Maximize the Value of Your Siebel CRM
A structured path to transforming your Siebel CRM into an intelligent, agile, current and cost-efficient, enterprise customer experience platform.
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A structured path to transforming your Siebel CRM into an intelligent, agile, current and cost-efficient, enterprise customer experience platform.
The table below outlines our recommended plan to maximize cost savings and reduce TCO.
| Step | Business Outcome / ROI | Related Feature (Introduced Release) | Notes |
|---|---|---|---|
| 1 |
Go Cloud Native Modernize the deployment model to reduce infrastructure demand with a cloud native architecture and simplify day-to-day operations. Lower the cost to run CRM while giving IT a scalable platform for growth. |
Siebel Cloud Manager (25.1) | It is not mandatory to be on Cloud Infrastructure to use Siebel Cloud Manager (SCM) to simplify the transformation to a cloud native deployment architecture. SCM can also be used with OpenShift to deploy to other cloud hyperscalers and even on-premises infrastructure. |
| 2 |
Move to the Cloud Exit the data center and replace hardware refreshes with a predictable cloud operating model. Free capital for customer-facing innovation while improving application performance and resilience. |
Siebel Cloud Manager (25.1)
|
We would recommend choosing OCI for your Siebel CRM and Oracle database. OCI provides distinct advantages in database performance, automated lifecycle tooling, and total cost of ownership. Key differentiators include native Siebel Cloud Manager integration, optimized Oracle Database tuning, and predictable, lower egress and infrastructure pricing. |
| 3 |
Proactive System Monitoring Detect and resolve issues before they affect users, reducing costly disruption and manual administration. |
Siebel Cloud Manager (25.1) |
Siebel CRM Observability and Monitoring is enhanced with the Oracle Database Metrics Exporter for Prometheus. It is integrated with Siebel Cloud Manager to provide unified visibility into Oracle databases deployed on Kubernetes – both on premises and in the cloud. |
| 4 |
Archive Unused Data Reduce database cost and improve response times by moving inactive data out of the operational system. |
Data Archival (25.12) |
Faster updates with reduced risk as leaner databases shorten testing cycles, and reduce downtime during updates and patching. Archiving inactive Siebel CRM data can reduce database size by up to 80–90%, this improves query performance, UI responsiveness, and batch job execution. |
Kirloskar Oil Engines
30-40% performance improvement
Immediate ROI with accelerated Siebel CRM after moving to OCI.
TIM Brazil
30% reduction in operating costs
Substantial cost savings and performance improvement by moving Siebel CRM to OCI.
Grupo Aval
15,000users
Siebel Cloud Manager used to deploy updates to all environments across 5 different organizations.
Vodafone
30% reduction in operating costs
Largest Siebel CRM cloud native deployment worldwide running on OCI with Kubernetes.
The table below outlines our recommended plan to accelerate your AI automation journey with Siebel CRM.
| Step | Business Outcome / ROI | Related Feature (Introduced Release) | Notes |
|---|---|---|---|
| 1 |
Empower Users Put AI to work in proven use cases to improve productivity, accelerate decisions, reduce manual effort, and improve every customer interaction.
|
Siebel AI Framework (24.9) | With the open and flexible AI framework, you can plug any LLM you want into your Siebel CRM deployment. If you are concerned about important customer data leaving the building, you can choose to leverage a local LLM. If you want to use the latest and greatest cloud-based LLM, you can do that too. The choice is yours. |
| 2 |
Automate Complex Tasks Give every role an AI assistant that completes routine, multi-step work faster and more consistently. Examples include:
|
Siebel AI Connectors (26.7) Siebel Open Integration (25.12) |
Siebel AI Connectors comprises of an MCP server enabling you to give any MCP-compatible AI tool or agent secure read and write access to your Siebel CRM data and existing workflows — contacts, deals, engagements, and more. |
| 3 |
Enhance Data Interaction Turn trusted CRM data into answers in seconds with natural-language access that preserves governance and security. |
Siebel Genie (22.8) Oracle AI Database 26ai (26.3) |
Select AI (available with Oracle AI Database and Oracle Autonomous AI Database) gives developers, analysts, and application teams a natural-language layer over enterprise data, so they can generate SQL, chat with data, and ground responses with trusted content. |
The table below outlines our recommended plan to improve productivity and make your applications more intuitive.
| Step | Business Outcome / ROI | Related Feature (Introduced Release) | Notes |
|---|---|---|---|
| 1 |
Turn on the latest Siebel UX Give teams an intuitive, modern application that shortens task time and raises adoption. |
Redwood UX (24.6) | If your business requires a more bespoke UX then you would evaluate the options in #3 (Advanced UX). |
| 2 | Enable Intelligent Search Help users find the right customer insight in seconds, reducing search time and accelerating action. |
Intelligent Search (25.10) |
Intelligent Search provides a modern enterprise search capability in Siebel CRM that leverages OpenSearch and AI to deliver fast, intuitive, and context-aware search across business entities. Use the pre-built adapter for seamless integration. |
| 3 |
Advanced UX Create differentiated digital journeys across web, mobile, and partner channels without replacing the CRM core.
