Enterprise Application Documents for Siebel CRM

Providing Quick and Easy Access to Customer and Partner Information

Enterprise Application Documents provides Siebel users access to critical business documents that are always accurate and up-to-date. Attach sales proposals and customer docs to customer records and then share documents across your organization, providing search and retrieval in seconds. Easily store the increasing volume of large documents, images, and other assets used by your organization every day, and enable easy navigation of the information. Oracle Content Management also enables you to attach documents from within the Siebel UI and publish them to internal and external websites.

A Scalable and High Performing Content Management System for Siebel CRM Content

Enterprise Application Documents enables Siebel CRM modules with a single repository to access and manage content. The repository can scale to millions of stored items, so as your customer and contact list grows, Oracle Content Management continues to deliver a scalable system for all your associated documents and images.

Oracle Content Management has been integrated with Siebel CRM Sales, Marketing, as well as Contact Center and Service modules.

Business Use Case: Sales

• Enhance sales force productivity by freeing them from time-consuming tasks
• Provides versioning, redlining, and e-signatures for sales proposals
• Generate sales quotes and create a distributable PDF, set sales proposals to timeout on a specific date
• Find all related documents based upon field or full text searches
• Increase customer satisfaction by providing access to accurate sales proposals, pricing data, purchase histories and other documents

Business Use Case: Marketing

• Enhance marketing asset reuse to reduce duplication of effort
• Accelerate approval processes for new marketing programs
• Ensure messaging and brand is consistent across channels
• Optimized management of multi-site web content and micro-branding messages

Business Use Case: Contact Center and Service

• Better and faster responses from call centers
• Provide easy access to sales and technical information
• Enable timely access to customer documents such as letters, warranties, and service plans
• Provide online access to knowledgebase assets