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siebelcrm產(chǎn)品模塊介紹-全文預(yù)覽

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【正文】 戶數(shù)據(jù)。Siebel CTI Connect包括Intel/Dialogic CTConnect中間件和Oracledeveloped Adaptive Communications API driver。Siebel CTI ConnectSiebel CTI連接器產(chǎn)品說明Siebel CTI Connect是基于單個(gè)或者多個(gè)呼叫中心的功能完善的CTI中間件解決方案。Siebel CTISiebel CTI產(chǎn)品說明Siebel CTI(Computer Telemunication Integration)提供全面的基于客戶、員工、渠道和服務(wù)等級(jí)協(xié)議信息的集成撥入、撥出和轉(zhuǎn)移呼叫,確保每次客戶交互都最有成效。Customer Order Management Administrator ServerSiebel 客戶訂單管理服務(wù)器 產(chǎn)品說明Siebel 客戶訂單管理服務(wù)器能夠管理與客戶訂單相關(guān)的數(shù)據(jù),包括產(chǎn)品、產(chǎn)品分配、兼容性規(guī)則、定制化產(chǎn)品、產(chǎn)品促銷優(yōu)惠、產(chǎn)品推薦、價(jià)格列表、總量折扣、報(bào)價(jià)調(diào)整屬性、定制化產(chǎn)品定價(jià)、合法性規(guī)則、運(yùn)費(fèi)等,將這些數(shù)據(jù)整合起來,在相關(guān)約束規(guī)則、工作流的控制下保證訂單的有效執(zhí)行。Siebel Customer ContentSiebel客戶內(nèi)容產(chǎn)品描述Siebel Customer Content收集來自于非銷售、服務(wù)和營銷機(jī)構(gòu)等外部客戶機(jī)構(gòu)的CRM信息。Siebel Contracts允許銷售和服務(wù)代表確??蛻舻玫胶贤?guī)定相應(yīng)等級(jí)支持,產(chǎn)品和定價(jià)。發(fā)布和閱讀的雇員都必須有這個(gè)模塊的許可證。Siebel Configurator Runtime是Siebel訂單獲取工具的一個(gè)集成組件,并且她被集成到了Siebel Dynamic Catalog,合格性,兼容性,促銷,復(fù)合產(chǎn)品有效性,基于資產(chǎn)的訂單以及動(dòng)態(tài)定價(jià)等模塊中。Siebel Configurator RuntimeSiebel運(yùn)行配置器產(chǎn)品說明Siebel Configurator Runtime能讓最終用戶在接受最少培訓(xùn)的條件下,創(chuàng)建有效的命令,查詢有大量可選組件和屬性的最復(fù)雜的產(chǎn)品。這使買家或選擇產(chǎn)品的用戶,不能選擇屬性不相容的組件,確保訂單是可行的,并滿足所有產(chǎn)品的相關(guān)策略。分散在各個(gè)部門(比如工程,產(chǎn)品和財(cái)務(wù))的用戶,能被邀請(qǐng)到同一個(gè)團(tuán)隊(duì)空間,參與討論,共享和事務(wù)有關(guān)的文件。一個(gè)Microsoft Outlook的插件,允許我們連接到Outlook聯(lián)系人,任務(wù)和約會(huì),用戶在Outlook用戶界面中提交的機(jī)會(huì)和服務(wù)請(qǐng)求。用戶能通過Siebel主頁或者Siebel日歷屏幕訪問Microsoft Outlook日歷。在最終用戶制定任務(wù)名單,計(jì)劃會(huì)議,或者記錄新聯(lián)系人時(shí),SSE提供靈活的實(shí)時(shí)的客戶洞察力。這個(gè)產(chǎn)品經(jīng)常被作為Siebel CRM基礎(chǔ)的附屬銷售。Siebel營銷活動(dòng)也用在服務(wù)環(huán)境中,以執(zhí)行客戶滿意營銷活動(dòng)。Siebel營銷活動(dòng)響應(yīng)管理使得營銷人員能夠跟蹤客戶響應(yīng),并評(píng)價(jià)營銷活動(dòng)效果。你能使用Siebel Anywhere為你Siebel 服務(wù)器分發(fā)和安裝升級(jí)包,或者分發(fā)SRF變化,客戶端配置的變化,和數(shù)據(jù)庫模式的變化。能使機(jī)構(gòu)集聚產(chǎn)品信息和銷售知識(shí),使得產(chǎn)品功能和銷售實(shí)踐的不斷更新和修正,不再需要通過銷售人員的集中再培訓(xùn)。在web上部署后,Siebel Advisor能被用來自動(dòng)的推薦產(chǎn)品和服務(wù),建議客戶的活動(dòng)流程,產(chǎn)生引導(dǎo),確保合格和合適的產(chǎn)品?!監(jiān)racle Secure Enterprise Search (SES) ConnectorOracle安全企業(yè)搜索連接器產(chǎn)品說明Oracle Secure Enterprise Search (SES) Connector提供可擴(kuò)展的爬蟲插件(或者連接器)框架,讓你查找并標(biāo)注私有文件集,包括Siebel數(shù)據(jù)庫、Siebel網(wǎng)絡(luò)、Siebel文件等等。