1. Siebel CRM Desktop for Microsoft Outlook Administration Guide
  2. Benefits of Using Siebel CRM Desktop

Benefits of Using Siebel CRM Desktop

Oracle’s 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 do typical CRM work directly in a native Microsoft Outlook environment. It centralizes essential business information in the familiar Microsoft Outlook environment. This centralization complements the existing capabilities that a Siebel Business Application provides. The user can use Siebel CRM Desktop to do the following work:

  • Manage Siebel CRM data. Manage Siebel CRM data and link this data to CRM records directly in Microsoft Outlook. The user can manage a calendar entry, emails, contacts, accounts, activities, opportunities, and so on directly in Microsoft Outlook.

  • Synchronize data. Perform bidirectional, incremental synchronization between Siebel CRM Desktop in the Microsoft Outlook client and the Siebel Server. This synchronization helps to keep data up-to-date and consistent.

  • Work while disconnected. Perform work even if disconnected from the corporate network.

Your organization can realize the following benefits:

  • Increased user adoption of your business processes and tools. Siebel CRM Desktop does not require the user to use an application that is new to the user.

  • Increased accessibility to data because the user is not required to log in to a Siebel Business 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 business processes instead of spending time and resources on learning how to perform software interactions.