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CRM On Demand Vertical Solutions
The first and only pre-built solutions that deliver industry-specific capabilities at the UI, data model, and process levels
Pre-built Industry-Specific Editions
Financial Services
Referral/lead managementHousehold/contact management
Financial profiling and portfolio trackingCustomer analysis
Life Sciences
Medical education/events managementComplex relationship management
Medical field sales planning and forecasting
High Tech
Asset management Marketing fund management
Account, contact, & opportunity mgmtQuota management
Automotive
Dealer profilingVehicle & dealer service management
Retail and Fleet opportunity management
Wealth Management / Insurance Solution
User Interface Specific to IndustryViews: • Households home page / detail• Portfolio home page / detailFields: Segment, Total Net Worth, Risk Profile,
Investment Horizon, Premium, Total Asset Value, etc.
New objects, extended relationships• Households object• Portfolio object• Enhanced Leads object to support
Referrals
Pre-built Financial Services specific business processes
• Referral / lead management• Household and contact profiling• Client portfolio tracking
A complete out-of-the-box CRM solution tailored to meet key Wealth Management / Insurance requirements
Automotive Solution
User Interface Specific to IndustryViews: • Vehicles home page / details• Dealers• Service request / Vehicles Fields: Vehicle profile, Owners, Contacts, Finance
history, Service history, Dealers.Data Model built for Automotive
• Vehicles object• Link between Vehicles and Contacts,
Dealers, Service Requests• Dealer object
Pre-built Automotive specific business processes
• Customer and dealer service management• Vehicle profile and service history tracking• Multi-channel selling
A complete out-of-the-box CRM solution tailored to meet key Automotive requirements
Life Sciences – Medical Solution
User Interface Specific to IndustryViews: • MedEd, • Contact>Assets, Contact>Revenues, • Account>Affiliations, Contact>AffiliationsFields: Opt-in, Opt-out, Affiliations, Asset
expiration, etc.
New objects, extended relationships• Medical Education object• Account/Contact Affiliations• Territory Hierarchy• Asset and Product
Pre-built Life Sciences specific business processes
• Dynamic Sales Planning & Execution• Customer Centric Service & Support• Closed Loop Marketing
A complete out-of-the-box CRM solution tailored to meet key Life Sciences - Medical requirements
High Tech Solution
User Interface Specific to IndustryViews: • Funds home page / detail• Fund requests detail• Funds adminFields: Fund name, Fund balance, Total credits &
debits, Partner, Asset expiration, etc.
Data Model built for High Tech• Funds object• Fund request object (child of Funds)• Sales Coach objects• Assets and links to Accounts
Pre-built High Tech specific business processes
• Collaborative channel marketing• Process-driven selling• Customer asset management
A complete out-of-the-box CRM solution tailored to meet key High Tech requirements
One Size doesn’t fit all..
• News Ltd• Siebel Enterprise – Call Centre, Classifieds• CRM On Demand – CareerOne, subsidiaries• Time to rollout and independence are drivers for OD• No integration currently
• ANZ Bank• Siebel Enterprise – Callcenter sales/x-sell/retention• CRM On Demand – mortgage brokers
• Telstra• Siebel Enterprise – sales, service, marketing in numerous channels• CRM On Demand – Telstra International Sales
• Akamai• Siebel Enterprise – 3 call centres• CRM On Demand – Sales• Custom integration – of Accounts/Employee/Products/Contacts with Biztalk to sync
two environments
