360 View vs Siebel CRM

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Our analysts compared 360 View vs Siebel CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

360 View Software Tool
Siebel CRM Software Tool

Product Basics

360 View empowers financial institutions to meet their customer needs digitally with features that take care of personalized relations, enhance technology, scalable communications, data analytics and supports sales efforts. It takes care of various factors such as relationship management, targeted market, financial know-about for business solutions.

The software can be customized for the needs of businesses outside the financial industry, providing greater flexibility and capability options.

Pros
  • Unified customer data
  • Personalized interactions
  • Better insights
  • Improved decision-making
  • Enhanced customer experience
Cons
  • Data accuracy challenges
  • Privacy concerns
  • Implementation complexity
  • Training requirements
  • Potential for information overload
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Siebel CRM is a comprehensive software solution designed to manage customer interactions and relationships. It caters to mid-sized and large enterprises across various industries, particularly those with complex sales and service processes. Key benefits include improved customer acquisition, retention, and satisfaction through automated workflows, data-driven insights, and personalized experiences. Popular features include sales opportunity management, contact management, service request management, and reporting and analytics. User reviews highlight the platform's robust functionality, scalability, and customization options. However, some users report a steeper learning curve compared to other CRM solutions. Pricing varies depending on the deployment model, number of users, and additional modules required. Annual subscription fees typically range from tens of thousands to hundreds of thousands of dollars. Overall, Siebel CRM offers a powerful and comprehensive solution for managing customer relationships, particularly for larger organizations with complex needs. However, its steeper learning curve and higher price point might not be suitable for small businesses or those with simpler requirements.