|
Siebel Open UI (14.x) Web Component Framework - OJET (26.1) Siebel Open Integration (25.12) |
With Siebel Open Integration, it is possible to enable Headless CRM operation and easily expose Siebel functionality for web, mobile, and external applications through standardised REST endpoints. |
| 4 |
Empower Users with AI Assistants Embed AI in everyday workflows to remove repetitive work and deliver faster, more relevant customer experiences. Use AI assistants to help every role handle complex tasks with greater speed and consistency. |
Siebel AI Framework (24.9) Siebel AI Connectors (26.7) Conversational UX (Sample App) |
By introducing AI services and advanced GenAI capabilities into your Siebel CRM application, you are able to embed intelligence directly into your existing tried and tested workflows. Adopting AI requires giving probabilistic AI a deterministic core, in most cases for Siebel that is where your decades of data resides and your seasoned industry workflows have operated. |
| 5 |
Improve User Adoption Accelerate onboarding and reduce support demand with in-app guidance that helps people complete work correctly the first time. |
Oracle Guided Learning |
After subscribing to the Oracle Guided Learning SaaS service and applying the simple technical implementation in your Siebel environment, you will be able to grow the adoption of your applications, enhance user productivity and save time in the process. |
Die Mobiliar
83%reduction in processing time
Improved UX for their Open UI Partner Portal also leading to a productivity boost with a 70% improvement in clicks.
Allied Bank
720°customer view
Advanced UX, customer profiles, transaction history, service interactions etc help resolve queries quickly and provide personalized recommendations using machine learning.
The table below outlines our recommended plan to accelerate time to market and streamline release operations.
| Step | Business Outcome / ROI | Related Feature (Introduced Release) | Notes |
|---|---|---|---|
| 1 |
Agile Development Deliver business change faster by enabling teams to develop in parallel instead of waiting on one another. |
Workspaces (17.x) |
Workspaces allows multiple developers to work on the same repository objects in the Siebel database, at the same time. This dramatically enhances productivity and agility for true parallel development, with a flexible, hierarchical framework for building features and releases. |
| 2 |
No Downtime Updates Release improvements with near-zero downtime disruption, protecting revenue, employee productivity, and customer service. |
Repository Migration (17.x) REST APIs for Workspaces (25.1) |
Whilst zero downtime is technically possible, organizations typically plan for "near-zero downtime" to ensure continuous system availability with no unforeseen disruptions. |
| 3 |
Modernize Integrations Connect CRM to core systems faster, so data moves where the business needs it without costly point-to-point complexity. Make trusted CRM capabilities reusable across AI, web, mobile, and partner experiences to accelerate innovation. |
Siebel Event Pub/Sub Communications (23.6) Siebel Open Integration (26.6) |
Transform your Siebel CRM integration platform intoa headless, highly performant, and developer-friendly layer with maximum re-use for existing configurations and business processes. Capable of extreme scale integration throughput and using standardized protocols. Modernize integration using the latest, favorable technologies for both Developers and Architects. |
| 4 |
Automated Testing Reduce the cost and delay of manual testing that holds back releases. Reuse automated test suites to release faster with more confidence and less business risk. |
Siebel Test Automation (17.x) |
Initial effort will be required to record the manual test cases into automated test scripts. However once this is done the gains are significant, the automated tests can be executed repeatedly with consistent results and combined into agile development workflows. |
The table below outlines our recommended plan to help you keep your Siebel application up to date with the latest release.
| Step | Business Outcome / ROI | Related Feature (Introduced Release) | Notes |
|---|---|---|---|
| 1 |
One-time Upgrade (Pre 2017) Make one strategic move to unlock current capabilities, lower technical risk, and restart innovation. |
Upgrade Factory (23.6) |
If you are on a release above 18.7 then there is no requirement to perform an Upgrade ever again. By Updating to the latest release, you will take advantage of the much leaner and more efficient Repository Update process. |
| 2 |
Simplified Updates, No More Upgrades Turn on new capabilities faster with a simpler update model that protects the value of your existing investment. |
Repository Update (26.1) |
With the new "Repository Update" process you can experience almost zero repository conflicts when you apply a monthly Siebel CRM Release Update. Say goodbye to complicated Siebel Upgrades. |
| 3 |
Automated Testing Reduce the cost and delay of manual testing that holds back updates. Reuse automated test suites to adopt new releases faster, with more confidence and less business risk. |
Siebel Test Automation (17.x) |
Initial effort will be required to record the manual test cases into automated test scripts. However once this is done the gains are significant. Automated testing coverage ensures that your application is agile and dynamic to adopt urgent updates. |
| 4 |
Training Staying current ensures you can adopt new capabilities—such as AI, automation, modern user experience, security improvements, and simpler update tooling—without falling behind. Ensure high quality and protect the value of your CRM investment. |
Siebel Learning Subscription |
Subscribe to the latest Siebel CRM training from Oracle University to access over 150 hours of online courses, regularly updated so you always have the latest content available. Siebel CRM product certifications are also available so you can prove your skills. |
| 5 |
Stay Engaged Stay up-to-date on the latest news and insights from Siebel CRM product development and collaborate with other customers in your region or industry. |
Siebel Customer Advisory Board |
AI is accelerating vulnerability discovery and exploitation. Oracle helps Siebel CRM customers reduce exposure and strengthen resilience with current security guidance, patches, and deployment recommendations. It is essential to stay informed about these issues to maintain a secure and effective CRM environment. |
High quality, expert services to help you maximize the value of your Siebel investment.
Connect with experienced Oracle partners to take advantage of the latest Siebel CRM innovations.
Siebel CoE are here to help our customers adopt new features, maximize ROI, and co-innovate on new ideas.