ORACLE DATA SHEET
ORACLE’S
SIEBEL CRM PROFESSIONAL EDITION
KEY FEATURES
• Deep functionality and key
usability enhancements
reduce the need for expensive
customization and lengthy
end user training.
• Flexible pricing options and
fixed-price implementation
packages enable on-time and
on-budget deployments that
meet specifications.
• Modularized packaging allows
customers to deploy the exact
functionality they need today
while preserving the ability to
expand the application as
their CRM requirements
evolve.
• Seamless migration to Siebel
enterprise applications
ensures that customers will
never outgrow their CRM
solution.
• Deployment in conjunction
with Oracle CRM On
Demand, a hosted CRM
offering, allows customers to
enjoy the benefits of both on-
premises and hosted
applications.
• Powerful integration and
configuration tools allow
seamless integration with
existing business processes
and IT infrastructure.
Oracle’s Siebel CRM Professional Edition is a CRM application
built explicitly to address the unique needs of small and midsize
businesses. It allows customers to take advantage of deep CRM
functionality as well as modularized packaging, so they can choose
the specific CRM modules they need.
Delivering Exactly What Small and Midsize Businesses Need
Oracle’s Siebel CRM Professional Edition was developed expressly to address the
needs of small and midsize businesses. Its rich, intuitive, out-of-the-box
functionality minimizes the need for expensive customization and lengthy end-user
training. Its flexible packaging allows customers to deploy exactly the functionality
they need today without sacrificing the ability to expand the solution as their
requirements evolve. A broad range of pricing and fixed-price implementation
options ensures that customers get the solution they need for a price they can afford
and within a time frame they want.
In addition, Siebel CRM Professional Edition is a CRM solution for small and
midsize businesses that can be integrated with our broader suite of hosted and on-
premises CRM applications. By delivering this compelling and innovative set of
product, packaging, and pricing options, Siebel CRM Professional Edition offers
excellent value and helps small and midsize businesses realize significant increases
in customer satisfaction, revenue, and overall profitability.
Unparalleled Functional Depth and Usability
Siebel CRM Professional Edition offers over 150 CRM modules ranging from
Siebel Handheld to Analytics to Siebel Email Marketing, developed and tested in
conjunction with charter customers to ensure that they address the needs of the small
and midsize segment. It includes an embedded task assistant that facilitates the
completion of vital business processes and a powerful search engine that allows
users to quickly retrieve essential data from a database. By delivering deep, out-of-
the-box functionality that is easy to use, Siebel CRM Professional Edition reduces
the need for expensive customization and lengthy end-user orientation.
Flexible, Modularized Packaging
Siebel CRM Professional Edition base applications include Siebel Sales, Siebel
Service, Siebel Marketing. Each base application includes standard CRM
functionality such as activity, contact, and account management. Additionally,
included with the base price of the application is the option for customers to add six
additional modules of their choice to the Sales, Service, and Marketing applications.
Add-on modules are discrete bundles of CRM functionality such as forecasting, e-
mail response, and project management. Once customers have deployed a Siebel
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CRM Professional Edition application, they can purchase additional modules to

meet their evolving business requirements. This modularized packaging gives
customers the flexibility to deploy exactly the CRM functionality they need, when
they need it, thereby reducing the cost and complexity associated with the
implementation of a CRM solution.

Deep out-of-the-box functionality such as sales pipeline management tools

allows small and midsize businesses to increase revenue and profitability.

Competitive Pricing with No Hidden Costs

With comprehensive CRM functionality at a very low price point, Siebel CRM
Professional Edition delivers excellent value. Additionally, customers have
accessing to attractive financing and flexible payment terms from Oracle Finance
Division that are significantly more favorable than those generally available to
customers through conventional loans. By paying for Siebel CRM Professional
Edition over an extended period of time, customers can match their software
expense to the incremental revenue and profitability derived from their CRM
deployment. We also recognize the needs of small and midsize businesses to
manage the implementation costs associated with the deployment of a CRM
solution. To this end, we have worked with a group of elite integrators to develop a
fixed-price implementation package. This package provides for a six-week
deployment of up to 200 users of Siebel CRM Sales, Service, or Call Center
Professional Edition. It also includes a discovery and design phase, limited
configuration and data migration, testing, and end-user and administrative setup. By
leveraging Siebel CRM Professional Edition’s out-of-the-box configuration and by
working with the world’s best CRM integrators, we take the uncertainty out of
deploying CRM software. Customers now have full control over the time and money
they will need in order to implement a world-class CRM solution.