Pros
  • Robust functionality
  • Scalable and customizable
  • Data-driven insights
  • Improved customer satisfaction
  • Automated workflows
Cons
  • Steeper learning curve
  • High price point
  • Complex for simple needs
  • Limited mobile functionality
  • Customization can be time-consuming
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Small
Medium
Large
Small
Medium
Large
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Cross-Selling: Users can send clear and constructive marketing messages with the ability to automatically track customer interests. They can make use of frontline interactions with effective cross-selling by using data-driven automation services. This helps identify what products or services are best to offer customers. 
  • Easy Lead Creation: 360 View helps streamline the lead management process, get efficient outcomes and grow the business by enabling users to mine customer data and create a list of leads based on that information. 
  • WealthEngine: This feature provides access to customer data such as demographic, wealth data, customer segmentation, prospect bifurcation and more. Leveraging it lets users focus on marketing and sales efforts with potential leads, as well as create strategic programs for customer retention. 
  • Goals and Incentives: Sales and marketing professionals can be tracked and rewarded for their performance. This makes it easy to attract, retain and empower motivated employees. 
  • Enhanced Team Performance: Teams are able to function in a more organized, productive manner by recording daily results, viewing payouts and customizing work schedules on employee scorecards. 
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  • Deploy in the Cloud: Available via the Oracle Compute Cloud Service (OCCS). Reduce TCO, scale environments as needed, accelerate the start-up time and achieve a minimum uptime of 99.95%. 
  • Increase Agility: A continuous release model ensures regular updates that provide faster access to new features and security improvements. Also simplifies the updating process to minimize maintenance costs. 
  • Build on a Flexible Platform: Siebel Open UI uses one framework that supports multiple use cases, such as mobile, touch and employee-facing, offering a tailored user experience based on role. 
  • Gain Sales Insights: Gain visibility into pipeline and sales performance. Seamless integration with the other Siebel applications helps phase deployments. Segment sales regions, identify where to take action and offer tailored coaching to team members. 
  • Make Better Decisions: A 360-degree, real-time view of all sales activities enhances decision making. 
  • Execute Multichannel Campaigns: Integrate workflows, collaborate on approvals and use financial models to optimize marketing spend. Easily track campaigns via a command center. Up-to-date customer info enables the creation of personalized, targeted campaigns. 
  • Enhance Customer Service: Contact center teams can view historical customer interactions and respond to emails automatically. They can also ensure timely, comprehensive service for any customer or employee problems via a native help desk. 
  • Facilitate Mobile Service: Manage field service activities such as scheduling and contract management, as well as streamline and improve claims processes. 
  • Connect CRM With Social Media: An integrated framework connects the system with Oracle Social Relationship Management Cloud Service. View all contact info, address issues on social networks, transfer social media leads into Siebel CRM and more. 
  • Extend Capabilities: Integration with Oracle’s BI applications provides a range of analytics functionality. Additionally, connect with the Oracle CX Cloud Suite to provide a unified ecosystem, ensuring customer-centric experiences. 
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  • 360-Degree View: The system lets users see customer details and activities on mobile. This allows them to use various CRM functions for analyzing relationships, products, services and profitability, as well as for meeting sales goals. 
  • Customer Tracking: The platform helps users follow and cater to customer needs, ultimately stimulating. They can do this by tracking new touchpoints that mark the customer journey. 
  • Custom Dashboard and Workflow: Users can leverage personalized settings, making the system’s functionality easy for every team. A set workflow saves time and helps teams work more effectively. Dashboards can be customized to fit the needs of companies outside the finance sectors. 
  • Pipeline Tracking: The system allows users to create and track pipeline deals to convert hot leads immediately. Users can also add referrals based on organizational standards. 
  • Loan Dues: Financial services such as managing and resolving requests and tracking loans due can be taken care of from one dashboard. 
  • Robust Reporting: The solution’s reporting feature facilitates accountability and helps drive results. Team members can create, manage and send reports. 
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  • Sales Tools: On-the-go sales reps can access information while in person, respond to inquiries faster and increase sales. Capturing quotes and orders makes tracking products easier and offers insights that optimize product bundle targeting, prices, and cross-sell and upsell. 
  • Marketing Capabilities: Manage everything from events to email marketing and web marketing. Plan and track budgets while analyzing marketing activities via the resource management module. 
  • Dynamic Catalog: Define selling rules and maintain catalogs with this module. It integrates product selection and configuration to support comprehensive search options, configurations, and targeted upsell and cross-sell offers. 
  • Pricing Analytics: Make context-based decisions using consistent data. Determine product demand and gauge the overall effectiveness and pricing impact across various regions and offers such as discounts, incentives and more. 
  • Quote and Order Lifecycle Management: Ensure order completion, validity and accuracy. Support pricing and product configurations. Approve quotes, verify credit and payment, and analyze orders for greater understanding of the process and pipeline. 
  • Mobile Access: Maintain flexible access to key data: 
    • Remote capabilities support mobile devices such as laptops and tablets.
    • Siebel Mobile lets field workers view key data from iOS and Android devices as well as pagers.
    • The server sync feature integrates Microsoft Exchange Server and Siebel CRM’s database for automatic data syncing.
    • Wireless and handheld solutions cover mobility needs.
  • Loyalty Management: Build campaigns that drive loyalty without the need for IT expertise. Leverage marketing, analytics and service tools to boost profits and cut expenses while getting the most out of each customer relationship. 
  • Partner Management: Facilitate management of partner relationships by: 
    • Sharing information and streamlining processes for marketing, sales and other areas.
    • Overseeing partner relationships with tools for lead tracking, forecasting, partner progress assessments, complex pricing and channel operations management.
    • Supporting partner communities via a partner portal.
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Product Ranking

#206

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CRM Software

#24

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CRM Software

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User Sentiment Summary

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Good User Sentiment 485 reviews
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72%
of users recommend this product

Siebel CRM has a 'good' User Satisfaction Rating of 72% when considering 485 user reviews from 5 recognized software review sites.

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4.8 (10)
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3.4 (367)
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4.6 (11)
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4.2 (13)
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4.0 (84)

