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1、管理信息化 CRM 客户关 系SiebelCRM 产品模块 介绍 管理信息化 CRM 客户关 系SiebelCRM 产品模块 介绍 SiebelCRM 产品模块介绍SiebelCRM 产品模块介绍 目录 Siebel Cross-Industry - Base Application4 Siebel CRM Base4 Siebel Cross-Industry - Tools and Servers5 Siebel Tools5 Siebel Test Automation Interface5 Siebel Web UI Dynamic Development Kit (DDK)5 Sie
2、bel Report Designer Professional6 Siebel Report Designer6 Siebel Server Extensions for Unix6 Siebel Cross-Industry - General Options6 Siebel Advanced Market Development Funds6 Oracle Secure Enterprise Search (SES)7 Oracle Secure Enterprise Search (SES) Connector7 Siebel Advisor7 Siebel Anywhere8 Sie
3、bel Campaigns8 Siebel Client Sync8 Siebel Server Sync - Microsoft Exchange Server9 Siebel Collaboration (for Microsoft SharePoint)9 Siebel Configurator Administration Server10 Siebel Configurator Runtime10 Siebel Content Publishing10 Siebel Contracts10 Siebel Customer Content11 Siebel Customer Order
4、 Management Administrator Server11 Siebel Customer Order Management Administration11 Siebel CTI11 Siebel CTI Connect12 Siebel Data Quality12 Siebel Deal Management13 Siebel Dynamic Catalog13 Siebel Dynamic Pricer14 Siebel Employee Self-Service14 Siebel Events Manager14 Siebel Forecasting15 Siebel Ha
5、ndheld15 Siebel HelpDesk Online16 Siebel Mobile Connector16 Siebel Partner Manager16 Siebel Quote and Order Capture16 Siebel Quotes17 Siebel Remote Client18 Siebel Reports18 Siebel Signature Capture Tool18 Siebel Smart Answer for Employees19 Siebel SmartScript19 Siebel Store-and-Forward Messaging19
6、Siebel Territory Management20 Siebel Time and Expense Reporting20 Siebel Wireless21 Siebel Satmetrix Exchange Connector21 Siebel Cross-Industry - Sales Options21 Siebel Enterprise Selling Process21 Siebel Portfolio Management Process (PMP)22 Siebel Proposals & Presentations22 Siebel Target Account S
7、elling23 Siebel Cross-Industry - Service Options23 Siebel Asset Management23 Siebel Automated Discovery23 Siebel Automated Service24 Siebel Change Management24 Siebel Email Response24 Siebel Field Service25 Siebel HelpDesk Online25 Siebel Quality Management26 Siebel Smart Answer for Email Response26
8、 Siebel Cross-Industry - Field Service Options26 Siebel Barcode26 Siebel Logistics Manager27 Siebel Preventive Maintenance27 Siebel Repair27 Siebel Scheduling28 Siebel Cross-Industry - Marketing Automation Options28 Siebel Email/Web Offer Designer28 Siebel Email Marketing Server28 Siebel Dialogue Ma
9、nager29 Siebel Marketing Resource Manager29 Siebel Segment Manager30 Siebel Cross Industry - Marketing Server Options31 Siebel Marketing Server31 Siebel Cross-Industry - Loyalty Options32 Siebel Loyalty Engine32 Siebel Loyalty Manager32 Siebel Loyalty Member Services Representative32 Siebel Cross-In
10、dustry - Incentive Compensation33 Siebel Incentive Compensation33 Siebel Cross-Industry - Customer Portal33 Siebel eCustomer33 Siebel eSales34 Siebel eService34 Siebel Web Marketing34 Siebel Loyalty Customer Portal35 Siebel Cross-Industry - Partner Portal35 Siebel Partner Portal35 Siebel Loyalty Par
11、tner Portal36 Siebel Financial Services CRM Base37 Siebel Financial Service CRM Base37 Siebel Financial Services - General Options40 Siebel Financial Accounts40 Siebel Financial Services Proposals and Presentations40 Siebel Call Reports41 Siebel Needs Analysis/Applications - Non credit41 Siebel Roll
12、up42 Siebel Financial Services - General Options for Finance Line of Business42 Siebel Collections42 Siebel Commercial Banking Loan Approval42 Siebel Corporate and Commercial Banking43 Siebel Credit Origination43 Siebel Institutional Sales and Research43 Siebel Investment Banking44 Siebel Investment
13、 Management44 Siebel Retirement/Pension Management45 Siebel Small Business Banking45 Siebel Wealth Management45 Siebel Financial Services - General Options for Insurance46 Siebel Group Pensions46 Siebel Group Policies46 Siebel Individual Life and Annuities47 Siebel Personal Lines Claims47 Siebel Per
14、sonal Lines Policies47 Siebel Insurance Field Service48 SiebelCross-Industry-BaseApplicationSiebelCross-Industry-BaseApplication SiebelCRMBaseSiebelCRMBase 产品说明产品说明 SiebelCRMBase 的功能包括 SiebelSales，SiebelService 和 SiebelMarketing。机构能部署 一个完整的 CRM 解决方案，涵盖了呼叫中心，销售机构，服务团队和营销组织并且贯穿了整 个销售过程。 SiebelSalesSie
15、belSales SiebelSales 提供了独特视角观察销售流程，让专业的销售人员“看”到最好的机会，让销 售机构确定具体的行动，更好的把机会变成收益。SiebelSales 中的合同和机会管理使专业 的销售人员找到与销售情形最相关正确的信息。SiebelSales 也支持基于团队的销售策略， 让整个销售团队更好的发现客户需求，应用最佳的实践，在一个实用的系统的氛围下共享知 识。 通过 SiebelSales，所有等级的销售机构都能精确的了解问题，分配资源。SiebelSales 使 经理能分析销售流程，评估整个销售分销网络的成效。 SiebelServiceSiebelService S
16、iebelService 提供闭环的服务请求管理，让专业客户服务团队确保客户满意度。 SiebelService 包括：服务请求管理，客户管理，资产跟踪，合同管理，活动管理，消息广 播，方案管理，全球时区和审计跟踪。 通过 SiebelService，客户服务人员能通过广泛的通信渠道实现快速的持续的沟通，这些渠 道包括电话、电子邮件、传真、网页、无线消息、IP 电话、网络协作和聊天。服务代表变的 更高效，支持更多的产品和服务，从而更好的提升客户满意度。 SiebelMarketingSiebelMarketing SiebelMarketing 提供了基本的活动管理，客户管理和营销功能。用户能通过直接销售人员， 呼叫中心和渠道伙伴设计和管理对外活动。 SiebelMarketing 也提供了名单管理功能，发展内部名单，导入外部名单，潜在客户管理能通过 促销把潜在客户变成合同。SiebelMarketing 的回复管理能让营销人员跟踪客户回复并评价活动 的有效性。 SiebelMarketing 包含 SiebelCampaigns 中的所有活动和报价功能。 SiebelCro
