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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Top organizations around the globe leverage Siebel CRM to fulfill their digital transformation objectives. As a vital element of Oracle's CX product suite, Siebel CRM boasts an extensive product development plan. It is specifically designed to enhance visibility in sales pipelines, boost sales efficiency, and improve overall financial performance, while facilitating information sharing among teams. Oracle’s Siebel Sales seamlessly integrates with the full suite of Siebel products, allowing for adaptable, staged implementations that cater to the evolving needs of growing enterprises. Furthermore, Oracle’s Siebel Campaign Management and Dialogue Manager simplify the processes of planning, executing, and budgeting tailored, permission-based marketing campaigns. These tools offer comprehensive workflow and collaboration features for both campaign approval and execution, alongside financial modeling that helps optimize the distribution of marketing funds, culminating in a marketing command center that enables the monitoring of campaigns throughout the organization. Ultimately, Siebel CRM positions companies for success in an increasingly digital landscape.

Description

A CRM solution integrated with Microsoft, specifically designed for the insurance industry, streamlines sales processes and manages marketing campaigns effectively. It assesses sales activities in relation to production objectives while offering an exceptional, ready-to-use user experience tailored to the sector. The system features lead tracking capabilities to attract new agents, profile potential clients, and maintain relationships with current agents. Users can develop targeted campaigns, segment their audience precisely, and leverage comprehensive dashboard reporting for insights. Additionally, it allows for seamless integration with iPipeline Agency Integrator and can utilize existing organizational data to enhance functionality. This innovative platform ensures that insurance professionals can optimize their operations and achieve better results.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

BNM360
BySide
Clarive
Clonetab
CorralData
Cygneto Field Sales
Germain UX
HintEd
IBM InfoSphere Optim Data Privacy
IDmission
Microsoft Dynamics 365
Oracle Cloud CX
Oracle University
Qmatic Orchestra
Qwaiting
Sesame Software
Taxi for Email
TxContact
Viewed

Integrations

BNM360
BySide
Clarive
Clonetab
CorralData
Cygneto Field Sales
Germain UX
HintEd
IBM InfoSphere Optim Data Privacy
IDmission
Microsoft Dynamics 365
Oracle Cloud CX
Oracle University
Qmatic Orchestra
Qwaiting
Sesame Software
Taxi for Email
TxContact
Viewed

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Oracle

Founded

1977

Country

United States

Website

www.oracle.com/applications/siebel/

Vendor Details

Company Name

iPipeline

Founded

1995

Country

United States

Website

www.ipipeline.com/products/crm-for-distributors/

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Partner Relationship Management (PRM)

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Alternatives

Alternatives

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Virtual Administrator

Recursive Technology
eQuipMe Reviews

eQuipMe

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