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Siebel Sales Handheld Overview

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Siebel Sales Handheld provides mobile sales professionals with the sales tools and information to manage sales processes such as opportunity, account and contact management while they are in the field or away from their desk.

Although the sales process varies by organization, certain similarities do exist. Siebel Sales Handheld has been designed so that each organization can adapt its usage to best suit mobile business needs while building on similarities in practices found across many sales organizations. Organizations can use Siebel Sales Handheld in conjunction with the Siebel Sales Web client application or as a stand-alone product.

Sales representatives may use the handheld to record contact and account information, manage opportunities, schedule sales activities, check product and pricing information, provide quotes and orders, and create expense reports. In addition, sales administrators and sales managers can customize the software to fit current business needs.

Contacts are individuals with whom your company conducts business or expects to conduct business in the future. Contacts can be employees of other companies, independent consultants, vendors, or personal acquaintances. Contacts may be associated to several accounts, but a contact may be primary on only one account. Contacts may be associated with a number of opportunities, including those that are not related to their accounts.

You can access different Contacts screen views to manage your contacts.

My Contacts. View your own contacts, with information that may include account, site location, and phone number.
More info. Enter information about your contacts, which may include Account, preferred method of contact, and commentary.
Personal Contacts. Create, edit and view personal contacts.
Opportunities. Associate your contacts with opportunities you have created. For more information about adding Opportunities, see Creating Opportunities.

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