Synopsis of User Ratings and Reviews

Unified customer view: Gain a 360-degree perspective of each customer across all touchpoints, leading to personalized interactions and improved relationships.
Actionable insights: Leverage data-driven insights to optimize sales pipelines, marketing campaigns, and overall business performance.
Enhanced collaboration: Break down data silos and foster seamless teamwork across departments with shared customer information.
Increased efficiency: Automate repetitive tasks and streamline workflows to free up time for strategic initiatives.
Improved decision-making: Make data-backed decisions based on real-time customer data and comprehensive analytics.
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Centralized Customer Data: Siebel CRM provides a single platform for managing all customer data, offering a 360-degree view of customer interactions and relationships across sales, marketing, and service.
Improved Sales Efficiency: Siebel CRM automates workflows, streamlines opportunity management, and provides data-driven insights to improve sales forecasting and close rates.
Enhanced Customer Service: Siebel CRM facilitates collaboration between different departments, ensuring consistent and efficient service delivery across all touchpoints.
Increased Customer Satisfaction: By providing a personalized customer experience and resolving issues quickly, Siebel CRM helps businesses improve customer satisfaction and loyalty.
Scalability and Flexibility: Siebel CRM can be easily scaled to accommodate the needs of growing businesses and can be customized to meet specific industry requirements.
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Data accuracy challenges: Relies heavily on the quality of source data, requiring ongoing maintenance and potentially manual corrections.
Integration complexity: Connecting multiple systems can be time-consuming and may require technical expertise.
Privacy concerns: Aggregating extensive customer data necessitates robust security measures and compliance with privacy regulations.
User adoption: Encouraging widespread adoption across teams can be challenging, especially for organizations with varying levels of technical proficiency.
Customization limitations: Flexibility for certain customizations might be restricted, potentially requiring workarounds or additional development efforts.
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Steeper Learning Curve: Siebel CRM's extensive functionality can be complex to learn and navigate, particularly for users with limited experience with CRM systems.
High Price Point: The cost of licensing, implementation, and maintenance for Siebel CRM can be significantly higher than other CRM solutions, making it less accessible for small businesses and startups.
Limited Mobile Functionality: While mobile apps are available, some users report limitations in functionality and user experience compared to the desktop version.
Overkill for Simple Needs: For businesses with straightforward sales processes and limited customer data, Siebel CRM's extensive features may be unnecessary and cumbersome.
Customization Can Be Time-Consuming: Although highly customizable, tailoring Siebel CRM to specific workflows and needs can be a complex and time-intensive process.
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360 View shines for its focus on unifying customer data and driving actionable insights. Users rave about the "360-degree view" it provides, making it easier to personalize interactions and build stronger relationships. "With 360 View, I can see every touchpoint a customer has had with our company, which is a game-changer for tailoring my sales approach," remarked one user. This strength often wins it praise over CRM giants like Salesforce, where users sometimes feel "drowning in data without clear direction." However, 360 View's reliance on data quality can be a double-edged sword. While reviewers applaud its data-driven insights, some caution about the initial effort required to clean and maintain accurate information. "Getting your data right can be an upfront investment, but once it's clean, the insights are invaluable," explained one reviewer. Additionally, 360 View's customization options, while praised for streamlining workflows, pale compared to the sheer flexibility offered by more established competitors. Integration complexity is another point of comparison. Users appreciate the pre-built connections with popular platforms, but some wish for deeper integrations with niche industry tools. "360 View integrates well with my marketing automation platform, but I still need another tool to bridge the gap with my accounting software," said one user. Thankfully, the open API helps bridge some of these gaps. Overall, 360 View emerges as a powerful tool for organizations prioritizing a unified customer view and data-driven decision-making. Its ease of use and focus on insights appeal to smaller teams and businesses seeking a clear CRM transition. While data accuracy and initial integration setup require attention, the potential for personalized interactions and improved performance make it a compelling choice for businesses looking to streamline customer relationships and gain a competitive edge.

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Siebel CRM receives mixed reviews, with users praising its robust features and scalability while criticizing its steep learning curve and high price point. One user noted that "Siebel is like the Cadillac of CRMs – powerful and feature-rich," but also acknowledged that "it's not for the faint of heart and requires significant training." Conversely, others found it overwhelming compared to simpler alternatives, lamenting that "it's like trying to drive a Formula One race car to the grocery store." When comparing Siebel to competitors like Salesforce, users often highlighted the difference in focus. They recognized Salesforce's user-friendliness and flexibility for small businesses, but believed Siebel offered deeper functionality and customization options for complex sales processes. One user commented, "Salesforce feels like a friendly neighborhood store, while Siebel is like a high-end boutique with everything you could ever need – but only if you can afford it and know how to use it." Ultimately, Siebel appears best suited for large enterprises with complex needs and the resources to invest in its implementation and ongoing maintenance. As one user summarized, "If you're a small business or have simple needs, there are better options out there. But if you're a large organization with a lot of data and complex workflows, Siebel is the most powerful and customizable tool on the market."

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