對(duì)于要將Siebel ,Oracle SES不需要額外的收費(fèi)。當(dāng)請(qǐng)求獲準(zhǔn),報(bào)銷的資金就能通過后勤系統(tǒng)支付到項(xiàng)目帳戶。這些preapproval的請(qǐng)求會(huì)轉(zhuǎn)由渠道營銷經(jīng)理批準(zhǔn)。在一個(gè)典型的MDF/Coop管理過程中,營銷經(jīng)理建立一個(gè)或者多個(gè)項(xiàng)目,選擇伙伴并分配給相應(yīng)的自己。首先在Siebel Tools中創(chuàng)建報(bào)告對(duì)象庫(.rol),然后創(chuàng)建報(bào)告對(duì)象設(shè)計(jì)(.rod),最后和Siebel庫編譯生成可執(zhí)行文件。商業(yè)用戶可以設(shè)計(jì),建立分發(fā)傳送的報(bào)告。開發(fā)者首先在Siebel Tools的對(duì)象庫(.rol)中建立一個(gè)報(bào)告對(duì)象。網(wǎng)絡(luò)應(yīng)用開發(fā)者能從一些JSP的樣例程序中理解Siebel的數(shù)據(jù)結(jié)構(gòu)和功能。利用此接口,用戶可通過簡單地創(chuàng)建和維護(hù)一個(gè)測試庫來自動(dòng)化項(xiàng)目實(shí)施過程中的手工系統(tǒng)測試、性能調(diào)試等工作。產(chǎn)品包含直觀可視化工具,允許用戶配置Siebel用戶界面而無須修改HTML。Siebel CrossIndustry Tools and ServersSiebel ToolsSiebel工具產(chǎn)品說明使用Siebel工具,開發(fā)者團(tuán)隊(duì)可共同合作快速地定制Siebel應(yīng)用程序組的各個(gè)方面。用戶能通過直接銷售人員,呼叫中心和渠道伙伴設(shè)計(jì)和管理對(duì)外活動(dòng)。Siebel Service包括:服務(wù)請(qǐng)求管理,客戶管理,資產(chǎn)跟蹤,合同管理,活動(dòng)管理,消息廣播,方案管理,全球時(shí)區(qū)和審計(jì)跟蹤。Siebel Sales也支持基于團(tuán)隊(duì)的銷售策略,讓整個(gè)銷售團(tuán)隊(duì)更好的發(fā)現(xiàn)客戶需求,應(yīng)用最佳的實(shí)踐,在一個(gè)實(shí)用的系統(tǒng)的氛圍下共享知識(shí)。Target Account Selling 23Siebel CrossIndustry Service Options 23Siebel Asset Management 23Siebel Automated Discovery 23Siebel Automated Service 24Siebel Change Management 24Siebel Email Response 24Siebel Field Service 25Siebel HelpDesk Online 25Siebel Quality Management 26Siebel Smart Answer for Email Response 26Siebel CrossIndustry Field Service Options 26Siebel Barcode 26Siebel Logistics Manager 27Siebel Preventive Maintenance 27Siebel Repair 27Siebel Scheduling 28Siebel CrossIndustry Marketing Automation Options 28Siebel Email/Web Offer Designer 28Siebel Email Marketing Server 28Siebel Dialogue Manager 29Siebel Marketing Resource Manager 29Siebel Segment Manager 30Siebel Cross Industry Marketing Server Options 31Siebel Marketing Server 31Siebel CrossIndustry Loyalty Options 32Siebel Loyalty Engine 32Siebel Loyalty Manager 32Siebel Loyalty Member Services Representative 32Siebel CrossIndustry Incentive Compensation 33Siebel Incentive Compensation 33Siebel CrossIndustry Customer Portal 33Siebel eCustomer 33Siebel eSales 34Siebel eService 34Siebel Web Marketing 34Siebel Loyalty Customer Portal 35Siebel CrossIndustry Partner Portal 35Siebel Partner Portal 35Siebel