets, Contact>Revenues, Account>Affiliations, Contact>Affiliations Fields: Opt-in, Opt-out, Affiliations, Asset expiration, etc. New objects, extended relationships Medical Education object Account/Contact Affiliations Territory Hierarchy Asset and Product Pre-built Life Sciences specific business processes Dynamic Sales Planning & Execution Customer Centric Service & Support Closed Loop Marketing A complete out-of-the-box CRM solution tailored to meet key Life Sciences - Medical requirements

6 High Tech Solution User Interface Specific to Industry Views: Funds home page / detail Fund requests detail Funds admin Fields: Fund name, Fund balance, Total credits & debits, Partner, Asset expiration, etc. Data Model built for High Tech Funds object Fund request object (child of Funds) Sales Coach objects Assets and links to Accounts Pre-built High Tech specific business processes Collaborative channel marketing Process-driven selling Customer asset management A complete out-of-the-box CRM solution tailored to meet key High Tech requirements

7 One Size doesn’t fit all.. News Ltd Siebel Enterprise – Call Centre, Classifieds CRM On Demand – CareerOne, subsidiaries Time to rollout and independence are drivers for OD No integration currently ANZ Bank Siebel Enterprise – Callcenter sales/x-sell/retention CRM On Demand – mortgage brokers Telstra Siebel Enterprise – sales, service, marketing in numerous channels CRM On Demand – Telstra International Sales Akamai Siebel Enterprise – 3 call centres CRM On Demand – Sales Custom integration – of Accounts/Employee/Products/Contacts with Biztalk to sync two environments


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