Siebel Customer Relationship Console User Guide > Overview >

Key Features

The key features of Siebel CRC are:

Referral Management

• Capture referrals
• Monitor captured referrals

Service Request Management

• Capture basic service requests
• Monitor customer service requests

Cross-Sell Prompting

• Present personalized offers
• Capture offer response (referral)

Customer Profiles

• Summary customer view
• Identification tokens
• Customer value indicators

Activity Management

• Multichannel customer interaction history
• Schedule calls, meetings, and appointments

Financial Accounts

• Account inquiries

Alerts

• Customer and account alerts
• Broadcast