Loyalty Partner Portal 36Siebel Financial Services CRM Base 37Siebel Financial Service CRM Base 37Siebel Financial Services General Options 40Siebel Financial Accounts 40Siebel Financial Services Proposals and Presentations 40Siebel Call Reports 41Siebel Needs Analysis/Applications Non credit 41Siebel Rollup 42Siebel Financial Services General Options for Finance Line of Business 42Siebel Collections 42Siebel Commercial Banking Loan Approval 42Siebel Corporate and Commercial Banking 43Siebel Credit Origination 43Siebel Institutional Sales and Research 43Siebel Investment Banking 44Siebel Investment Management 44Siebel Retirement/Pension Management 45Siebel Small Business Banking 45Siebel Wealth Management 45Siebel Financial Services General Options for Insurance 46Siebel Group Pensions 46Siebel Group Policies 46Siebel Individual Life and Annuities 47Siebel Personal Lines Claims 47Siebel Personal Lines Policies 47Siebel Insurance Field Service 48 Siebel CrossIndustry Base ApplicationSiebel CRM Base產(chǎn)品說明Siebel CRM Base的功能包括Siebel Sales,Siebel Service和Siebel Marketing。Siebel CRM產(chǎn)品模塊介紹目錄Siebel CrossIndustry Base Application 4Siebel CRM Base 4Siebel CrossIndustry Tools and Servers 5Siebel Tools 5Siebel Test Automation Interface 5Siebel Web UI Dynamic Development Kit (DDK) 5Siebel Report Designer Professional 6Siebel Report Designer 6Siebel Server Extensions for Unix 6Siebel CrossIndustry General Options 6Siebel Advanced Market Development Funds 6Oracle Secure Enterprise Search (SES) 7Oracle Secure Enterprise Search (SES) Connector 7Siebel Advisor 7Siebel Anywhere 8Siebel Campaigns 8Siebel Client Sync 8Siebel Server Sync Microsoft Exchange Server 9Siebel Collaboration (for Microsoft SharePoint) 9Siebel Configurator Administration Server 10Siebel Configurator Runtime 10Siebel Content Publishing 10Siebel Contracts 10Siebel Customer Content 11Siebel Presentations 22SiebelSiebel Sales中的合同和機(jī)會(huì)管理使專業(yè)的銷售人員找到與銷售情形最相關(guān)正確的信息。Siebel ServiceSiebel Service提供閉環(huán)的服務(wù)請(qǐng)求管理,讓專業(yè)客戶服務(wù)團(tuán)隊(duì)確??蛻魸M意度。Siebel MarketingSiebel Marketing提供了基本的活動(dòng)管理,客戶管理和營銷功能。Siebel Marketing包含Siebel Campaigns中的所有活動(dòng)和報(bào)價(jià)功能。Siebel工具所支持的一旦配置即可隨處部署模型是Siebel多渠道應(yīng)用程序產(chǎn)品系列背后的允許技術(shù)。Siebel Test Automation InterfaceSiebel 自動(dòng)化測試接口產(chǎn)品說明Siebel
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