Premier Partner Network

We’ve developed a network of resellers and integrators that focus on serving small
and midsize businesses. These Siebel partners have deep CRM domain expertise and
the proven ability to successfully deploy Siebel solutions. Siebel partners must meet

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a rigorous set of criteria—certified sales staff, certified Siebel consultants

and outstanding customer references. By maintaining these rigorous standards, we
ensure that our partners are uniquely qualified to help customers successfully plan
for and implement Siebel CRM Professional Edition. And in the long term, these
partners are well equipped to become trusted advisors that can serve customers’
evolving CRM requirements.

Clear Upgrade Path Protects CRM Investment

We provide an integrated suite of CRM applications designed to meet the
requirements of businesses of any size, in any industry, and at various stages of
deployment. Siebel CRM Professional Edition offers small and midsize businesses
deep CRM functionality coupled with powerful integration and configuration
capabilities. As these companies mature, customers can easily migrate to Siebel
CRM enterprise applications, which offer functional breadth and depth via 23
vertical applications, business process automation through Oracle Fusion
Middleware, and full support for all deployment platforms.

Unique Hybrid Product Options

Siebel CRM Professional Edition can also deployed in unique hybrid environment.
In conjunction with Oracle CRM On Demand, it possible for customers to extend
their CRM existing capabilities to additional divisions, subsidiaries, geographies, or
partner networks.

Siebel CRM Professional Edition can also be used in conjunction Oracle’s hosted
contact center offering, Contact On Demand, allowing SMB customers to enjoy the
benefits of advanced contact center features such as Integrated Voice Response,
Automated Call Routing, screen pops and offsite call routing, while avoiding the
expense and complexity of acquiring and implementing these telecom products
which are beyond the budget of a typical of most SMB’s.

Applications Small and Midsize Firms Need to Run Their Businesses

Siebel CRM Professional Edition provides the functionality, configurability, and
integration capabilities small and midsize businesses need in order to streamline and
automate key business processes. Trained Siebel sales representatives and resellers
work with small and midsize businesses to create a tailored solution that addresses
companies’ unique business requirements. Thanks to Siebel CRM Professional
Edition’s deep functionality and modular packaging, customers have the flexibility
to deploy exactly the application they need.

Grow Revenues using Siebel CRM Sales Professional Edition

Siebel CRM Sales Professional Edition enables small and midsize companies to
grow revenues more quickly, predictably, and profitably by providing a focus on the
right deals at the right time. Organizations using Siebel CRM Sales Professional
Edition achieve unparalleled visibility into the sales pipeline—enabling sales
professionals to see the big opportunities. Siebel CRM Sales Professional Edition
enables selling representatives to respond more effectively to sales opportunities.
Contact and opportunity management within Siebel CRM Sales Professional Edition
enables sales professionals to find the right piece of information that is most relevant
to the sales situation. By having the right information at the right time, sales

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professionals can be more effective in front of customers and maximize valuable

customer-facing activities. By providing a common repository of customer
information, Siebel CRM Sales Professional Edition allows sales teams to
understand how customers buy, enabling them to respond to opportunities with a
multichannel sales strategy.

Siebel CRM Sales Professional Edition provides up-to-the-moment, proactive

intelligence to maximize sales revenue. With Siebel CRM Sales Professional
Edition, all levels of the selling organization can access the facts required to
confidently pinpoint problems and deploy resources. Siebel CRM Sales Professional
Edition allows managers to monitor sales pipelines and evaluate the performance of
the entire sales distribution network. Siebel CRM Sales Professional Edition enables
sales professionals to identify critical trends in sales cycle length, win rates,
discounting, and competitive engagement. This level of visibility is vital to any
organization deploying a high-performing sales force.

Six additional modules can be added to the base sales application at no incremental
cost. Examples of these modules include Siebel Forecasting, Siebel Incentive
Compensation Management, Siebel Quotes and Order Capture, Siebel Dynamic
Catalog and Siebel Target Account Selling. Collectively, these modules represent a
complete sales solution set and allow small and midsize businesses to drive best-
practice sales processes throughout their sales organization.

Usability features such as advanced search capabilities and user-defined

home pages allow individuals to complete tasks quickly and efficiently.

Deliver Cost Effective Service with Siebel CRM Service Professional Edition
Siebel CRM Service Professional Edition allows service agents of small and midsize
companies to solve customer problems in a highly efficient and effective manner,
with comprehensive service request and solution management, as well as asset
tracking. Complete customer service is made possible with integrated account and
contact management. Powerful workflow technology helps managers track and
improve service performance trends, resulting in greater customer satisfaction and
loyalty. With Siebel CRM Service Professional Edition, customer agents interact
quickly and consistently across a broad range of communication channels, such as
telephone, e-mail, fax, and paging. Service representatives become productive faster,

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supporting a broader range of products and services, resulting in higher satisfaction

levels in each customer interaction.

