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Sunday, February 15, 2009

Siebel CRM Marketing Automation Module

Siebel CRM Marketing Automation, Professional Edition provides the campaign management, customer management and marketing communications functionality that small and midsized businesses need to promote and market their products and services. Users can design and manage outbound campaigns through direct sales, call centers, and channel partners. Siebel CRM, Marketing Edition also provides list management capabilities to develop internal lists and load external list files and prospect management with promotion of prospects to contacts. Siebel Marketing's response management enables marketers to track customer responses and evaluate campaign effectiveness.

Siebel CRM Marketing Automation, Professional Edition includes the following modules:
• Marketing (including Campaigns)
• Marketing Resource Manager (best practices and automation of a marketing department’s planning tasks; includes Project Management and Collaboration for Marketing teams and Marketing Calendar functionality – see entry in General Options section of this document for more information on this module.)
• Marketing Development Funds (functionality to automate the creation, management and administration of marketing development funds for partners – see MDF entry in General Options section of this document for more information on this module.)

Users
Marketing personnel in small and midsized companies

Key Functionality
• Campaigns (Functionality to create and manage marketing campaigns and monitor associated details)
• Executive Information System (pre-built charts for Opportunities, Accounts, Contacts)
• Accounts
• Activities
• Contacts
• Literature
• Products (basic product catalog with pricing)
• Notes and Attachments
• Advanced Search (adv. search algorithms including term proximity, word stemming, term inflection, etc.)
• Anywhere (software tools to streamline and automate management of Remote Client)
• Assignment Manager (configurable rules engine to automate assignment of leads and opportunities)
• Audit Trail (logging capabilities to maintain a history of changes made to Siebel records)
• EAI (interfaces for enabling real time integration of Siebel to 3rd party systems)
• Remote Client (fully functional disconnected client)
• Reports and Reports Server (library of pre-built reports and report scheduling and generation)
• Sync (client-based synchronization of Activities, Calendar and Contacts to Outlook, Notes and Palm)
• Workflow (configurable workflow engine to automate execution of business processes)
• Siebel Server Sync for Exchange
• Siebel Encyclopedia

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