Siebel CRM Desktop for Microsoft Outlook Administration Guide > Overview of Siebel CRM Desktop for Microsoft Outlook >

Benefits of Using Siebel CRM Desktop


Siebel CRM Desktop for Microsoft Outlook (Siebel CRM Desktop) is an application that integrates Siebel CRM processes and data in Microsoft Outlook®. It allows the user to perform important and typical CRM work directly in a native Microsoft Outlook environment.

Siebel CRM Desktop centralizes essential business information in the familiar Microsoft Outlook environment. This centralization complements the existing capabilities that a Siebel application provides. These features help the user to perform common interactions. The user can use Siebel CRM Desktop to realize the following benefits:

  • Manage Siebel CRM data. Manage Siebel CRM data and link this data to CRM records directly in Microsoft Outlook. The user can manage appointments, emails, contacts, accounts, activities, opportunities, and so forth directly in Microsoft Outlook.
  • Synchronize data. Perform bidirectional, incremental synchronization between Siebel CRM Desktop on the Microsoft Outlook Client and the Siebel application on the Siebel Server, which helps to keep the data in these applications up-to-date and consistent.
  • Work while disconnected. Perform work even when disconnected from the corporate network.

For your organization, some benefits include:

  • Increased user adoption of your business processes and tools. Siebel CRM Desktop does not require the user to use an application that the user is not familiar with.
  • Increased accessibility to data because the user is not required to log into the Siebel application to view and maintain CRM data.
  • Decreased training costs. Most users are already familiar with Microsoft Outlook. You can focus your training on CRM processes instead of spending time and resources on learning how to perform simple interactions.
Siebel CRM Desktop for Microsoft Outlook Administration Guide Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Legal Notices.