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Siebel CRM Desktop at Work

Thanks to Alexander Hansal for this story
18 Mar - 3:00pm

In a recent post I discussed the installation and setup of the fresh-from-the-oven Siebel CRM Desktop product.


As promised, here is a closer look to how it works. Follow along...

1. Create a Contact in Outlook

I created a new Contact in Outlook and clicked the "Share with Siebel" button. The Contact form for CRM Desktop is a one-stop shop to enter all data and associations of the contact person with Accounts, Notes, Attachments, Opportunities, Activities and Contact Team (positions).


2. Send an e-mail to the new Contact

I then hit the E-Mail button in the Communicate menu and wrote a message to my test contact. Note the "shared with Siebel" bar.


3. Synchronize with Siebel CRM

Now it's time to synchronize. Clicking the CRM Desktop icon in the system tray launches the synchronization process.


4. Verify data in Siebel CRM

Now we can log on to the Siebel Web Client and verify the new (or updated) Contact.


As we can see, the contact person is correctly associated with the account and a new activity of type "Email - Outbound" is there too. Let's drill down on the activity.

Very nice: The complete e-mail is stored as an attachment (.msg file) to the activity record.

Summary

Siebel CRM Desktop seems to be a promising productivity tool. Installation, setup and usage are comparatively simple. One of the major benefits is the storage of e-mail communication in Siebel activities.

have a nice day

@lex

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