Six additional modules can be added to the base service application at no

incremental cost. Examples of these modules include Siebel Contracts, Siebel CTI,
Siebel Email Response, Siebel Field Service, Siebel Helpdesk, Siebel Quality
Management and Siebel Solutions. This bundle of service functionality leverages
service automation and allows small and midsize businesses to realize significant
improvements in the efficiency and effectiveness of their service representatives.

Transforming your Call Centers with Siebel CRM Professional Edition

Siebel CRM Professional Edition meets the needs of today’s organizations to
transform their call centers into critical touchpoints for customer interactions. In the
past, call centers were very reactive. Agents handled only a small range of questions,
often transferring the customer repeatedly to handle a complex request. The
objective was cost reduction—complete each interaction as quickly as possible, and
move on to the next person in the queue. Today, however, the call center is viewed
as a more strategic asset that enables companies to improve customer satisfaction
and loyalty, decrease churn, increase employee productivity, and extend top-line
revenue. Siebel CRM Professional Edition helps organizations achieve these
benefits by enabling agents to handle service, support, and sales interactions across a
broad range of communication channels such as telephone, e-mail, fax, and page.
All these communication channels are seamlessly blended, enabling agents to
become complete customer contact managers, supporting a range of products and
services, and presenting customers offerings designed to meet their needs. Call
Center functionality is delivered by adding the functions of Siebel CRM Sales
Professional Edition and Siebel CRM Service Professional Edition for each call
center agent. This allows agents to provide both sales and service assistance to
customers across multiple channels from within their contact centers. Siebel CRM
Professional Edition seamlessly manages customer profiles, accounts, products, past
purchases, opportunities, outstanding quotes and orders, and service requests. The
desktop becomes a dynamic environment that allows agents to provide vital
customer support across whatever communications channel the customer prefers.

Generate Demand using Siebel CRM Marketing Automation Professional

Edition
Siebel CRM Marketing Automation Professional Edition provides the campaign
management, customer management, and marketing communications functionality
that small and midsize 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 Automation Professional
Edition also provides list management capabilities to develop internal lists, load
external list files, and manage lists to promote prospects into contacts. Siebel CRM
Marketing Automation Professional Edition’s response management enables
marketers to track customer responses and evaluate campaign effectiveness.

Six additional modules can be added to the base marketing application at no

incremental cost. These modules can be selected from any of those offered in

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conjunction with the base Sales application (see above). In this way, marketing
managers can access deep marketing capabilities in conjunction with the powerful
sales tools necessary to generate sales leads and convert them into revenue.
Additional marketing capabilities for Siebel Email Marketing and Siebel Web
Marketing can also be added to the Siebel CRM Marketing Automation Professional
Edition extending the reach of your marketing organization to the Internet.

Add-On Modules
Siebel CRM Professional Edition offers add-on modules to supplement the Sales,
Service, or Marketing Automation base applications. Examples of add-on modules
include Siebel Asset Management, Siebel Content Center, Siebel Correspondence,
Siebel Data Quality, Dun and Bradstreet, Siebel Time & Expense Reporting, Siebel
Proposals and Presentations and Siebel Handheld, Siebel Wireless. These add-on
modules have been designed to expand the functional breadth of any base
application while providing customers with options related to the mobile platforms
on which they deploy Siebel CRM Professional Edition. Collectively, they provide
small and midsize businesses with the full CRM functionality they need for running
their businesses.

Deep Industry-Specific Functionality

In addition to a having access to a comprehensive set of cross-industry modules,
Siebel CRM Professional Edition is also available in 12 different industry-specific
versions in the Financial Services, Communications, Media, Life Sciences and
Consumer Goods sectors. These industry editions provide valuable industry specific
functionality for companies in their respective industries and are augmented with
additional industry specific modules to provide, out of the box, a strong fit to the
customer’s specific processes and practices without having to customize.

For example, Life Sciences customers can use Siebel Adverse Events and
Complaints module to manage FDA’s mandatory regulatory reporting requirements.
Industry specific modules are available in all the industry editions – Siebel Trade
Promotion, Siebel Sales Volume Planning and Siebel Inventory and Order
Management for Consumer Goods companies; Siebel Credit Origination, Siebel
Investment Banking and Siebel Wealth Management for Financial Services; Siebel
Credit Management and Fraud Management for Communications and Media
companies.

All together, Siebel CRM Professional Edition provides an additional 100 industry
specific modules allowing customers to tailor with CRM solution to their specific
industry without having to resort customization, ensuring better product fit and
preserving ease of upgradeability.

Siebel CRM Professional Edition is the Clear Choice

With its broad footprint, deep industry specific functionality and unique hybrid
options, modular packaging, flexible purchase terms and a network of highly
qualified implementation partners, Siebel CRM Professional Edition is the clear
choice for small and medium-sized businesses seeking a comprehensive CRM
solution to acquire, manage and optimize their customers relationships.

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