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This guide provides detailed coverage of Oracle's Siebel Customer Relationship Console (CRC) and how to use it, including working with data; locating information with the search features; and sharing information with other users. It is strongly recommended that you read this guide so that you can make optimal use of your Siebel application, especially if you are new to Siebel software. Although job titles and duties at your company may differ from those listed in the following table, the audience for this guide consists primarily of associates in these categories.
Associate |
A person in a position who is involved in customer-facing activities and has a need of a high level awareness of said customer. |
Teller |
The banking position "Teller" is a potential role for the Siebel CRC. A teller can look up customer information and do referrals as they handle banking transactions for the customer. |
The Siebel CRC is designed for retail banks and other enterprise organizations as a component-based option for delivering customer insight and relationship management capabilities to a wide range of users. The solution is designed to run as a stand-alone solution or in conjunction with other applications already installed in the organization. This flexibility allows organizations to enhance the usefulness of existing systems without having to go through a full replacement cycle. Siebel CRC delivers new functionality and detailed customer insight to users to improve their interaction with customers. This chapter contains the following topics:
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