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Siebel eFinance Basic Functionality and Modules

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Siebel eFinance Basic (exclusively for customers upgrading from the Siebel Janna applications) provides comparable functionality to Siebel Janna for Institutional Finance or Siebel Janna Contact Enterprise, including the following functionality:

• Relationship management, permitting use by a range of users in financial services
• Specific querying, allowing product promotion to specific segments, accounts, and other targeted opportunities
• Activity management, integrated with the Calendar, promoting streamlined call planning and call reporting
• Enterprise-wide literature repository at your employees' fingertips, providing information sharing across sales teams and locations

Two modules, Siebel Opportunity Manager and Siebel Household Management, are exclusively for use with eFinance Basic:

• Siebel Opportunity Manager. When used with Siebel eFinance Basic, Siebel Opportunity Manager helps financial sales professionals develop, manage, and drive their pending opportunities or deals to closure. Siebel Opportunity Manager's opportunity and deal management capabilities include lead generation, managing opportunities, and forecasting.
• Siebel Household Management. When used with Siebel eFinance Basic, Siebel Household Management helps financial sales professionals manage consumer household information.

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